有価証券レコード
FTMU
プロファイル取り込み待ち（名称未確定）
32追跡対象保有者
+4Δ保有者数
7.84M保有株数
$62.21M報告済み評価額
+6新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +14.3% ·
株式フロー +30.0% ·
新規ネットポジション数 +12.5%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +4 | 7.84M | $62.21M | +6 | −2 |
| Q1 2026 | 29 | +1 | 4.50M | $35.06M | +2 | −1 |
| Q4 2025 | 28 | +3 | 3.44M | $26.89M | +3 | — |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.08M | +653.4% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.08M | +653.4% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.70M | +63.1% | $13.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 682.47K | +32.8% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 364.36K | -5.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 364.36K | -5.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 359.38K | +39.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 359.38K | +39.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 327.11K | +44.2% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 281.75K | +34.7% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 268.17K | +100.5% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 256.97K | -0.3% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 229.97K | -7.1% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 213.21K | +80.0% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 152.63K | +1.5% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 98.50K | +81.1% | $781,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.83K | +91.7% | $625,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 78.83K | +91.7% | $625,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citigroup Inc | 78.70K | +64.6% | $624,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 51.44K | 新規 | $407,951 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 48.58K | 0.0% | $385,255 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 48.37K | 新規 | $383,603 | 0.0% | New | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 42.46K | 0.0% | $336,716 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mariner, LLC | 30.07K | -39.0% | $238,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 29.35K | 新規 | $232,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fisher Asset Management ✦ | 25.89K | 新規 | $205,275 | 0.0% | New | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 15.75K | +1.0% | $124,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 15.53K | +18.0% | $123,149 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 14.22K | +0.4% | $112,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 13.00K | 新規 | $103,090 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 10.19K | +1.0% | $80,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 4.99K | 0.0% | $39,555 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.58K | +7.3% | $12,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 808 | 新規 | $6,407 | 0.0% | New | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 2 | 0.0% | $16 | 0.0% | Held | 3 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| Focus Partners Wealth | $407,951 | 0.0% |
| Envestnet Asset Management Inc | $383,603 | 0.0% |
| Hrt Financial Lp | $232,000 | 0.0% |
| Fisher Asset Management | $205,275 | 0.0% |
| Goldman Sachs Group | $103,090 | 0.0% |
| Assetmark, Inc | $6,407 | 0.0% |
ポジション解消済み
| Wealth Enhancement Advisory… | $83,624 | だった 0.0% |
| JPMorgan Chase | $10,631 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 74 保有者, 6.01M 株式数, $44.58M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。