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）
33追跡対象保有者
-2Δ保有者数
2.38M保有株数
$159.68M報告済み評価額
+4新規ポジション
−6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 -5.7% ·
株式フロー +30.0% ·
新規ネットポジション数 -6.1%
— 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 | 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 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 878.20K | +3013.8% | $59.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 249.62K | -0.4% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 153.47K | 0.0% | $10.34M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 118.60K | -14.9% | $7.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Creative Planning | 58.94K | -2.9% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 51.85K | 新規 | $3.49M | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 50.29K | -13.3% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 50.29K | -13.3% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 48.76K | +68.0% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 44.47K | -2.8% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 39.94K | -36.1% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 39.20K | -7.9% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 33.96K | +23.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Alliancebernstein L.P. | 40.00K | -5.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 23.55K | +0.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 23.38K | +217.0% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 20.77K | 0.0% | $1.43M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 20.34K | -10.4% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 12.98K | -3.4% | $874,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 11.74K | -76.4% | $791,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Tudor Investment Corp Et Al | 7.38K | -17.9% | $497,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | IMC-Chicago, LLC | 6.42K | 新規 | $432,445 | 0.0% | New | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 4.12K | -28.8% | $278,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Nuveen, LLC | 3.97K | 新規 | $267,432 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 3.60K | 新規 | $242,412 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.38K | 0.0% | $160,364 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.95K | +219.7% | $131,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 1.49K | +43.1% | $95,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.34K | +1190.4% | $90,436 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.34K | +1190.4% | $90,436 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1 | -50.0% | $83 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | BlackRock ✦ (パッシブ) | 1 | 0.0% | $48 | 0.0% | Held | 5 | 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
| Renaissance Technologies | $3.49M | 0.0% |
| IMC-Chicago, LLC | $432,445 | 0.0% |
| Nuveen, LLC | $267,432 | 0.0% |
| Cerity Partners LLC | $242,412 | 0.0% |
ポジション解消済み
| Hrt Financial Lp | $4.49M | だった 0.0% |
| Squarepoint Ops LLC | $1.74M | だった 0.0% |
| Susquehanna International… | $678,383 | だった 0.0% |
| Jane Street Group, Llc | $578,773 | だった 0.0% |
| Qube Research & Technologies… | $112,165 | だった 0.0% |
| Bank Of Montreal /Can/ | $1,556 | 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。