有価証券レコード · アーカイブ済み四半期
PHB
プロファイル取り込み待ち（名称未確定）
34追跡対象保有者
0Δ保有者数
8.90M保有株数
$165.63M報告済み評価額
+0新規ポジション
−0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 -0.2% · 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 Q4 2025
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 | 31 | -2 | 7.50M | $137.16M | +1 | −3 |
| Q1 2026 | 33 | -1 | 9.28M | $166.54M | +3 | −4 |
| Q4 2025 | 34 | 0 | 8.90M | $165.63M | — | — |
| Q3 2025 | 3 | -1 | 427.99K | $7.95M | — | −1 |
| Q2 2025 | 2 | 0 | 23.71K | $437,703 | — | — |
| Q1 2025 | 1 | 0 | 75.59K | $1.37M | — | — |
| Q4 2024 | 1 | +1 | 81.04K | $1.47M | +1 | — |
| Q2 2024 | 1 | — | 27.33K | $491,102 | — | — |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 991.42K | — | $18.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 403.57K | +3.3% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 403.57K | +3.3% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 342.38K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 210.70K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 175.44K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 175.44K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 116.80K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 87.53K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 86.71K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 86.71K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 77.79K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 77.79K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 64.97K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 53.39K | — | $993,132 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 45.16K | — | $839,980 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 40.82K | — | $759,308 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 32.87K | — | $611,390 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 23.57K | — | $438,416 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 15.90K | — | $295,796 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lazard Asset Management Llc | 7.80K | — | $145,080 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 6.41K | -82.5% | $119,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 6.41K | -82.5% | $119,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 5.33K | — | $99,045 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 2.19K | — | $40,641 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.61K | — | $29,964 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.61K | — | $29,964 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 1.03K | — | $19,251 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 1.00K | — | $18,590 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 641 | +11.1% | $11,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 580 | — | $10,788 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 505 | — | $9,393 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 300 | — | $5,580 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 200 | — | $3,720 | 0.0% | n/c | 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
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 108 保有者, 12.41M 株式数, $216.49M 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。