증권 기록 · 과거 분기 (아카이브)
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
65추적 보유자
+3Δ 보유자
147.53M보유 주식 수
$10.07B보고 가치
+4신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.8% ·
주식 흐름 +4.2% ·
순 신규 포지션 +4.6%
· 산식
광범위한 누적: 더 많은 보유자에 걸친 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 843.06K | $66.70M | n/a | n/a |
| Q2 2026 | 60 | -4 | 151.86M | $12.30B | +3 | −7 |
| Q1 2026 | 65 | +3 | 147.53M | $10.07B | +4 | −1 |
| Q4 2025 | 61 | +1 | 141.59M | $9.84B | +1 | n/a |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | n/a |
| Q2 2025 | 5 | -1 | 153.54K | $9.63M | +1 | −2 |
| Q1 2025 | 4 | +1 | 102.71K | $6.01M | +2 | −1 |
| Q4 2024 | 3 | -1 | 84.85K | $5.02M | n/a | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | n/a |
| Q2 2024 | 3 | n/a | 67.48K | $3.69M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32.33M | +6.0% | $2.21B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.88M | +3.6% | $1.43B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 12.34M | +9.4% | $842.87M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 11.31M | +0.3% | $771.96M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 9.34M | +3.3% | $638.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.44M | +3.0% | $508.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 5.61M | +1.0% | $383.17M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 5.53M | -7.8% | $377.54M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 5.42M | +5.2% | $369.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 5.03M | +6.5% | $343.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Osaic Holdings, Inc. | 4.41M | +12.8% | $301.35M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 4.04M | +8.0% | $276.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 3.11M | +14.5% | $212.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.55M | +3.1% | $174.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Jones Financial Companies Lllp | 2.11M | +34.2% | $140.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 1.76M | +8.5% | $120.44M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 1.52M | +4.9% | $104.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.40M | -0.3% | $95.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 1.36M | -9.3% | $92.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 1.13M | +10.0% | $76.94M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 1.04M | -1.0% | $70.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 1.03M | -56.1% | $70.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 967.62K | +1.6% | $66.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 939.51K | -3.2% | $64.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | Blair William & Co/Il | 880.82K | +16.9% | $60.14M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 844.40K | 신규 | $57.66M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 773.16K | +22.9% | $51.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 28 | Citigroup Inc | 430.51K | +11.2% | $29.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 385.18K | +5.2% | $26.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 370.70K | +26.3% | $25.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 198.19K | +31.9% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 184.44K | -9.2% | $12.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 126.07K | +5846.8% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 72.20K | +51.4% | $4.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 64.33K | -8.1% | $4.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Quantinno Capital Management LP | 61.82K | +43.3% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 60.50K | +6.1% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 59.77K | +65.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 56.97K | +31.5% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 40 | Focus Partners Wealth | 50.68K | +11.3% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Gotham Asset Management ✦ | 34.88K | 0.0% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 28.76K | 0.0% | $1.96M | 0.0% | Held | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 28.39K | -12.3% | $1.94M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 24.05K | +60.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | First Trust Advisors Lp | 23.96K | -24.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 23.18K | +16.8% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 19.96K | 신규 | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 19.27K | -11.6% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Goldman Sachs Group ✦ | 17.85K | +146.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cibc World Market Inc. | 15.98K | -1.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 9.29K | -8.8% | $634,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Captrust Financial Advisors | 7.07K | +15.4% | $482,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hrt Financial Lp | 5.91K | 신규 | $403,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Bank Julius Baer & Co. Ltd, Zurich | 5.03K | -44.4% | $343,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 4.77K | n/a | $325,588 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Citadel Advisors ✦ | 4.30K | -7.2% | $293,604 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 3.96K | 신규 | $270,389 | 0.0% | New | 1 | SEC ↗ |
| 58 | Lido Advisors, LLC | 3.73K | -1.9% | $254,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (패시브) | 3.48K | +621.6% | $237,478 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 60 | Fisher Asset Management ✦ | 3.40K | -24.7% | $232,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 3.10K | +143.6% | $211,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 2.39K | +24.5% | $163,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Allspring Global Investments… | 150 | 0.0% | $10,310 | 0.0% | Held | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 106 | 0.0% | $7,302 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Simplex Trading, Llc | 36 | -39.0% | $2,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Two Sigma Investments | $57.66M | 0.0% |
| Jane Street Group, Llc | $1.36M | 0.0% |
| Hrt Financial Lp | $403,000 | 0.0% |
| D. E. Shaw & Co. | $270,389 | 0.0% |
청산됨
| Bnp Paribas Financial Markets | $38.55M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 750 보유 기관, 213.72M 주식, $14.16B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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 ·
방법론 ·
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