有価証券レコード · アーカイブ済み四半期
XSW
プロファイル取り込み待ち（名称未確定）
43追跡対象保有者
+6Δ保有者数
1.14M保有株数
$161.57M報告済み評価額
+9新規ポジション
−3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 +16.2% ·
株式フロー +12.3% ·
新規ネットポジション数 +14.0%
— 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 | 46 | +4 | 795.17K | $136.55M | +7 | −3 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
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 | Cwm, Llc | 442.32K | 新規 | $62.94M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 100.47K | -14.9% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 15.49K | -17.0% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 13.55K | -7.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 13.31K | +3.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 10.31K | 新規 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 10.27K | -0.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 10.02K | +36.0% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 9.92K | 新規 | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 9.54K | -75.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | DZ BANK AG Deutsche Zentral… | 8.00K | 新規 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 5.90K | 新規 | $842,099 | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 3.92K | -85.8% | $557,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Belvedere Trading LLC | 3.80K | 新規 | $540,560 | 0.1% | New | 1 | SEC ↗ |
| 40 | Cetera Investment Advisers | 3.70K | +23.2% | $526,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 2.54K | -24.5% | $360,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 2.24K | 0.0% | $319,014 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 2.02K | -39.2% | $279,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 1.61K | +39.8% | $228,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 1.52K | +17.8% | $216,139 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Focus Partners Wealth | 1.51K | -7.0% | $215,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (パッシブ) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | BlackRock ✦ (パッシブ) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.03K | +112.8% | $147,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 806 | 新規 | $114,686 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 480 | +56.4% | $68,275 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 375 | 新規 | $53,358 | 0.0% | New | 1 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 250 | 新規 | $35,626 | 0.0% | New | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 200 | 0.0% | $28,470 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 100 | -78.2% | $14,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 100 | 0.0% | $14,229 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 52 | 0.0% | $7,399 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 43 | 0.0% | $6,118 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $3,557 | 0.0% | Held | 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
| Cwm, Llc | $62.94M | 0.2% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Bnp Paribas Financial Markets | $1.41M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.14M | 0.0% |
| Hsbc Holdings Plc | $842,099 | 0.0% |
| Belvedere Trading LLC | $540,560 | 0.1% |
| Northwestern Mutual Wealth… | $114,686 | 0.0% |
| Fifth Third Bancorp | $53,358 | 0.0% |
| TD Waterhouse Canada Inc. | $35,626 | 0.0% |
ポジション解消済み
| Wealth Enhancement Advisory… | $989,860 | だった 0.0% |
| Citadel Advisors | $688,301 | だった 0.0% |
| AQR Capital Management | $245,528 | 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): 112 保有者, 1.55M 株式数, $215.56M 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。