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证券记录 · 已归档季度

ARTY

iShares Future AI & Tech ETF · Financial Services · Asset Management

74.07 +2.4% 市值 $3.88B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
47被追踪持有人
-3Δ持有人
12.38M持有股份
$596.61M报告持仓市值
+0新建仓位
−3清仓
Falling 确信度评分 49/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -6.0% · 股份流向 +1.0% · 净新建仓位 -6.4%公式
集中积累 — 持股数量上升但持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 55 +7 14.14M $1.07B +9 −2
Q1 2026 49 +1 11.63M $540.51M +2 −1
Q4 2025 47 -3 12.38M $596.61M −3
Q3 2025 7 0 2.49M $113.96M +1 −1
Q2 2025 4 0 94.98K $3.89M
Q1 2025 2 +1 36.77K $1.16M +1
Q4 2024 1 -1 7.43K $275,356 −1
Q3 2024 2 0 52.69K $1.80M
Q2 2024 2 46.94K $1.56M
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Morgan Stanley 2.61M +9.9% $125.77M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 2.61M +9.9% $125.77M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 2.61M +9.9% $125.77M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 2.61M +9.9% $125.77M 0.0% ▲ Add 2 SEC ↗
5 Northwestern Mutual Wealth… 2.09M $100.90M 0.1% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 1.35M $64.80M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 1.35M $64.80M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 1.35M $64.80M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 1.35M $64.80M 0.0% n/c 1 SEC ↗
10 LPL Financial LLC 1.11M $53.61M 0.0% n/c 1 SEC ↗
11 Ameriprise Financial Inc 1.02M $49.13M 0.0% n/c 1 SEC ↗
12 Ameriprise Financial Inc 1.02M $49.13M 0.0% n/c 1 SEC ↗
13 Assetmark, Inc 631.41K $30.42M 0.1% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 362.58K $17.47M 0.0% n/c 1 SEC ↗
15 Osaic Holdings, Inc. 362.58K $17.47M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 362.58K $17.47M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 362.58K $17.47M 0.0% n/c 1 SEC ↗
18 Jones Financial Companies Lllp 338.67K $16.32M 0.0% n/c 1 SEC ↗
19 Jones Financial Companies Lllp 338.67K $16.32M 0.0% n/c 1 SEC ↗
20 UBS Group AG 338.04K $16.29M 0.0% n/c 1 SEC ↗
21 UBS Group AG 338.04K $16.29M 0.0% n/c 1 SEC ↗
22 Raymond James Financial Inc 336.82K $16.23M 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 336.82K $16.23M 0.0% n/c 1 SEC ↗
24 Brown Advisory Inc 304.30K $14.66M 0.0% n/c 1 SEC ↗
25 Brown Advisory Inc 304.30K $14.66M 0.0% n/c 1 SEC ↗
26 HighTower Advisors, LLC 255.11K $12.29M 0.0% n/c 1 SEC ↗
27 Captrust Financial Advisors 196.87K $9.49M 0.0% n/c 1 SEC ↗
28 Royal Bank Of Canada 176.66K $8.51M 0.0% n/c 1 SEC ↗
29 Royal Bank Of Canada 176.66K $8.51M 0.0% n/c 1 SEC ↗
30 Royal Bank Of Canada 176.66K $8.51M 0.0% n/c 1 SEC ↗
31 Royal Bank Of Canada 176.66K $8.51M 0.0% n/c 1 SEC ↗
32 TD Waterhouse Canada Inc. 167.75K $8.07M 0.1% n/c 1 SEC ↗
33 Mariner, LLC 152.22K $7.33M 0.0% n/c 1 SEC ↗
34 Mariner, LLC 152.22K $7.33M 0.0% n/c 1 SEC ↗
35 Cetera Investment Advisers 144.59K $6.97M 0.0% n/c 1 SEC ↗
