有価証券レコード · アーカイブ済み四半期
PFM
プロファイル取り込み待ち（名称未確定）
45追跡対象保有者
+3Δ保有者数
5.29M保有株数
$269.95M報告済み評価額
+4新規ポジション
−1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 +7.1% ·
株式フロー -1.4% ·
新規ネットポジション数 +6.7%
— 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 | 46 | +2 | 5.23M | $289.95M | +3 | −1 |
| Q1 2026 | 45 | +3 | 5.29M | $269.95M | +4 | −1 |
| Q4 2025 | 42 | +1 | 5.37M | $276.34M | +2 | −1 |
| Q3 2025 | 4 | 0 | 859.11K | $43.59M | — | — |
| Q2 2025 | 1 | -1 | 16.11K | $775,809 | — | −1 |
| Q1 2025 | 1 | +1 | 16.22K | $742,735 | +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 | LPL Financial LLC | 1.84M | +1.8% | $94.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 208.53K | +16.4% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 100.25K | -0.5% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 91.35K | -2.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 86.71K | -0.3% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 83.35K | -16.4% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 78.31K | -5.2% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 70.00K | +1.5% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 67.70K | 新規 | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 67.70K | 新規 | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 56.41K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 25.21K | -18.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 23.97K | +5.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 21.79K | +11.3% | $1.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 17.91K | 新規 | $914,800 | 0.0% | New | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 17.24K | 0.0% | $880,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 12.15K | -12.5% | $620,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 12.01K | +8.0% | $613,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Stifel Financial Corp | 11.73K | +0.6% | $599,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 10.76K | +4.5% | $549,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 10.30K | -1.1% | $526,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 9.58K | +67.7% | $489,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 8.71K | +101.0% | $444,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 8.37K | -5.3% | $427,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | First Manhattan Co. Llc. | 6.40K | 0.0% | $326,988 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 6.39K | -22.0% | $326,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 5.65K | 新規 | $288,618 | 0.0% | New | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 5.60K | +250.0% | $286,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 4.30K | -56.9% | $220,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | BlackRock ✦ (パッシブ) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (パッシブ) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $132,374 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 1.11K | +900.9% | $56,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Cwm, Llc | 689 | 0.0% | $35,202 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Fifth Third Bancorp | 547 | 新規 | $27,947 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 173 | -38.4% | $8,839 | 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
| Susquehanna International… | $3.46M | 0.0% |
| Susquehanna International… | $3.46M | 0.0% |
| Goldman Sachs Group | $914,800 | 0.0% |
| Gotham Asset Management | $288,618 | 0.0% |
| Fifth Third Bancorp | $27,947 | 0.0% |
ポジション解消済み
| Ameriprise Financial Inc | $906,056 | 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): 134 保有者, 7.55M 株式数, $382.34M 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。