有価証券レコード
WTAI
プロファイル取り込み待ち（名称未確定）
31追跡対象保有者
+2Δ保有者数
2.92M保有株数
$138.33M報告済み評価額
+6新規ポジション
−4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 +6.9% ·
株式フロー +7.7% ·
新規ネットポジション数 +6.5%
— 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 | 31 | +2 | 2.92M | $138.33M | +6 | −4 |
| Q1 2026 | 30 | +2 | 2.71M | $76.19M | +2 | — |
| Q4 2025 | 28 | +1 | 1.98M | $57.78M | +1 | — |
| Q3 2025 | 3 | 0 | 23.40K | $668,920 | — | — |
| Q2 2025 | 2 | -1 | 19.24K | $472,583 | — | −1 |
| Q1 2025 | 2 | +1 | 65.44K | $1.24M | +1 | — |
| Q4 2024 | 1 | -1 | 19.22K | $422,884 | — | −1 |
| Q3 2024 | 2 | 0 | 72.58K | $1.45M | +1 | −1 |
| Q2 2024 | 2 | — | 84.37K | $1.76M | — | — |
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 | 908.34K | +27.2% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 328.11K | +16.3% | $15.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 240.09K | -40.0% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 227.29K | -11.8% | $10.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 204.19K | 新規 | $9.69M | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 181.41K | +50.8% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 181.41K | +50.8% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 141.22K | -11.4% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 141.22K | -11.4% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 120.27K | +1.7% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 99.56K | +5.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 99.56K | +5.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 99.56K | +5.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 95.23K | -8.3% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 70.64K | -24.5% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 70.64K | -24.5% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 65.32K | +0.5% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 60.03K | +26.4% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 31.42K | 新規 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 31.42K | 新規 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 27.05K | +63.5% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 24.26K | +0.7% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 18.43K | +38.3% | $874,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Focus Partners Wealth | 17.40K | +0.8% | $826,014 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 16.00K | +6.7% | $759,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 8.93K | -4.7% | $424,104 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 8.85K | +4.5% | $420,119 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 8.85K | +4.5% | $420,119 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Cerity Partners LLC | 7.93K | 0.0% | $376,627 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 5.51K | 新規 | $261,797 | 0.0% | New | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 5.31K | 新規 | $252,160 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 3.42K | +39.8% | $162,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $94,940 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.81K | +216.6% | $86,128 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | UBS Group AG | 979 | -75.5% | $46,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS Group AG | 979 | -75.5% | $46,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 979 | -75.5% | $46,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS Group AG | 979 | -75.5% | $46,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 806 | 新規 | $38,261 | 0.0% | New | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 211 | -85.6% | $10,007 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 211 | -85.6% | $10,007 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Citigroup Inc | 79 | 新規 | $3,750 | 0.0% | New | 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
| Jane Street Group, Llc | $9.69M | 0.0% |
| Marshall Wace | $1.49M | 0.0% |
| Marshall Wace | $1.49M | 0.0% |
| Goldman Sachs Group | $261,797 | 0.0% |
| Lido Advisors, LLC | $252,160 | 0.0% |
| Us Bancorp \De\ | $38,261 | 0.0% |
| Citigroup Inc | $3,750 | 0.0% |
ポジション解消済み
| Susquehanna International… | $3.08M | だった 0.0% |
| Citadel Advisors | $434,742 | だった 0.0% |
| D. E. Shaw & Co. | $221,995 | だった 0.0% |
| Simplex Trading, Llc | $40,453 | 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): 119 保有者, 5.50M 株式数, $151.12M 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。