증권 기록
RWJ
Invesco S&P SmallCap 600 Revenue ETF · Financial Services · Asset Management - Global
43추적 보유자
+4Δ 보유자
13.11M보유 주식 수
$780.13M보고 가치
+4신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +10.3% ·
주식 흐름 +6.1% ·
순 신규 포지션 +9.3%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
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 | 43 | +4 | 13.11M | $780.13M | +4 | — |
| Q1 2026 | 40 | 0 | 12.36M | $623.69M | +2 | −2 |
| Q4 2025 | 40 | 0 | 11.96M | $583.32M | +1 | −1 |
| Q3 2025 | 6 | +1 | 2.27M | $109.74M | +1 | — |
| Q2 2025 | 2 | -3 | 109.79K | $4.75M | — | −3 |
| Q1 2025 | 4 | +1 | 205.31K | $8.36M | +1 | — |
| Q4 2024 | 3 | +1 | 20.41K | $933,870 | +1 | — |
| Q3 2024 | 2 | -2 | 44.23K | $2.02M | — | −2 |
| Q2 2024 | 4 | — | 100.63K | $4.03M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.92M | -2.3% | $173.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.79M | +21.4% | $165.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.79M | +21.4% | $165.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.79M | +21.4% | $165.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.48M | +10.8% | $88.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.48M | +10.8% | $88.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 830.18K | +5.8% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 830.18K | +5.8% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 803.94K | -0.2% | $47.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 803.94K | -0.2% | $47.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 803.94K | -0.2% | $47.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 777.58K | +2.1% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 777.58K | +2.1% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 777.58K | +2.1% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 608.26K | +9.2% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 608.26K | +9.2% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 608.26K | +9.2% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 608.26K | +9.2% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 572.10K | +2.9% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 423.31K | +6.5% | $25.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 415.42K | -4.7% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 415.42K | -4.7% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 244.27K | -2.1% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 176.88K | +11.9% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 149.27K | +11.7% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 145.18K | +4.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 145.18K | +4.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 145.18K | +4.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 145.18K | +4.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 138.12K | +3.8% | $8.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 124.88K | -1.8% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 68.32K | +36.7% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 60.00K | 0.0% | $3.57M | 0.0% | Held | 4 | SEC ↗ |
| 34 | Stifel Financial Corp | 45.57K | -17.3% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 44.58K | -1.0% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Cerity Partners LLC | 38.98K | -5.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 38.98K | -5.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 31.36K | +2.0% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 29.51K | 신규 | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 23.00K | 신규 | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 22.72K | +54.8% | $1.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Truist Financial Corp | 20.28K | -0.1% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Truist Financial Corp | 20.28K | -0.1% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Brown Advisory Inc | 13.84K | -0.7% | $823,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 11.54K | +2.2% | $686,440 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 8.73K | 신규 | $519,197 | 0.0% | New | 1 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 8.31K | 신규 | $494,710 | 0.0% | New | 1 | SEC ↗ |
| 53 | Captrust Financial Advisors | 8.01K | 0.0% | $476,327 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 6.83K | 0.0% | $406,475 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 6.80K | -25.8% | $404,600 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 6.66K | -0.1% | $396,057 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Mariner, LLC | 4.30K | -94.1% | $255,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fifth Third Bancorp | 3.61K | +7.7% | $214,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 2.89K | +2.9% | $172,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.12K | -7.9% | $66,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 751 | +2.9% | $44,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 552 | -41.8% | $32,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 176 | 0.0% | $10,472 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Citigroup Inc | 1 | -99.5% | $60 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $1.76M | 0.0% |
| Two Sigma Investments | $1.37M | 0.0% |
| Susquehanna International… | $519,197 | 0.0% |
| Quantinno Capital Management… | $494,710 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 190 보유 기관, 18.33M 주식, $913.79M 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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