Запись по ценной бумаге · архивный квартал
BSV
Vanguard Short-Term Bond ETF · Financial Services · Asset Management - Bonds
77Отслеживаемые держатели
+3Δ держателей
286.62MАкций в держании
$22.59BОтчётная стоимость
+3Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.1% ·
поток акций -7.8% ·
новые чистые позиции +3.9%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 688.72K | $40.62M | n/a | n/a |
| Q2 2026 | 75 | +2 | 307.38M | $23.95B | +6 | −5 |
| Q1 2026 | 75 | -2 | 306.80M | $24.05B | +1 | −3 |
| Q4 2025 | 77 | +3 | 286.62M | $22.59B | +3 | n/a |
| Q3 2025 | 9 | -2 | 107.47M | $8.48B | n/a | −2 |
| Q2 2025 | 8 | +1 | 1.81M | $142.80M | +1 | n/a |
| Q1 2025 | 4 | -1 | 1.82M | $142.09M | n/a | −1 |
| Q4 2024 | 5 | 0 | 898.12K | $69.40M | n/a | n/a |
| Q3 2024 | 5 | +2 | 1.18M | $93.04M | +2 | n/a |
| Q2 2024 | 3 | n/a | 258.95K | $19.86M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 41.44M | n/a | $3.27B | 5.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 32.34M | -35.6% | $2.55B | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 3 | Morgan Stanley ✦ | 30.55M | -20.9% | $2.41B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Creative Planning | 26.11M | n/a | $2.06B | 1.5% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 24.51M | n/a | $1.93B | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Empower Advisory Group, LLC | 20.97M | n/a | $1.65B | 4.5% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 18.54M | +7.7% | $1.46B | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Northern Trust Corp | 11.40M | n/a | $898.70M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 9.80M | n/a | $772.21M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | LPL Financial LLC | 6.83M | n/a | $538.07M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 6.55M | n/a | $515.49M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 12 | Captrust Financial Advisors | 6.29M | n/a | $495.69M | 0.9% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 6.02M | n/a | $474.31M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 14 | Raymond James Financial Inc | 3.64M | n/a | $286.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 15 | UBS Group AG | 3.58M | n/a | $282.25M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cerity Partners LLC | 3.29M | n/a | $259.53M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 3.28M | n/a | $258.19M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 18 | Commonwealth Equity Services, Llc | 2.90M | n/a | $228.27M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 2.76M | n/a | $217.59M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Cetera Investment Advisers | 2.33M | n/a | $183.42M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 2.07M | n/a | $162.93M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 2.07M | n/a | $162.89M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 23 | Charles Schwab Investment… | 2.05M | n/a | $161.71M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.67M | n/a | $132.02M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 25 | Jones Financial Companies Lllp | 1.53M | n/a | $120.50M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 1.51M | n/a | $118.98M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 1.18M | n/a | $92.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Fifth Third Bancorp | 880.73K | n/a | $69.41M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 869.34K | n/a | $68.51M | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 851.33K | n/a | $67.09M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 31 | HighTower Advisors, LLC | 845.41K | n/a | $66.63M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | The Vanguard Group ✦ (пассивный) | 804.82K | +10.2% | $63.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 735.60K | n/a | $57.97M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 34 | Wealth Enhancement Advisory… | 529.10K | n/a | $41.73M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 520.59K | n/a | $41.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Baird Financial Group, Inc. | 454.11K | n/a | $35.79M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 37 | Mariner, LLC | 423.63K | n/a | $33.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | BlackRock ✦ (пассивный) | 372.95K | +18647350.0% | $29.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Principal Financial Group Inc | 369.91K | n/a | $29.15M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 332.15K | n/a | $26.18M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 304.99K | n/a | $24.04M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Nova Scotia | 302.80K | n/a | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 295.69K | n/a | $23.30M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Manufacturers Life Insurance… | 291.66K | n/a | $22.99M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 285.93K | +13.4% | $22.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 232.19K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 47 | Citigroup Inc | 226.84K | n/a | $17.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Financial Engines Advisors L.L.C. | 223.12K | n/a | $17.58M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 200.89K | n/a | $15.83M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Citadel Advisors ✦ | 195.34K | Новый | $15.39M | 0.0% | New | 1 | SEC ↗ |
| 51 | Man Group plc | 125.97K | n/a | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Brown Advisory Inc | 110.32K | n/a | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cwm, Llc | 97.66K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 95.38K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Wealthfront Advisers LLC | 58.61K | n/a | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 57.39K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Voya Investment Management Llc | 52.10K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Lazard Asset Management Llc | 39.14K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 29.63K | -92.6% | $2.34M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 29.25K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Lido Advisors, LLC | 25.43K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 23.90K | +11.7% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 23.16K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 22.62K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Gotham Asset Management ✦ | 11.90K | Новый | $937,681 | 0.0% | New | 1 | SEC ↗ |
| 66 | Cibc World Market Inc. | 10.98K | n/a | $865,728 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | First Manhattan Co. Llc. | 9.22K | n/a | $726,707 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Millennium Management ✦ | 7.90K | Новый | $622,284 | 0.0% | New | 1 | SEC ↗ |
| 69 | Franklin Resources Inc | 7.55K | n/a | $595,252 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Fisher Asset Management ✦ | 7.27K | +71.5% | $572,848 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank Julius Baer & Co. Ltd, Zurich | 6.90K | n/a | $543,788 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Nomura Asset Management… | 5.11K | n/a | $402,719 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 4.09K | n/a | $322,175 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 236 | n/a | $18,599 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Allspring Global Investments… | 176 | n/a | $13,881 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Simplex Trading, Llc | 86 | n/a | $6,777 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 2 | n/a | $122 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $15.39M | 0.0% |
| Gotham Asset Management | $937,681 | 0.0% |
| Millennium Management | $622,284 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,324 держатели, 409.12M акции, $31.39B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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