有価証券レコード · アーカイブ済み四半期
SUSL
プロファイル取り込み待ち（名称未確定）
35追跡対象保有者
+1Δ保有者数
2.79M保有株数
$315.22M報告済み評価額
+2新規ポジション
−1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 +2.9% ·
株式フロー -7.1% ·
新規ネットポジション数 +2.9%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | — | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | — |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | — | — |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | — | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | — |
| Q2 2024 | 1 | — | 32.39K | $3.16M | — | — |
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 | Mercer Global Advisors Inc /Adv | 706.84K | -3.5% | $80.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 455.27K | -23.3% | $51.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 376.74K | +0.4% | $42.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 376.74K | +0.4% | $42.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Creative Planning | 205.36K | +1.4% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 205.36K | +1.4% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 202.16K | -20.6% | $23.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 62.27K | -31.3% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 62.27K | -31.3% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 52.00K | -6.8% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 37.36K | +43.4% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 32.03K | +118.7% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 28.46K | -4.1% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 28.46K | -4.1% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 25.16K | 新規 | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 23.45K | -1.5% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 22.35K | -4.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 22.35K | -4.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 16.58K | +2.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 19.01K | -50.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Blair William & Co/Il | 8.43K | +4.6% | $958,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.93K | +3.0% | $900,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 7.93K | +3.0% | $900,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 6.79K | +74.9% | $751,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (パッシブ) | 4.00K | +145.4% | $454,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (パッシブ) | 4.00K | +145.4% | $454,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mariner, LLC | 3.73K | -18.9% | $423,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 2.85K | 0.0% | $323,199 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Citigroup Inc | 2.85K | +13.2% | $323,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 2.78K | -3.5% | $315,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.77K | 0.0% | $314,793 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Captrust Financial Advisors | 2.62K | -2.6% | $297,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cwm, Llc | 2.62K | +20.2% | $297,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 2.60K | 新規 | $294,799 | 0.0% | New | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.31K | +3.6% | $262,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.31K | +3.6% | $262,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 1.25K | 0.0% | $141,432 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.03K | 0.0% | $116,783 | 0.0% | Held | 2 | SEC ↗ |
| 50 | UBS Group AG | 299 | +806.1% | $33,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 299 | +806.1% | $33,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fifth Third Bancorp | 75 | 0.0% | $8,520 | 0.0% | Held | 2 | 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
| Quantinno Capital Management… | $2.86M | 0.0% |
| Jane Street Group, Llc | $294,799 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.03M | 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): 193 保有者, 5.37M 株式数, $499.62M 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。