有価証券レコード · アーカイブ済み四半期
RWK
プロファイル取り込み待ち（名称未確定）
35追跡対象保有者
+4Δ保有者数
3.69M保有株数
$473.55M報告済み評価額
+5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 +12.9% ·
株式フロー +1.1% ·
新規ネットポジション数 +11.4%
— 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 | 35 | +1 | 3.72M | $544.42M | +3 | −2 |
| Q1 2026 | 35 | +4 | 3.69M | $473.55M | +5 | −1 |
| Q4 2025 | 31 | +1 | 3.65M | $462.30M | +1 | — |
| Q3 2025 | 5 | 0 | 904.89K | $113.12M | +1 | −1 |
| Q2 2025 | 2 | 0 | 4.05K | $473,817 | — | — |
| Q1 2025 | 1 | +1 | 3.05K | $329,250 | +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 | Morgan Stanley ✦ | 961.42K | +2.5% | $123.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 961.42K | +2.5% | $123.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 625.49K | +3.6% | $80.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 589.77K | -9.2% | $75.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 589.77K | -9.2% | $75.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 326.14K | +16.9% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 326.14K | +16.9% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 264.55K | -8.1% | $33.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 264.55K | -8.1% | $33.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 141.41K | +6.6% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 141.41K | +6.6% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 126.63K | +64.2% | $16.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 126.63K | +64.2% | $16.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 122.43K | +3.3% | $15.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 87.94K | +17.9% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 74.95K | +0.1% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 74.95K | +0.1% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 67.63K | +28.7% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 47.38K | -22.4% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 37.60K | -41.5% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 36.72K | +9.0% | $4.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 30.14K | +9.6% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 29.99K | -40.0% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 20.00K | 新規 | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 16.05K | -1.7% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 16.05K | -1.7% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.44K | +0.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.51K | +14.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 11.51K | +14.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.51K | +14.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.51K | +14.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 9.37K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 8.51K | -75.6% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 7.10K | -43.3% | $911,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.43K | 0.0% | $825,353 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 6.32K | 新規 | $810,218 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 4.74K | 新規 | $608,465 | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.70K | +10.1% | $602,639 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 3.01K | -11.5% | $386,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.94K | 新規 | $377,375 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.55K | +81.3% | $327,624 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 2.42K | 0.0% | $310,133 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 2.05K | +0.5% | $262,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2.05K | +0.5% | $262,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 2.05K | +0.5% | $262,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citigroup Inc | 975 | +137.2% | $125,054 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 270 | -18.4% | $34,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 47 | 新規 | $6,028 | 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
| Bnp Paribas Financial Markets | $2.57M | 0.0% |
| Citadel Advisors | $810,218 | 0.0% |
| UBS AM, a distinct business… | $608,465 | 0.0% |
| Fifth Third Bancorp | $377,375 | 0.0% |
| Pnc Financial Services Group… | $6,028 | 0.0% |
ポジション解消済み
| Two Sigma Investments | $1.37M | 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): 137 保有者, 5.95M 株式数, $755.04M 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。