有価証券レコード · アーカイブ済み四半期
IBTJ
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
0Δ保有者数
20.76M保有株数
$453.50M報告済み評価額
+2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 0.0% · 株式フロー +19.7% · 新規ネットポジション数 0.0% — 計算式
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 | 35 | +1 | 20.03M | $433.56M | +2 | −1 |
| Q1 2026 | 35 | 0 | 20.76M | $453.50M | +2 | −2 |
| Q4 2025 | 35 | 0 | 17.34M | $380.58M | +1 | −1 |
| Q3 2025 | 6 | +1 | 668.21K | $14.67M | +1 | — |
| Q2 2025 | 3 | +1 | 286.60K | $6.28M | +1 | — |
| Q2 2024 | 1 | — | 28.32K | $605,092 | — | — |
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 ✦ | 3.38M | -0.5% | $73.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.38M | -0.5% | $73.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.46M | +12.3% | $53.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.46M | +12.3% | $53.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.46M | +12.3% | $53.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 2.34M | +18.9% | $51.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.29M | +13.7% | $50.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.29M | +13.7% | $50.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.29M | +13.7% | $50.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.57M | +4.6% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.57M | +4.6% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.57M | +4.6% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.22M | +5249.8% | $26.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 994.26K | +375.0% | $21.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 994.26K | +375.0% | $21.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 987.26K | +3.4% | $21.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 987.26K | +3.4% | $21.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 915.52K | -11.4% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 835.32K | -6.3% | $18.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 756.66K | +6.5% | $16.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (パッシブ) | 691.06K | +138.1% | $15.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | LPL Financial LLC | 616.66K | +16.3% | $13.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 288.49K | -4.6% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 288.49K | -4.6% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 275.21K | +19.6% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 232.80K | +25.7% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 186.64K | -7.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 186.64K | -7.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 186.64K | -7.8% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 184.73K | +8.8% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 131.32K | -4.6% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 122.54K | +18.8% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 91.29K | -4.2% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 43.46K | +95.6% | $949,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 26.95K | 0.0% | $588,669 | 0.0% | Held | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 24.13K | +15.9% | $526,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 19.86K | -52.8% | $433,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 18.75K | -26.1% | $409,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 18.71K | -5.9% | $408,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 16.06K | -17.9% | $350,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 12.41K | 新規 | $271,072 | 0.0% | New | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 4.09K | 0.0% | $89,447 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 2.74K | 新規 | $59,806 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 1.76K | +0.6% | $38,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 64 | 0.0% | $1,398 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 13 | -97.1% | $291 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1 | 0.0% | $22 | 0.0% | Held | 3 | 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 | $271,072 | 0.0% |
| Fifth Third Bancorp | $59,806 | 0.0% |
ポジション解消済み
| Lido Advisors, LLC | $220,347 | だった 0.0% |
| Bank of New York Mellon Corp | $200,915 | 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): 215 保有者, 48.62M 株式数, $1.04B 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。