有価証券レコード · アーカイブ済み四半期
ISCB
プロファイル取り込み待ち（名称未確定）
31追跡対象保有者
0Δ保有者数
1.29M保有株数
$84.06M報告済み評価額
+1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 0.0% · 株式フロー -2.7% · 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 | 30 | 0 | 1.29M | $97.69M | — | — |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | — | — |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | — | — |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | — | — |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | — | — |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | — | — |
| Q2 2024 | 1 | — | 5.77K | $311,015 | — | — |
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 ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 270.25K | +0.1% | $17.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 189.65K | +6.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 71.70K | +0.4% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 71.70K | +0.4% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 63.60K | -3.9% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 63.60K | -3.9% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 31.01K | -8.6% | $2.02M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 30.35K | -12.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 29.41K | +1.4% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 26.65K | +8.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 26.06K | -0.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 22.40K | +3.5% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 22.18K | +2.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 22.18K | +2.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 21.43K | -4.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 10.71K | +94.7% | $697,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 9.47K | -25.4% | $616,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $520,720 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $520,720 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.73K | +1.6% | $502,997 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 7.17K | +79.8% | $457,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 6.68K | +2.7% | $435,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 5.94K | +0.8% | $386,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 3.92K | 0.0% | $255,368 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 3.65K | 新規 | $237,253 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 3.54K | +10.2% | $232,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cwm, Llc | 2.16K | +28.6% | $140,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citigroup Inc | 2.10K | -0.9% | $136,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 892 | -22.3% | $58,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 143 | 0.0% | $9,308 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 91 | 0.0% | $5,946 | 0.0% | Held | 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
| Fifth Third Bancorp | $237,253 | 0.0% |
ポジション解消済み
| Goldman Sachs Group | $2.84M | 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): 85 保有者, 1.59M 株式数, $103.60M 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。