증권 기록
SPHQ
Invesco S&P 500 Quality ETF · Financial Services · Asset Management - Global
68추적 보유자
+6Δ 보유자
92.59M보유 주식 수
$8.32B보고 가치
+6신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +9.7% ·
주식 흐름 +16.0% ·
순 신규 포지션 +7.4%
— 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 | 68 | +6 | 92.59M | $8.32B | +6 | −1 |
| 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 13.78M | +13.3% | $1.24B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 9.35M | +18.8% | $842.63M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 9.12M | +3.4% | $821.92M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Envestnet Asset Management Inc | 6.73M | +236.9% | $606.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.81M | +17.0% | $523.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 5.95M | +8.0% | $522.53M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.73M | +0.9% | $516.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 8 | Bank Of America Corp /De/ | 5.00M | +2.2% | $450.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 4.48M | +6.7% | $403.32M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 2.97M | +20.3% | $257.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.70M | +8.3% | $243.67M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Northwestern Mutual Wealth… | 2.54M | +21.5% | $228.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.23M | +2.0% | $200.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Bank of New York Mellon Corp | 1.97M | +0.8% | $177.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Mml Investors Services, Llc | 1.97M | +139.2% | $177.39M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 1.68M | +4.8% | $151.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Cetera Investment Advisers | 1.44M | +17.1% | $129.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 1.08M | +1.1% | $97.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.02M | +9.4% | $92.19M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 881.71K | -2.1% | $79.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 21 | JPMorgan Chase ✦ | 862.12K | +44.1% | $76.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 22 | Rockefeller Capital Management L.P. | 680.84K | +2.7% | $61.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 467.67K | +18.0% | $42.14M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 425.49K | +26.5% | $38.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 386.62K | -4.9% | $34.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 328.95K | -4.3% | $29.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 312.44K | +411.9% | $28.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 284.46K | +5.7% | $25.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 272.74K | -54.1% | $24.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Nomura Asset Management Co Ltd | 192.50K | 신규 | $17.34M | 0.0% | New | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 183.28K | -71.0% | $16.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 179.40K | -14.0% | $16.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 174.61K | +12.2% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 170.55K | +8.4% | $15.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Creative Planning | 123.80K | +3.2% | $11.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citigroup Inc | 122.36K | +141.7% | $11.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 122.23K | -5.9% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 115.16K | +0.1% | $10.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Qube Research & Technologies Ltd | 95.22K | -54.5% | $8.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 90.29K | -2.2% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 70.44K | +3.2% | $6.35M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 54.66K | +15.1% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 42.47K | 0.0% | $3.83M | 0.0% | Held | 4 | SEC ↗ |
| 44 | Tudor Investment Corp Et Al | 40.80K | 신규 | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 45 | Northern Trust Corp | 37.63K | +0.1% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (패시브) | 35.77K | +10.7% | $3.22M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 47 | National Bank Of Canada /Fi/ | 34.67K | -1.1% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 32.47K | -5.5% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 26.74K | +1.8% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 25.48K | +406.3% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 23.39K | +93.0% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | Jane Street Group, Llc | 18.88K | +318.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 17.50K | -1.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Assetmark, Inc | 17.17K | +7.1% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Sei Investments Co | 16.28K | +7.3% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 12.54K | -49.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Brown Advisory Inc | 11.21K | 0.0% | $1.01M | 0.0% | Held | 3 | SEC ↗ |
| 58 | Us Bancorp \De\ | 6.70K | +31.2% | $603,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 5.56K | 신규 | $500,866 | 0.0% | New | 1 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 4.92K | -17.0% | $443,382 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Hrt Financial Lp | 4.58K | 신규 | $412,000 | 0.0% | New | 1 | SEC ↗ |
| 62 | Nuveen, LLC | 3.52K | 신규 | $317,243 | 0.0% | New | 1 | SEC ↗ |
| 63 | Empower Advisory Group, LLC | 3.42K | -1.4% | $307,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Allspring Global Investments… | 2.52K | 신규 | $221,999 | 0.0% | New | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 2.38K | -74.9% | $214,703 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Franklin Resources Inc | 2.08K | 0.0% | $187,859 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 629 | +26.1% | $56,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 462 | 0.0% | $41,647 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Nomura Asset Management Co Ltd | $17.34M | 0.0% |
| Tudor Investment Corp Et Al | $3.68M | 0.0% |
| Citadel Advisors | $500,866 | 0.0% |
| Hrt Financial Lp | $412,000 | 0.0% |
| Nuveen, LLC | $317,243 | 0.0% |
| Allspring Global Investments… | $221,999 | 0.0% |
청산됨
| HighTower Advisors, LLC | $23.63M | 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: Q2 2026 ·
방법론 ·
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