Effectdossier · gearchiveerd kwartaal
BIV
Vanguard Intermediate-Term Bond ETF · Financial Services · Asset Management
64Gevolgde houders
+3Δ houders
138.48MGehouden aandelen
$10.69BGerapporteerde waarde
+6Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.9% ·
aandelenstroom +12.2% ·
netto nieuwe posities +4.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 901.10K | $65.75M | n/a | −1 |
| Q2 2026 | 61 | -1 | 142.03M | $10.89B | +3 | −5 |
| Q1 2026 | 64 | +3 | 138.48M | $10.69B | +6 | −3 |
| Q4 2025 | 62 | -2 | 124.32M | $9.68B | n/a | −2 |
| Q3 2025 | 9 | 0 | 19.55M | $1.53B | +1 | −1 |
| Q2 2025 | 6 | +2 | 2.38M | $183.86M | +2 | n/a |
| Q1 2025 | 1 | -1 | 10.26K | $785,911 | n/a | −1 |
| Q4 2024 | 2 | 0 | 223.15K | $16.68M | n/a | n/a |
| Q3 2024 | 2 | +2 | 6.12K | $479,997 | +2 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 27.76M | +8.8% | $2.14B | 0.4% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 23.55M | +39.9% | $1.82B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 12.07M | +7.5% | $931.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 10.36M | +6.6% | $799.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 8.33M | +11.4% | $642.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 7.18M | +8.2% | $554.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Baird Financial Group, Inc. | 5.60M | +17.2% | $431.94M | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 5.28M | +2.5% | $407.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 4.20M | -0.3% | $324.33M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Jones Financial Companies Lllp | 3.11M | +26.4% | $238.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 2.52M | +12.5% | $194.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 2.09M | +8.1% | $161.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 13 | Osaic Holdings, Inc. | 2.07M | -4.6% | $159.31M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Mariner, LLC | 2.00M | +6.5% | $154.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 1.70M | +8.7% | $131.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 1.70M | -8.4% | $131.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Bank of New York Mellon Corp | 1.50M | +7.3% | $115.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Fifth Third Bancorp | 1.50M | +1077.4% | $115.53M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.43M | +2.8% | $110.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 1.23M | +3.9% | $95.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 1.21M | +8.6% | $93.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 1.21M | -1.3% | $93.26M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Creative Planning | 1.13M | +7.3% | $87.09M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 1.09M | +290.2% | $83.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 952.30K | +65.7% | $73.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Wealth Enhancement Advisory… | 939.71K | -37.2% | $72.43M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 883.81K | -2.0% | $68.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Us Bancorp \De\ | 704.05K | -22.9% | $54.34M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Mml Investors Services, Llc | 570.08K | -6.6% | $44.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 541.00K | -14.7% | $41.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Pnc Financial Services Group, Inc. | 501.07K | +6.6% | $38.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | HighTower Advisors, LLC | 470.50K | -4.2% | $36.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 422.18K | +7.4% | $32.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 399.19K | +0.3% | $30.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 301.43K | +0.1% | $23.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Principal Financial Group Inc | 293.02K | 0.0% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 243.20K | +16.4% | $18.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 199.38K | +13.8% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Corient Private Wealth LP | 193.76K | -46.6% | $14.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 172.36K | +12.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 134.14K | -3.9% | $10.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Blair William & Co/Il | 109.44K | -1.4% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 106.33K | Nieuw | $8.21M | 0.0% | New | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 83.83K | +10.9% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 63.79K | Nieuw | $4.92M | 0.0% | New | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 62.61K | +13.2% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cwm, Llc | 62.24K | +6.2% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Barclays Plc | 55.09K | -12.2% | $4.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Brown Advisory Inc | 46.50K | -68.8% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Jane Street Group, Llc | 36.95K | Nieuw | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 51 | Cibc World Market Inc. | 16.86K | +2.1% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 15.86K | +5.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 14.48K | +43.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 13.58K | +5.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Renaissance Technologies ✦ | 13.50K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 56 | Invesco Ltd. | 10.14K | +0.7% | $782,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Hrt Financial Lp | 9.38K | Nieuw | $724,000 | 0.0% | New | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 4.76K | 0.0% | $367,763 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 59 | BlackRock ✦ (passief) | 3.35K | 0.0% | $258,321 | 0.0% | Held | 4 | SEC ↗ |
| 60 | Empower Advisory Group, LLC | 2.83K | Nieuw | $218,342 | 0.0% | New | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 2.31K | +482.1% | $177,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 578 | -94.2% | $44,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 47 | -34.7% | $3,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 3 | -25.0% | $246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $8.21M | 0.0% |
| AQR Capital Management | $4.92M | 0.0% |
| Jane Street Group, Llc | $2.85M | 0.0% |
| Renaissance Technologies | $1.04M | 0.0% |
| Hrt Financial Lp | $724,000 | 0.0% |
| Empower Advisory Group, LLC | $218,342 | 0.0% |
Verlaten
| Susquehanna International… | $67.99M | was 0.1% |
| Tudor Investment Corp Et Al | $761,978 | was 0.0% |
| Fisher Asset Management | $360,584 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 998 houders, 239.06M aandelen, $17.99B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API