有価証券レコード · アーカイブ済み四半期
XSVM
プロファイル取り込み待ち（名称未確定）
32追跡対象保有者
0Δ保有者数
3.43M保有株数
$196.28M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 +1.5% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 3.27M | $227.29M | +1 | −3 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | — | — |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | — | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | — | — |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | — | — |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | — |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | — | 26.29K | $1.38M | — | — |
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 | LPL Financial LLC | 861.00K | — | $49.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 464.38K | — | $26.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 414.52K | +7.8% | $23.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cwm, Llc | 220.46K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 215.69K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 215.69K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 169.63K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 143.05K | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 140.78K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 112.84K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 108.32K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cibc World Market Inc. | 97.54K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 94.67K | — | $5.41M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 81.25K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 47.64K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 47.64K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 39.77K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 33.45K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 33.45K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 30.00K | +29.9% | $1.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 27.50K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 19.05K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Charles Schwab Investment… | 17.96K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 15.86K | +557.1% | $906,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 14.99K | +11.2% | $856,643 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | UBS Group AG | 14.47K | — | $826,702 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 12.01K | — | $686,194 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 12.01K | — | $686,194 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 9.09K | — | $535,991 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 9.14K | — | $522,015 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 8.15K | — | $465,748 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Captrust Financial Advisors | 4.67K | — | $266,950 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Hrt Financial Lp | 3.59K | — | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.98K | -4.5% | $113,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 989 | — | $57,035 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 328 | — | $18,742 | 0.0% | n/c | 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
| 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): 127 保有者, 5.22M 株式数, $304.87M 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。