Запись по ценной бумаге · архивный квартал
BSV
Vanguard Short-Term Bond ETF · Financial Services · Asset Management - Bonds
75Отслеживаемые держатели
-2Δ держателей
306.80MАкций в держании
$24.05BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.6% ·
поток акций +7.3% ·
новые чистые позиции -2.7%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 688.72K | $40.62M | n/a | −1 |
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 45.43M | +9.6% | $3.56B | 5.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Creative Planning | 37.38M | +43.2% | $2.93B | 2.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 33.22M | +2.7% | $2.60B | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 4 | Envestnet Asset Management Inc | 31.52M | +28.6% | $2.47B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 24.40M | -20.1% | $1.91B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Empower Advisory Group, LLC | 22.55M | +7.5% | $1.77B | 4.6% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 19.71M | +6.3% | $1.55B | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Bank Of America Corp /De/ | 12.64M | +29.1% | $991.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Northern Trust Corp | 11.57M | +1.5% | $907.54M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 7.12M | +4.3% | $558.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 6.44M | +2.3% | $504.58M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 6.11M | +1.5% | $478.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | Raymond James Financial Inc | 3.90M | +7.2% | $305.91M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | UBS Group AG | 3.88M | +8.3% | $304.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Corient Private Wealth LP | 3.62M | -44.8% | $282.36M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.46M | +5.7% | $271.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 17 | Cerity Partners LLC | 3.40M | +3.3% | $266.69M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bank of New York Mellon Corp | 2.90M | +4.9% | $227.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Commonwealth Equity Services, Llc | 2.85M | -1.7% | $223.30M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 2.56M | +10.1% | $200.93M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 2.14M | +3.3% | $167.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 22 | Charles Schwab Investment… | 2.05M | 0.0% | $160.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 1.88M | -9.2% | $147.16M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 1.83M | +19.9% | $143.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 1.82M | +8.8% | $142.95M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Northwestern Mutual Wealth… | 1.61M | +6.3% | $125.88M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.59M | +80.6% | $124.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 1.24M | +5.5% | $97.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | HighTower Advisors, LLC | 845.99K | +0.1% | $66.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 840.62K | -1.3% | $65.91M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 31 | Mml Investors Services, Llc | 820.05K | -5.7% | $64.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 517.57K | +14.0% | $40.58M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Mariner, LLC | 462.29K | +9.1% | $36.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | BlackRock ✦ (пассивный) | 386.21K | +3.6% | $30.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 35 | Principal Financial Group Inc | 373.25K | +0.9% | $29.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 342.52K | +3.1% | $26.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 343.20K | -35.1% | $26.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 334.35K | +16.9% | $26.22M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Assetmark, Inc | 310.69K | +1.9% | $24.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 254.53K | +12.2% | $19.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 222.94K | -4.0% | $17.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Financial Engines Advisors L.L.C. | 218.41K | -2.1% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 193.17K | -73.7% | $15.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Pnc Financial Services Group, Inc. | 184.99K | -7.9% | $14.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 45 | Manufacturers Life Insurance… | 184.52K | -36.7% | $14.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 167.12K | -67.9% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Bnp Paribas Financial Markets | 129.63K | -56.2% | $10.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 120.02K | +25.8% | $9.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Cwm, Llc | 111.53K | +14.2% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Brown Advisory Inc | 82.74K | -25.0% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wealthfront Advisers LLC | 59.99K | +2.4% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 56.49K | -1.6% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 56.41K | +92.8% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Man Group plc | 54.72K | -56.6% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Voya Investment Management Llc | 51.10K | -1.9% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 42.86K | -78.1% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Lazard Asset Management Llc | 39.14K | 0.0% | $3.07M | 0.0% | Held | 2 | SEC ↗ |
| 58 | Lido Advisors, LLC | 24.67K | -3.0% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 20.07K | -11.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | Neuberger Berman Group LLC | 19.76K | -14.7% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 19.69K | -17.6% | $1.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 16.29K | +36.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Cibc World Market Inc. | 11.00K | +0.2% | $862,824 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | CIBC Bancorp USA Inc. | 10.51K | n/a | $823,715 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | First Manhattan Co. Llc. | 9.69K | +5.1% | $759,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank Julius Baer & Co. Ltd, Zurich | 6.90K | 0.0% | $541,029 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 6.40K | +56.6% | $501,824 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 6.39K | -15.3% | $501,354 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Nomura Asset Management… | 5.11K | 0.0% | $401,000 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 3.79K | -47.9% | $296,840 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | UBS AM, a distinct business unit of… | 3.21K | +1262.3% | $252,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Jane Street Group, Llc | 2.60K | Новый | $203,709 | 0.0% | New | 1 | SEC ↗ |
| 73 | Allspring Global Investments… | 176 | 0.0% | $13,764 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Simplex Trading, Llc | 66 | -23.3% | $5,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 2 | 0.0% | $122 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Jane Street Group, Llc | $203,709 | 0.0% |
Закрыто
| Bank Of Nova Scotia | $23.86M | составлял 0.0% |
| Renaissance Technologies | $2.34M | составлял 0.0% |
| Millennium Management | $622,284 | составлял 0.0% |
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: Q1 2026 ·
Методология ·
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