有価証券レコード
NAD
プロファイル取り込み待ち（名称未確定）
40追跡対象保有者
0Δ保有者数
25.19M保有株数
$305.30M報告済み評価額
+3新規ポジション
−4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 -2.5% — 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
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 ✦ | 6.66M | +0.4% | $80.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | UBS Group AG | 3.12M | -2.1% | $37.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 2.79M | +11.6% | $33.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 2.32M | -8.0% | $28.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.07M | -21.4% | $25.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.38M | +12.1% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.27M | +3.5% | $15.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 990.97K | +3.0% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 757.08K | +3.6% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 742.47K | +9.9% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Deutsche Bank Ag\ | 416.38K | 0.0% | $5.05M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 411.80K | -1.9% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 396.86K | +7.4% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 300.65K | 0.0% | $3.64M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 253.68K | +62.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Invesco Ltd. | 207.82K | +0.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 194.01K | -8.0% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Baird Financial Group, Inc. | 116.53K | +4.1% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 85.54K | +1.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 78.86K | -57.7% | $955,747 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 75.61K | +0.9% | $916,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 62.00K | -19.1% | $752,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 60.88K | -9.2% | $737,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 60.83K | +155.6% | $737,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 58.33K | +1.2% | $706,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 50.84K | +2.9% | $616,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 44.47K | +40.7% | $530,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 42.88K | -0.9% | $519,709 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 37.43K | +0.5% | $453,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mariner, LLC | 27.26K | -4.6% | $330,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 27.04K | +57.6% | $327,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Brown Advisory Inc | 19.86K | 0.0% | $240,764 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 15.79K | -50.9% | $191,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Envestnet Asset Management Inc | 14.34K | -60.9% | $173,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 12.75K | 0.0% | $154,542 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 10.52K | 新規 | $127,527 | 0.0% | New | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 10.37K | -73.3% | $125,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.06K | 新規 | $24,884 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 1.18K | 新規 | $14,231 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 418 | -4.1% | $5,069 | 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
| Bank Of Montreal /Can/ | $127,527 | 0.0% |
| JPMorgan Chase | $24,884 | 0.0% |
| Jones Financial Companies Lllp | $14,231 | 0.0% |
ポジション解消済み
| HighTower Advisors, LLC | $1.02M | だった 0.0% |
| Nomura Holdings Inc | $322,000 | だった 0.0% |
| First Trust Advisors Lp | $159,160 | だった 0.0% |
| BlackRock | $5,325 | 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): 282 保有者, 45.06M 株式数, $502.41M 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。
Oct 05
SC 13D/A — BANK OF AMERICA CORP /DE/
52.5% クラスの · SECオリジナル提出書類を表示 ↗
Sep 25
SC 13D/A — WELLS FARGO & COMPANY/MN
11.8% クラスの · SECオリジナル提出書類を表示 ↗
Jun 22
SC 13D/A — BANK OF AMERICA CORP /DE/
52.3% クラスの · SECオリジナル提出書類を表示 ↗
Jun 12
SC 13D/A — WELLS FARGO & COMPANY/MN
13.5% クラスの · SECオリジナル提出書類を表示 ↗