36 Creative Planning 88.49K $4.26M 0.0% n/c 1 SEC ↗
37 Commonwealth Equity Services, Llc 87.00K $4.19M 0.0% n/c 1 SEC ↗
38 Susquehanna International Group, Llp 60.07K $2.89M 0.0% n/c 1 SEC ↗
39 Stifel Financial Corp 57.81K $2.79M 0.0% n/c 1 SEC ↗
40 Stifel Financial Corp 57.81K $2.79M 0.0% n/c 1 SEC ↗
41 Stifel Financial Corp 57.81K $2.79M 0.0% n/c 1 SEC ↗
42 Cwm, Llc 56.51K $2.72M 0.0% n/c 1 SEC ↗
43 Citigroup Inc 51.67K $2.49M 0.0% n/c 1 SEC ↗
44 Mml Investors Services, Llc 46.28K $2.23M 0.0% n/c 1 SEC ↗
45 Envestnet Asset Management Inc 45.19K $2.18M 0.0% n/c 1 SEC ↗
46 Rockefeller Capital Management L.P. 41.14K $1.98M 0.0% n/c 1 SEC ↗
47 Rockefeller Capital Management L.P. 41.14K $1.98M 0.0% n/c 1 SEC ↗
48 Hsbc Holdings Plc 36.60K $1.76M 0.0% n/c 1 SEC ↗
49 Hsbc Holdings Plc 36.60K $1.76M 0.0% n/c 1 SEC ↗
50 Mercer Global Advisors Inc /Adv 35.48K $1.71M 0.0% n/c 1 SEC ↗
51 Wealth Enhancement Advisory… 31.22K $1.59M 0.0% n/c 1 SEC ↗
52 Corient Private Wealth LP 32.42K $1.56M 0.0% n/c 1 SEC ↗
53 Corient Private Wealth LP 32.42K $1.56M 0.0% n/c 1 SEC ↗
54 Corient Private Wealth LP 32.42K $1.56M 0.0% n/c 1 SEC ↗
55 Cerity Partners LLC 29.11K $1.40M 0.0% n/c 1 SEC ↗
56 Cerity Partners LLC 29.11K $1.40M 0.0% n/c 1 SEC ↗
57 Baird Financial Group, Inc. 14.84K $714,943 0.0% n/c 1 SEC ↗
58 Financial Engines Advisors L.L.C. 14.75K $710,703 0.0% n/c 1 SEC ↗
59 Cibc World Market Inc. 13.84K $666,715 0.0% n/c 1 SEC ↗
60 Focus Partners Wealth 13.12K $632,120 0.0% n/c 1 SEC ↗
61 Wells Fargo & Company/Mn 6.61K $318,233 0.0% n/c 1 SEC ↗
62 Wells Fargo & Company/Mn 6.61K $318,233 0.0% n/c 1 SEC ↗
63 Wells Fargo & Company/Mn 6.61K $318,233 0.0% n/c 1 SEC ↗
64 Truist Financial Corp 6.43K $310,044 0.0% n/c 1 SEC ↗
65 Fidelity (FMR) 5.66K +111.1% $272,782 0.0% ▲ Add 3 SEC ↗
66 National Bank Of Canada /Fi/ 4.02K $193,675 0.0% n/c 1 SEC ↗
67 Pnc Financial Services Group, Inc. 3.90K $187,661 0.0% n/c 1 SEC ↗
68 Pnc Financial Services Group, Inc. 3.90K $187,661 0.0% n/c 1 SEC ↗
69 Pnc Financial Services Group, Inc. 3.90K $187,661 0.0% n/c 1 SEC ↗
70 Bank Of Montreal /Can/ 3.18K $153,357 0.0% n/c 1 SEC ↗
71 Bank Of Montreal /Can/ 3.18K $153,357 0.0% n/c 1 SEC ↗
72 Us Bancorp \De\ 2.59K $124,642 0.0% n/c 1 SEC ↗
73 Russell Investments Group, Ltd. 2.56K $123,196 0.0% n/c 1 SEC ↗
74 Group One Trading Llc 1.56K $75,209 0.0% n/c 1 SEC ↗
75 Fifth Third Bancorp 1.43K $68,946 0.0% n/c 1 SEC ↗
76 JPMorgan Chase 655 -70.2% $31,558 0.0% ▼ Trim 2 SEC ↗
77 JPMorgan Chase 655 -70.2% $31,558 0.0% ▼ Trim 2 SEC ↗
78 BlackRock (被动) 131 -68.3% $6,312 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

本季度无新增被追踪买入方。

已清仓

Goldman Sachs Group $3.99M 曾为 0.0%
Renaissance Technologies $613,452 曾为 0.0%
D. E. Shaw & Co. $340,054 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 319 持有人, 17.42M 股份, $797.89M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据