有価証券レコード · アーカイブ済み四半期
UTG
プロファイル取り込み待ち（名称未確定）
40追跡対象保有者
0Δ保有者数
7.37M保有株数
$268.89M報告済み評価額
+1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 0.0% · 株式フロー +0.9% · 新規ネットポジション数 0.0% — 計算式
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 Q4 2025
保有状況の推移
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.07M | — | $39.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.07M | +6.8% | $39.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 779.45K | — | $28.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 679.29K | — | $24.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 535.37K | — | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 530.18K | — | $19.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 368.94K | — | $13.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 343.17K | — | $12.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.54K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 283.61K | — | $10.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 255.31K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 221.14K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 168.57K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 150.03K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 118.98K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 66.35K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 57.45K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 53.44K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 52.94K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 30.85K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 24.73K | — | $904,624 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 23.79K | — | $870,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 55.04K | — | $698,690 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 18.59K | — | $680,033 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 15.64K | — | $589,918 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 15.76K | — | $576,414 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 13.12K | — | $479,747 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Envestnet Asset Management Inc | 8.43K | — | $308,204 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.26K | — | $302,303 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 8.19K | — | $299,737 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Invesco Ltd. | 6.42K | — | $234,734 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.56K | -50.2% | $130,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 2.17K | — | $79,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.76K | — | $64,381 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.53K | — | $55,967 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 950 | — | $34,751 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 540 | — | $19,742 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 108 | — | $3,964 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 20 | 新規 | $732 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3 | — | $110 | 0.0% | n/c | 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
| Fidelity (FMR) | $732 | 0.0% |
ポジション解消済み
| BlackRock | $7,607 | 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): 240 保有者, 122.74M 株式数, $490.97M 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。