有価証券レコード · アーカイブ済み四半期
SPYI
プロファイル取り込み待ち（名称未確定）
45追跡対象保有者
+1Δ保有者数
10.30M保有株数
$507.33M報告済み評価額
+5新規ポジション
−4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 +2.3% ·
株式フロー +17.6% ·
新規ネットポジション数 +2.2%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
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 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 | 48 | +5 | 12.82M | $680.49M | +8 | −4 |
| Q1 2026 | 45 | +1 | 10.30M | $507.33M | +5 | −4 |
| Q4 2025 | 43 | 0 | 8.73M | $458.72M | n/a | n/a |
| Q3 2025 | 6 | -1 | 532.41K | $27.85M | n/a | −1 |
| Q2 2025 | 5 | +1 | 390.24K | $19.64M | +1 | n/a |
| Q1 2025 | 2 | 0 | 72.43K | $3.47M | n/a | n/a |
| Q4 2024 | 2 | 0 | 250.55K | $12.73M | n/a | n/a |
| Q3 2024 | 2 | 0 | 167.59K | $8.59M | +1 | −1 |
| Q2 2024 | 2 | n/a | 236.63K | $11.87M | n/a | n/a |
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 | LPL Financial LLC | 4.30M | +37.0% | $212.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.06M | +14.5% | $52.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 936.43K | -11.2% | $46.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Stifel Financial Corp | 688.84K | +14.5% | $34.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 536.81K | +36.6% | $26.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 497.25K | -23.0% | $24.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 460.07K | +3.5% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 435.54K | +27.6% | $21.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 344.10K | +832.5% | $16.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 116.51K | +48.1% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 110.84K | +377.5% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 97.64K | 新規 | $4.82M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 62.77K | -42.7% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 60.07K | +14.8% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 59.46K | -40.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 54.55K | +74.4% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 53.77K | +24.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 53.47K | -74.3% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Principal Financial Group Inc | 52.56K | +67.5% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 41.00K | -9.0% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 27.01K | -28.8% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 25.50K | +159.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 24.20K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 22.64K | 0.0% | $1.12M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 14.43K | +27.6% | $712,554 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 41.10K | -49.8% | $703,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 14.00K | 0.0% | $691,180 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 12.89K | +1519.3% | $636,383 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Creative Planning | 12.81K | -21.3% | $632,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 11.17K | -3.0% | $551,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 10.68K | 新規 | $527,449 | 0.0% | New | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 10.11K | 0.0% | $499,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 7.42K | -6.1% | $366,277 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Morgan Stanley ✦ | 7.30K | -39.5% | $360,421 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 6.52K | -6.7% | $321,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 5.01K | -56.1% | $247,569 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Cerity Partners LLC | 4.62K | 新規 | $229,665 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 4.26K | 新規 | $210,281 | 0.0% | New | 1 | SEC ↗ |
| 39 | BlackRock ✦ (パッシブ) | 3.87K | +20.8% | $190,968 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 3.17K | +43.3% | $156,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Simplex Trading, Llc | 2.84K | 新規 | $140,161 | 0.0% | New | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 2.60K | 0.0% | $128,609 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 43 | JPMorgan Chase ✦ | 231 | +196.2% | $11,100 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Assetmark, Inc | 162 | +26.6% | $7,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 10 | +66.7% | $494 | 0.0% | ▲ Add | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Susquehanna International… | $4.82M | 0.0% |
| Fifth Third Bancorp | $527,449 | 0.0% |
| Cerity Partners LLC | $229,665 | 0.0% |
| Fisher Asset Management | $210,281 | 0.0% |
| Simplex Trading, Llc | $140,161 | 0.0% |
ポジション解消済み
| Renaissance Technologies | $5.11M | だった 0.0% |
| Citadel Advisors | $2.38M | だった 0.0% |
| Ameriprise Financial Inc | $696,443 | だった 0.0% |
| Group One Trading Llc | $315,075 | 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): 388 保有者, 26.35M 株式数, $1.28B 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。