有価証券レコード · アーカイブ済み四半期
SPGM
プロファイル取り込み待ち（名称未確定）
37追跡対象保有者
-4Δ保有者数
5.58M保有株数
$478.31M報告済み評価額
+1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 -9.8% ·
株式フロー +30.0% ·
新規ネットポジション数 -10.8%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 | 37 | -4 | 5.58M | $478.31M | +1 | −5 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | — |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | — | — |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | — | — |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | — |
| Q2 2024 | 1 | — | 6.33K | $385,041 | — | — |
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 | 2.27M | +3.2% | $194.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 1.23M | 新規 | $105.58M | 0.2% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 846.36K | +3477.5% | $72.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 109.14K | +10.5% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 79.11K | -56.4% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 30.11K | +0.1% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.70K | +9.9% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 23.11K | -1.0% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 22.55K | -1.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 19.11K | -0.5% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 13.98K | +23.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 8.99K | +8.2% | $770,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.47K | +12.2% | $640,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 7.41K | +60.5% | $634,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.63K | 0.0% | $568,163 | 0.0% | Held | 3 | SEC ↗ |
| 33 | BlackRock ✦ (パッシブ) | 6.51K | -0.2% | $557,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 6.03K | 0.0% | $516,162 | 0.0% | Held | 4 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 5.00K | 0.0% | $427,922 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 4.97K | 0.0% | $425,956 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.45K | +7.4% | $210,006 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.63K | +1.6% | $137,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.19K | -7.0% | $101,947 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 880 | 0.0% | $75,390 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 748 | +0.3% | $64,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Citigroup Inc | 542 | +73.7% | $46,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 124 | 0.0% | $10,623 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 20 | 0.0% | $1,713 | 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 Nova Scotia | $105.58M | 0.2% |
ポジション解消済み
| Jane Street Group, Llc | $13.43M | だった 0.0% |
| Citadel Advisors | $2.32M | だった 0.0% |
| Susquehanna International… | $1.89M | だった 0.0% |
| Hrt Financial Lp | $636,000 | だった 0.0% |
| Simplex Trading, Llc | $5,375 | 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): 168 保有者, 10.50M 株式数, $717.29M 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。