有価証券レコード · アーカイブ済み四半期
PFFA
プロファイル取り込み待ち（名称未確定）
36追跡対象保有者
+6Δ保有者数
7.44M保有株数
$151.52M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 +20.0% ·
株式フロー -8.2% ·
新規ネットポジション数 +16.7%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 | 35 | 0 | 8.50M | $174.81M | +4 | −4 |
| Q1 2026 | 36 | +6 | 7.44M | $151.52M | +8 | −2 |
| Q4 2025 | 30 | -2 | 8.11M | $174.73M | — | −2 |
| Q3 2025 | 4 | -1 | 115.69K | $2.51M | — | −1 |
| Q2 2025 | 3 | -1 | 26.91K | $560,556 | — | −1 |
| Q1 2025 | 2 | -1 | 48.05K | $1.02M | — | −1 |
| Q4 2024 | 3 | +3 | 159.63K | $3.50M | +3 | — |
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 | LPL Financial LLC | 2.02M | -43.4% | $41.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 862.82K | +105.6% | $17.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 700.06K | -0.3% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 454.49K | +58.5% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 239.20K | +7.0% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 174.44K | -28.7% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 169.05K | +16.0% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 70.70K | 新規 | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 66.29K | +47.4% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 57.97K | 新規 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 19 | Allspring Global Investments… | 47.40K | 0.0% | $965,064 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 42.20K | 新規 | $859,090 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 26.47K | -65.1% | $538,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 20.21K | -34.8% | $416,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 13.62K | +0.7% | $277,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 11.00K | 0.0% | $223,960 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 10.52K | 新規 | $214,146 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 9.06K | +183.2% | $184,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $103,000 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 4.11K | 新規 | $83,700 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 4.00K | 新規 | $81,440 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.85K | 0.0% | $57,843 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.36K | 新規 | $27,710 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 545 | -56.1% | $11,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 104 | 新規 | $2,117 | 0.0% | New | 1 | SEC ↗ |
| 44 | UBS Group AG | 101 | +10000.0% | $2,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 5 | -72.2% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 1 | -75.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 1 | -99.8% | $19 | 0.0% | ▼ Trim | 2 | 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
| Hrt Financial Lp | $1.44M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Susquehanna International… | $859,090 | 0.0% |
| Qube Research & Technologies… | $214,146 | 0.0% |
| Fifth Third Bancorp | $83,700 | 0.0% |
| Blair William & Co/Il | $81,440 | 0.0% |
| Pnc Financial Services Group… | $27,710 | 0.0% |
| Jones Financial Companies Lllp | $2,117 | 0.0% |
ポジション解消済み
| Creative Planning | $226,133 | だった 0.0% |
| Us Bancorp \De\ | $4,310 | 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): 194 保有者, 17.69M 株式数, $334.18M 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。