有価証券レコード · アーカイブ済み四半期
GARP
プロファイル取り込み待ち（名称未確定）
35追跡対象保有者
+4Δ保有者数
7.39M保有株数
$472.66M報告済み評価額
+7新規ポジション
−3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 +12.9% ·
株式フロー +30.0% ·
新規ネットポジション数 +11.4%
— 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +4 | 12.16M | $1.00B | +5 | −1 |
| Q1 2026 | 35 | +4 | 7.39M | $472.66M | +7 | −3 |
| Q4 2025 | 31 | +1 | 4.85M | $330.52M | +1 | — |
| Q3 2025 | 4 | 0 | 11.96K | $785,041 | +1 | −1 |
| Q2 2025 | 1 | +1 | 14.02K | $846,407 | +1 | — |
| Q4 2024 | 1 | +1 | 40.45K | $2.28M | +1 | — |
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 | LPL Financial LLC | 2.18M | +65.5% | $139.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 798.23K | +200.1% | $51.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 798.23K | +200.1% | $51.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 798.23K | +200.1% | $51.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 798.23K | +200.1% | $51.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 756.96K | +73.0% | $48.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 756.96K | +73.0% | $48.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 612.56K | +25.3% | $39.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 546.19K | +52.0% | $34.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 546.19K | +52.0% | $34.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 546.19K | +52.0% | $34.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 502.13K | +47.4% | $32.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 350.59K | +87.0% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 350.59K | +87.0% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 341.46K | +37.6% | $21.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 297.01K | +0.1% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 236.13K | +14.7% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 236.13K | +14.7% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 220.43K | +31.1% | $14.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 169.05K | +6.7% | $10.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 80.86K | +1176.2% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | First Trust Advisors Lp | 75.80K | -2.1% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 58.94K | +15.7% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 36.57K | +427.3% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 33.84K | +13940.2% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 33.84K | +13940.2% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 17.39K | +193.2% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 17.39K | +193.2% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cibc World Market Inc. | 14.45K | +40.7% | $924,558 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 10.90K | -94.2% | $697,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 7.99K | 新規 | $511,376 | 0.0% | New | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 7.29K | 新規 | $466,469 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 6.44K | +43.5% | $412,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 5.76K | 0.0% | $368,531 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.66K | 新規 | $298,356 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 4.10K | 新規 | $262,213 | 0.0% | New | 1 | SEC ↗ |
| 37 | Boston Partners | 3.90K | 新規 | $249,782 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.54K | 新規 | $226,646 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.23K | +20.3% | $142,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.07K | +2553.8% | $132,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 904 | -79.1% | $55,677 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cwm, Llc | 661 | 0.0% | $42,284 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 409 | -58.0% | $26,154 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 409 | -58.0% | $26,154 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 107 | 新規 | $6,677 | 0.0% | New | 1 | SEC ↗ |
| 46 | UBS Group AG | 25 | -98.9% | $1,599 | 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
| Citadel Advisors | $511,376 | 0.0% |
| Brown Advisory Inc | $466,469 | 0.0% |
| Us Bancorp \De\ | $298,356 | 0.0% |
| Jane Street Group, Llc | $262,213 | 0.0% |
| Boston Partners | $249,782 | 0.0% |
| Mercer Global Advisors Inc… | $226,646 | 0.0% |
| Jones Financial Companies Lllp | $6,677 | 0.0% |
ポジション解消済み
| Corient Private Wealth LP | $817,200 | だった 0.0% |
| Wells Fargo & Company/Mn | $113,387 | だった 0.0% |
| Assetmark, Inc | $42,086 | 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): 137 保有者, 14.10M 株式数, $823.57M 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。