有価証券レコード · アーカイブ済み四半期
IDVO
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
+9Δ保有者数
5.03M保有株数
$203.67M報告済み評価額
+9新規ポジション
−0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 +30.0% ·
株式フロー +30.0% ·
新規ネットポジション数 +20.0%
— 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 | 26 | -1 | 6.25M | $262.59M | +3 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | — |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | — |
| Q3 2025 | 1 | -1 | 3 | $144 | — | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | — |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | — | — |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +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 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.01M | +47.9% | $81.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 781.84K | +71.0% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 493.91K | +43.9% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 493.91K | +43.9% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 408.63K | +49.0% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 337.93K | +16.7% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 214.78K | +237.5% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 136.19K | +12.7% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 130.79K | +10.4% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 114.56K | +3.6% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 98.46K | +43.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 74.92K | 新規 | $3.03M | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 48.75K | 新規 | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 48.75K | 新規 | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 46.76K | 新規 | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.50K | -7.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 37.78K | -26.6% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 25.25K | +1076.1% | $994,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 16.41K | 新規 | $664,111 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 16.41K | 新規 | $664,111 | 0.0% | New | 1 | SEC ↗ |
| 26 | Simplex Trading, Llc | 6.35K | 新規 | $257,024 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 5.65K | 新規 | $228,656 | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 1.48K | 新規 | $59,896 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 1.00K | 新規 | $40,470 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $32,376 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $32,376 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 457 | +124.0% | $18,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 457 | +124.0% | $18,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cwm, Llc | 250 | -68.8% | $10,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 137 | +163.5% | $5,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 73 | 新規 | $2,954 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 58 | -79.2% | $2,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1 | -50.0% | $53 | 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 | $3.03M | 0.0% |
| Susquehanna International… | $1.97M | 0.0% |
| Susquehanna International… | $1.97M | 0.0% |
| Baird Financial Group, Inc. | $1.89M | 0.0% |
| Us Bancorp \De\ | $664,111 | 0.0% |
| Us Bancorp \De\ | $664,111 | 0.0% |
| Simplex Trading, Llc | $257,024 | 0.0% |
| Mercer Global Advisors Inc… | $228,656 | 0.0% |
| Qube Research & Technologies… | $59,896 | 0.0% |
| Fifth Third Bancorp | $40,470 | 0.0% |
| UBS AM, a distinct business… | $2,954 | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 107 保有者, 9.10M 株式数, $334.48M 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。