有価証券レコード · アーカイブ済み四半期
RSPD
プロファイル取り込み待ち(名称未確定)
30追跡対象保有者
0Δ保有者数
908.80K保有株数
$48.57M報告済み評価額
+4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 0.0% · 株式フロー -9.9% · 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 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 | 35 | +5 | 1.12M | $62.78M | +6 | −1 |
| Q1 2026 | 30 | 0 | 908.80K | $48.57M | +4 | −4 |
| Q4 2025 | 30 | -1 | 1.01M | $57.52M | — | −1 |
| Q3 2025 | 5 | 0 | 227.03K | $13.10M | — | — |
| Q2 2025 | 2 | 0 | 21.40K | $1.14M | — | — |
| Q1 2025 | 1 | 0 | 31.48K | $1.57M | — | — |
| Q4 2024 | 1 | 0 | 5.64K | $301,505 | +1 | −1 |
| Q3 2024 | 1 | -1 | 14.55K | $758,461 | — | −1 |
| Q2 2024 | 2 | — | 29.00K | $1.39M | — | — |
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 | Raymond James Financial Inc | 156.98K | +7.1% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 156.98K | +7.1% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 143.66K | +232.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 143.66K | +232.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 121.38K | +0.3% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 111.15K | -28.0% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 111.15K | -28.0% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 69.05K | -65.4% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 43.97K | -22.1% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 43.81K | +43.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 34.03K | -12.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 34.03K | -12.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 24.24K | +145.0% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 22.14K | -26.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 22.14K | -26.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 20.00K | +100.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 15.64K | +84.8% | $837,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 11.01K | +7.7% | $589,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | IMC-Chicago, LLC | 8.97K | 新規 | $480,365 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 5.14K | -50.0% | $275,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.00K | 新規 | $267,803 | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 4.72K | -5.4% | $252,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 4.43K | -3.9% | $236,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 3.01K | +1.4% | $156,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 2.12K | +0.2% | $113,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.67K | -18.6% | $89,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.18K | +6.6% | $63,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 507 | 0.0% | $27,139 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 488 | 新規 | $26,122 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 192 | -24.4% | $10,288 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 186 | 0.0% | $9,956 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 33 | 0.0% | $1,766 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Simplex Trading, Llc | 22 | 新規 | $1,177 | 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
| IMC-Chicago, LLC | $480,365 | 0.0% |
| Citadel Advisors | $267,803 | 0.0% |
| Fifth Third Bancorp | $26,122 | 0.0% |
| Simplex Trading, Llc | $1,177 | 0.0% |
ポジション解消済み
| Focus Partners Wealth | $2.16M | だった 0.0% |
| Baird Financial Group, Inc. | $1.00M | だった 0.0% |
| Envestnet Asset Management Inc | $328,736 | だった 0.0% |
| Stifel Financial Corp | $257,719 | 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): 85 保有者, 2.53M 株式数, $83.82M 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。