有価証券レコード · アーカイブ済み四半期
VTWG
プロファイル取り込み待ち（名称未確定）
48追跡対象保有者
0Δ保有者数
1.45M保有株数
$331.16M報告済み評価額
+3新規ポジション
−3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 +3.9% · 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 3.57K | $925,188 | +1 | −1 |
| Q2 2026 | 50 | +4 | 1.47M | $423.11M | +5 | −2 |
| Q1 2026 | 48 | 0 | 1.45M | $331.16M | +3 | −3 |
| Q4 2025 | 48 | +1 | 1.39M | $328.60M | +1 | n/a |
| Q3 2025 | 6 | 0 | 167.12K | $39.07M | n/a | n/a |
| Q2 2025 | 3 | +1 | 17.73K | $3.70M | +1 | n/a |
| Q1 2025 | 1 | +1 | 1.50K | $279,540 | +1 | n/a |
| Q2 2024 | 1 | n/a | 21.81K | $4.17M | n/a | n/a |
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 | Bank Of America Corp /De/ | 305.37K | -2.6% | $69.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 223.06K | +1.5% | $51.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Assetmark, Inc | 114.80K | +0.4% | $26.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 99.04K | -3.5% | $22.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 75.47K | +15.5% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 73.44K | +12.7% | $16.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 62.71K | -1.9% | $14.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 51.87K | +22.6% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 43.86K | +33.2% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 40.81K | +0.9% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 40.24K | -4.9% | $9.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 38.08K | +1.5% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.53K | +599.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 28.68K | +60.3% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 27.56K | -8.7% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 24.52K | -12.2% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 21.49K | +5.9% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 19.67K | +4.3% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 13.69K | +3.3% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 10.44K | 新規 | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 10.44K | -11.1% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 9.78K | +0.5% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 9.21K | +16.6% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 9.06K | -2.5% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Mml Investors Services, Llc | 7.35K | -8.5% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 6.70K | +2.2% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 6.21K | +0.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Brown Advisory Inc | 5.46K | -74.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 5.02K | +57.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 4.13K | +1.8% | $947,115 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 3.42K | +119.2% | $765,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 3.32K | -10.6% | $760,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 3.00K | 0.0% | $687,114 | 0.0% | Held | 5 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.49K | +130.4% | $571,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 2.44K | +20.2% | $559,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 1.88K | +44.9% | $431,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 1.85K | +241.8% | $423,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 1.42K | +0.1% | $324,437 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Jane Street Group, Llc | 1.32K | +24.8% | $302,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 1.25K | -3.5% | $286,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $241,635 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Fidelity (FMR) ✦ | 1.05K | -0.5% | $240,340 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | BlackRock ✦ (パッシブ) | 937 | 新規 | $214,609 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 654 | 0.0% | $149,893 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 45 | National Bank Of Canada /Fi/ | 267 | 0.0% | $61,119 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 200 | 0.0% | $45,808 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 135 | 0.0% | $30,920 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Citigroup Inc | 129 | 新規 | $29,546 | 0.0% | New | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Fifth Third Bancorp | $2.39M | 0.0% |
| BlackRock | $214,609 | 0.0% |
| Citigroup Inc | $29,546 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.99M | だった 0.0% |
| Wealth Enhancement Advisory… | $390,639 | だった 0.0% |
| Belvedere Trading LLC | $175,105 | 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): 202 保有者, 2.80M 株式数, $638.61M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。