有価証券レコード · アーカイブ済み四半期
QQQI
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
+4Δ保有者数
6.76M保有株数
$333.54M報告済み評価額
+8新規ポジション
−4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 +10.8% ·
株式フロー +30.0% ·
新規ネットポジション数 +9.8%
— 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
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +7 | 9.67M | $549.37M | +10 | −3 |
| Q1 2026 | 41 | +4 | 6.76M | $333.54M | +8 | −4 |
| Q4 2025 | 37 | 0 | 5.18M | $279.19M | +1 | −1 |
| Q3 2025 | 6 | -1 | 150.32K | $8.15M | — | −1 |
| Q2 2025 | 5 | +3 | 241.42K | $12.56M | +3 | — |
| Q4 2024 | 1 | +1 | 41.83K | $2.19M | +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 | 2.16M | +12.6% | $107.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.02M | +145.2% | $50.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +145.2% | $50.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.02M | +145.2% | $50.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 947.24K | +456.1% | $47.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 655.08K | +10.9% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 489.31K | -30.5% | $24.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 489.31K | -30.5% | $24.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 489.31K | -30.5% | $24.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 273.25K | +5914.8% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 273.25K | +5914.8% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 224.35K | -39.7% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 216.82K | +12.5% | $10.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 156.76K | +23.1% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 105.40K | 新規 | $5.24M | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 94.09K | +8.6% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 72.85K | +25.1% | $3.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 45.10K | +220.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 41.81K | -1.2% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 37.53K | +22.3% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 23.84K | +29.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 23.84K | +29.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 23.31K | +70.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 23.31K | +70.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Principal Financial Group Inc | 20.46K | 新規 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 12.46K | +3.9% | $618,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 11.18K | -84.0% | $555,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 9.74K | 0.0% | $483,981 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 8.13K | +27.3% | $404,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 7.28K | +3.7% | $361,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 6.43K | +579.7% | $319,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 6.19K | -70.2% | $311,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 5.42K | -49.6% | $269,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 5.10K | 新規 | $253,270 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 5.08K | +423.9% | $252,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 5.08K | +423.9% | $252,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 5.08K | +423.9% | $252,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 5.08K | +423.9% | $252,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 4.66K | 新規 | $231,515 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 4.66K | 新規 | $231,515 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 4.66K | 新規 | $231,515 | 0.0% | New | 1 | SEC ↗ |
| 46 | IMC-Chicago, LLC | 4.19K | 新規 | $208,002 | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 3.91K | +30.7% | $194,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Group One Trading Llc | 2.30K | 新規 | $114,386 | 0.0% | New | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 53.04K | -56.3% | $111,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.62K | +65.6% | $80,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | BlackRock ✦ (パッシブ) | 1.21K | +0.1% | $60,301 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | BlackRock ✦ (パッシブ) | 1.21K | +0.1% | $60,301 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 839 | -75.5% | $41,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 569 | -19.8% | $28,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 242 | -87.8% | $12,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 190 | 新規 | $9,495 | 0.0% | New | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 33 | -19.5% | $1,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Assetmark, Inc | 10 | 新規 | $497 | 0.0% | New | 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
| Hrt Financial Lp | $5.24M | 0.0% |
| Principal Financial Group Inc | $1.02M | 0.0% |
| Susquehanna International… | $253,270 | 0.0% |
| Bank of New York Mellon Corp | $231,515 | 0.0% |
| Bank of New York Mellon Corp | $231,515 | 0.0% |
| Bank of New York Mellon Corp | $231,515 | 0.0% |
| IMC-Chicago, LLC | $208,002 | 0.0% |
| Group One Trading Llc | $114,386 | 0.0% |
| TD Waterhouse Canada Inc. | $9,495 | 0.0% |
| Assetmark, Inc | $497 | 0.0% |
ポジション解消済み
| Citadel Advisors | $5.98M | だった 0.0% |
| Jane Street Group, Llc | $890,683 | だった 0.0% |
| Lido Advisors, LLC | $860,427 | だった 0.0% |
| Bank Of America Corp /De/ | $188,510 | 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): 300 保有者, 17.35M 株式数, $840.10M 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。