증권 기록
PFF
iShares Preferred and Income Securities ETF · Financial Services · Asset Management - Bonds
70추적 보유자
+1Δ 보유자
103.13M보유 주식 수
$3.14B보고 가치
+5신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.4% ·
주식 흐름 -1.2% ·
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 Q2 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 22.96M | +0.9% | $700.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 15.66M | +4.2% | $477.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 8.52M | -10.1% | $259.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 7.66M | -0.6% | $233.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 6.18M | +1.4% | $188.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Royal Bank Of Canada | 4.30M | +1.1% | $131.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 7 | Envestnet Asset Management Inc | 4.03M | -4.1% | $122.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mariner, LLC | 3.20M | -6.5% | $97.69M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | BlackRock ✦ (패시브) | 2.80M | +1.4% | $85.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 2.33M | +8.0% | $71.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Charles Schwab Investment… | 2.22M | +0.8% | $67.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 1.60M | -6.6% | $48.80M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 1.51M | -2.2% | $46.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 1.50M | -1.3% | $45.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 1.49M | -4.7% | $45.58M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Rockefeller Capital Management L.P. | 1.40M | -3.5% | $42.72M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Osaic Holdings, Inc. | 1.31M | +9.8% | $39.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Commonwealth Equity Services, Llc | 1.17M | +1.3% | $35.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.11M | -21.1% | $33.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 1.11M | +1.7% | $33.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 1.08M | +6.0% | $32.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Northwestern Mutual Wealth… | 1.05M | +0.5% | $31.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 900.45K | +1.6% | $27.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Wealth Enhancement Advisory… | 874.52K | +2.9% | $25.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 815.53K | 0.0% | $24.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citigroup Inc | 683.09K | +8.1% | $20.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 611.25K | +23.0% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Deutsche Bank Ag\ | 584.60K | 0.0% | $17.82M | 0.0% | Held | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 404.43K | +5.6% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 406.08K | +5.3% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 320.50K | -8.6% | $9.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 311.10K | +0.5% | $9.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 33 | Susquehanna International Group, Llp | 275.57K | -50.7% | $8.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 275.46K | -24.5% | $8.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 237.24K | +2.3% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Corient Private Wealth LP | 233.38K | -15.6% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 209.02K | +4.3% | $6.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Assetmark, Inc | 190.74K | -3.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Creative Planning | 173.54K | +0.6% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Tidal Investments LLC | 164.86K | +100.7% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Alliancebernstein L.P. | 136.49K | -25.2% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 125.40K | 신규 | $3.82M | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 121.46K | -5.0% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | CIBC Bancorp USA Inc. | 110.42K | -8.3% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Schroder Investment Management Group | 76.72K | -20.6% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Clearbridge Investments, LLC | 68.02K | +9.4% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Hsbc Holdings Plc | 65.75K | -5.7% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 63.72K | -5.8% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Jane Street Group, Llc | 60.95K | +22.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 52.95K | -3.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Sei Investments Co | 51.60K | -6.8% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Voya Investment Management Llc | 48.00K | +92.0% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Cibc World Market Inc. | 39.70K | +169.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 31.19K | +7.1% | $950,993 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 55 | Northern Trust Corp | 28.73K | +109.3% | $875,917 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Franklin Resources Inc | 28.63K | -18.1% | $872,928 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | TD Waterhouse Canada Inc. | 23.53K | +26.0% | $716,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 21.91K | -3.0% | $668,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 18.77K | +32.0% | $572,402 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 18.52K | +6.1% | $564,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | First Manhattan Co. Llc. | 18.09K | 0.0% | $551,717 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Bank Of Nova Scotia | 15.90K | 0.0% | $488,990 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Wealthfront Advisers LLC | 12.23K | 신규 | $372,923 | 0.0% | New | 1 | SEC ↗ |
| 64 | Financial Engines Advisors L.L.C. | 11.46K | +19.2% | $349,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 10.27K | -17.4% | $314,224 | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 66 | Principal Financial Group Inc | 7.60K | 신규 | $231,754 | 0.0% | New | 1 | SEC ↗ |
| 67 | Simplex Trading, Llc | 1.52K | 신규 | $46,314 | 0.0% | New | 1 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 830 | 0.0% | $25,307 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 80 | 0.0% | $2,439 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 20 | 신규 | $615 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Renaissance Technologies | $3.82M | 0.0% |
| Wealthfront Advisers LLC | $372,923 | 0.0% |
| Principal Financial Group Inc | $231,754 | 0.0% |
| Simplex Trading, Llc | $46,314 | 0.0% |
| Russell Investments Group… | $615 | 0.0% |
청산됨
| Hrt Financial Lp | $21.57M | 이었음 0.1% |
| Group One Trading Llc | $414,020 | 이었음 0.0% |
| Qube Research & Technologies… | $336,552 | 이었음 0.0% |
| Quantinno Capital Management… | $229,857 | 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: Q2 2026 ·
방법론 ·
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