有価証券レコード · アーカイブ済み四半期
PJUL
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
+2Δ保有者数
7.73M保有株数
$356.43M報告済み評価額
+4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 +6.2% ·
株式フロー -10.5% ·
新規ネットポジション数 +5.9%
— 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 | 28 | -5 | 7.91M | $375.80M | +1 | −6 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | — |
| Q3 2025 | 2 | — | 1.45K | $66,165 | — | — |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | — |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | — | — |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | — | 9.03K | $350,660 | — | — |
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 | Alliancebernstein L.P. | 3.16M | -3.3% | $146.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 699.93K | -2.8% | $32.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Blair William & Co/Il | 610.63K | -3.7% | $28.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 456.10K | +11.1% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 404.48K | -6.4% | $18.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 404.48K | -6.4% | $18.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 341.00K | -1.6% | $15.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 322.13K | -28.3% | $14.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 322.13K | -28.3% | $14.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 320.83K | -12.4% | $14.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 272.67K | -14.1% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 269.84K | -13.3% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cwm, Llc | 249.50K | -10.0% | $11.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 147.23K | -23.9% | $6.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 146.53K | -2.8% | $6.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 79.17K | -85.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 44.77K | +288.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 36.65K | -4.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 23.64K | -2.8% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 21.09K | 0.0% | $969,638 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Creative Planning | 18.32K | 新規 | $842,332 | 0.0% | New | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 16.81K | 0.0% | $772,584 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 16.79K | -34.5% | $771,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 15.04K | +7.9% | $691,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 12.21K | 0.0% | $561,269 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 10.16K | 0.0% | $466,938 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 9.27K | -50.0% | $426,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 7.63K | 新規 | $350,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 6.54K | +0.4% | $300,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.83K | 新規 | $222,023 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.12K | -7.5% | $96,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.12K | -7.5% | $96,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Barclays Plc | 600 | -46.3% | $27,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 583 | 0.0% | $26,799 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 551 | 0.0% | $25,328 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 299 | 新規 | $13,744 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 35 | 0.0% | $1,609 | 0.0% | Held | 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
| Creative Planning | $842,332 | 0.0% |
| Hrt Financial Lp | $350,000 | 0.0% |
| AQR Capital Management | $222,023 | 0.0% |
| Northwestern Mutual Wealth… | $13,744 | 0.0% |
ポジション解消済み
| Mariner, LLC | $541,745 | だった 0.0% |
| UBS Group AG | $54,741 | 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): 266 保有者, 16.82M 株式数, $681.59M 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。