증권 기록 · 과거 분기 (아카이브)
QLTA
iShares Aaa - A Rated Corporate Bond ETF · Financial Services · Asset Management - Bonds
40추적 보유자
+5Δ 보유자
13.95M보유 주식 수
$660.87M보고 가치
+6신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +14.3% ·
주식 흐름 +3.3% ·
순 신규 포지션 +12.5%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
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 | 42 | +3 | 7.32M | $344.73M | +4 | −1 |
| Q1 2026 | 40 | +5 | 13.95M | $660.87M | +6 | −1 |
| Q4 2025 | 35 | +1 | 13.50M | $649.44M | +1 | — |
| Q3 2025 | 4 | -1 | 5.37M | $260.51M | — | −1 |
| Q2 2025 | 3 | +1 | 3.73M | $178.51M | +1 | — |
| Q4 2024 | 1 | 0 | 86.57K | $4.05M | — | — |
| Q3 2024 | 1 | +1 | 52.29K | $2.57M | +1 | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.27M | +12.2% | $108.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 2.27M | 0.0% | $108.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 1.39M | -12.4% | $66.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 1.15M | +8.1% | $54.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 967.21K | -13.0% | $46.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 967.21K | -13.0% | $46.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 796.18K | +5.1% | $37.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 796.18K | +5.1% | $37.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 796.18K | +5.1% | $37.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 653.91K | +27.6% | $31.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 653.91K | +27.6% | $31.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 653.91K | +27.6% | $31.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 589.35K | +6.9% | $28.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 534.51K | -9.3% | $25.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 460.06K | +59.9% | $21.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 458.05K | +9.5% | $21.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 458.05K | +9.5% | $21.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 393.10K | +22.7% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 393.10K | +22.7% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 393.10K | +22.7% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 393.10K | +22.7% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 322.39K | -31.4% | $15.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 322.39K | -31.4% | $15.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 268.30K | -17.1% | $12.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 243.59K | -10.5% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 174.28K | +1.6% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 174.28K | +1.6% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 174.28K | +1.6% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 174.28K | +1.6% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 174.28K | +1.6% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 147.42K | +153.7% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 127.40K | 신규 | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 119.47K | -9.6% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | BlackRock ✦ (패시브) | 81.87K | +123.5% | $3.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 75.92K | -3.7% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 72.85K | -43.9% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 65.45K | +6.8% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 65.45K | +6.8% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mirae Asset Global Investments Co.… | 52.04K | -3.7% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 33.23K | -6.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 31.84K | +36.1% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 25.55K | -52.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 25.55K | -52.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 25.55K | -52.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 23.23K | 신규 | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 20.53K | -49.4% | $976,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cerity Partners LLC | 17.26K | 신규 | $821,594 | 0.0% | New | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 11.80K | -21.6% | $561,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Mariner, LLC | 7.51K | 신규 | $357,591 | 0.0% | New | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 5.74K | 0.0% | $273,309 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Corient Private Wealth LP | 5.02K | -79.8% | $238,854 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 66.76K | +508.1% | $177,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 2.92K | 신규 | $138,963 | 0.0% | New | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.82K | +46.5% | $134,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.82K | +46.5% | $134,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 2.63K | 신규 | $125,209 | 0.0% | New | 1 | SEC ↗ |
| 57 | Franklin Resources Inc | 64 | 0.0% | $3,046 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cwm, Llc | 34 | +47.8% | $1,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Jane Street Group, Llc | $6.06M | 0.0% |
| UBS AM, a distinct business… | $1.11M | 0.0% |
| Cerity Partners LLC | $821,594 | 0.0% |
| Mariner, LLC | $357,591 | 0.0% |
| Fifth Third Bancorp | $138,963 | 0.0% |
| Qube Research & Technologies… | $125,209 | 0.0% |
청산됨
| Blair William & Co/Il | $4,665 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 185 보유 기관, 24.10M 주식, $1.12B 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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