증권 기록 · 과거 분기 (아카이브)
WLTH
Wealthfront Corporation · Technology · Software - Application
47추적 보유자
+3Δ 보유자
46.97M보유 주식 수
$437.61M보고 가치
+18신규 편입 포지션
−16청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +6.8% ·
주식 흐름 +6.9% ·
순 신규 포지션 +4.3%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 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 | 55 | +8 | 49.74M | $445.18M | +14 | −5 |
| Q1 2026 | 47 | +3 | 46.97M | $437.61M | +18 | −16 |
| Q4 2025 | 45 | +17 | 43.49M | $591.01M | +18 | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tiger Global Management ✦ | 15.16M | 0.0% | $140.20M | 0.6% | Held | 2 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 1.92M | +119.6% | $17.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 1.65M | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 875.85K | +62.5% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 1.17M | +606.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.17M | +606.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Geode Capital Management ✦ (패시브) | 982.24K | +663.1% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Geode Capital Management ✦ (패시브) | 982.24K | +663.1% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 701.56K | +17.1% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (패시브) | 578.09K | 신규 | $5.35M | 0.0% | New | 1 | SEC ↗ |
| 34 | Peak6 Llc | 485.49K | +16.3% | $4.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Peak6 Llc | 485.49K | +16.3% | $4.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 427.72K | +2344.1% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Nuveen, LLC | 368.01K | -41.7% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nuveen, LLC | 368.01K | -41.7% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | State Of Wisconsin Investment Board | 322.56K | +545.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 314.76K | +16.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 314.76K | +16.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Charles Schwab Investment… | 297.60K | 신규 | $2.75M | 0.0% | New | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 256.62K | 신규 | $2.37M | 0.0% | New | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 256.62K | 신규 | $2.37M | 0.0% | New | 1 | SEC ↗ |
| 45 | Federated Hermes, Inc. | 240.00K | +185.2% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 240.00K | +185.2% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 175.37K | 신규 | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 53 | Millennium Management ✦ | 155.24K | -41.4% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | LMR Partners LLP | 126.93K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Sei Investments Co | 124.79K | +203.2% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 96.65K | 신규 | $894,013 | 0.0% | New | 1 | SEC ↗ |
| 57 | Wealthfront Advisers LLC | 74.46K | +210.9% | $688,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 63.49K | 신규 | $587,302 | 0.0% | New | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 63.49K | 신규 | $587,302 | 0.0% | New | 1 | SEC ↗ |
| 60 | Bank Of Nova Scotia | 36.10K | 신규 | $333,925 | 0.0% | New | 1 | SEC ↗ |
| 61 | Adage Capital Partners ✦ | 33.40K | -96.2% | $308,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 27.66K | +921933.3% | $243,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 24.72K | 신규 | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 67 | Rhumbline Advisers | 23.67K | 신규 | $218,971 | 0.0% | New | 1 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 23.52K | 신규 | $217,597 | 0.0% | New | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 23.52K | 신규 | $217,597 | 0.0% | New | 1 | SEC ↗ |
| 70 | Invesco Ltd. | 21.21K | -97.9% | $196,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 21.21K | -97.9% | $196,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Deutsche Bank Ag\ | 18.95K | 신규 | $175,260 | 0.0% | New | 1 | SEC ↗ |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.46K | 신규 | $152,264 | 0.0% | New | 1 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 7.40K | 신규 | $68,450 | 0.0% | New | 1 | SEC ↗ |
| 75 | Legal & General Group Plc | 3.05K | -84.8% | $28,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 2.92K | 신규 | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 2.65K | 신규 | $24,475 | 0.0% | New | 1 | SEC ↗ |
| 78 | California State Teachers… | 1.94K | 신규 | $17,899 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 1.77K | 신규 | $16,373 | 0.0% | New | 1 | SEC ↗ |
| 80 | Citigroup Inc | 1.77K | 신규 | $16,373 | 0.0% | New | 1 | SEC ↗ |
| 81 | Simplex Trading, Llc | 307 | 신규 | $2,839 | 0.0% | New | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 125 | -37.5% | $1,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| State Street Global Advisors | $5.35M | 0.0% |
| Charles Schwab Investment… | $2.75M | 0.0% |
| Northern Trust Corp | $2.37M | 0.0% |
| Northern Trust Corp | $2.37M | 0.0% |
| Renaissance Technologies | $1.62M | 0.0% |
| Susquehanna International… | $894,013 | 0.0% |
| Bank of New York Mellon Corp | $587,302 | 0.0% |
| Bank of New York Mellon Corp | $587,302 | 0.0% |
| Bank Of Nova Scotia | $333,925 | 0.0% |
| T. Rowe Price | $229,000 | 0.0% |
| Rhumbline Advisers | $218,971 | 0.0% |
| Wells Fargo & Company/Mn | $217,597 | 0.0% |
청산됨
| Janus Henderson Group Plc | $13.79M | 이었음 0.0% |
| Norges Bank | $13.59M | 이었음 0.0% |
| Alyeska Investment Group, L.P. | $12.23M | 이었음 0.0% |
| Jane Street Group, Llc | $10.99M | 이었음 0.0% |
| Healthcare Of Ontario Pension… | $8.49M | 이었음 0.0% |
| Point72 Asset Management | $7.12M | 이었음 0.0% |
| Balyasny Asset Management L.P. | $7.02M | 이었음 0.0% |
| Jennison Associates Llc | $4.40M | 이었음 0.0% |
| D. E. Shaw & Co. | $2.72M | 이었음 0.0% |
| Soros Fund Management | $2.49M | 이었음 0.0% |
| Squarepoint Ops LLC | $2.07M | 이었음 0.0% |
| Hrt Financial Lp | $971,000 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 98 보유 기관, 93.37M 주식, $839.42M 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: Q1 2026 ·
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