有価証券レコード
SMDV
プロファイル取り込み待ち（名称未確定）
36追跡対象保有者
0Δ保有者数
3.36M保有株数
$258.89M報告済み評価額
+1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 0.0% · 株式フロー +0.3% · 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 Q2 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 | 36 | 0 | 3.36M | $258.89M | +1 | −1 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | — |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | — | — |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | — | — |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | — | — |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | — | — |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | — | — |
| Q2 2024 | 2 | — | 42.88K | $2.66M | — | — |
保有者情報 · Q2 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 ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 914.89K | -3.3% | $70.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 432.21K | +3.2% | $33.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 321.08K | +0.1% | $24.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 321.08K | +0.1% | $24.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 284.37K | -2.2% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 284.37K | -2.2% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 276.29K | -0.3% | $21.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 254.82K | +3.5% | $19.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 186.95K | -7.2% | $14.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 134.08K | -1.8% | $10.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 76.54K | -3.3% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 59.14K | +55.8% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Stifel Financial Corp | 53.19K | +0.6% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 51.87K | -5.2% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 51.87K | -5.2% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 41.10K | -3.8% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 35.27K | -1.5% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 34.86K | -1.3% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 33.11K | +441.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 33.11K | +441.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 32.10K | +20.2% | $2.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 31.78K | -1.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 22.86K | +29.6% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 16.33K | -0.6% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 12.91K | +5.8% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 11.40K | -10.1% | $878,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 10.34K | -22.8% | $796,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 9.91K | 0.0% | $763,533 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 6.11K | 0.0% | $470,345 | 0.0% | Held | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 4.89K | -3.3% | $376,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 3.49K | -55.6% | $268,604 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | Citigroup Inc | 3.38K | +0.4% | $260,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 2.11K | +4.5% | $162,629 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.00K | 0.0% | $77,030 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 976 | -0.6% | $75,208 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Franklin Resources Inc | 735 | 0.0% | $56,617 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 573 | 0.0% | $44,138 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 165 | -18.7% | $12,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 5 | 新規 | $332 | 0.0% | New | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 3 | 0.0% | $231 | 0.0% | Held | 3 | 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
| Bank Of Montreal /Can/ | $332 | 0.0% |
ポジション解消済み
| Russell Investments Group… | $36,871 | 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): 130 保有者, 4.94M 株式数, $334.78M 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。