有価証券レコード · アーカイブ済み四半期
FXH
プロファイル取り込み待ち（名称未確定）
47追跡対象保有者
+2Δ保有者数
2.85M保有株数
$310.11M報告済み評価額
+4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 +4.4% ·
株式フロー -10.0% ·
新規ネットポジション数 +4.3%
· 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下
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 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.06K | $393,615 | n/a | n/a |
| Q2 2026 | 43 | -2 | 2.94M | $360.08M | +3 | −6 |
| Q1 2026 | 47 | +2 | 2.85M | $310.11M | +4 | −2 |
| Q4 2025 | 45 | 0 | 3.16M | $358.68M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.20M | $131.69M | n/a | n/a |
| Q2 2025 | 3 | -1 | 45.23K | $4.69M | n/a | −1 |
| Q1 2025 | 2 | +1 | 18.43K | $1.91M | +1 | n/a |
| Q4 2024 | 1 | -1 | 17.12K | $1.78M | n/a | −1 |
| Q3 2024 | 2 | 0 | 35.39K | $3.96M | n/a | n/a |
| Q2 2024 | 2 | n/a | 30.34K | $3.17M | n/a | n/a |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 819.84K | -18.4% | $89.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 297.50K | -3.8% | $32.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 281.85K | -3.4% | $30.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 280.42K | -6.5% | $30.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 267.81K | -7.2% | $29.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 117.69K | -3.7% | $12.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 106.83K | -8.9% | $11.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 78.08K | +19.4% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Commonwealth Equity Services, Llc | 69.16K | -12.6% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.31K | -10.2% | $6.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 58.88K | -15.6% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 45.53K | +8.6% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 39.44K | -25.8% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 34.99K | -53.8% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 32.13K | -3.9% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 28.35K | +47.5% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 24.34K | 新規 | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 22.50K | +3.1% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 19.65K | +0.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Assetmark, Inc | 16.90K | +20.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 15.61K | 新規 | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 15.19K | 新規 | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 13.26K | -2.2% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 9.86K | +22.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.83K | +5.8% | $859,577 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 6.91K | +5.4% | $722,112 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 6.19K | -44.4% | $679,915 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Pnc Financial Services Group, Inc. | 5.51K | -10.3% | $605,020 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 5.12K | +10.7% | $562,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 23.92K | -59.5% | $553,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 4.74K | +11.5% | $520,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 4.58K | 新規 | $502,966 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 4.38K | -53.3% | $480,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.91K | -7.0% | $319,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.90K | +164.1% | $318,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 2.73K | -18.6% | $301,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.48K | 0.0% | $272,708 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.97K | +962.7% | $215,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 1.92K | -0.9% | $210,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 1.26K | +62.4% | $138,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 839 | 0.0% | $91,996 | 0.0% | Held | 2 | SEC ↗ |
| 42 | BlackRock ✦ (パッシブ) | 591 | +84.7% | $64,874 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 43 | Blair William & Co/Il | 165 | 0.0% | $18,112 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Citigroup Inc | 90 | 0.0% | $9,879 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 37 | -27.4% | $4,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 14 | 0.0% | $1,537 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Allspring Global Investments… | 3 | 0.0% | $331 | 0.0% | Held | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Susquehanna International… | $2.67M | 0.0% |
| Jane Street Group, Llc | $1.71M | 0.0% |
| Mercer Global Advisors Inc… | $1.67M | 0.0% |
| Citadel Advisors | $502,966 | 0.0% |
ポジション解消済み
| Two Sigma Investments | $2.56M | だった 0.0% |
| Simplex Trading, Llc | $6,829 | 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): 236 保有者, 4.02M 株式数, $424.12M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。