有価証券レコード · アーカイブ済み四半期
SIZE
プロファイル取り込み待ち（名称未確定）
34追跡対象保有者
0Δ保有者数
1.52M保有株数
$244.77M報告済み評価額
+0新規ポジション
−0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 -0.8% · 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 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 | 32 | +2 | 1.48M | $264.27M | +2 | — |
| Q1 2026 | 31 | -3 | 1.53M | $244.32M | +1 | −4 |
| Q4 2025 | 34 | 0 | 1.52M | $244.77M | — | — |
| Q3 2025 | 5 | 0 | 487.29K | $78.35M | — | — |
| Q2 2025 | 2 | -1 | 373.87K | $57.78M | — | −1 |
| Q1 2025 | 1 | +1 | 4.14K | $601,685 | +1 | — |
| Q3 2024 | 1 | +1 | 5.98K | $889,318 | +1 | — |
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 | Bank Of America Corp /De/ | 505.79K | — | $81.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 505.79K | — | $81.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (パッシブ) | 371.68K | -2.9% | $60.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (パッシブ) | 371.68K | -2.9% | $60.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Lido Advisors, LLC | 109.91K | — | $17.67M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Lido Advisors, LLC | 109.91K | — | $17.67M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 74.37K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 72.12K | — | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 67.21K | +31.0% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 61.97K | — | $10.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 46.42K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 46.42K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 38.87K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 35.37K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 26.81K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.00K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 9.69K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.69K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.95K | -49.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.95K | -49.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 6.78K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 5.49K | — | $886,696 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 5.46K | — | $881,298 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Raymond James Financial Inc | 5.05K | — | $816,554 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 5.05K | — | $816,554 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 2.92K | — | $471,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 2.39K | — | $385,506 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 2.21K | — | $356,530 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 2.15K | — | $347,376 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 1.91K | — | $307,805 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 1.90K | — | $306,821 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 1.46K | — | $236,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.37K | — | $221,351 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 1.19K | — | $191,945 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.06K | — | $159,548 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 278 | -0.7% | $44,984 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 200 | — | $32,314 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 97 | — | $15,672 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 65 | — | $10,502 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 4 | — | $646 | 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
| 今四半期は追跡されたエグジットがありません。 |
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): 69 保有者, 1.97M 株式数, $313.72M 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。