증권 기록 · 과거 분기 (아카이브)
DUHP
Dimensional - US High Profitability ETF · Financial Services · Asset Management
51추적 보유자
+6Δ 보유자
96.07M보유 주식 수
$3.55B보고 가치
+7신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +13.3% ·
주식 흐름 +2.8% ·
순 신규 포지션 +11.8%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | +2 | 102.83M | $4.29B | +4 | −2 |
| Q1 2026 | 51 | +6 | 96.07M | $3.55B | +7 | −1 |
| Q4 2025 | 45 | 0 | 93.42M | $3.55B | — | — |
| Q3 2025 | 6 | 0 | 1.21M | $44.69M | +1 | −1 |
| Q2 2025 | 4 | 0 | 97.85K | $3.48M | +1 | −1 |
| Q1 2025 | 3 | +2 | 72.15K | $2.39M | +2 | — |
| Q4 2024 | 1 | -2 | 12.81K | $432,816 | — | −2 |
| Q3 2024 | 3 | +1 | 196.30K | $6.69M | +1 | — |
| Q2 2024 | 2 | — | 66.20K | $2.12M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 48.73M | +8.8% | $1.79B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 20.39M | +5.6% | $766.43M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 3.76M | -40.3% | $138.09M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 3.66M | +19.1% | $134.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 2.73M | +5.3% | $100.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 2.73M | +5.3% | $100.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 2.15M | +10.6% | $78.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 2.15M | +10.6% | $78.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 2.11M | -9.8% | $77.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.66M | -11.1% | $61.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.66M | -11.1% | $61.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.66M | -11.1% | $61.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 1.55M | -44.8% | $57.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.43M | +6.5% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.43M | +6.5% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.43M | +6.5% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 1.32M | +9.2% | $48.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 1.32M | +9.2% | $48.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 1.32M | +9.2% | $48.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 835.00K | +3.7% | $30.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 835.00K | +3.7% | $30.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 654.86K | +2.7% | $24.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 642.11K | +28.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 642.11K | +28.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 642.11K | +28.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 642.11K | +28.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | LPL Financial LLC | 613.66K | -0.3% | $22.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 457.07K | -2.5% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 457.07K | -2.5% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 457.07K | -2.5% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 430.94K | -25.5% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 430.94K | -25.5% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 430.94K | -25.5% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cerity Partners LLC | 343.96K | +1771.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 343.96K | +1771.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 287.88K | 신규 | $10.58M | 0.0% | New | 1 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 258.22K | +14.9% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 256.84K | -1.8% | $9.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 208.42K | +16.6% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 168.60K | +3.1% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 168.60K | +3.1% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 149.47K | +38.0% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 149.47K | +38.0% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Creative Planning | 123.72K | +60.4% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 101.87K | +27.3% | $3.74M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Northwestern Mutual Wealth… | 93.41K | +33.8% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Captrust Financial Advisors | 79.89K | -14.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 68.89K | -12.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citigroup Inc | 66.67K | +33.9% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citigroup Inc | 66.67K | +33.9% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 59.23K | -42.5% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Sei Investments Co | 36.93K | +41.4% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 15.05K | +283.4% | $553,074 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 15.05K | +283.4% | $553,074 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Cetera Investment Advisers | 14.99K | -0.4% | $551,147 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 14.68K | +7.1% | $539,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 14.68K | +7.1% | $539,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 14.68K | +7.1% | $539,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Hrt Financial Lp | 12.26K | 신규 | $450,000 | 0.0% | New | 1 | SEC ↗ |
| 71 | Fifth Third Bancorp | 12.05K | 신규 | $443,105 | 0.0% | New | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 9.64K | +0.7% | $354,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 9.64K | +0.7% | $354,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Brown Advisory Inc | 8.83K | 0.0% | $324,701 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Jane Street Group, Llc | 8.78K | 신규 | $322,569 | 0.0% | New | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 7.45K | +2.9% | $273,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Northern Trust Corp | 6.87K | +7.2% | $252,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 6.44K | 신규 | $236,856 | 0.0% | New | 1 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 6.44K | 신규 | $236,856 | 0.0% | New | 1 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 6.35K | -32.0% | $233,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | BlackRock ✦ (패시브) | 6.08K | 0.0% | $223,501 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 5.91K | 신규 | $217,252 | 0.0% | New | 1 | SEC ↗ |
| 83 | Cwm, Llc | 3.90K | -92.2% | $143,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Assetmark, Inc | 3.42K | +1442.3% | $125,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Blair William & Co/Il | 3.24K | 신규 | $119,249 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| UBS AM, a distinct business… | $10.58M | 0.0% |
| Hrt Financial Lp | $450,000 | 0.0% |
| Fifth Third Bancorp | $443,105 | 0.0% |
| Jane Street Group, Llc | $322,569 | 0.0% |
| Bank of New York Mellon Corp | $236,856 | 0.0% |
| Bank of New York Mellon Corp | $236,856 | 0.0% |
| Goldman Sachs Group | $217,252 | 0.0% |
| Blair William & Co/Il | $119,249 | 0.0% |
청산됨
| Renaissance Technologies | $1.02M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 530 보유 기관, 249.63M 주식, $9.02B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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