有価証券レコード · アーカイブ済み四半期
SPEU
プロファイル取り込み待ち（名称未確定）
31追跡対象保有者
0Δ保有者数
4.08M保有株数
$209.24M報告済み評価額
+5新規ポジション
−5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 -20.6% · 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 Q1 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 | 30 | 0 | 2.79M | $153.02M | +3 | −3 |
| Q1 2026 | 31 | 0 | 4.08M | $209.24M | +5 | −5 |
| Q4 2025 | 31 | +1 | 5.14M | $268.00M | +1 | — |
| Q3 2025 | 5 | 0 | 1.01M | $50.55M | — | — |
| Q2 2025 | 2 | 0 | 16.27K | $788,500 | +1 | −1 |
| Q1 2025 | 1 | -1 | 284.52K | $12.52M | — | −1 |
| Q4 2024 | 2 | +1 | 334.77K | $13.34M | +1 | — |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.21M | -50.3% | $61.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 873.84K | -1.5% | $44.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 731.15K | +21.1% | $37.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 731.15K | +21.1% | $37.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 317.15K | -12.8% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 292.94K | +0.6% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 292.94K | +0.6% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 180.16K | +181.7% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 76.97K | -25.6% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 76.97K | -25.6% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 73.17K | +13.5% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Charles Schwab Investment… | 66.12K | -2.8% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 44.02K | -8.7% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 44.02K | -8.7% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 38.23K | +3.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 38.23K | +3.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 32.35K | 0.0% | $1.66M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 27.38K | 新規 | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 12.00K | +70.2% | $595,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 12.00K | +70.2% | $595,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 9.43K | -43.8% | $483,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 9.21K | +5.9% | $471,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 9.15K | +39.8% | $468,971 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Captrust Financial Advisors | 8.62K | +21.4% | $441,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Nova Scotia | 8.45K | 新規 | $432,978 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 7.85K | +17.2% | $388,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 5.75K | -38.5% | $294,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.59K | 新規 | $286,637 | 0.0% | New | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 4.56K | +0.2% | $233,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 4.40K | +0.9% | $225,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 3.94K | 新規 | $202,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.10K | 0.0% | $56,375 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 712 | 新規 | $36,483 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 560 | 0.0% | $28,694 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 377 | -28.5% | $19,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 169 | +0.6% | $8,640 | 0.0% | ▲ Add | 2 | 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
| Susquehanna International… | $1.40M | 0.0% |
| Bank Of Nova Scotia | $432,978 | 0.0% |
| Fifth Third Bancorp | $286,637 | 0.0% |
| Hrt Financial Lp | $202,000 | 0.0% |
| Northwestern Mutual Wealth… | $36,483 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.33M | だった 0.0% |
| Fisher Asset Management | $263,498 | だった 0.0% |
| Mml Investors Services, Llc | $263,113 | だった 0.0% |
| Mariner, LLC | $222,914 | だった 0.0% |
| Pnc Financial Services Group… | $5,312 | 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): 99 保有者, 5.81M 株式数, $266.79M 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。