有価証券レコード · アーカイブ済み四半期
VLU
プロファイル取り込み待ち（名称未確定）
34追跡対象保有者
+5Δ保有者数
1.19M保有株数
$282.69M報告済み評価額
+5新規ポジション
−0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 +17.2% ·
株式フロー +3.4% ·
新規ネットポジション数 +14.7%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
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 | 34 | +5 | 1.19M | $282.69M | +5 | — |
| Q1 2026 | 29 | +2 | 1.15M | $246.70M | +4 | −2 |
| Q4 2025 | 27 | -1 | 1.16M | $243.81M | — | −1 |
| Q3 2025 | 5 | +2 | 107.44K | $21.93M | +2 | — |
| Q2 2025 | 1 | — | 1.49K | $286,242 | — | — |
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 | LPL Financial LLC | 425.52K | -0.1% | $101.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 104.47K | -1.4% | $24.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.94K | +2.4% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 18.27K | -12.4% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 17.67K | +23.1% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 12.30K | -9.9% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 11.26K | -1.8% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 6.22K | -13.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.79K | 新規 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 4.78K | +172.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.88K | +4.5% | $447,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.81K | +94.9% | $431,395 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Brown Advisory Inc | 1.81K | 0.0% | $431,393 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 1.72K | 新規 | $409,716 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 1.70K | +3.8% | $408,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.20K | 新規 | $285,849 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.14K | 新規 | $271,794 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 940 | 0.0% | $223,915 | 0.0% | Held | 2 | SEC ↗ |
| 35 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (パッシブ) | 296 | 0.0% | $70,509 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 158 | 0.0% | $37,637 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 71 | 新規 | $16,913 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 56 | -72.5% | $13,447 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 47 | -93.2% | $11,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 36 | 0.0% | $8,575 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 31 | -39.2% | $7,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 6 | 0.0% | $1,432 | 0.0% | Held | 3 | 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
| Pnc Financial Services Group… | $1.14M | 0.0% |
| Citadel Advisors | $409,716 | 0.0% |
| Two Sigma Investments | $285,849 | 0.0% |
| AQR Capital Management | $271,794 | 0.0% |
| Rockefeller Capital… | $16,913 | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 103 保有者, 1.99M 株式数, $394.54M 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。