有価証券レコード · アーカイブ済み四半期
RSPU
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
+1Δ保有者数
1.94M保有株数
$157.17M報告済み評価額
+4新規ポジション
−3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 +3.4% ·
株式フロー +0.6% ·
新規ネットポジション数 +3.3%
— 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 | 33 | +3 | 1.95M | $158.67M | +4 | −1 |
| Q1 2026 | 30 | +1 | 1.94M | $157.17M | +4 | −3 |
| Q4 2025 | 29 | +1 | 1.93M | $144.09M | +2 | −1 |
| Q3 2025 | 4 | 0 | 256.09K | $19.63M | — | — |
| Q2 2025 | 2 | -1 | 9.49K | $674,827 | — | −1 |
| Q1 2025 | 2 | +1 | 41.25K | $2.87M | +1 | — |
| Q4 2024 | 1 | +1 | 12.95K | $850,941 | +1 | — |
| Q2 2024 | 1 | — | 9.49K | $550,967 | — | — |
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 | 583.56K | -0.6% | $47.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 426.93K | +2.6% | $34.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 426.93K | +2.6% | $34.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 179.12K | -31.2% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 179.12K | -31.2% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 179.12K | -31.2% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 152.51K | +9.5% | $12.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 152.51K | +9.5% | $12.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 124.76K | +12.3% | $10.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 124.76K | +12.3% | $10.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 54.29K | +70.2% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 54.29K | +70.2% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 50.38K | +5.6% | $4.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 49.65K | +1193.7% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 38.40K | 新規 | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 31.14K | -39.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 31.14K | -39.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 28.73K | +42.0% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 28.47K | +5.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 28.40K | +9.7% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 25.46K | +4.8% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 25.46K | +4.8% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 23.97K | +58.3% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 22.89K | -3.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 21.99K | +10.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 21.65K | -22.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 21.65K | -22.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 9.28K | +0.7% | $752,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 6.58K | +51.9% | $533,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 6.10K | -7.0% | $495,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 5.94K | -81.6% | $481,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 5.37K | +5.5% | $435,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 2.73K | 新規 | $221,772 | 0.0% | New | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 2.70K | -83.6% | $218,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 2.61K | 新規 | $211,535 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.62K | +92.3% | $131,344 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.09K | 新規 | $88,491 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 557 | 0.0% | $45,178 | 0.0% | Held | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 325 | +5.9% | $26,344 | 0.0% | ▲ Add | 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
| Two Sigma Investments | $3.11M | 0.0% |
| Creative Planning | $221,772 | 0.0% |
| D. E. Shaw & Co. | $211,535 | 0.0% |
| Fifth Third Bancorp | $88,491 | 0.0% |
ポジション解消済み
| Hrt Financial Lp | $624,000 | だった 0.0% |
| Citadel Advisors | $527,124 | だった 0.0% |
| Truist Financial Corp | $226,633 | 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): 127 保有者, 3.30M 株式数, $255.81M 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。