증권 기록 · 과거 분기 (아카이브)
RWL
Invesco S&P 500 Revenue ETF · Financial Services · Asset Management - Global
52추적 보유자
+3Δ 보유자
37.02M보유 주식 수
$4.25B보고 가치
+6신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +6.1% ·
주식 흐름 +12.2% ·
순 신규 포지션 +5.8%
— 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 | 60 | +9 | 37.64M | $4.81B | +10 | −1 |
| Q1 2026 | 52 | +3 | 37.02M | $4.25B | +6 | −3 |
| Q4 2025 | 49 | -3 | 33.00M | $3.78B | — | −3 |
| Q3 2025 | 11 | +2 | 3.99M | $441.95M | +2 | — |
| Q2 2025 | 6 | +2 | 37.38K | $3.90M | +2 | — |
| Q1 2025 | 2 | -1 | 11.52K | $1.14M | — | −1 |
| Q4 2024 | 3 | +1 | 16.17K | $1.58M | +1 | — |
| Q3 2024 | 2 | -1 | 24.11K | $2.36M | — | −1 |
| Q2 2024 | 3 | — | 17.44K | $1.62M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 10.48M | +16.5% | $1.20B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 10.48M | +16.5% | $1.20B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 6.60M | +12.4% | $758.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 3.95M | +4.8% | $454.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 3.95M | +4.8% | $454.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 3.95M | +4.8% | $454.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.29M | +4.2% | $377.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.29M | +4.2% | $377.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.19M | +0.2% | $252.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.19M | +0.2% | $252.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.19M | +0.2% | $252.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 1.69M | +71.6% | $194.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 1.69M | +71.6% | $194.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 1.69M | +71.6% | $194.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 1.69M | +71.6% | $194.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.20M | +0.1% | $138.20M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.20M | +0.1% | $138.20M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.09M | +25.5% | $125.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.01M | +12.8% | $115.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.01M | +12.8% | $115.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.01M | +12.8% | $115.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 988.54K | +25.1% | $111.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 806.48K | +6.2% | $92.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 785.75K | +1.4% | $90.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 785.75K | +1.4% | $90.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 527.36K | -2.6% | $60.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 527.36K | -2.6% | $60.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 385.64K | +0.5% | $44.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 297.54K | +88.6% | $34.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 287.41K | +3.9% | $33.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 213.66K | +23.9% | $24.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 196.05K | -3.4% | $22.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 196.05K | -3.4% | $22.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 184.69K | -3.6% | $21.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 162.55K | +12.2% | $18.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 152.05K | +10.0% | $17.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 152.05K | +10.0% | $17.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 78.74K | +24.7% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 64.79K | +45.2% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Manufacturers Life Insurance… | 63.91K | +87.5% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 49.55K | -46.8% | $5.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Truist Financial Corp | 46.31K | -0.1% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 46.31K | -0.1% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 40.38K | +73.9% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Focus Partners Wealth | 36.31K | -0.2% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 20.92K | 0.0% | $2.40M | 0.0% | Held | 3 | SEC ↗ |
| 52 | Citigroup Inc | 17.87K | +12.3% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 15.47K | +11.9% | $1.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Fifth Third Bancorp | 11.08K | 신규 | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 55 | Loomis Sayles & Co L P | 10.90K | 신규 | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 56 | Creative Planning | 10.13K | +18.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Jane Street Group, Llc | 9.44K | 신규 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 7.48K | +17.1% | $859,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 6.14K | -7.6% | $706,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Baird Financial Group, Inc. | 4.77K | -24.8% | $548,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 4.54K | -7.7% | $521,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Cwm, Llc | 4.05K | +26.1% | $464,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Gotham Asset Management ✦ | 3.80K | 0.0% | $436,658 | 0.0% | Held | 4 | SEC ↗ |
| 64 | Brown Advisory Inc | 3.22K | +0.4% | $370,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 3.19K | +19.9% | $367,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 3.19K | +19.9% | $367,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 3.19K | +19.9% | $367,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Blair William & Co/Il | 3.00K | +168.3% | $344,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 1.54K | +102.8% | $177,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Us Bancorp \De\ | 1.23K | +2.9% | $140,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Us Bancorp \De\ | 1.23K | +2.9% | $140,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 1.04K | 신규 | $119,751 | 0.0% | New | 1 | SEC ↗ |
| 73 | Assetmark, Inc | 953 | +100.6% | $109,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Franklin Resources Inc | 826 | 신규 | $94,916 | 0.0% | New | 1 | SEC ↗ |
| 75 | BlackRock ✦ (패시브) | 644 | +131.7% | $74,002 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 528 | 신규 | $60,672 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 41 | +64.0% | $4,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Fifth Third Bancorp | $1.27M | 0.0% |
| Loomis Sayles & Co L P | $1.25M | 0.0% |
| Jane Street Group, Llc | $1.09M | 0.0% |
| National Bank Of Canada /Fi/ | $119,751 | 0.0% |
| Franklin Resources Inc | $94,916 | 0.0% |
| UBS AM, a distinct business… | $60,672 | 0.0% |
청산됨
| Bnp Paribas Financial Markets | $8.59M | 이었음 0.0% |
| Renaissance Technologies | $1.02M | 이었음 0.0% |
| Corient Private Wealth LP | $773,912 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 321 보유 기관, 53.09M 주식, $5.96B 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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