有価証券レコード · アーカイブ済み四半期
ISHG
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
+6Δ保有者数
1.74M保有株数
$129.00M報告済み評価額
+8新規ポジション
−2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 +24.0% ·
株式フロー +30.0% ·
新規ネットポジション数 +19.4%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
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 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 | 34 | +3 | 2.74M | $203.52M | +5 | −2 |
| Q1 2026 | 31 | +6 | 1.74M | $129.00M | +8 | −2 |
| Q4 2025 | 24 | +2 | 1.03M | $77.52M | +2 | — |
| Q3 2025 | 1 | -1 | 352.45K | $26.85M | — | −1 |
| Q2 2025 | 1 | +1 | 18.02K | $1.38M | +1 | — |
| Q4 2024 | 1 | 0 | 5.00K | $337,187 | — | — |
| Q3 2024 | 1 | 0 | 5.00K | $369,801 | — | — |
| Q2 2024 | 1 | — | 5.00K | $347,381 | — | — |
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 | Royal Bank Of Canada | 360.63K | -2.3% | $26.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 360.63K | -2.3% | $26.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 360.63K | -2.3% | $26.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 360.63K | -2.3% | $26.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 277.86K | +191.7% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 277.86K | +191.7% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 277.86K | +191.7% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 274.89K | -5.7% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 274.89K | -5.7% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 274.89K | -5.7% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 274.89K | -5.7% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | CIBC Bancorp USA Inc. | 244.70K | — | $18.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | CIBC Bancorp USA Inc. | 244.70K | — | $18.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 118.05K | 新規 | $8.76M | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 98.58K | +382.7% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 71.46K | +1.8% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 71.46K | +1.8% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 60.27K | +213.6% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 33.04K | +8.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 33.04K | +8.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 32.11K | 新規 | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 23.79K | +3.8% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 17.86K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 15.82K | +395.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.66K | +6.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 15.66K | +6.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | LPL Financial LLC | 15.11K | +52.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 14.23K | -47.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 10.30K | 新規 | $764,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 8.41K | +725.5% | $624,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 8.41K | +725.5% | $624,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 8.07K | +0.8% | $599,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 7.86K | +14.8% | $582,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 7.86K | +14.8% | $582,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 6.83K | +59.8% | $503,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 5.66K | +24.0% | $419,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 5.55K | 0.0% | $411,796 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 5.30K | 新規 | $393,001 | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 3.01K | 新規 | $223,294 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 1.38K | 0.0% | $102,592 | 0.0% | Held | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 1.12K | 新規 | $82,673 | 0.0% | New | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 941 | +14.3% | $69,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | DZ BANK AG Deutsche Zentral… | 915 | -58.0% | $67,879 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 742 | 新規 | $55,045 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 425 | 新規 | $31,528 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 425 | 新規 | $31,528 | 0.0% | New | 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
| Mercer Global Advisors Inc… | $8.76M | 0.0% |
| Commonwealth Equity Services… | $2.38M | 0.0% |
| Hrt Financial Lp | $764,000 | 0.0% |
| Stifel Financial Corp | $393,001 | 0.0% |
| AQR Capital Management | $223,294 | 0.0% |
| National Bank Of Canada /Fi/ | $82,673 | 0.0% |
| Fifth Third Bancorp | $55,045 | 0.0% |
| Bank Of Montreal /Can/ | $31,528 | 0.0% |
| Bank Of Montreal /Can/ | $31,528 | 0.0% |
ポジション解消済み
| Neuberger Berman Group LLC | $274,626 | だった 0.0% |
| Cwm, Llc | $3,000 | 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): 103 保有者, 7.14M 株式数, $527.89M 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。