有価証券レコード · アーカイブ済み四半期
XSOE
プロファイル取り込み待ち（名称未確定）
39追跡対象保有者
0Δ保有者数
14.29M保有株数
$557.69M報告済み評価額
+0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 0.0% · 株式フロー +0.3% · 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
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.20K | $240,368 | n/a | n/a |
| Q2 2026 | 39 | -1 | 13.47M | $662.24M | +3 | −5 |
| Q1 2026 | 42 | +3 | 13.76M | $551.82M | +4 | −1 |
| Q4 2025 | 39 | 0 | 14.29M | $557.69M | n/a | n/a |
| Q3 2025 | 4 | +1 | 3.05M | $115.89M | +1 | n/a |
| Q2 2025 | 1 | n/a | 4.26K | $146,789 | n/a | n/a |
| Q4 2024 | 2 | 0 | 240.83K | $7.34M | +1 | −1 |
| Q3 2024 | 2 | +1 | 586.59K | $19.38M | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.33K | $316,531 | n/a | n/a |
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 | Morgan Stanley ✦ | 2.87M | +4.6% | $112.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 2.00M | n/a | $78.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | State Of Wisconsin Investment Board | 1.41M | n/a | $54.97M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 1.37M | n/a | $53.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.36M | n/a | $53.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.24M | n/a | $48.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Charles Schwab Investment… | 697.61K | n/a | $27.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 522.83K | n/a | $20.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 366.61K | n/a | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 361.57K | n/a | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 260.66K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 257.89K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 229.85K | n/a | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 185.26K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Focus Partners Wealth | 175.97K | n/a | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 153.98K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Mariner, LLC | 125.09K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 119.99K | +343.1% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 115.32K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 99.72K | -64.2% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Raymond James Financial Inc | 71.50K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 69.80K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 56.08K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 40.00K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 28.58K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 21.75K | n/a | $848,491 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 21.09K | n/a | $822,761 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 14.79K | n/a | $551,342 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Wealthfront Advisers LLC | 10.31K | n/a | $402,413 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 8.43K | n/a | $328,822 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 7.19K | n/a | $280,565 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 5.70K | n/a | $232,934 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.41K | -1.5% | $172,244 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Assetmark, Inc | 3.19K | n/a | $124,318 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 2.00K | n/a | $78,079 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.66K | n/a | $64,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Pnc Financial Services Group, Inc. | 1.34K | n/a | $52,326 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.20K | n/a | $46,785 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 16 | n/a | $624 | 0.0% | n/c | 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
| 今四半期は新規追跡買い手がいません。 |
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): 234 保有者, 27.89M 株式数, $1.11B 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。