有価証券レコード · アーカイブ済み四半期
PFXF
プロファイル取り込み待ち（名称未確定）
41追跡対象保有者
+2Δ保有者数
21.43M保有株数
$375.85M報告済み評価額
+5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 +5.1% ·
株式フロー +9.5% ·
新規ネットポジション数 +4.9%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
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
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 | Bank Of America Corp /De/ | 5.35M | +15.2% | $93.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 3.27M | +28.5% | $57.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 3.22M | +8.6% | $56.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.92M | +3.8% | $33.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.81M | +4.4% | $31.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.15M | -22.0% | $20.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 660.09K | +16.9% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 556.95K | -9.4% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 484.05K | +47.5% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 476.91K | +1.9% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 367.77K | +12.4% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 243.50K | +17.0% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 242.55K | +6.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 216.65K | +14.4% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Blair William & Co/Il | 161.66K | -1.1% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 156.78K | -3.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 156.24K | -0.9% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 114.95K | +0.5% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 114.22K | -1.4% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Mirae Asset Global Investments Co.… | 107.11K | +129.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 103.06K | -3.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 92.82K | +12.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 88.55K | +5.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 57.85K | -23.9% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 47.24K | -50.4% | $828,643 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Sumitomo Mitsui Trust Group, Inc. | 45.84K | -4.9% | $804,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.40K | +4.0% | $655,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 33.70K | 新規 | $591,063 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 33.51K | +143.2% | $587,818 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 32.26K | +12.4% | $565,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 19.91K | +397.8% | $349,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 15.91K | 新規 | $279,139 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 15.60K | -12.4% | $273,624 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 15.57K | 新規 | $273,186 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.18K | +1731.7% | $248,666 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 2.28K | 新規 | $40,026 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 609 | 新規 | $10,682 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 176 | 0.0% | $3,087 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 140 | -35.5% | $2,428 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 60 | 0.0% | $1,052 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 13 | -77.6% | $228 | 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
| First Manhattan Co. Llc. | $591,063 | 0.0% |
| Mercer Global Advisors Inc… | $279,139 | 0.0% |
| Fifth Third Bancorp | $273,186 | 0.0% |
| Qube Research & Technologies… | $40,026 | 0.0% |
| Us Bancorp \De\ | $10,682 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.22M | だった 0.0% |
| Susquehanna International… | $322,789 | だった 0.0% |
| Simplex Trading, Llc | $5,174 | 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): 212 保有者, 35.92M 株式数, $619.01M 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。