증권 기록
GWX
프로필 수집 대기 중
40추적 보유자
+4Δ 보유자
6.81M보유 주식 수
$297.79M보고 가치
+4신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +11.1% ·
주식 흐름 +4.9% ·
순 신규 포지션 +10.0%
— 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 | 40 | +4 | 6.81M | $297.79M | +4 | — |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | — |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | — |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | — | — |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | — | — |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | — | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | — |
| Q2 2024 | 1 | — | 31.65K | $1.00M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.35M | +7.1% | $59.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 930.70K | +7.5% | $40.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 622.40K | +25.4% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 581.32K | +5.6% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 550.65K | -5.0% | $24.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Assetmark, Inc | 442.81K | -1.8% | $19.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 338.83K | +0.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 330.64K | -1.1% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 266.31K | 0.0% | $11.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 259.01K | -5.6% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 175.44K | +7.2% | $7.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Jane Street Group, Llc | 163.86K | 신규 | $7.17M | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 137.29K | +2.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 70.11K | -45.6% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 63.75K | -14.6% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 55.60K | +42.0% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wellington Management ✦ | 51.14K | -52.5% | $2.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 49.86K | 0.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 46.72K | +5.7% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 46.41K | +17.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 42.95K | +11.1% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 40.38K | +163.5% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 35.33K | +8.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 25.75K | -63.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 21.03K | 0.0% | $920,185 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 17.38K | 0.0% | $760,636 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 16.26K | -1.4% | $711,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 13.40K | -0.1% | $586,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 12.83K | +99.7% | $561,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Corient Private Wealth LP | 12.01K | +133.0% | $525,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 11.36K | -69.9% | $496,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 8.60K | 신규 | $376,161 | 0.0% | New | 1 | SEC ↗ |
| 51 | Citigroup Inc | 4.08K | -11.5% | $178,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.88K | -0.3% | $126,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.84K | +25.7% | $124,165 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 2.42K | +66.5% | $105,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | BlackRock ✦ (패시브) | 410 | +101.0% | $17,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 292 | +35.2% | $12,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Allspring Global Investments… | 250 | 신규 | $10,988 | 0.0% | New | 1 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 88 | 신규 | $3,851 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Jane Street Group, Llc | $7.17M | 0.0% |
| Goldman Sachs Group | $376,161 | 0.0% |
| Allspring Global Investments… | $10,988 | 0.0% |
| Qube Research & Technologies… | $3,851 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 251 보유 기관, 13.00M 주식, $526.24M 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 ·
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