有価証券レコード · アーカイブ済み四半期
IAK
プロファイル取り込み待ち（名称未確定）
38追跡対象保有者
+1Δ保有者数
1.00M保有株数
$136.67M報告済み評価額
+2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 +2.7% ·
株式フロー -10.7% ·
新規ネットポジション数 +2.6%
· 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.77K | $390,339 | n/a | n/a |
| Q2 2026 | 38 | +2 | 816.76K | $114.83M | +6 | −4 |
| Q1 2026 | 36 | -2 | 769.74K | $98.74M | +4 | −6 |
| Q4 2025 | 38 | +1 | 1.00M | $136.67M | +2 | −1 |
| Q3 2025 | 6 | 0 | 450.84K | $60.43M | n/a | n/a |
| Q2 2025 | 3 | 0 | 91.22K | $12.27M | +1 | −1 |
| Q1 2025 | 2 | 0 | 25.22K | $3.48M | +1 | −1 |
| Q4 2024 | 2 | -1 | 5.09K | $644,238 | n/a | −1 |
| Q3 2024 | 3 | +1 | 17.65K | $2.28M | +1 | n/a |
| Q2 2024 | 2 | n/a | 65.44K | $7.39M | n/a | n/a |
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 | Morgan Stanley ✦ | 213.03K | -29.7% | $29.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 143.32K | n/a | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Two Sigma Investments ✦ | 89.70K | +4.8% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 86.86K | n/a | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 75.69K | n/a | $10.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 68.07K | n/a | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 60.30K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Stifel Financial Corp | 46.67K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 42.48K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Susquehanna International Group, Llp | 37.55K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 21.66K | -52.2% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20.54K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 16.07K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cibc World Market Inc. | 11.14K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 10.36K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 10.27K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 10.05K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 8.18K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 4.23K | n/a | $575,506 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 2.87K | n/a | $390,937 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.58K | +31.6% | $350,833 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 2.53K | n/a | $345,013 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 2.34K | n/a | $318,618 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.33K | n/a | $317,151 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.25K | n/a | $306,018 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 2.11K | n/a | $287,102 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 1.92K | 新規 | $261,272 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 1.58K | n/a | $215,798 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 1.56K | n/a | $211,849 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 1.53K | 新規 | $208,038 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Mirae Asset Global Investments Co.… | 1.20K | n/a | $163,380 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 889 | n/a | $121,037 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 864 | n/a | $117,634 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 682 | n/a | $92,832 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | National Bank Of Canada /Fi/ | 289 | n/a | $39,313 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 93 | n/a | $12,662 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 53 | -98.2% | $7,222 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Blair William & Co/Il | 22 | n/a | $2,995 | 0.0% | n/c | 1 | 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
| D. E. Shaw & Co. | $261,272 | 0.0% |
| Marshall Wace | $208,038 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.60M | 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): 131 保有者, 1.43M 株式数, $177.07M 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。