증권 기록 · 과거 분기 (아카이브)
FTSM
First Trust Enhanced Short Maturity ETF · Financial Services · Asset Management
41추적 보유자
+7Δ 보유자
50.38M보유 주식 수
$3.01B보고 가치
+8신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +20.6% ·
주식 흐름 +0.8% ·
순 신규 포지션 +17.1%
— 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 | 44 | +4 | 50.69M | $3.03B | +6 | −2 |
| Q1 2026 | 41 | +7 | 50.38M | $3.01B | +8 | −1 |
| Q4 2025 | 34 | -1 | 49.99M | $3.00B | — | −1 |
| Q3 2025 | 3 | 0 | 13.81M | $827.44M | — | — |
| Q2 2025 | 1 | -1 | 110.56K | $6.62M | +1 | −2 |
| Q1 2025 | 2 | +1 | 1.53M | $91.36M | +1 | — |
| Q4 2024 | 1 | -1 | 1.39M | $83.04M | — | −1 |
| Q3 2024 | 2 | +1 | 1.75M | $105.07M | +1 | — |
| Q2 2024 | 1 | — | 1.27M | $75.48M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 14.20M | +12.0% | $848.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 14.20M | +12.0% | $848.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 14.20M | +12.0% | $848.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 8.89M | -0.1% | $531.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 7.93M | -8.4% | $473.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 7.93M | -8.4% | $473.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 7.93M | -8.4% | $473.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 7.93M | -8.4% | $473.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 3.07M | +7.8% | $183.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.93M | -1.8% | $175.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.93M | -1.8% | $175.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.93M | -1.8% | $175.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.93M | -1.8% | $175.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 2.46M | -2.4% | $146.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.46M | -2.4% | $146.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.46M | -2.4% | $146.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 2.28M | -3.1% | $136.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 2.28M | -3.1% | $136.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.58M | -11.8% | $94.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 1.19M | +0.6% | $70.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 1.19M | +0.6% | $70.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.15M | +6.3% | $68.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.15M | +6.3% | $68.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 827.24K | -6.2% | $49.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 636.66K | -4.1% | $38.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 556.46K | -2.8% | $33.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 486.56K | -0.8% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 486.56K | -0.8% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 486.56K | -0.8% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 323.92K | -20.9% | $19.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 293.70K | +0.7% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citigroup Inc | 196.72K | +3.6% | $11.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 180.22K | -2.5% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 175.62K | +4.2% | $10.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 154.77K | 신규 | $9.25M | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 146.99K | 신규 | $8.79M | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 146.26K | -28.3% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 146.26K | -28.3% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 99.73K | -36.2% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | First Trust Advisors Lp | 81.09K | -59.6% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 75.50K | -47.8% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 75.50K | -47.8% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 75.50K | -47.8% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 73.43K | -33.6% | $4.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 26.77K | +251.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 26.77K | +251.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Creative Planning | 22.56K | +57.2% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 21.48K | 신규 | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 20.91K | +9.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Captrust Financial Advisors | 11.92K | +85.1% | $712,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 9.40K | 0.0% | $562,052 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 9.02K | 신규 | $539,275 | 0.0% | New | 1 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 4.54K | 신규 | $271,561 | 0.0% | New | 1 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 3.80K | 신규 | $227,403 | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 3.53K | -24.4% | $211,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 3.53K | -24.4% | $211,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (패시브) | 850 | 신규 | $50,813 | 0.0% | New | 1 | SEC ↗ |
| 58 | Blair William & Co/Il | 691 | -5.1% | $41,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Corient Private Wealth LP | 109.83K | -48.8% | $17,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 290 | 0.0% | $17,336 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 49 | 신규 | $2,935 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Susquehanna International… | $9.25M | 0.0% |
| Fifth Third Bancorp | $8.79M | 0.0% |
| UBS AM, a distinct business… | $1.28M | 0.0% |
| Qube Research & Technologies… | $539,275 | 0.0% |
| Mercer Global Advisors Inc… | $271,561 | 0.0% |
| Ameriprise Financial Inc | $227,403 | 0.0% |
| BlackRock | $50,813 | 0.0% |
| Jones Financial Companies Lllp | $2,935 | 0.0% |
청산됨
| Bnp Paribas Financial Markets | $2.92M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 419 보유 기관, 83.78M 주식, $4.90B 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 ·
방법론 ·
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