有価証券レコード · アーカイブ済み四半期
IQDG
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
-1Δ保有者数
9.24M保有株数
$378.75M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 -2.8% ·
株式フロー +2.0% ·
新規ネットポジション数 -2.9%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 8.45M | $364.16M | +3 | −3 |
| Q1 2026 | 37 | +2 | 9.01M | $361.59M | +3 | −1 |
| Q4 2025 | 35 | -1 | 9.24M | $378.75M | — | −1 |
| Q3 2025 | 5 | 0 | 2.01M | $80.09M | — | — |
| Q2 2025 | 2 | 0 | 108.10K | $4.28M | — | — |
| Q1 2025 | 1 | 0 | 50.08K | $1.79M | — | — |
| Q4 2024 | 1 | +1 | 42.92K | $1.47M | +1 | — |
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 | Bank Of America Corp /De/ | 2.26M | — | $93.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.26M | — | $93.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.90M | -1.4% | $78.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.03M | — | $42.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 740.16K | — | $30.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 604.38K | — | $25.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 594.00K | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 554.17K | — | $22.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 260.08K | +982.9% | $10.79M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Captrust Financial Advisors | 181.72K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 167.24K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 139.08K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 138.81K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 113.24K | — | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 223.51K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 223.51K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 89.44K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 89.44K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 89.44K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 46.25K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 41.87K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 24.49K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 24.12K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 16.00K | — | $663,958 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cibc World Market Inc. | 15.15K | — | $628,298 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 14.45K | -58.2% | $599,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 14.45K | -58.2% | $599,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.05K | -2.7% | $416,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 10.05K | -2.7% | $416,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 9.86K | — | $408,910 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 9.86K | — | $408,910 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 9.44K | — | $391,405 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 7.30K | — | $302,708 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 7.30K | — | $302,708 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 5.18K | — | $215,074 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 4.00K | — | $165,879 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 3.69K | — | $153,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 3.04K | — | $126,141 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 2.23K | — | $92,417 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 794 | — | $32,935 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 571 | — | $23,694 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 571 | — | $23,694 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 208 | — | $8,628 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 145 | — | $6,015 | 0.0% | n/c | 1 | 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
| 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
| Goldman Sachs Group | $358,043 | 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): 144 保有者, 13.87M 株式数, $555.30M 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。