증권 기록 · 과거 분기 (아카이브)
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
52추적 보유자
-1Δ 보유자
58.06M보유 주식 수
$2.57B보고 가치
+0신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.9% ·
주식 흐름 +0.4% ·
순 신규 포지션 -1.9%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | 0 | 63.28M | $3.08B | +3 | −3 |
| Q1 2026 | 54 | +2 | 60.96M | $3.10B | +6 | −4 |
| Q4 2025 | 52 | -1 | 58.06M | $2.57B | — | −1 |
| Q3 2025 | 8 | +1 | 9.13M | $396.43M | +1 | — |
| Q2 2025 | 4 | +1 | 53.54K | $2.24M | +1 | — |
| Q1 2025 | 1 | 0 | 114.90K | $4.99M | +1 | −1 |
| Q4 2024 | 1 | 0 | 5.66K | $227,831 | +1 | −1 |
| Q3 2024 | 1 | -2 | 332.20K | $13.94M | +1 | −3 |
| Q2 2024 | 3 | — | 66.84K | $2.54M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.41M | — | $550.18M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.23M | — | $143.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.23M | — | $143.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 2.48M | — | $109.97M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.84M | — | $81.40M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 1.33M | — | $58.83M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.09M | — | $48.35M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 885.07K | — | $39.24M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 739.69K | — | $32.80M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 739.69K | — | $32.80M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 434.55K | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 434.55K | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 433.10K | — | $19.20M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 300.50K | — | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 280.41K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 256.97K | -54.9% | $11.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | First Trust Advisors Lp | 199.39K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 168.45K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Creative Planning | 159.13K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 129.36K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 66.37K | +293.4% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cwm, Llc | 53.85K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 47.78K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 46.35K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 46.35K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 38.90K | +1.8% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Captrust Financial Advisors | 35.84K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 32.91K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 31.48K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 27.35K | -13.9% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 27.35K | -13.9% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 26.25K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Corient Private Wealth LP | 17.13K | — | $759,424 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Corient Private Wealth LP | 17.13K | — | $759,424 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Focus Partners Wealth | 12.41K | — | $550,399 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Hrt Financial Lp | 11.91K | — | $528,000 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mercer Global Advisors Inc /Adv | 11.64K | — | $516,010 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Julius Baer & Co. Ltd, Zurich | 10.75K | — | $476,525 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 9.27K | — | $410,810 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 8.61K | — | $381,546 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Assetmark, Inc | 8.19K | — | $363,145 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Jane Street Group, Llc | 6.33K | — | $280,628 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Blair William & Co/Il | 6.26K | — | $277,638 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 840 | — | $37,246 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | BlackRock ✦ (패시브) | 658 | 0.0% | $29,176 | 0.0% | Held | 3 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 68 | — | $3,015 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Citadel Advisors | $2.93M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 501 보유 기관, 87.90M 주식, $4.36B 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: Q4 2025 ·
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