有価証券レコード · アーカイブ済み四半期
SYLD
プロファイル取り込み待ち（名称未確定）
30追跡対象保有者
+2Δ保有者数
3.53M保有株数
$265.92M報告済み評価額
+3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 +7.1% ·
株式フロー -2.8% ·
新規ネットポジション数 +6.7%
— 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 | 32 | +3 | 3.46M | $273.88M | +5 | −2 |
| Q1 2026 | 30 | +2 | 3.53M | $265.92M | +3 | −1 |
| Q4 2025 | 28 | -1 | 3.63M | $252.38M | — | −1 |
| Q3 2025 | 7 | +1 | 783.15K | $53.77M | +1 | — |
| Q2 2025 | 3 | 0 | 40.20K | $2.61M | — | — |
| Q1 2025 | 2 | +1 | 41.41K | $2.64M | +1 | — |
| Q4 2024 | 1 | -1 | 7.05K | $482,508 | +1 | −2 |
| Q3 2024 | 2 | 0 | 24.16K | $1.75M | — | — |
| Q2 2024 | 2 | — | 10.51K | $717,896 | — | — |
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 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 675.57K | +4.8% | $50.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 414.02K | -9.4% | $31.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 410.66K | +1.8% | $30.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 379.04K | +4.7% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 250.79K | +5.0% | $18.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 248.38K | +2.7% | $18.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 198.11K | -14.5% | $14.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 149.35K | -2.1% | $11.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 125.69K | -8.4% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 95.52K | +6.2% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 95.52K | +6.2% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 82.73K | -15.3% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 76.21K | -36.8% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 76.21K | -36.8% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 67.06K | -14.4% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 67.06K | -14.4% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 47.65K | -0.8% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 45.18K | -10.9% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 45.18K | -10.9% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 40.07K | -33.0% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 39.74K | 新規 | $3.00M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 39.74K | 新規 | $3.00M | 0.0% | New | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 31.03K | -21.6% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 26.52K | +63.3% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 24.67K | -30.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 24.70K | +1.7% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 20.96K | -38.9% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 18.93K | -0.1% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 17.06K | +44.3% | $1.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 6.49K | +30.5% | $489,637 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 6.44K | -62.7% | $485,640 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.90K | 新規 | $143,170 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 921 | +3584.0% | $69,489 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 789 | 0.0% | $58,654 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 296 | 新規 | $22,321 | 0.0% | New | 1 | 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
| Susquehanna International… | $3.00M | 0.0% |
| Susquehanna International… | $3.00M | 0.0% |
| Fifth Third Bancorp | $143,170 | 0.0% |
| Assetmark, Inc | $22,321 | 0.0% |
ポジション解消済み
| Corient Private Wealth LP | $768,058 | 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): 164 保有者, 7.90M 株式数, $572.31M 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。