증권 기록 · 과거 분기 (아카이브)
XSW
프로필 수집 대기 중
43추적 보유자
+6Δ 보유자
1.14M보유 주식 수
$161.57M보고 가치
+9신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +16.2% ·
주식 흐름 +12.3% ·
순 신규 포지션 +14.0%
— 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 | 46 | +4 | 795.17K | $136.55M | +7 | −3 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 442.32K | 신규 | $62.94M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 100.47K | -14.9% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 15.49K | -17.0% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 13.55K | -7.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 13.31K | +3.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 10.31K | 신규 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 10.27K | -0.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 10.02K | +36.0% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 9.92K | 신규 | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 9.54K | -75.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | DZ BANK AG Deutsche Zentral… | 8.00K | 신규 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 5.90K | 신규 | $842,099 | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 3.92K | -85.8% | $557,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Belvedere Trading LLC | 3.80K | 신규 | $540,560 | 0.1% | New | 1 | SEC ↗ |
| 40 | Cetera Investment Advisers | 3.70K | +23.2% | $526,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 2.54K | -24.5% | $360,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 2.24K | 0.0% | $319,014 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 2.02K | -39.2% | $279,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citigroup Inc | 1.61K | +39.8% | $228,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 1.52K | +17.8% | $216,139 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Focus Partners Wealth | 1.51K | -7.0% | $215,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (패시브) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | BlackRock ✦ (패시브) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.03K | +112.8% | $147,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 806 | 신규 | $114,686 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 480 | +56.4% | $68,275 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 375 | 신규 | $53,358 | 0.0% | New | 1 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 250 | 신규 | $35,626 | 0.0% | New | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 200 | 0.0% | $28,470 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 100 | -78.2% | $14,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 100 | 0.0% | $14,229 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 52 | 0.0% | $7,399 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 43 | 0.0% | $6,118 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $3,557 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Cwm, Llc | $62.94M | 0.2% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Bnp Paribas Financial Markets | $1.41M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.14M | 0.0% |
| Hsbc Holdings Plc | $842,099 | 0.0% |
| Belvedere Trading LLC | $540,560 | 0.1% |
| Northwestern Mutual Wealth… | $114,686 | 0.0% |
| Fifth Third Bancorp | $53,358 | 0.0% |
| TD Waterhouse Canada Inc. | $35,626 | 0.0% |
청산됨
| Wealth Enhancement Advisory… | $989,860 | 이었음 0.0% |
| Citadel Advisors | $688,301 | 이었음 0.0% |
| AQR Capital Management | $245,528 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 112 보유 기관, 1.55M 주식, $215.56M 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 ·
방법론 ·
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