증권 기록 · 과거 분기 (아카이브)
PFF
iShares Preferred and Income Securities ETF · Financial Services · Asset Management - Bonds
70추적 보유자
-3Δ 보유자
104.49M보유 주식 수
$3.17B보고 가치
+2신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.1% ·
주식 흐름 -1.8% ·
순 신규 포지션 -4.3%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
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 | 70 | +1 | 103.13M | $3.14B | +5 | −4 |
| Q1 2026 | 70 | -3 | 104.49M | $3.17B | +2 | −5 |
| Q4 2025 | 71 | +2 | 106.14M | $3.29B | +2 | — |
| Q3 2025 | 7 | -1 | 19.40M | $613.32M | +1 | −2 |
| Q2 2025 | 5 | +2 | 6.11M | $187.43M | +2 | — |
| Q1 2025 | 1 | -2 | 43.60K | $1.34M | +1 | −3 |
| Q4 2024 | 3 | 0 | 780.41K | $24.54M | +1 | −1 |
| Q3 2024 | 3 | 0 | 385.66K | $12.82M | +1 | −1 |
| Q2 2024 | 3 | — | 545.06K | $17.20M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 22.75M | +0.4% | $689.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 22.75M | +0.4% | $689.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 22.75M | +0.4% | $689.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 22.75M | +0.4% | $689.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 15.02M | -5.0% | $455.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.02M | -5.0% | $455.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 15.02M | -5.0% | $455.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 15.02M | -5.0% | $455.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 9.48M | -0.2% | $287.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 9.48M | -0.2% | $287.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 9.48M | -0.2% | $287.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 9.48M | -0.2% | $287.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 7.71M | -1.9% | $233.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 6.10M | +1.0% | $184.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 6.10M | +1.0% | $184.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 6.10M | +1.0% | $184.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 6.10M | +1.0% | $184.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 6.10M | +1.0% | $184.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.25M | +3.6% | $128.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 4.20M | +6.2% | $127.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 3.43M | -9.8% | $103.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 3.43M | -9.8% | $103.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 3.43M | -9.8% | $103.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (패시브) | 2.77M | +13.9% | $83.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | BlackRock ✦ (패시브) | 2.77M | +13.9% | $83.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | BlackRock ✦ (패시브) | 2.77M | +13.9% | $83.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Charles Schwab Investment… | 2.20M | +3.0% | $66.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 2.16M | -33.2% | $65.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Raymond James Financial Inc | 2.16M | -33.2% | $65.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Raymond James Financial Inc | 2.16M | -33.2% | $65.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 1.71M | -5.9% | $51.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 1.71M | -5.9% | $51.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 1.71M | -5.9% | $51.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.57M | -11.0% | $47.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.57M | -11.0% | $47.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 1.57M | -11.0% | $47.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cetera Investment Advisers | 1.54M | -12.7% | $46.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 1.52M | +23.6% | $46.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 1.45M | +10.0% | $44.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 1.45M | +10.0% | $44.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 1.45M | +10.0% | $44.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 1.45M | +10.0% | $44.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 1.40M | -3.5% | $42.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 1.40M | -3.5% | $42.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 1.19M | -5.2% | $36.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 1.19M | -5.2% | $36.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 1.19M | -5.2% | $36.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Commonwealth Equity Services, Llc | 1.15M | -12.3% | $34.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 1.09M | +3.0% | $33.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 1.09M | +3.0% | $33.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 1.04M | -0.2% | $31.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 1.01M | +20.4% | $30.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Stifel Financial Corp | 1.01M | +20.4% | $30.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Stifel Financial Corp | 1.01M | +20.4% | $30.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Cerity Partners LLC | 886.12K | +14.5% | $26.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Cerity Partners LLC | 886.12K | +14.5% | $26.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Cerity Partners LLC | 886.12K | +14.5% | $26.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | HighTower Advisors, LLC | 815.85K | +6.1% | $24.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Wealth Enhancement Advisory… | 850.23K | -17.8% | $24.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Hrt Financial Lp | 711.52K | +99.7% | $21.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | Citigroup Inc | 631.89K | +10.8% | $19.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 584.60K | -1.4% | $17.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 558.77K | -9.9% | $16.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 496.99K | -12.0% | $15.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 385.56K | -12.5% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 385.56K | -12.5% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Captrust Financial Advisors | 382.91K | +33.5% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 364.90K | -11.2% | $11.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Focus Partners Wealth | 350.50K | -1.8% | $10.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 309.49K | +4.6% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Corient Private Wealth LP | 276.56K | -59.2% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Corient Private Wealth LP | 276.56K | -59.2% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Lido Advisors, LLC | 231.99K | +21.9% | $7.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 200.33K | +23.0% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Assetmark, Inc | 198.33K | +7.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Alliancebernstein L.P. | 182.40K | -1.6% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Creative Planning | 172.50K | +15.5% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 127.83K | -41.3% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 127.83K | -41.3% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 127.83K | -41.3% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 127.83K | -41.3% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | CIBC Bancorp USA Inc. | 120.38K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | CIBC Bancorp USA Inc. | 120.38K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Schroder Investment Management Group | 96.56K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Tidal Investments LLC | 82.14K | +102.0% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Cwm, Llc | 77.28K | +2.5% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Hsbc Holdings Plc | 69.72K | -41.9% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 67.64K | +9.0% | $2.05M | 0.0% | ▲ Add | 3 | 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
| Millennium Management | $3.22M | 이었음 0.0% |
| Renaissance Technologies | $1.46M | 이었음 0.0% |
| Tudor Investment Corp Et Al | $515,979 | 이었음 0.0% |
| Fisher Asset Management | $244,924 | 이었음 0.0% |
| Kayne Anderson Rudnick… | $143,411 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 956 보유 기관, 166.10M 주식, $4.95B 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 ·
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