有価証券レコード · アーカイブ済み四半期
FXD
プロファイル取り込み待ち（名称未確定）
39追跡対象保有者
+1Δ保有者数
2.16M保有株数
$147.77M報告済み評価額
+1新規ポジション
−0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 +2.6% ·
株式フロー -6.1% ·
新規ネットポジション数 +2.6%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 Q4 2025
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 | 38 | +3 | 1.81M | $125.35M | +3 | — |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | — |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | — | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | — |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | — | — |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | — | — |
| Q2 2024 | 2 | — | 7.50K | $449,146 | — | — |
保有者情報 · Q4 2025
| # | 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 | 502.24K | — | $34.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 502.24K | — | $34.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 502.24K | — | $34.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 236.20K | — | $16.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 236.20K | — | $16.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 171.60K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 132.79K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 132.79K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 132.79K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 97.34K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 52.73K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 52.73K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 50.23K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 50.23K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 50.23K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 50.00K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 49.62K | -20.9% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 48.19K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 32.83K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 32.83K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 29.00K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 28.01K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 28.01K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 25.71K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 21.57K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 19.98K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 19.39K | 新規 | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 19.22K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 12.90K | — | $882,257 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 12.90K | +290.9% | $881,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 12.23K | — | $835,892 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 9.49K | — | $648,900 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 6.33K | — | $432,627 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.33K | — | $432,627 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 5.79K | — | $395,764 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 4.89K | — | $334,261 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $332,552 | 0.0% | Held | 7 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 4.11K | — | $290,920 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 4.03K | — | $275,727 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 3.70K | — | $252,979 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | BlackRock ✦ (パッシブ) | 1.12K | 0.0% | $76,711 | 0.0% | Held | 3 | SEC ↗ |
| 48 | BlackRock ✦ (パッシブ) | 1.12K | 0.0% | $76,711 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.09K | -25.4% | $74,881 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Cwm, Llc | 980 | — | $67,000 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 550 | — | $37,598 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 312 | — | $21,331 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 219 | — | $14,973 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citigroup Inc | 200 | — | $13,674 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 197 | — | $13,469 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $1.33M | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 111 保有者, 2.29M 株式数, $139.90M 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。