有価証券レコード · アーカイブ済み四半期
XTL
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
+4Δ保有者数
942.68K保有株数
$177.19M報告済み評価額
+5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 +14.3% ·
株式フロー +30.0% ·
新規ネットポジション数 +12.5%
— 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 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 | 39 | +8 | 861.31K | $195.86M | +10 | −2 |
| Q1 2026 | 32 | +4 | 942.68K | $177.19M | +5 | −1 |
| Q4 2025 | 28 | 0 | 669.57K | $102.59M | — | — |
| Q3 2025 | 6 | 0 | 148.36K | $20.76M | — | — |
| Q2 2025 | 3 | +1 | 26.86K | $3.15M | +1 | — |
| Q1 2025 | 1 | +1 | 5.67K | $566,915 | +1 | — |
| Q2 2024 | 1 | — | 8.43K | $650,304 | — | — |
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 | 250.14K | +12.9% | $47.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 100.00K | 新規 | $18.81M | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 91.95K | +109.2% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 29.49K | -21.8% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 25.00K | -0.5% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Hsbc Holdings Plc | 25.00K | 新規 | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.80K | +35.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 18.94K | +1.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 16.80K | +33.2% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 14.17K | 新規 | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 14.17K | 新規 | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 13.60K | +708.0% | $2.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 12.50K | +502.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 10.52K | 新規 | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 5.67K | 0.0% | $1.07M | 0.0% | Held | 5 | SEC ↗ |
| 24 | Citigroup Inc | 5.41K | +1.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 3.23K | +26.4% | $606,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.56K | 新規 | $293,186 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1.55K | +0.3% | $291,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.14K | +2.5% | $213,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 396 | +16.5% | $74,557 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Blair William & Co/Il | 206 | 0.0% | $38,740 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 31 | 0.0% | $5,830 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 16 | -20.0% | $3,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 16 | 0.0% | $3,009 | 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
| Bnp Paribas Financial Markets | $18.81M | 0.0% |
| Hsbc Holdings Plc | $4.63M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Truist Financial Corp | $1.98M | 0.0% |
| Bank Of Montreal /Can/ | $293,186 | 0.0% |
ポジション解消済み
| Wells Fargo & Company/Mn | $1,685 | 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): 94 保有者, 1.39M 株式数, $249.57M 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。