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）
42追跡対象保有者
+3Δ保有者数
13.76M保有株数
$551.82M報告済み評価額
+4新規ポジション
−1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 +7.7% ·
株式フロー -3.7% ·
新規ネットポジション数 +7.1%
· 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下
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 | 1 | 0 | 5.20K | $240,368 | n/a | −1 |
| 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 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.99M | +4.0% | $119.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 1.85M | -7.6% | $74.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 1.43M | +4.7% | $57.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Of Wisconsin Investment Board | 1.41M | 0.0% | $56.50M | 0.1% | Held | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.26M | +1.6% | $50.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 1.21M | -11.1% | $48.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Charles Schwab Investment… | 676.44K | -3.0% | $27.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 426.80K | -18.4% | $17.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 319.50K | -12.8% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 285.22K | +10.6% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 256.85K | -1.5% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 229.15K | -0.3% | $9.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 202.51K | +9.3% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 163.05K | -7.3% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 153.15K | -57.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 121.18K | -3.1% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 113.51K | -1.6% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 94.41K | 新規 | $3.79M | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 84.84K | -14.9% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Raymond James Financial Inc | 74.33K | +4.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | HighTower Advisors, LLC | 72.61K | +244.3% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 69.89K | +24.6% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 63.57K | -47.0% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 33.04K | -17.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 31.53K | +10.3% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mercer Global Advisors Inc /Adv | 27.92K | +231.3% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 18.30K | 新規 | $733,870 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 16.95K | +1314.1% | $679,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 15.17K | -30.2% | $608,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 14.45K | -90.6% | $580,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Wealthfront Advisers LLC | 13.01K | +26.1% | $521,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 9.74K | +35.4% | $390,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 5.89K | +33.5% | $236,384 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 34 | Wealth Enhancement Advisory… | 5.83K | +2.2% | $232,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 5.74K | 新規 | $230,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 5.43K | -63.3% | $217,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 3.38K | +6.0% | $135,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.34K | 0.0% | $53,774 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 909 | -54.6% | $36,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (パッシブ) | 262 | 新規 | $10,506 | 0.0% | New | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 32 | -98.1% | $1,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 26 | +62.5% | $1,043 | 0.0% | ▲ Add | 2 | 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
| Goldman Sachs Group | $3.79M | 0.0% |
| Baird Financial Group, Inc. | $733,870 | 0.0% |
| Hrt Financial Lp | $230,000 | 0.0% |
| BlackRock | $10,506 | 0.0% |
ポジション解消済み
| Jane Street Group, Llc | $2.72M | 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): 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。