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）
30追跡対象保有者
0Δ保有者数
1.29M保有株数
$97.69M報告済み評価額
+0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 0.0% · 株式フロー +0.3% · 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 Q2 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 · Q2 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 ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 271.97K | +0.6% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 198.08K | +4.4% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 29.41K | 0.0% | $2.22M | 0.0% | Held | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 26.65K | 0.0% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 26.51K | -14.5% | $2.00M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 26.27K | -13.5% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 25.97K | -0.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 21.74K | -2.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.18K | -5.8% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 12.21K | +70.2% | $914,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 10.30K | +8.8% | $778,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 7.78K | +0.6% | $587,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Mariner, LLC | 6.48K | -3.1% | $489,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Lido Advisors, LLC | 5.96K | +0.3% | $449,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 3.92K | 0.0% | $296,238 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 3.75K | -65.0% | $283,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 3.65K | 0.0% | $275,224 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 3.54K | +0.1% | $263,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citigroup Inc | 2.11K | +0.7% | $159,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 778 | -12.8% | $58,745 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 143 | 0.0% | $10,798 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 3 | -96.7% | $254 | 0.0% | ▼ Trim | 3 | 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
| 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): 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。