증권 기록 · 과거 분기 (아카이브)
USXF
iShares ESG Advanced MSCI USA ETF · Financial Services · Asset Management - Global
45추적 보유자
+5Δ 보유자
9.62M보유 주식 수
$667.49M보고 가치
+5신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +12.5% ·
주식 흐름 0.0% ·
순 신규 포지션 +11.1%
— 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 | 45 | +5 | 9.62M | $667.49M | +5 | — |
| Q1 2026 | 41 | -3 | 9.64M | $531.32M | +1 | −4 |
| Q4 2025 | 44 | -1 | 9.38M | $540.17M | — | −1 |
| Q3 2025 | 6 | 0 | 3.64M | $208.67M | — | — |
| Q2 2025 | 3 | 0 | 2.53M | $136.58M | — | — |
| Q1 2025 | 1 | +1 | 76.50K | $3.57M | +1 | — |
| Q2 2024 | 1 | — | 18.46K | $859,867 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.74M | -1.8% | $190.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 2.15M | -9.2% | $149.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 2.15M | -9.2% | $149.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | LPL Financial LLC | 999.57K | +3.0% | $69.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Sei Investments Co | 862.59K | -1.5% | $59.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 531.66K | +2.1% | $36.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 531.66K | +2.1% | $36.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 531.66K | +2.1% | $36.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Mackenzie Financial Corp | 337.55K | -9.2% | $23.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 245.16K | +5.6% | $17.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 198.10K | +20.0% | $13.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 150.99K | +15.1% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 150.99K | +15.1% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 150.99K | +15.1% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 150.99K | +15.1% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 143.10K | +7.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 143.10K | +7.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 143.10K | +7.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 143.10K | +7.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 140.49K | +8.4% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 140.49K | +8.4% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 138.02K | +0.7% | $9.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 138.02K | +0.7% | $9.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 129.95K | +687.7% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 106.34K | +2.5% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 106.34K | +2.5% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 106.34K | +2.5% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 103.61K | -2.3% | $7.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 80.73K | +2.5% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 77.30K | 0.0% | $5.37M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 76.31K | +13.4% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 76.31K | +13.4% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 76.31K | +13.4% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 76.31K | +13.4% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 68.61K | +3.2% | $4.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 59.30K | +2.9% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 37.59K | -3.7% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 37.59K | -3.7% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 33.00K | +12.8% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 28.41K | 0.0% | $1.94M | 0.0% | Held | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 28.11K | +195.2% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 25.21K | +44.9% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 23.73K | 신규 | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 21.45K | -0.1% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 15.92K | +15.6% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | UBS Group AG | 11.78K | -0.9% | $817,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mariner, LLC | 6.99K | -37.9% | $485,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Us Bancorp \De\ | 6.42K | -0.3% | $446,007 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 5.84K | -7.9% | $405,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 5.84K | -7.9% | $405,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 5.63K | +47.4% | $391,051 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Focus Partners Wealth | 4.64K | +1.2% | $322,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 4.60K | 신규 | $319,437 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 3.76K | +0.1% | $261,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Corient Private Wealth LP | 3.64K | +0.2% | $252,583 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Quantinno Capital Management LP | 3.54K | 신규 | $245,645 | 0.0% | New | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 3.50K | 0.0% | $243,075 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 2.89K | 신규 | $200,780 | 0.0% | New | 1 | SEC ↗ |
| 59 | Fifth Third Bancorp | 1.79K | -7.3% | $124,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 998 | 0.0% | $69,311 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 729 | -8.3% | $50,654 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 53 | 신규 | $3,681 | 0.0% | New | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 48 | -56.8% | $3,334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Baird Financial Group, Inc. | $1.65M | 0.0% |
| Mercer Global Advisors Inc… | $319,437 | 0.0% |
| Quantinno Capital Management… | $245,645 | 0.0% |
| Russell Investments Group… | $200,780 | 0.0% |
| Qube Research & Technologies… | $3,681 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 268 보유 기관, 14.91M 주식, $780.86M 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 ·
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