有価証券レコード
SMLV
プロファイル取り込み待ち（名称未確定）
29追跡対象保有者
+1Δ保有者数
387.07K保有株数
$60.91M報告済み評価額
+3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 +3.6% ·
株式フロー 0.0% ·
新規ネットポジション数 +3.4%
— 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 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 | 29 | +1 | 387.07K | $60.91M | +3 | −2 |
| Q1 2026 | 28 | -1 | 387.03K | $53.04M | +1 | −2 |
| Q4 2025 | 29 | +2 | 377.83K | $49.54M | +2 | — |
| Q3 2025 | 5 | 0 | 71.32K | $9.25M | — | — |
| Q2 2025 | 3 | 0 | 54.13K | $6.77M | — | — |
| Q1 2025 | 2 | 0 | 56.97K | $7.00M | — | — |
| Q4 2024 | 2 | +1 | 52.27K | $6.67M | +1 | — |
| Q3 2024 | 1 | 0 | 8.80K | $1.09M | +1 | −1 |
| Q2 2024 | 1 | — | 9.71K | $1.07M | — | — |
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 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 61.98K | +1.4% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 58.20K | +1.4% | $9.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | UBS Group AG | 22.26K | +5.6% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 20.19K | -19.2% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 19.34K | +2.4% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 14.20K | -10.2% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 11.90K | +124.5% | $1.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Royal Bank Of Canada | 11.81K | -45.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 11.81K | -45.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 11.53K | +3.6% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 11.53K | +3.6% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 9.62K | +6.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 9.62K | +6.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 9.15K | +49.6% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 8.02K | +18.8% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 7.62K | +155.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 7.62K | +155.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citigroup Inc | 7.53K | +2.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 6.24K | -0.9% | $981,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 6.24K | -0.9% | $981,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 4.07K | +3.6% | $639,609 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 3.76K | -3.7% | $591,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 3.41K | -11.8% | $537,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 3.41K | -11.8% | $537,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.32K | 0.0% | $364,582 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 1.56K | 新規 | $244,857 | 0.0% | New | 1 | SEC ↗ |
| 34 | Creative Planning | 1.37K | 新規 | $215,748 | 0.0% | New | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 1.27K | 新規 | $200,322 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 344 | 0.0% | $54,133 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 344 | 0.0% | $54,133 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 239 | 0.0% | $37,610 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 238 | +17.2% | $37,505 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Us Bancorp \De\ | 233 | 0.0% | $36,666 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1 | — | $124 | 0.0% | ▲ Add | 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
| Quantinno Capital Management… | $244,857 | 0.0% |
| Creative Planning | $215,748 | 0.0% |
| Stifel Financial Corp | $200,322 | 0.0% |
ポジション解消済み
| Mariner, LLC | $249,112 | だった 0.0% |
| Blair William & Co/Il | $1,527 | 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): 94 保有者, 835.64K 株式数, $102.70M 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。