有価証券レコード · アーカイブ済み四半期
TYG
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
2.61M保有株数
$129.83M報告済み評価額
+4新規ポジション
−2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 +6.5% ·
株式フロー -14.1% ·
新規ネットポジション数 +6.1%
— 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 | 31 | -1 | 3.07M | $131.44M | +2 | −3 |
| Q1 2026 | 33 | +2 | 2.61M | $129.83M | +4 | −2 |
| Q4 2025 | 31 | 0 | 3.04M | $122.78M | — | — |
| Q3 2025 | 2 | -1 | 1.07M | $46.01M | — | −1 |
| Q2 2025 | 1 | — | 4.99K | $219,143 | — | — |
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 ✦ | 1.15M | -7.4% | $57.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.15M | -7.4% | $57.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.15M | -7.4% | $57.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.15M | -7.4% | $57.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 391.44K | +17.5% | $19.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 330.73K | +1.4% | $16.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 330.73K | +1.4% | $16.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 330.73K | +1.4% | $16.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 128.62K | -40.2% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 128.62K | -40.2% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 121.17K | -4.6% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 77.97K | +12.9% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 62.96K | -32.3% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 57.65K | +2.7% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 46.30K | -72.3% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Invesco Ltd. | 38.06K | +32.0% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 38.06K | +32.0% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 34.72K | -7.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 27.41K | +41.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 26.16K | -1.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 26.16K | -1.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 20.85K | +2.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 18.90K | +6.8% | $942,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 18.21K | -0.5% | $907,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Allspring Global Investments… | 16.92K | -87.8% | $843,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 12.83K | -79.7% | $617,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 6.96K | +4.4% | $346,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.70K | -71.3% | $284,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 5.13K | +4.2% | $255,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 4.07K | 新規 | $203,029 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.00K | 0.0% | $99,700 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.47K | +15.8% | $73,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 713 | 新規 | $35,543 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 468 | -75.3% | $23,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 416 | 0.0% | $20,788 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 322 | 0.0% | $16,052 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 322 | 0.0% | $16,052 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Citigroup Inc | 271 | 0.0% | $13,509 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 228 | 新規 | $11,366 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 67 | 0.0% | $3,340 | 0.0% | Held | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 12 | 新規 | $553 | 0.0% | New | 1 | SEC ↗ |
| 42 | Rhumbline Advisers | 0 | -100.0% | $33 | 0.0% | ▼ Trim | 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
| Captrust Financial Advisors | $203,029 | 0.0% |
| Fifth Third Bancorp | $35,543 | 0.0% |
| Fidelity (FMR) | $11,366 | 0.0% |
| TD Waterhouse Canada Inc. | $553 | 0.0% |
ポジション解消済み
| Us Bancorp \De\ | $26,462 | だった 0.0% |
| Jones Financial Companies Lllp | $777 | 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): 156 保有者, 5.83M 株式数, $253.47M 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。