증권 기록 · 과거 분기 (아카이브)
FTSM
First Trust Enhanced Short Maturity ETF · Financial Services · Asset Management
44추적 보유자
+4Δ 보유자
50.69M보유 주식 수
$3.03B보고 가치
+6신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +10.0% ·
주식 흐름 +1.0% ·
순 신규 포지션 +9.1%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 13.67M | -3.8% | $816.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 13.67M | -3.8% | $816.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 13.67M | -3.8% | $816.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 8.89M | 0.0% | $531.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 7.55M | -4.7% | $451.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 7.55M | -4.7% | $451.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 7.55M | -4.7% | $451.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 7.55M | -4.7% | $451.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 3.14M | +7.3% | $187.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 3.14M | +7.3% | $187.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 3.14M | +7.3% | $187.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.14M | +7.3% | $187.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 2.79M | -9.1% | $166.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 2.79M | -9.1% | $166.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.73M | +11.2% | $163.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.73M | +11.2% | $163.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.73M | +11.2% | $163.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 2.47M | +8.2% | $147.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 2.47M | +8.2% | $147.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 1.70M | +7.6% | $101.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 1.25M | +95.9% | $74.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.21M | +5.5% | $72.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.21M | +5.5% | $72.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.21M | +5.5% | $72.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 1.20M | +0.9% | $71.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 865.07K | +4.6% | $51.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 590.59K | +6.1% | $35.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 390.52K | -19.7% | $23.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 390.52K | -19.7% | $23.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 365.60K | +102.9% | $21.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 292.46K | -9.7% | $17.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 284.37K | -3.2% | $16.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citigroup Inc | 214.17K | +8.9% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 191.09K | +30.6% | $11.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 191.09K | +30.6% | $11.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 146.63K | -0.2% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 105.07K | +43.1% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 95.39K | -13.2% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 92.28K | 신규 | $5.51M | 0.0% | New | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 81.19K | 신규 | $4.85M | 0.0% | New | 1 | SEC ↗ |
| 41 | First Trust Advisors Lp | 81.17K | +0.1% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 73.05K | -3.2% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 73.05K | -3.2% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 73.05K | -3.2% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 62.24K | -37.6% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 23.32K | +11.5% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Creative Planning | 23.31K | +3.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 21.16K | -1.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 16.97K | 신규 | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 50 | Nuveen, LLC | 13.34K | 신규 | $796,978 | 0.0% | New | 1 | SEC ↗ |
| 51 | Hrt Financial Lp | 11.17K | 신규 | $667,000 | 0.0% | New | 1 | SEC ↗ |
| 52 | Cerity Partners LLC | 9.40K | 0.0% | $561,581 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Captrust Financial Advisors | 8.72K | -26.9% | $520,607 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 8.21K | -9.0% | $490,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 6.28K | -76.6% | $374,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 6.28K | -76.6% | $374,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 5.66K | +48.7% | $337,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 5.00K | +10.2% | $298,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 3.00K | -15.1% | $179,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | BlackRock ✦ (패시브) | 700 | -17.6% | $41,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 290 | 0.0% | $17,322 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 264 | +438.8% | $15,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Allspring Global Investments… | 9 | 신규 | $542 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Bnp Paribas Financial Markets | $5.51M | 0.0% |
| Citadel Advisors | $4.85M | 0.0% |
| Goldman Sachs Group | $1.01M | 0.0% |
| Nuveen, LLC | $796,978 | 0.0% |
| Hrt Financial Lp | $667,000 | 0.0% |
| Allspring Global Investments… | $542 | 0.0% |
청산됨
| Susquehanna International… | $9.25M | 이었음 0.0% |
| Blair William & Co/Il | $41,307 | 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: Q2 2026 ·
방법론 ·
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