有価証券レコード · アーカイブ済み四半期
SMOT
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
2.41M保有株数
$93.52M報告済み評価額
+4新規ポジション
−3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 -5.0% ·
新規ネットポジション数 +3.4%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 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 | 2.41M | $93.52M | +4 | −3 |
| Q1 2026 | 28 | +2 | 2.53M | $89.07M | +4 | −2 |
| Q4 2025 | 26 | +1 | 2.93M | $106.25M | +1 | — |
| Q3 2025 | 4 | +1 | 631.18K | $22.77M | +1 | — |
| Q2 2025 | 1 | — | 2.84K | $98,710 | — | — |
| Q4 2024 | 1 | +1 | 16.18K | $557,897 | +1 | — |
| Q2 2024 | 1 | — | 10.09K | $322,604 | — | — |
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 | LPL Financial LLC | 832.84K | -10.5% | $32.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 442.38K | -10.4% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 442.38K | -10.4% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 441.35K | +5.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 441.35K | +5.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 150.38K | -11.2% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 150.38K | -11.2% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 114.62K | +8.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 79.58K | -4.1% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 56.71K | -7.8% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 45.24K | -8.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 45.24K | -8.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 37.55K | +136.3% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 34.85K | -15.5% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 27.89K | +101.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 27.89K | +101.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 27.59K | -2.1% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 19.37K | -27.6% | $752,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 16.40K | -17.4% | $637,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 14.39K | 新規 | $559,195 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.78K | 新規 | $496,677 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 11.32K | +2107.0% | $439,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 11.32K | +2107.0% | $439,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 9.95K | 0.0% | $386,540 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Creative Planning | 7.42K | +0.4% | $288,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.48K | -75.0% | $213,108 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 3.92K | +2010.2% | $152,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.12K | +655.0% | $121,352 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.12K | +655.0% | $121,352 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 2.91K | -74.4% | $113,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 2.00K | 0.0% | $77,837 | 0.0% | Held | 3 | SEC ↗ |
| 32 | BlackRock ✦ (パッシブ) | 1.94K | 0.0% | $75,544 | 0.0% | Held | 5 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.80K | 新規 | $56,826 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.40K | -17.6% | $54,522 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Assetmark, Inc | 355 | -37.6% | $13,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citigroup Inc | 163 | 新規 | $6,334 | 0.0% | New | 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
| Jane Street Group, Llc | $559,195 | 0.0% |
| Mml Investors Services, Llc | $496,677 | 0.0% |
| Bank Of Montreal /Can/ | $56,826 | 0.0% |
| Citigroup Inc | $6,334 | 0.0% |
ポジション解消済み
| Mariner, LLC | $525,397 | だった 0.0% |
| Russell Investments Group… | $1,760 | だった 0.0% |
| Northwestern Mutual Wealth… | $915 | 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): 105 保有者, 6.83M 株式数, $231.78M 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。