有価証券レコード · アーカイブ済み四半期
RDIV
プロファイル取り込み待ち（名称未確定）
33追跡対象保有者
0Δ保有者数
4.45M保有株数
$231.47M報告済み評価額
+1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 0.0% · 株式フロー -1.0% · 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 | 35 | +3 | 4.67M | $271.45M | +6 | −3 |
| Q1 2026 | 33 | -1 | 4.63M | $257.91M | +2 | −3 |
| Q4 2025 | 33 | 0 | 4.45M | $231.47M | +1 | −1 |
| Q3 2025 | 5 | +1 | 1.20M | $62.63M | +1 | — |
| Q2 2025 | 1 | -1 | 2.15K | $102,623 | — | −1 |
| Q1 2025 | 1 | 0 | 5.54K | $270,463 | +1 | −1 |
| Q4 2024 | 1 | -1 | 4.65K | $224,363 | — | −1 |
| Q3 2024 | 2 | 0 | 18.08K | $902,927 | +1 | −1 |
| Q2 2024 | 2 | — | 17.23K | $771,904 | — | — |
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 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 683.78K | — | $35.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 529.92K | — | $27.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 529.92K | — | $27.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 529.92K | — | $27.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 407.75K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 407.75K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 222.99K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 222.99K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 222.99K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 220.49K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 220.49K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 220.49K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 165.99K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 165.99K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 165.99K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 133.80K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 113.91K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 110.42K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 99.24K | — | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 92.97K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 87.40K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 82.80K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 79.63K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 63.03K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 54.82K | -51.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 54.82K | -51.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 54.82K | -51.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 48.53K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 48.53K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 48.53K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 33.67K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 32.89K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 30.40K | 新規 | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 23.42K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 18.06K | — | $939,825 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 17.03K | — | $886,402 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 15.25K | 0.0% | $793,818 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 5.16K | — | $268,526 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 4.89K | — | $254,528 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 4.58K | — | $238,449 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mariner, LLC | 4.56K | — | $237,152 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.63K | +3.3% | $188,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Cwm, Llc | 1.66K | — | $86,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 1.05K | — | $54,538 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 1.00K | — | $52,040 | 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
| Two Sigma Investments | $1.58M | 0.0% |
ポジション解消済み
| Citadel Advisors | $788,367 | 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): 125 保有者, 7.21M 株式数, $395.85M 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。