有価証券レコード · アーカイブ済み四半期
SBR
プロファイル取り込み待ち（名称未確定）
42追跡対象保有者
-1Δ保有者数
639.53K保有株数
$43.84M報告済み評価額
+0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 -2.3% ·
株式フロー -3.6% ·
新規ネットポジション数 -2.4%
· 計算式
広範な分配：株数の減少と保有者数の縮小
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 | 45 | +3 | 637.72K | $46.68M | +5 | −3 |
| Q1 2026 | 44 | +2 | 716.98K | $54.02M | +4 | −2 |
| Q4 2025 | 42 | -1 | 639.53K | $43.84M | n/a | −1 |
| Q3 2025 | 8 | 0 | 258.62K | $20.55M | +1 | −1 |
| Q2 2025 | 6 | +1 | 112.84K | $7.52M | +1 | n/a |
| Q1 2025 | 3 | +1 | 61.01K | $4.13M | +1 | n/a |
| Q4 2024 | 2 | -1 | 20.40K | $1.32M | n/a | −1 |
| Q3 2024 | 2 | 0 | 36.91K | $2.28M | n/a | n/a |
| Q2 2024 | 2 | n/a | 17.95K | $1.16M | n/a | n/a |
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 ✦ | 127.46K | +14.4% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Fayez Sarofim & Co | 81.35K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 38.89K | +25.1% | $2.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 36.77K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 32.25K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 29.43K | -4.2% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Two Sigma Investments ✦ | 25.38K | -65.5% | $1.74M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | LPL Financial LLC | 25.04K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Qube Research & Technologies Ltd | 21.11K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Hrt Financial Lp | 20.51K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 17.84K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Creative Planning | 17.72K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lazard Asset Management Llc | 15.75K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 15.54K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 15.42K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 15.03K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.17K | n/a | $765,795 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Brown Advisory Inc | 9.10K | n/a | $623,987 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Canada Pension Plan Investment Board | 8.00K | n/a | $548,560 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (パッシブ) | 7.14K | +1.0% | $489,590 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Focus Partners Wealth | 7.03K | n/a | $482,184 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 6.95K | n/a | $476,230 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 6.50K | n/a | $445,935 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (パッシブ) | 5.94K | +11780.0% | $407,305 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Jane Street Group, Llc | 5.89K | n/a | $403,740 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 5.33K | n/a | $365,331 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 4.77K | n/a | $327,063 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 4.68K | n/a | $321,113 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.17K | n/a | $278,357 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 3.55K | n/a | $243,698 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 3.55K | n/a | $243,142 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 3.32K | n/a | $227,927 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Royal Bank Of Canada | 2.29K | n/a | $157,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 2.06K | n/a | $140,911 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.00K | n/a | $68,570 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 826 | n/a | $56,639 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 245 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 245 | -26.0% | $16,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 241 | n/a | $16,528 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 44 | n/a | $3,018 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 13 | n/a | $891 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 10 | n/a | $686 | 0.0% | n/c | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Millennium Management | $355,186 | 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): 152 保有者, 2.61M 株式数, $190.61M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。