有価証券レコード · アーカイブ済み四半期
IVOV
プロファイル取り込み待ち（名称未確定）
39追跡対象保有者
0Δ保有者数
2.45M保有株数
$247.57M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 +1.0% · 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 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 | 38 | -2 | 2.51M | $285.91M | +4 | −6 |
| Q1 2026 | 41 | +2 | 2.56M | $261.39M | +3 | −1 |
| Q4 2025 | 39 | 0 | 2.45M | $247.57M | — | — |
| Q3 2025 | 5 | -1 | 346.46K | $34.91M | — | −1 |
| Q2 2025 | 4 | +1 | 6.84K | $652,796 | +1 | — |
| Q1 2025 | 1 | +1 | 8.63K | $793,962 | +1 | — |
| Q3 2024 | 2 | +2 | 22.82K | $2.18M | +2 | — |
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 | Mariner, LLC | 868.74K | — | $87.75M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 330.33K | +16.2% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 229.35K | — | $23.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 218.68K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 116.35K | — | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 102.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 79.89K | — | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 75.55K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 55.49K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 50.34K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 45.93K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 44.99K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 38.66K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Franklin Resources Inc | 28.70K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 27.52K | -43.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 27.52K | -43.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 15.34K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 13.66K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 13.66K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 12.47K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 11.71K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 11.71K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.91K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.91K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 9.98K | -8.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 9.46K | — | $955,798 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 9.21K | — | $930,305 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 7.40K | — | $747,824 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 6.58K | — | $665,036 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 6.26K | — | $632,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 5.59K | — | $565,050 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.52K | +18.2% | $254,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.52K | — | $254,039 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 2.50K | — | $252,127 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cerity Partners LLC | 2.38K | — | $239,923 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.14K | — | $215,756 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 1.88K | — | $189,495 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 1.14K | — | $114,747 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 936 | — | $94,601 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | BlackRock ✦ (パッシブ) | 878 | +575.4% | $88,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Assetmark, Inc | 346 | — | $34,949 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 200 | — | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 100 | — | $10,130 | 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
| 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): 163 保有者, 6.31M 株式数, $640.51M 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。