有価証券レコード · アーカイブ済み四半期
IGOV
プロファイル取り込み待ち（名称未確定）
46追跡対象保有者
-1Δ保有者数
4.96M保有株数
$206.74M報告済み評価額
+0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 -2.1% ·
株式フロー -9.4% ·
新規ネットポジション数 -2.2%
· 計算式
広範な分配：株数の減少と保有者数の縮小
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 | 2 | 0 | 61.12K | $2.43M | n/a | n/a |
| Q2 2026 | 46 | +2 | 8.68M | $355.95M | +3 | −1 |
| Q1 2026 | 45 | -1 | 6.26M | $256.97M | +2 | −3 |
| Q4 2025 | 46 | -1 | 4.96M | $206.74M | n/a | −1 |
| Q3 2025 | 8 | +3 | 1.11M | $47.26M | +3 | n/a |
| Q2 2025 | 2 | +1 | 114.71K | $4.94M | +1 | n/a |
| Q1 2025 | 1 | -1 | 89.45K | $3.53M | n/a | −1 |
| Q4 2024 | 2 | +1 | 95.77K | $3.68M | +1 | n/a |
| Q3 2024 | 1 | 0 | 89.45K | $3.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.46K | $2.45M | 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 | Creative Planning | 1.43M | n/a | $59.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 484.23K | n/a | $20.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 251.23K | n/a | $10.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mackenzie Financial Corp | 250.45K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 237.64K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 187.95K | -52.8% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 183.08K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 168.18K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 152.81K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 145.31K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (パッシブ) | 132.64K | +4.7% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 123.71K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 121.09K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 113.42K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 112.83K | -18.9% | $4.70M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 111.41K | -59.3% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Allianz Asset Management GmbH | 104.32K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 78.06K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Neuberger Berman Group LLC | 54.48K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 46.46K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 43.39K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 37.24K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 36.56K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Goldman Sachs Group ✦ | 33.52K | -51.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 30.43K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Manufacturers Life Insurance… | 30.34K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 30.21K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 28.32K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 24.58K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Bank Of Montreal /Can/ | 20.55K | n/a | $855,987 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Wealth Enhancement Advisory… | 20.06K | n/a | $836,176 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Julius Baer & Co. Ltd, Zurich | 18.41K | n/a | $767,184 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 16.17K | -80.9% | $673,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Invesco Ltd. | 15.73K | n/a | $655,437 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 14.56K | n/a | $606,383 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lazard Asset Management Llc | 13.73K | n/a | $571,908 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 13.66K | n/a | $569,098 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 13.36K | n/a | $556,494 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 9.68K | n/a | $403,435 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 6.61K | n/a | $275,508 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | DZ BANK AG Deutsche Zentral… | 5.31K | n/a | $221,215 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 5.12K | n/a | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 2.26K | n/a | $94,027 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 1.06K | n/a | $44,368 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 846 | n/a | $35,269 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 241 | +64.0% | $10,033 | 0.0% | ▲ Add | 2 | 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
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Renaissance Technologies | $775,320 | 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): 143 保有者, 10.79M 株式数, $437.65M 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。