有価証券レコード · アーカイブ済み四半期
PBE
プロファイル取り込み待ち（名称未確定）
35追跡対象保有者
0Δ保有者数
620.69K保有株数
$49.12M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 -2.7% · 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 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 | 0 | 640.67K | $57.44M | +3 | −3 |
| Q1 2026 | 35 | 0 | 620.69K | $49.12M | +3 | −3 |
| Q4 2025 | 35 | 0 | 637.92K | $52.41M | +1 | −1 |
| Q3 2025 | 6 | +1 | 106.77K | $7.46M | +1 | — |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | — | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | — | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | — |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | — |
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 | Morgan Stanley ✦ | 131.78K | -1.1% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 86.74K | -10.9% | $6.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 68.98K | +2.4% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 68.98K | +2.4% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 59.33K | +25.9% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 59.33K | +25.9% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 59.33K | +25.9% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 59.29K | -4.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 59.29K | -4.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 39.30K | -16.1% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 39.30K | -16.1% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 23.14K | +2.0% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 21.36K | +3.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 16.50K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 14.29K | -34.8% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 12.22K | 0.0% | $967,553 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 10.67K | 0.0% | $844,649 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 10.67K | 0.0% | $844,649 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 10.57K | +6.6% | $836,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 10.57K | +6.6% | $836,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 8.81K | -1.7% | $697,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.81K | -1.7% | $697,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 8.57K | 新規 | $678,652 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 7.89K | +21.3% | $596,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 7.40K | +60.8% | $586,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 6.75K | -2.1% | $534,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 4.50K | +45.1% | $356,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 4.41K | -31.2% | $349,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 4.02K | +11.5% | $318,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cwm, Llc | 3.32K | 0.0% | $262,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 3.00K | 0.0% | $237,540 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.15K | -8.1% | $169,871 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.42K | +60.4% | $112,739 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.00K | 0.0% | $79,180 | 0.0% | Held | 2 | SEC ↗ |
| 35 | BlackRock ✦ (パッシブ) | 663 | 0.0% | $52,496 | 0.0% | Held | 4 | SEC ↗ |
| 36 | BlackRock ✦ (パッシブ) | 663 | 0.0% | $52,496 | 0.0% | Held | 4 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 619 | -15.2% | $49,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 619 | -15.2% | $49,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 500 | 0.0% | $38,426 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 427 | -17.1% | $33,783 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 427 | -17.1% | $33,783 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 378 | 新規 | $29,930 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 345 | +6.2% | $27,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Citigroup Inc | 150 | 0.0% | $11,877 | 0.0% | Held | 2 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 140 | 0.0% | $11,084 | 0.0% | Held | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 64 | 新規 | $5,068 | 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
| Citadel Advisors | $678,652 | 0.0% |
| Fifth Third Bancorp | $29,930 | 0.0% |
| UBS AM, a distinct business… | $5,068 | 0.0% |
ポジション解消済み
| Two Sigma Investments | $739,350 | だった 0.0% |
| Wealth Enhancement Advisory… | $383,482 | だった 0.0% |
| Mml Investors Services, Llc | $205,153 | 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): 98 保有者, 1.02M 株式数, $80.05M 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。