증권 기록 · 과거 분기 (아카이브)
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
71추적 보유자
+1Δ 보유자
51.51M보유 주식 수
$12.61B보고 가치
+1신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.4% ·
주식 흐름 -0.6% ·
순 신규 포지션 +1.4%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
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 | 80 | +4 | 49.03M | $16.79B | +10 | −6 |
| Q1 2026 | 77 | +6 | 50.73M | $12.17B | +8 | −2 |
| Q4 2025 | 71 | +1 | 51.51M | $12.61B | +1 | — |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | — | −3 |
| Q2 2025 | 9 | +2 | 4.78M | $1.15B | +3 | −1 |
| Q1 2025 | 4 | 0 | 81.82K | $16.53M | +1 | −1 |
| Q4 2024 | 4 | +1 | 13.89K | $2.87M | +2 | −1 |
| Q3 2024 | 3 | -3 | 17.35K | $3.52M | — | −3 |
| Q2 2024 | 6 | — | 77.38K | $15.08M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.88M | — | $1.97B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 7.82M | — | $1.96B | 3.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 4.76M | +17.1% | $1.19B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 3.29M | — | $823.98M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.22M | — | $804.99M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 2.85M | -12.4% | $714.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Corient Private Wealth LP | 2.94M | — | $445.47M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 8 | BlackRock ✦ (패시브) | 1.60M | +26.8% | $399.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Assetmark, Inc | 1.50M | — | $376.07M | 0.8% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.38M | — | $344.13M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | Bank Of America Corp /De/ | 1.26M | — | $315.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cerity Partners LLC | 1.16M | — | $289.45M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 13 | JPMorgan Chase ✦ | 1.15M | -33.9% | $288.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Cwm, Llc | 1.14M | — | $285.71M | 0.8% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 981.51K | — | $253.42M | 0.3% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 844.67K | — | $211.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | UBS Group AG | 773.55K | — | $193.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 694.45K | — | $173.83M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 607.29K | — | $152.01M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 503.56K | — | $126.05M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 21 | Citigroup Inc | 502.95K | — | $125.89M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 480.83K | — | $120.36M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Commonwealth Equity Services, Llc | 406.69K | — | $101.80M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 384.27K | — | $96.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Goldman Sachs Group ✦ | 369.84K | -50.0% | $92.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 364.22K | — | $91.17M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 341.88K | — | $85.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 315.24K | — | $78.91M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 29 | Bnp Paribas Financial Markets | 311.43K | — | $77.95M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 225.48K | — | $56.44M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 177.95K | — | $44.54M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 159.60K | — | $39.95M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Lido Advisors, LLC | 153.07K | — | $39.25M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 155.06K | — | $38.81M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 102.39K | — | $25.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Us Bancorp \De\ | 100.54K | — | $25.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Baird Financial Group, Inc. | 98.83K | — | $24.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Jane Street Group, Llc | 91.68K | — | $22.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Creative Planning | 65.01K | — | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 43.13K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 39.31K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 38.67K | — | $9.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | HighTower Advisors, LLC | 35.77K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 28.90K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | AQR Capital Management ✦ | 28.16K | +44.0% | $7.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | Citadel Advisors ✦ | 25.95K | 신규 | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 47 | Cibc World Market Inc. | 17.49K | — | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Barclays Plc | 9.36K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Brown Advisory Inc | 9.07K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 8.53K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 8.00K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 7.34K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 5.68K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 5.08K | +129.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 3.92K | — | $981,466 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 3.72K | — | $931,654 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Belvedere Trading LLC | 3.58K | — | $897,361 | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Simplex Trading, Llc | 3.47K | — | $869,076 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Empower Advisory Group, LLC | 3.44K | — | $859,815 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Lazard Asset Management Llc | 3.11K | — | $777,963 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Wealthfront Advisers LLC | 2.17K | — | $544,424 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northern Trust Corp | 1.68K | — | $420,270 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.48K | — | $370,709 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 1.40K | — | $350,246 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 1.18K | +21.8% | $294,918 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.13K | — | $283,350 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | The Vanguard Group ✦ (패시브) | 961 | +4.8% | $240,582 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Fifth Third Bancorp | 959 | — | $240,047 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 259 | — | $64,830 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | — | $62,578 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 26 | — | $6,506 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $6.49M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,046 보유 기관, 71.35M 주식, $16.70B 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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