有価証券レコード · アーカイブ済み四半期
FVAL
プロファイル取り込み待ち（名称未確定）
33追跡対象保有者
-4Δ保有者数
5.92M保有株数
$461.38M報告済み評価額
+0新規ポジション
−4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 -10.8% ·
株式フロー +3.7% ·
新規ネットポジション数 -12.1%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 | 33 | -4 | 5.92M | $461.38M | — | −4 |
| Q1 2026 | 38 | +3 | 5.72M | $396.62M | +6 | −3 |
| Q4 2025 | 35 | +1 | 5.58M | $403.19M | +1 | — |
| Q3 2025 | 6 | 0 | 2.35M | $161.73M | — | — |
| Q2 2025 | 3 | 0 | 1.85M | $117.94M | — | — |
| Q1 2025 | 2 | 0 | 248.51K | $14.81M | — | — |
| Q4 2024 | 2 | 0 | 56.02K | $3.45M | — | — |
| Q3 2024 | 2 | +2 | 46.30K | $2.81M | +2 | — |
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 | Envestnet Asset Management Inc | 1.77M | +4.3% | $138.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.64M | -2.7% | $127.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Cetera Investment Advisers | 330.81K | +17.5% | $25.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 307.04K | +5.8% | $23.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 306.08K | +1.6% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 306.08K | +1.6% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 306.08K | +1.6% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 306.08K | +1.6% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 290.29K | +35.7% | $22.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 254.51K | +2.7% | $19.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 254.51K | +2.7% | $19.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 222.61K | +7.8% | $17.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 222.61K | +7.8% | $17.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 222.61K | +7.8% | $17.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 179.34K | +3.5% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 179.34K | +3.5% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 136.51K | +23.2% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 131.31K | -0.2% | $10.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 131.31K | -0.2% | $10.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 131.31K | -0.2% | $10.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 131.31K | -0.2% | $10.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Creative Planning | 106.91K | +0.3% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 61.23K | +13.6% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 61.23K | +13.6% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 38.17K | -8.4% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 38.17K | -8.4% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 38.17K | -8.4% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 38.17K | -8.4% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 24.60K | +26.3% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 20.24K | +92.5% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 20.24K | +92.5% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 18.71K | -40.8% | $1.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | BlackRock ✦ (パッシブ) | 17.15K | 0.0% | $1.34M | 0.0% | Held | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 15.02K | +21.4% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 11.37K | +5.5% | $902,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 8.61K | +18.6% | $671,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 8.41K | +4.6% | $655,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 8.41K | +4.6% | $655,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 8.41K | +4.6% | $655,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 6.49K | +2.7% | $505,444 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 4.76K | +23.9% | $370,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 3.64K | +1.6% | $283,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 2.66K | +3.8% | $207,104 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.18K | -1.8% | $170,088 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | UBS Group AG | 732 | -19.9% | $57,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 640 | -37.6% | $49,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 640 | -37.6% | $49,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 273 | 0.0% | $21,276 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 251 | 0.0% | $19,561 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 95 | +3.3% | $7,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 50 | -84.4% | $3,897 | 0.0% | ▼ Trim | 2 | 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
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Two Sigma Investments | $1.58M | だった 0.0% |
| Marshall Wace | $227,632 | だった 0.0% |
| Stifel Financial Corp | $210,005 | だった 0.0% |
| Russell Investments Group… | $21,375 | 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): 147 保有者, 8.72M 株式数, $595.50M 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。