有価証券レコード · アーカイブ済み四半期
IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
42追跡対象保有者
-1Δ保有者数
7.49M保有株数
$625.23M報告済み評価額
+2新規ポジション
−3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 -2.3% ·
株式フロー +1.4% ·
新規ネットポジション数 -2.4%
· 計算式
集中的な積み上げ：少数の保有者による株数の増加
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
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 | HighTower Advisors, LLC | 1.93M | +4.4% | $160.81M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.51M | +0.5% | $125.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | UBS Group AG | 1.36M | +2.5% | $113.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 569.15K | +14.2% | $47.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 445.45K | -2.4% | $37.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 240.76K | +1.4% | $20.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 211.45K | +3.2% | $17.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 175.66K | -2.1% | $14.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 149.31K | -7.3% | $12.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 119.40K | +5.9% | $9.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 113.35K | +3.5% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 104.47K | -2.3% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Mml Investors Services, Llc | 98.15K | -20.3% | $8.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 81.10K | +22.1% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 72.64K | -1.8% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 51.88K | -4.2% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 44.27K | +7.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 28.04K | +2.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 27.17K | -8.5% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 24.98K | +19.1% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 22.56K | -25.9% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 19.44K | +49.1% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Fidelity (FMR) ✦ | 15.81K | +1.2% | $1.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Cwm, Llc | 14.75K | +2.6% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 9.93K | -65.6% | $828,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hrt Financial Lp | 6.85K | 新規 | $571,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 6.61K | 新規 | $551,138 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 6.38K | -2.5% | $531,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 5.54K | -24.2% | $462,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | CIBC Bancorp USA Inc. | 5.39K | n/a | $450,021 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 4.17K | +1.1% | $348,315 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citigroup Inc | 4.13K | +0.7% | $344,649 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 3.47K | -23.7% | $289,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 3.15K | +1.2% | $262,888 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 3.10K | -84.4% | $258,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.60K | +0.2% | $133,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 676 | +0.1% | $56,391 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | UBS AM, a distinct business unit of… | 520 | 0.0% | $43,384 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 467 | +3.3% | $38,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 426 | 0.0% | $35,541 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 390 | -2.5% | $32,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 387 | -1.0% | $32,223 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $571,000 | 0.0% |
| Fifth Third Bancorp | $551,138 | 0.0% |
ポジション解消済み
| Goldman Sachs Group | $3.59M | だった 0.0% |
| AQR Capital Management | $247,230 | だった 0.0% |
| BlackRock | $5,129 | 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): 191 保有者, 12.13M 株式数, $996.73M 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。