有価証券レコード
MTBA
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
7.65M保有株数
$375.61M報告済み評価額
+3新規ポジション
−3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 -6.0% · 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 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 | 7.65M | $375.61M | +3 | −3 |
| Q1 2026 | 31 | +2 | 8.14M | $402.74M | +6 | −4 |
| Q4 2025 | 29 | 0 | 8.25M | $415.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 363.12K | $18.28M | +1 | −1 |
| Q2 2025 | 1 | 0 | 9.27K | $464,485 | — | — |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | — | — |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | — | — |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | — | — |
| Q2 2024 | 1 | — | 35.33K | $1.78M | — | — |
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 | Envestnet Asset Management Inc | 2.25M | -9.1% | $110.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 1.94M | +18.8% | $95.10M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.63M | -2.6% | $79.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.63M | -2.6% | $79.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 544.30K | -6.6% | $26.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 248.44K | -14.8% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 199.27K | -12.5% | $9.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 179.02K | +22.8% | $8.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Tidal Investments LLC | 173.77K | +54.1% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 152.03K | -13.6% | $7.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | First Manhattan Co. Llc. | 50.00K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 40.29K | -53.1% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 30.78K | 新規 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 26.31K | -4.9% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 24.40K | +3.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 24.40K | +3.2% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 23.45K | -16.5% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 23.05K | +1.2% | $1.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Focus Partners Wealth | 20.27K | 0.0% | $994,849 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 16.91K | -89.1% | $829,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 16.91K | -89.1% | $829,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 15.18K | +4.9% | $744,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 13.96K | +3.8% | $684,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 10.93K | 新規 | $536,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 10.66K | +146.6% | $522,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 10.66K | +146.6% | $522,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cibc World Market Inc. | 10.34K | +5.1% | $507,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 9.78K | -88.3% | $480,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.77K | -8.8% | $283,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 4.68K | 0.0% | $229,746 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS Group AG | 2.43K | -41.5% | $119,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 2.43K | -41.5% | $119,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 329 | 新規 | $16,180 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 316 | -67.5% | $15,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 186 | +6.9% | $9,127 | 0.0% | ▲ Add | 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
| Goldman Sachs Group | $1.51M | 0.0% |
| Hrt Financial Lp | $536,000 | 0.0% |
| Jones Financial Companies Lllp | $16,180 | 0.0% |
ポジション解消済み
| Bank of New York Mellon Corp | $12.91M | だった 0.0% |
| Lido Advisors, LLC | $301,214 | だった 0.0% |
| Susquehanna International… | $208,870 | 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): 154 保有者, 21.95M 株式数, $1.07B 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。