증권 기록 · 과거 분기 (아카이브)
VIS
Vanguard Industrials ETF · Financial Services · Asset Management
71추적 보유자
+3Δ 보유자
8.58M보유 주식 수
$2.67B보고 가치
+3신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.4% ·
주식 흐름 +0.8% ·
순 신규 포지션 +4.2%
· 산식
광범위한 누적: 더 많은 보유자에 걸친 주식 수 증가
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | 0 | 8.64M | $3.11B | +4 | −5 |
| Q1 2026 | 71 | +3 | 8.58M | $2.67B | +3 | n/a |
| Q4 2025 | 68 | 0 | 8.51M | $2.54B | n/a | n/a |
| Q3 2025 | 11 | 0 | 1.29M | $383.55M | n/a | n/a |
| Q2 2025 | 8 | +3 | 38.60K | $10.81M | +3 | n/a |
| Q1 2025 | 3 | -2 | 26.16K | $6.48M | n/a | −2 |
| Q4 2024 | 5 | +2 | 16.50K | $4.20M | +2 | n/a |
| Q3 2024 | 3 | +1 | 15.06K | $3.92M | +1 | n/a |
| Q2 2024 | 2 | n/a | 23.03K | $5.42M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 642.77K | +11.7% | $200.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 293.00K | +0.9% | $91.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 271.24K | +5.6% | $84.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 252.86K | +18.4% | $78.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 158.70K | +3.3% | $49.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Ameriprise Financial Inc | 147.83K | -1.4% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | HighTower Advisors, LLC | 145.48K | +1.3% | $45.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 13 | Northwestern Mutual Wealth… | 118.05K | +13.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 110.05K | +6.9% | $34.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 99.98K | -4.4% | $31.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Commonwealth Equity Services, Llc | 77.88K | +2.6% | $24.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Mml Investors Services, Llc | 58.19K | -8.4% | $18.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Empower Advisory Group, LLC | 40.79K | -54.8% | $12.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 37.53K | -3.4% | $11.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 36.73K | +0.3% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 30.84K | -61.5% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 25.54K | +4.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Quantinno Capital Management LP | 24.34K | +18.2% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 22.62K | +23.0% | $7.06M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 22.60K | -10.5% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 22.29K | +350.1% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 22.35K | +30.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wealth Enhancement Advisory… | 27.75K | -27.0% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 20.00K | 0.0% | $6.24M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 19.44K | -0.7% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 17.19K | +45.3% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 17.12K | +190.7% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 16.73K | +20.2% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Creative Planning | 14.99K | +1.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 11.60K | 신규 | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 9.62K | +1.4% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 8.89K | +9.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Fisher Asset Management ✦ | 8.44K | +1.0% | $2.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Citigroup Inc | 8.38K | -5.7% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 8.28K | +10.0% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 6.72K | +180.0% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 6.50K | -33.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Assetmark, Inc | 6.02K | +13.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wealthfront Advisers LLC | 4.11K | +82.8% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 3.90K | -62.7% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | Charles Schwab Investment… | 3.88K | -6.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | BlackRock ✦ (패시브) | 3.69K | +0.6% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 52 | AQR Capital Management ✦ | 3.52K | +111.2% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 3.22K | +3.8% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Lazard Asset Management Llc | 3.12K | 0.0% | $972,565 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 3.01K | 0.0% | $940,407 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 2.84K | +4.9% | $848,593 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 2.44K | -17.3% | $762,129 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Cibc World Market Inc. | 2.26K | -5.0% | $704,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Jane Street Group, Llc | 2.19K | 신규 | $683,137 | 0.0% | New | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 1.88K | +35.2% | $586,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Brown Advisory Inc | 1.61K | -15.7% | $503,611 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | D. E. Shaw & Co. ✦ | 1.05K | -18.6% | $326,894 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Cwm, Llc | 977 | +1.0% | $305,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 861 | 0.0% | $268,821 | 0.0% | Held | 2 | SEC ↗ |
| 65 | First Trust Advisors Lp | 695 | 신규 | $216,992 | 0.0% | New | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 595 | +112.5% | $185,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 509 | +9.5% | $158,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 382 | +59.2% | $119,268 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Allspring Global Investments… | 159 | +6.0% | $50,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 111 | -1.8% | $34,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Deutsche Bank Ag\ | 105 | 0.0% | $32,783 | 0.0% | Held | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Susquehanna International… | $3.62M | 0.0% |
| Jane Street Group, Llc | $683,137 | 0.0% |
| First Trust Advisors Lp | $216,992 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 592 보유 기관, 12.37M 주식, $3.78B 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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