有価証券レコード · アーカイブ済み四半期
WDIV
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
+4Δ保有者数
754.82K保有株数
$58.23M報告済み評価額
+6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 +13.3% ·
株式フロー +0.7% ·
新規ネットポジション数 +11.8%
— 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 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 | 33 | 0 | 778.71K | $62.24M | +1 | −1 |
| Q1 2026 | 34 | +4 | 754.82K | $58.23M | +6 | −2 |
| Q4 2025 | 29 | -1 | 745.83K | $56.29M | — | −1 |
| Q3 2025 | 6 | +1 | 125.97K | $9.16M | +1 | — |
| Q2 2025 | 3 | 0 | 30.45K | $2.15M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.24K | $666,723 | +1 | — |
| Q2 2024 | 1 | — | 38.36K | $2.27M | — | — |
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 | LPL Financial LLC | 130.71K | +1.5% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 118.63K | +8.1% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 88.47K | -4.7% | $6.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 88.47K | -4.7% | $6.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (パッシブ) | 87.60K | +37.7% | $6.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Corient Private Wealth LP | 50.95K | -50.0% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 41.66K | +22.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 41.66K | +22.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 38.69K | -0.9% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 30.76K | +0.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 30.76K | +0.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 30.76K | +0.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 30.13K | -6.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 19.68K | -0.1% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 19.37K | 新規 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citigroup Inc | 15.90K | +32.2% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 15.17K | -12.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 13.72K | -6.2% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 12.53K | 新規 | $966,949 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 10.04K | -52.2% | $775,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 5.68K | +23.1% | $438,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 5.68K | +23.1% | $438,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 5.16K | -8.7% | $397,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. | 4.00K | — | $308,532 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.07K | -18.9% | $236,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 3.02K | -0.8% | $232,923 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 3.02K | -0.8% | $232,923 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 2.62K | 新規 | $202,215 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 2.62K | 新規 | $202,215 | 0.0% | New | 1 | SEC ↗ |
| 30 | Barclays Plc | 1.88K | 新規 | $145,046 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 1.62K | +5.9% | $122,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cwm, Llc | 965 | 0.0% | $74,452 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 905 | 0.0% | $69,845 | 0.0% | Held | 4 | SEC ↗ |
| 34 | Fifth Third Bancorp | 800 | 新規 | $61,722 | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (パッシブ) | 590 | 0.0% | $45,520 | 0.0% | Held | 4 | SEC ↗ |
| 36 | Blair William & Co/Il | 200 | 新規 | $15,430 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 144 | 0.0% | $11,076 | 0.0% | Held | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 84 | 0.0% | $6,343 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $4,321 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 1 | 0.0% | $77 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 0 | -100.0% | $8 | 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
| Jane Street Group, Llc | $1.49M | 0.0% |
| AQR Capital Management | $966,949 | 0.0% |
| Stifel Financial Corp | $202,215 | 0.0% |
| Stifel Financial Corp | $202,215 | 0.0% |
| Barclays Plc | $145,046 | 0.0% |
| Fifth Third Bancorp | $61,722 | 0.0% |
| Blair William & Co/Il | $15,430 | 0.0% |
ポジション解消済み
| Susquehanna International… | $261,798 | だった 0.0% |
| Mml Investors Services, Llc | $251,646 | 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): 84 保有者, 1.36M 株式数, $104.17M 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。