증권 기록 · 과거 분기 (아카이브)
SPHQ
Invesco S&P 500 Quality ETF · Financial Services · Asset Management - Global
58추적 보유자
-3Δ 보유자
80.49M보유 주식 수
$6.06B보고 가치
+0신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.9% ·
주식 흐름 -0.2% ·
순 신규 포지션 -5.2%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
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 | 69 | +6 | 92.91M | $8.35B | +6 | — |
| Q1 2026 | 64 | +5 | 80.21M | $6.03B | +6 | −1 |
| Q4 2025 | 58 | -3 | 80.49M | $6.06B | — | −3 |
| Q3 2025 | 10 | +1 | 12.75M | $934.27M | +3 | −2 |
| Q2 2025 | 6 | +1 | 5.95M | $424.13M | +2 | −1 |
| Q1 2025 | 3 | -2 | 280.10K | $18.58M | — | −2 |
| Q4 2024 | 5 | 0 | 482.49K | $32.34M | — | — |
| Q3 2024 | 5 | +2 | 491.56K | $33.07M | +2 | — |
| Q2 2024 | 3 | — | 352.15K | $22.38M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 11.92M | — | $894.40M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 8.60M | — | $645.37M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 8.60M | — | $645.37M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 8.60M | — | $645.37M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 7.92M | — | $611.60M | 0.8% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 5.77M | +12.9% | $433.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.61M | -8.7% | $421.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.93M | — | $369.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 4.93M | — | $369.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 4.93M | — | $369.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 4.93M | — | $369.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 4.93M | — | $369.89M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 4.80M | — | $360.18M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 4.80M | — | $360.18M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 4.37M | — | $327.90M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 4.37M | — | $327.90M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 4.37M | — | $327.90M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 4.37M | — | $327.90M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2.80M | — | $210.25M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 2.80M | — | $210.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 2.80M | — | $210.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 2.80M | — | $210.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 2.62M | — | $196.47M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 2.50M | — | $187.93M | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 2.50M | — | $187.93M | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 2.50M | — | $187.93M | 0.3% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 2.50M | — | $187.93M | 0.3% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 2.31M | — | $173.24M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 2.13M | — | $159.73M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 1.94M | — | $145.24M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 1.69M | — | $126.83M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 1.69M | — | $126.83M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS Group AG | 1.69M | — | $126.83M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS Group AG | 1.69M | — | $126.83M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cetera Investment Advisers | 1.24M | — | $92.87M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 1.07M | — | $80.43M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 974.21K | — | $73.11M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 903.02K | — | $67.77M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 866.50K | — | $65.03M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Stifel Financial Corp | 866.50K | — | $65.03M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Stifel Financial Corp | 866.50K | — | $65.03M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 657.60K | — | $49.35M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 586.80K | +43.8% | $44.04M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 536.70K | -36.0% | $40.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 536.70K | -36.0% | $40.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 536.70K | -36.0% | $40.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 536.70K | -36.0% | $40.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 536.70K | -36.0% | $40.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Truist Financial Corp | 413.46K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Truist Financial Corp | 413.46K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fifth Third Bancorp | 369.25K | — | $27.71M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Mariner, LLC | 336.24K | — | $25.23M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mariner, LLC | 336.24K | — | $25.23M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mariner, LLC | 336.24K | — | $25.23M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | HighTower Advisors, LLC | 311.98K | — | $23.41M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 266.99K | — | $20.04M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 265.94K | — | $19.96M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 265.94K | — | $19.96M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Blair William & Co/Il | 250.84K | — | $18.83M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Lido Advisors, LLC | 212.63K | — | $15.58M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Corient Private Wealth LP | 174.12K | — | $13.07M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Corient Private Wealth LP | 174.12K | — | $13.07M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Quantinno Capital Management LP | 144.61K | — | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 132.09K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 132.09K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Focus Partners Wealth | 130.14K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Creative Planning | 117.78K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Invesco Ltd. | 115.22K | — | $8.65M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 115.22K | — | $8.65M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Captrust Financial Advisors | 85.46K | — | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Citigroup Inc | 77.99K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | National Bank Of Canada /Fi/ | 60.96K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Gotham Asset Management ✦ | 42.47K | +1170.9% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 33.24K | +44.7% | $2.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 90 | Assetmark, Inc | 32.11K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | BlackRock ✦ (패시브) | 26.77K | +28.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | BlackRock ✦ (패시브) | 26.77K | +28.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | TD Waterhouse Canada Inc. | 25.99K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 23.60K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Mercer Global Advisors Inc /Adv | 21.12K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Cwm, Llc | 18.12K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Financial Engines Advisors L.L.C. | 17.89K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Sei Investments Co | 14.94K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 11.92K | — | $894,912 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 11.92K | — | $894,912 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Wellington Management | $8.28M | 이었음 0.0% |
| Goldman Sachs Group | $5.94M | 이었음 0.0% |
| Citadel Advisors | $336,694 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 737 보유 기관, 139.93M 주식, $10.37B 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 ·
방법론 ·
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