有価証券レコード
HTD
プロファイル取り込み待ち（名称未確定）
28追跡対象保有者
+2Δ保有者数
4.58M保有株数
$116.68M報告済み評価額
+3新規ポジション
−1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 +7.7% ·
株式フロー +2.6% ·
新規ネットポジション数 +7.1%
— 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 | 28 | +2 | 4.58M | $116.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 4.46M | $110.56M | +3 | −1 |
| Q4 2025 | 25 | 0 | 4.41M | $104.24M | — | — |
| Q3 2025 | 2 | — | 415.80K | $10.31M | — | — |
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 | UBS Group AG | 819.90K | +5.6% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 819.90K | +5.6% | $20.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 545.91K | +10.7% | $13.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 477.05K | -1.1% | $12.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 374.65K | +0.6% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 369.67K | -21.4% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 369.67K | -21.4% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 357.83K | +4.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 357.83K | +4.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 314.63K | -0.1% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 314.63K | -0.1% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 273.08K | +3.9% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 233.07K | +4.0% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 158.72K | -12.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 158.72K | -12.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 156.60K | +3.1% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 152.79K | +31.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 152.79K | +31.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 128.74K | +1.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 35.44K | +41.2% | $903,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 32.43K | +2.1% | $839,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 28.72K | -2.5% | $732,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 26.31K | +7.3% | $670,652 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 24.93K | 新規 | $635,395 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 15.20K | +11.0% | $387,318 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 12.67K | 0.0% | $322,882 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 10.00K | +9515.4% | $254,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 9.71K | 新規 | $247,551 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 8.74K | 新規 | $222,706 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.44K | +41.4% | $87,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.20K | 0.0% | $81,568 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.79K | +214.6% | $71,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 682 | -44.2% | $17,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 42 | 0.0% | $1,083 | 0.0% | Held | 4 | 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
| Cerity Partners LLC | $635,395 | 0.0% |
| HighTower Advisors, LLC | $247,551 | 0.0% |
| Creative Planning | $222,706 | 0.0% |
ポジション解消済み
| Jones Financial Companies Lllp | $53,132 | 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): 91 保有者, 5.90M 株式数, $143.67M 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。