증권 기록 · 과거 분기 (아카이브)
USMV
iShares MSCI USA Min Vol Factor ETF · Financial Services · Asset Management - Global
80추적 보유자
+1Δ 보유자
115.96M보유 주식 수
$10.75B보고 가치
+5신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.3% ·
주식 흐름 -6.1% ·
순 신규 포지션 +1.2%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.02M | $500.35M | n/a | n/a |
| Q2 2026 | 78 | 0 | 116.36M | $11.23B | +8 | −9 |
| Q1 2026 | 80 | +1 | 115.96M | $10.75B | +5 | −4 |
| Q4 2025 | 79 | 0 | 123.51M | $11.63B | +1 | −1 |
| Q3 2025 | 12 | -1 | 39.53M | $3.76B | +2 | −3 |
| Q2 2025 | 10 | 0 | 17.54M | $1.65B | +2 | −2 |
| Q1 2025 | 7 | +1 | 780.20K | $73.07M | +2 | −1 |
| Q4 2024 | 6 | +1 | 139.66K | $12.40M | +2 | −1 |
| Q3 2024 | 5 | 0 | 288.40K | $26.33M | +1 | −1 |
| Q2 2024 | 5 | n/a | 135.83K | $11.40M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 14.25M | +3.5% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 5 | LPL Financial LLC | 6.28M | -0.1% | $582.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 7 | Wealth Enhancement Advisory… | 4.37M | -37.4% | $406.92M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 3.99M | +14.5% | $369.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | UBS Group AG | 3.23M | -5.6% | $299.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | BlackRock ✦ (패시브) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 12 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 2.16M | +1.9% | $200.55M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.91M | -4.4% | $176.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Sei Investments Co | 1.56M | +1.9% | $144.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | Northwestern Mutual Wealth… | 1.52M | -9.2% | $141.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 1.34M | -13.6% | $124.57M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 1.33M | +8.5% | $122.98M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Two Sigma Investments ✦ | 1.25M | -49.8% | $115.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 22 | Focus Partners Wealth | 1.19M | -3.0% | $110.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 1.16M | +14.9% | $105.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Mercer Global Advisors Inc /Adv | 1.08M | -15.0% | $99.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 1.08M | +1.9% | $99.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Russell Investments Group, Ltd. | 853.81K | +0.2% | $79.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Osaic Holdings, Inc. | 818.75K | -16.0% | $75.95M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Cwm, Llc | 733.42K | -7.8% | $68.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 715.39K | -2.8% | $66.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 707.72K | -2.9% | $65.63M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | HighTower Advisors, LLC | 701.95K | +4.6% | $65.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 34 | Caisse De Depot Et Placement Du… | 441.07K | 신규 | $40.90M | 0.1% | New | 1 | SEC ↗ |
| 35 | Barclays Plc | 391.43K | -26.1% | $36.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Mml Investors Services, Llc | 365.83K | -28.0% | $33.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Truist Financial Corp | 342.69K | +1.6% | $31.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Creative Planning | 327.52K | +30.8% | $30.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Alliancebernstein L.P. | 301.85K | -5.1% | $28.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 249.20K | -9.2% | $23.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Rakuten Investment Management, Inc. | 205.77K | +100.0% | $19.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Citigroup Inc | 200.80K | -14.1% | $18.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Rockefeller Capital Management L.P. | 200.06K | -1.2% | $18.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Fifth Third Bancorp | 164.70K | +1799.9% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 123.61K | -25.6% | $11.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | AQR Capital Management ✦ | 113.96K | -4.5% | $10.57M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 47 | Marshall Wace ✦ | 104.20K | 신규 | $9.66M | 0.0% | New | 1 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 97.79K | +18.8% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | First Trust Advisors Lp | 93.49K | +967.5% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 92.20K | +51.7% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Baird Financial Group, Inc. | 87.13K | -13.2% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Blair William & Co/Il | 79.57K | -2.2% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 64.02K | -10.4% | $5.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 54 | Gotham Asset Management ✦ | 58.83K | +4.9% | $5.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Corient Private Wealth LP | 59.54K | -55.9% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 53.18K | -86.0% | $4.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 45.00K | -43.8% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Daiwa Securities Group Inc. | 37.99K | +8.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 29.61K | 신규 | $2.75M | 0.0% | New | 1 | SEC ↗ ×2 |
| 60 | TD Waterhouse Canada Inc. | 29.57K | +4.5% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 26.26K | +371.6% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 24.33K | -2.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Nomura Asset Management Co Ltd | 23.40K | 신규 | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 64 | Northern Trust Corp | 18.77K | +21.4% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | CIBC Bancorp USA Inc. | 16.10K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Hrt Financial Lp | 15.86K | -19.2% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Brown Advisory Inc | 15.28K | -2.2% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Squarepoint Ops LLC | 14.06K | 신규 | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 69 | Cibc World Market Inc. | 10.22K | +0.6% | $947,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 7.16K | -29.9% | $664,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Wealthfront Advisers LLC | 6.87K | -28.0% | $636,938 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Millennium Management ✦ | 4.66K | +58.4% | $432,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Financial Engines Advisors L.L.C. | 4.27K | +3.8% | $395,722 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 4.21K | +13.7% | $390,169 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 3.81K | -99.5% | $352,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Empower Advisory Group, LLC | 2.73K | -17.8% | $253,087 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Tudor Investment Corp Et Al | 2.51K | -98.5% | $232,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Td Asset Management Inc | 2.45K | +4.2% | $227,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 1.53K | 0.0% | $141,802 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Simplex Trading, Llc | 361 | -28.1% | $33,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Caisse De Depot Et Placement… | $40.90M | 0.1% |
| Marshall Wace | $9.66M | 0.0% |
| Susquehanna International… | $2.75M | 0.0% |
| Nomura Asset Management Co Ltd | $2.17M | 0.0% |
| Squarepoint Ops LLC | $1.30M | 0.0% |
청산됨
| Healthcare Of Ontario Pension… | $27.31M | 이었음 0.0% |
| Jane Street Group, Llc | $4.72M | 이었음 0.0% |
| Citadel Advisors | $1.23M | 이었음 0.0% |
| Bank Julius Baer & Co. Ltd… | $537,209 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,350 보유 기관, 169.99M 주식, $15.40B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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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