有価証券レコード · アーカイブ済み四半期
SDIV
プロファイル取り込み待ち（名称未確定）
33追跡対象保有者
-2Δ保有者数
4.12M保有株数
$99.07M報告済み評価額
+0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 -5.7% ·
株式フロー -1.9% ·
新規ネットポジション数 -6.1%
— 計算式
幅広い売り распределение — 株式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 | 38 | 0 | 4.75M | $116.15M | +5 | −5 |
| Q1 2026 | 39 | +6 | 4.55M | $114.80M | +6 | — |
| Q4 2025 | 33 | -2 | 4.12M | $99.07M | — | −2 |
| Q3 2025 | 5 | +1 | 942.53K | $22.60M | +1 | — |
| Q2 2025 | 2 | +1 | 28.57K | $644,286 | +1 | — |
| Q4 2024 | 1 | 0 | 32.40K | $668,088 | — | — |
| Q3 2024 | 1 | -1 | 37.17K | $875,005 | — | −1 |
| Q2 2024 | 2 | — | 63.00K | $1.39M | — | — |
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 | 1.02M | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 245.48K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 191.51K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 167.99K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 167.99K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 119.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 119.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 96.44K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 87.22K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 87.67K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 85.37K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 61.49K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 58.45K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 53.77K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 47.13K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 44.22K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 40.16K | — | $965,010 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 34.06K | — | $818,565 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 18.10K | — | $435,055 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 17.35K | — | $416,991 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 14.78K | — | $355,115 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 15.00K | — | $349,950 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 9.77K | — | $234,701 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.83K | — | $92,107 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.65K | +52.3% | $63,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cwm, Llc | 2.64K | — | $63,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 604 | — | $14,534 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 443 | — | $10,645 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 400 | — | $9,612 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 72 | — | $1,730 | 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
| 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
| Renaissance Technologies | $1.48M | だった 0.0% |
| D. E. Shaw & Co. | $552,379 | 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): 117 保有者, 6.80M 株式数, $163.04M 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。