Catatan efek · kuartal yang diarsipkan
BSCR
Invesco BulletShares 2027 Corporate Bond ETF · Financial Services · Asset Management - Bonds
40Pemegang yang dilacak
+2Δ pemegang
134.75MSaham yang dipegang
$2.66BNilai yang dilaporkan
+4Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.3% ·
aliran saham +10.5% ·
posisi baru bersih +5.0%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 116.75K | $2.29M | n/a | n/a |
| Q2 2026 | 38 | -1 | 119.50M | $2.34B | +1 | −2 |
| Q1 2026 | 40 | +2 | 134.75M | $2.66B | +4 | −2 |
| Q4 2025 | 38 | -1 | 121.99M | $2.41B | n/a | −1 |
| Q3 2025 | 5 | +1 | 10.74M | $211.77M | +1 | n/a |
| Q2 2025 | 2 | -1 | 860.95K | $16.92M | n/a | −1 |
| Q1 2025 | 2 | 0 | 1.57M | $30.78M | n/a | n/a |
| Q4 2024 | 2 | 0 | 421.97K | $8.22M | n/a | n/a |
| Q3 2024 | 2 | +1 | 623.68K | $12.30M | +1 | n/a |
| Q2 2024 | 1 | n/a | 94.06K | $1.81M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 70.69M | +5.8% | $1.40B | 5.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 10.31M | -0.7% | $202.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 8.23M | +95.1% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.28M | +1.7% | $142.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 7.17M | +6.4% | $140.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.04M | +41.8% | $118.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 5.59M | +11.4% | $109.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 3.69M | +7.0% | $72.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 2.39M | +30.2% | $46.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Mml Investors Services, Llc | 1.81M | -6.0% | $35.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.31M | +8.9% | $25.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 1.18M | +1.5% | $23.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.07M | +15.6% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.07M | -6.4% | $20.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 999.76K | +0.7% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 942.63K | -10.6% | $18.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 803.99K | +77.3% | $15.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 677.78K | +4.9% | $13.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 542.89K | +7.0% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 534.31K | +28.8% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 504.41K | +5.6% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 415.49K | +17.8% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 233.33K | Baru | $4.58M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 207.81K | +160.4% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 205.80K | +29.2% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 194.04K | Baru | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 157.29K | +2853.8% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Wealth Enhancement Advisory… | 114.05K | -46.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 106.67K | -0.5% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 83.98K | +148.2% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 69.61K | +55.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Brown Advisory Inc | 47.82K | +2.7% | $938,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 24.69K | -19.5% | $484,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 21.16K | +0.6% | $415,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cibc World Market Inc. | 17.80K | -7.8% | $349,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 12.06K | +54.6% | $236,756 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Bank Of Montreal /Can/ | 3.62K | Baru | $71,101 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.92K | -49.1% | $37,594 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 1.55K | 0.0% | $30,348 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 407 | Baru | $7,987 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $4.58M | 0.0% |
| Citadel Advisors | $3.81M | 0.0% |
| Bank Of Montreal /Can/ | $71,101 | 0.0% |
| Assetmark, Inc | $7,987 | 0.0% |
Telah keluar
| Renaissance Technologies | $882,417 | adalah 0.0% |
| Hrt Financial Lp | $358,000 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 397 pemegang, 196.84M saham, $3.80B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API