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）
30追跡対象保有者
0Δ保有者数
2.79M保有株数
$153.02M報告済み評価額
+3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 0.0% · 株式フロー -3.0% · 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 | 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 · 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 ✦ | 849.54K | -2.8% | $46.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 849.54K | -2.8% | $46.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 316.54K | -0.2% | $17.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 298.23K | +1.8% | $16.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 298.23K | +1.8% | $16.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 103.20K | -42.7% | $5.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 86.99K | +13.0% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 86.99K | +13.0% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 68.80K | -6.0% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Charles Schwab Investment… | 64.78K | -2.0% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 45.63K | +19.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 45.63K | +19.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 41.85K | -4.9% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 41.85K | -4.9% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 32.55K | +0.6% | $1.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 15.35K | +27.9% | $837,248 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 15.35K | +27.9% | $837,248 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 10.80K | +18.0% | $592,811 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 8.80K | +4.1% | $482,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 8.70K | -5.5% | $477,280 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 7.79K | -17.5% | $427,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 7.85K | 0.0% | $424,196 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 7.09K | -17.6% | $389,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 4.76K | +4.3% | $261,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 4.37K | -21.9% | $239,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 4.36K | -0.8% | $239,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 4.17K | 新規 | $228,740 | 0.0% | New | 1 | SEC ↗ |
| 34 | Brown Advisory Inc | 3.90K | 新規 | $213,803 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.10K | 0.0% | $60,357 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 723 | +1.5% | $39,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 560 | 0.0% | $30,733 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 170 | +0.6% | $9,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 85 | -77.5% | $4,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Citigroup Inc | 57 | 新規 | $3,128 | 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
| Truist Financial Corp | $228,740 | 0.0% |
| Brown Advisory Inc | $213,803 | 0.0% |
| Citigroup Inc | $3,128 | 0.0% |
ポジション解消済み
| Susquehanna International… | $1.40M | だった 0.0% |
| Envestnet Asset Management Inc | $294,832 | だった 0.0% |
| Hrt Financial Lp | $202,000 | 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。