有価証券レコード · アーカイブ済み四半期
SSO
プロファイル取り込み待ち（名称未確定）
36追跡対象保有者
-2Δ保有者数
1.67M保有株数
$86.48M報告済み評価額
+6新規ポジション
−8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 -5.3% ·
株式フロー -30.0% ·
新規ネットポジション数 -5.6%
— 計算式
幅広い売り распределение — 株式数の減少と保有者数の縮小
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 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 | 33 | -2 | 2.38M | $159.68M | +4 | −6 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | — |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | — | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | — |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | — | — |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | — | — |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | — | −1 |
| Q2 2024 | 2 | — | 423.43K | $34.98M | — | — |
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 | UBS Group AG | 284.74K | +918.5% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 284.74K | +918.5% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 284.74K | +918.5% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 250.55K | -26.9% | $13.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 153.47K | +18.7% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 139.43K | +80.6% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 100.87K | -7.1% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 100.87K | -7.1% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 100.87K | -7.1% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Hrt Financial Lp | 86.63K | +341.9% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 62.55K | -3.3% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 60.72K | -10.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 58.04K | +6.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 58.04K | +6.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 49.77K | +11.7% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 42.49K | +6.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 45.74K | +0.7% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 42.55K | -36.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 38.39K | +19.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 38.39K | +19.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 38.39K | +19.3% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Squarepoint Ops LLC | 33.47K | 新規 | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 29.01K | -99.2% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 28.20K | 新規 | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 27.58K | -70.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 23.38K | -12.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 22.70K | -1.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 20.77K | -28.2% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 13.43K | -49.9% | $696,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 13.08K | +73.0% | $678,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 11.16K | 新規 | $578,773 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 11.16K | 新規 | $578,773 | 0.0% | New | 1 | SEC ↗ |
| 33 | Tudor Investment Corp Et Al | 8.99K | -10.0% | $466,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 7.37K | 新規 | $382,557 | 0.0% | New | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.79K | -37.2% | $300,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.79K | -37.2% | $300,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.38K | +5.3% | $123,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 2.16K | -63.0% | $112,165 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 1.04K | 新規 | $51,355 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 610 | 新規 | $31,678 | 0.0% | New | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 104 | +477.8% | $5,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 104 | +477.8% | $5,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Cwm, Llc | 80 | -100.0% | $4,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 30 | 0.0% | $1,556 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 2 | 0.0% | $108 | 0.0% | Held | 2 | SEC ↗ |
| 46 | BlackRock ✦ (パッシブ) | 1 | 0.0% | $37 | 0.0% | Held | 4 | 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
| Squarepoint Ops LLC | $1.74M | 0.0% |
| Goldman Sachs Group | $1.46M | 0.0% |
| Jane Street Group, Llc | $578,773 | 0.0% |
| Jane Street Group, Llc | $578,773 | 0.0% |
| Quantinno Capital Management… | $382,557 | 0.0% |
| Jones Financial Companies Lllp | $51,355 | 0.0% |
| Rockefeller Capital… | $31,678 | 0.0% |
ポジション解消済み
| Renaissance Technologies | $3.12M | だった 0.0% |
| Citadel Advisors | $2.70M | だった 0.0% |
| Simplex Trading, Llc | $641,116 | だった 0.0% |
| Envestnet Asset Management Inc | $418,209 | だった 0.0% |
| Cerity Partners LLC | $335,059 | だった 0.0% |
| Commonwealth Equity Services… | $278,832 | だった 0.0% |
| Northwestern Mutual Wealth… | $4,865 | だった 0.0% |
| Citigroup Inc | $174 | 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): 214 保有者, 10.18M 株式数, $513.89M 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。