有価証券レコード · アーカイブ済み四半期
RECS
Columbia Research Enhanced Core ETF · Financial Services · Asset Management
34追跡対象保有者
-1Δ保有者数
61.12M保有株数
$2.50B報告済み評価額
+1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 -2.9% ·
株式フロー +1.3% ·
新規ネットポジション数 -2.9%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 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 | 34 | -2 | 71.93M | $3.11B | +2 | −4 |
| Q1 2026 | 37 | +3 | 68.67M | $2.68B | +6 | −3 |
| Q4 2025 | 34 | -1 | 61.12M | $2.50B | +1 | −2 |
| Q3 2025 | 7 | 0 | 5.49M | $221.62M | +1 | −1 |
| Q2 2025 | 5 | +2 | 745.79K | $27.44M | +2 | — |
| Q1 2025 | 2 | 0 | 108.30K | $3.60M | — | — |
| Q4 2024 | 2 | +1 | 417.76K | $14.46M | +1 | — |
| Q3 2024 | 1 | -1 | 261.70K | $8.87M | — | −1 |
| Q2 2024 | 2 | — | 82.18K | $2.65M | — | — |
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 | LPL Financial LLC | 17.37M | — | $709.57M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 13.22M | — | $539.79M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 6.04M | — | $246.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.22M | +32.0% | $213.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 4.92M | — | $200.97M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 3.28M | — | $134.12M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.77M | — | $113.31M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 2.10M | — | $85.63M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.10M | — | $85.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 1.32M | — | $53.80M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 821.60K | -43.5% | $33.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 821.60K | -43.5% | $33.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 820.31K | — | $33.50M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 601.87K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 601.87K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 587.44K | — | $23.99M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 516.35K | — | $21.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 342.15K | — | $14.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 321.01K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 172.50K | +447.6% | $7.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 168.50K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 141.86K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 108.32K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 102.29K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 79.21K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 28.20K | -22.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 20.20K | — | $825,094 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 13.91K | +578.7% | $567,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 13.33K | — | $544,520 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 5.28K | 新規 | $215,758 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 5.00K | — | $204,275 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 5.00K | — | $204,275 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 4.66K | — | $190,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 771 | — | $31,488 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 758 | — | $30,957 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 208 | — | $8,506 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 117 | — | $4,778 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 92 | — | $3,757 | 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
| Gotham Asset Management | $215,758 | 0.0% |
ポジション解消済み
| Citadel Advisors | $485,733 | だった 0.0% |
| D. E. Shaw & Co. | $298,590 | 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): 173 保有者, 96.34M 株式数, $3.68B 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。