증권 기록 · 과거 분기 (아카이브)
FDIS
프로필 수집 대기 중
51추적 보유자
-1Δ 보유자
4.52M보유 주식 수
$421.60M보고 가치
+5신규 편입 포지션
−6청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.9% ·
주식 흐름 -13.0% ·
순 신규 포지션 -2.0%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
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 | 3.69M | $379.11M | +4 | −2 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.50M | +1.3% | $140.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.31M | +5.1% | $122.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 247.97K | +21.6% | $23.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 198.81K | -76.7% | $18.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 198.81K | -76.7% | $18.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 186.21K | -12.2% | $17.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 126.90K | -18.8% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 120.91K | -9.4% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 75.28K | +32.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 66.96K | -0.7% | $6.24M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Stifel Financial Corp | 56.57K | -6.8% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 56.57K | -6.8% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 56.14K | +5.3% | $5.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Citigroup Inc | 51.33K | +44.7% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 49.67K | 신규 | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 46.70K | -19.3% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 41.92K | -47.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 40.55K | -26.5% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 40.20K | +5.4% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 37.83K | +71.1% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 37.83K | +71.1% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 33.43K | +46.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 27.78K | +9683.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 27.78K | +9683.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 26.44K | +16.5% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 26.44K | +16.5% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 24.47K | -79.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 21.98K | -31.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 18.03K | -74.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 15.35K | +19.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 14.65K | -0.8% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 13.54K | -2.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Raymond James Financial Inc | 13.54K | -2.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 12.64K | +478.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Creative Planning | 7.64K | +16.6% | $712,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 6.96K | +11.5% | $648,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 6.30K | +23.3% | $587,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 4.79K | -40.3% | $444,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 4.62K | -1.5% | $431,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 4.38K | +52.1% | $408,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Franklin Resources Inc | 2.88K | 0.0% | $268,496 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Franklin Resources Inc | 2.88K | 0.0% | $268,496 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 2.66K | -57.7% | $247,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 2.41K | -41.8% | $224,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 2.32K | 신규 | $216,363 | 0.0% | New | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.27K | 신규 | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 2.27K | 신규 | $211,839 | 0.0% | New | 1 | SEC ↗ |
| 61 | Truist Financial Corp | 2.27K | 신규 | $211,607 | 0.0% | New | 1 | SEC ↗ |
| 62 | Truist Financial Corp | 2.27K | 신규 | $211,607 | 0.0% | New | 1 | SEC ↗ |
| 63 | Fifth Third Bancorp | 2.18K | +748.2% | $203,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.41K | +2.5% | $131,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 1.41K | +2.5% | $131,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 1.43K | +9.2% | $128,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | BlackRock ✦ (패시브) | 1.12K | +1024.0% | $104,851 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | 0.0% | $23,498 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 207 | +21.1% | $19,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 207 | +21.1% | $19,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 188 | -26.9% | $17,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 150 | 신규 | $13,989 | 0.0% | New | 1 | SEC ↗ |
| 75 | Cwm, Llc | 80 | -14.9% | $7,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 40 | -25.9% | $3,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Blair William & Co/Il | 25 | -85.4% | $2,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Goldman Sachs Group | $4.63M | 0.0% |
| Empower Advisory Group, LLC | $216,363 | 0.0% |
| AQR Capital Management | $211,839 | 0.0% |
| AQR Capital Management | $211,839 | 0.0% |
| Truist Financial Corp | $211,607 | 0.0% |
| Truist Financial Corp | $211,607 | 0.0% |
| UBS AM, a distinct business… | $13,989 | 0.0% |
청산됨
| Hrt Financial Lp | $728,000 | 이었음 0.0% |
| Bank of New York Mellon Corp | $455,451 | 이었음 0.0% |
| Corient Private Wealth LP | $257,343 | 이었음 0.0% |
| Marshall Wace | $254,174 | 이었음 0.0% |
| Captrust Financial Advisors | $201,153 | 이었음 0.0% |
| Deutsche Bank Ag\ | $86,530 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 229 보유 기관, 7.51M 주식, $682.53M 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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