Запись по ценной бумаге · архивный квартал
BSV
Vanguard Short-Term Bond ETF · Financial Services · Asset Management - Bonds
76Отслеживаемые держатели
+2Δ держателей
308.24MАкций в держании
$24.02BОтчётная стоимость
+6Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.7% ·
поток акций +0.5% ·
новые чистые позиции +2.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | +2 | 308.24M | $24.02B | +6 | −4 |
| Q1 2026 | 75 | -2 | 306.80M | $24.05B | +1 | −3 |
| Q4 2025 | 77 | +3 | 286.62M | $22.59B | +3 | — |
| Q3 2025 | 9 | -2 | 107.47M | $8.48B | — | −2 |
| Q2 2025 | 8 | +1 | 1.81M | $142.80M | +1 | — |
| Q1 2025 | 4 | -1 | 1.82M | $142.09M | — | −1 |
| Q4 2024 | 5 | 0 | 898.12K | $69.40M | — | — |
| Q3 2024 | 5 | +2 | 1.18M | $93.04M | +2 | — |
| Q2 2024 | 3 | — | 258.95K | $19.86M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 50.65M | +11.5% | $3.95B | 4.9% | ▲ Add | 3 | SEC ↗ |
| 2 | Creative Planning | 43.84M | +17.3% | $3.42B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 43.84M | +17.3% | $3.42B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 32.32M | +2.5% | $2.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 5 | Empower Advisory Group, LLC | 24.30M | +7.8% | $1.89B | 4.5% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 23.64M | -3.1% | $1.84B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 23.64M | -3.1% | $1.84B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 23.64M | -3.1% | $1.84B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 23.64M | -3.1% | $1.84B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 20.45M | +3.8% | $1.59B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 20.45M | +3.8% | $1.59B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 20.45M | +3.8% | $1.59B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 20.45M | +3.8% | $1.59B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 20.45M | +3.8% | $1.59B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 16.86M | -49.2% | $1.32B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 12.27M | -3.0% | $955.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 12.27M | -3.0% | $955.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 12.27M | -3.0% | $955.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 12.27M | -3.0% | $955.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Northern Trust Corp | 9.93M | -14.2% | $773.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 9.93M | -14.2% | $773.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | LPL Financial LLC | 7.26M | +1.9% | $565.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 7.22M | +12.1% | $562.15M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 6.76M | +10.6% | $526.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 6.76M | +10.6% | $526.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 6.76M | +10.6% | $526.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 6.76M | +10.6% | $526.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 6.76M | +10.6% | $526.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Raymond James Financial Inc | 4.13M | +5.9% | $321.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Raymond James Financial Inc | 4.13M | +5.9% | $321.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 4.13M | +5.9% | $321.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | UBS Group AG | 3.96M | +2.1% | $308.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | UBS Group AG | 3.96M | +2.1% | $308.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | UBS Group AG | 3.96M | +2.1% | $308.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Corient Private Wealth LP | 3.67M | +1.4% | $285.65M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 3.59M | +3.7% | $279.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 3.51M | +3.3% | $273.62M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 53 | Cerity Partners LLC | 3.51M | +3.3% | $273.62M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 54 | Cerity Partners LLC | 3.51M | +3.3% | $273.62M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 2.98M | +3.0% | $232.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 2.98M | +3.0% | $232.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 2.98M | +3.0% | $232.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 2.98M | +3.0% | $232.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 2.98M | +3.0% | $232.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Commonwealth Equity Services, Llc | 2.78M | -2.5% | $216.37M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 61 | Cetera Investment Advisers | 2.70M | +5.5% | $210.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 62 | Truist Financial Corp | 2.17M | +15.8% | $169.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 63 | Truist Financial Corp | 2.17M | +15.8% | $169.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 64 | Truist Financial Corp | 2.17M | +15.8% | $169.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 65 | Focus Partners Wealth | 2.17M | +1.5% | $168.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 66 | Charles Schwab Investment… | 2.16M | +5.2% | $168.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 2.10M | +14.7% | $163.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 2.10M | +14.7% | $163.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 2.09M | +14.7% | $162.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 2.09M | +14.7% | $162.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 71 | Osaic Holdings, Inc. | 2.09M | +14.7% | $162.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 2.09M | +14.7% | $162.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 73 | Northwestern Mutual Wealth… | 1.70M | +6.0% | $132.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 1.35M | +334.6% | $105.21M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 75 | Ameriprise Financial Inc | 1.33M | +7.0% | $103.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Ameriprise Financial Inc | 1.33M | +7.0% | $103.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Ameriprise Financial Inc | 1.33M | +7.0% | $103.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Fifth Third Bancorp | 1.20M | -24.3% | $93.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 970.66K | +18.4% | $75.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 80 | Manufacturers Life Insurance… | 893.91K | +384.4% | $71.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 81 | HighTower Advisors, LLC | 868.05K | +2.6% | $67.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 82 | Stifel Financial Corp | 865.92K | +3.0% | $67.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 83 | Stifel Financial Corp | 865.92K | +3.0% | $67.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Stifel Financial Corp | 865.92K | +3.0% | $67.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Stifel Financial Corp | 865.92K | +3.0% | $67.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Stifel Financial Corp | 865.92K | +3.0% | $67.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 548.72K | +6.0% | $42.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 548.72K | +6.0% | $42.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Mariner, LLC | 447.86K | -3.1% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Mariner, LLC | 447.86K | -3.1% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Mariner, LLC | 447.86K | -3.1% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 396.35K | +18.5% | $30.88M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | BlackRock ✦ (пассивный) | 389.86K | +0.9% | $30.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 94 | BlackRock ✦ (пассивный) | 389.86K | +0.9% | $30.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 95 | Principal Financial Group Inc | 378.26K | +1.3% | $29.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Wealth Enhancement Advisory… | 337.30K | -1.7% | $25.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Blair William & Co/Il | 317.15K | -7.4% | $24.71M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 98 | Citigroup Inc | 267.00K | +4.9% | $20.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Financial Engines Advisors L.L.C. | 237.93K | +8.9% | $18.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 229.67K | +3.0% | $17.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $3.36M | составлял 0.0% |
| Nomura Asset Management… | $401,000 | составлял 0.0% |
| Allspring Global Investments… | $13,764 | составлял 0.0% |
| Simplex Trading, Llc | $5,175 | 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 держатели 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: Q2 2026 ·
Методология ·
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