증권 기록 · 과거 분기 (아카이브)
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
52추적 보유자
+2Δ 보유자
9.18M보유 주식 수
$688.05M보고 가치
+2신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.0% ·
주식 흐름 +3.3% ·
순 신규 포지션 +3.8%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 16.11M | $1.48B | +5 | −2 |
| Q1 2026 | 52 | -1 | 12.86M | $980.54M | +4 | −5 |
| Q4 2025 | 52 | +2 | 9.18M | $688.05M | +2 | — |
| Q3 2025 | 5 | -1 | 831.40K | $61.30M | — | −1 |
| Q2 2025 | 3 | 0 | 651.64K | $44.17M | — | — |
| Q1 2025 | 2 | 0 | 33.79K | $2.11M | — | — |
| Q4 2024 | 2 | 0 | 37.39K | $2.54M | — | — |
| Q3 2024 | 2 | 0 | 37.50K | $2.54M | — | — |
| Q2 2024 | 2 | — | 25.73K | $1.61M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 877.12K | +20.8% | $65.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 758.00K | — | $56.80M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Fifth Third Bancorp | 522.59K | — | $39.16M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Blair William & Co/Il | 479.96K | — | $35.97M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 399.10K | — | $29.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 399.10K | — | $29.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 340.86K | — | $25.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 340.86K | — | $25.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 320.90K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 320.90K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 207.72K | — | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 182.37K | — | $13.67M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 105.68K | — | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 96.82K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 89.66K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 89.66K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cibc World Market Inc. | 88.15K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 78.39K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 57.90K | 신규 | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 54.31K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 54.31K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bamco Inc /Ny/ | 51.90K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 47.06K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 40.15K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 38.09K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 31.04K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Corient Private Wealth LP | 31.04K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 28.91K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 27.60K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Voya Investment Management Llc | 25.87K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Captrust Financial Advisors | 22.96K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 22.79K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 21.38K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 19.24K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 19.24K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 19.20K | +227.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 19.20K | +227.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cetera Investment Advisers | 16.53K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 13.25K | — | $993,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $888,264 | 0.0% | Held | 7 | SEC ↗ |
| 62 | Creative Planning | 8.87K | — | $664,568 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Cerity Partners LLC | 8.27K | — | $619,604 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 8.27K | — | $619,604 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 7.39K | — | $553,657 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 4.41K | — | $330,635 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 4.25K | — | $318,242 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Allspring Global Investments… | 2.72K | — | $206,530 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 1.18K | — | $88,055 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Federated Hermes, Inc. | 865 | — | $64,823 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | BlackRock ✦ (패시브) | 775 | 신규 | $58,079 | 0.0% | New | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 565 | — | $42,341 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 512 | — | $38,369 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 512 | — | $38,369 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Assetmark, Inc | 18 | — | $1,349 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Qube Research & Technologies Ltd | 17 | — | $1,274 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $4.34M | 0.0% |
| BlackRock | $58,079 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 231 보유 기관, 27.46M 주식, $2.07B 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: Q4 2025 ·
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