Запись по ценной бумаге · архивный квартал
DUHP
Dimensional - US High Profitability ETF · Financial Services · Asset Management
52Отслеживаемые держатели
+2Δ держателей
102.83MАкций в держании
$4.29BОтчётная стоимость
+4Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.0% ·
поток акций +7.0% ·
новые чистые позиции +3.8%
— 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 | 52 | +2 | 102.83M | $4.29B | +4 | −2 |
| Q1 2026 | 51 | +6 | 96.07M | $3.55B | +7 | −1 |
| Q4 2025 | 45 | 0 | 93.42M | $3.55B | — | — |
| Q3 2025 | 6 | 0 | 1.21M | $44.69M | +1 | −1 |
| Q2 2025 | 4 | 0 | 97.85K | $3.48M | +1 | −1 |
| Q1 2025 | 3 | +2 | 72.15K | $2.39M | +2 | — |
| Q4 2024 | 1 | -2 | 12.81K | $432,816 | — | −2 |
| Q3 2024 | 3 | +1 | 196.30K | $6.69M | +1 | — |
| Q2 2024 | 2 | — | 66.20K | $2.12M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 51.66M | +6.0% | $2.16B | 2.7% | ▲ Add | 3 | SEC ↗ |
| 2 | Focus Partners Wealth | 21.47M | +5.3% | $895.74M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 4.10M | +12.2% | $171.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 3.08M | +89820.7% | $128.48M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 2.87M | +5.1% | $119.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 2.87M | +5.1% | $119.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 2.83M | -24.6% | $118.24M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 2.10M | -2.2% | $87.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 2.10M | -2.2% | $87.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 2.09M | -0.9% | $87.20M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.75M | +4.8% | $72.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.75M | +4.8% | $72.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.75M | +4.8% | $72.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.50M | +5.2% | $62.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.50M | +5.2% | $62.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.50M | +5.2% | $62.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 1.02M | -22.5% | $42.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 1.02M | -22.5% | $42.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 898.76K | -42.1% | $37.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 850.84K | +1.9% | $35.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 724.15K | +18.0% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 664.49K | +1.5% | $27.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 647.84K | +0.9% | $26.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 647.84K | +0.9% | $26.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 647.84K | +0.9% | $26.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 647.84K | +0.9% | $26.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 485.59K | +12.7% | $20.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 485.59K | +12.7% | $20.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 485.59K | +12.7% | $20.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 445.04K | -2.6% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 445.04K | -2.6% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 445.04K | -2.6% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 375.31K | +80.1% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 366.69K | +6.6% | $15.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 366.69K | +6.6% | $15.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 338.37K | +31.0% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 319.50K | -20.8% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 319.50K | -20.8% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 319.50K | -20.8% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 287.88K | 0.0% | $12.01M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 237.90K | -7.4% | $9.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 205.23K | +3372.5% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 202.83K | +35.7% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 202.83K | +35.7% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 178.29K | +75.0% | $7.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 151.99K | -9.9% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 151.99K | -9.9% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Creative Planning | 118.26K | -4.4% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 105.76K | +1320.0% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 104.34K | +11.7% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 92.82K | -5.6% | $3.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 92.82K | -5.6% | $3.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 92.82K | -5.6% | $3.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 92.82K | -5.6% | $3.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 84.49K | +42.6% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 80.86K | +450.7% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Wells Fargo & Company/Mn | 80.86K | +450.7% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Captrust Financial Advisors | 78.24K | -2.1% | $3.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Citigroup Inc | 61.08K | -8.4% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Citigroup Inc | 61.08K | -8.4% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Truist Financial Corp | 50.48K | -26.7% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Sei Investments Co | 41.94K | +13.6% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Cetera Investment Advisers | 30.61K | +104.1% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 29.91K | +98.8% | $1.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 29.91K | +98.8% | $1.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 27.79K | Новый | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 11.47K | -4.9% | $478,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Brown Advisory Inc | 9.52K | +7.7% | $397,061 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Us Bancorp \De\ | 9.03K | -6.4% | $376,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 7.56K | +10.1% | $315,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 6.74K | +4.5% | $281,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 6.74K | +4.5% | $281,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 6.64K | +4.5% | $277,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | BlackRock ✦ (пассивный) | 6.44K | +5.9% | $268,616 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 6.44K | +5.9% | $268,616 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Fisher Asset Management ✦ | 5.26K | Новый | $219,393 | 0.0% | New | 1 | SEC ↗ |
| 77 | Alliancebernstein L.P. | 5.63K | Новый | $206,885 | 0.0% | New | 1 | SEC ↗ |
| 78 | Blair William & Co/Il | 3.24K | 0.0% | $135,372 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Simplex Trading, Llc | 98 | Новый | $4,089 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Renaissance Technologies | $1.16M | 0.0% |
| Fisher Asset Management | $219,393 | 0.0% |
| Alliancebernstein L.P. | $206,885 | 0.0% |
| Simplex Trading, Llc | $4,089 | 0.0% |
Закрыто
| Hrt Financial Lp | $450,000 | составлял 0.0% |
| Jane Street Group, Llc | $322,569 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 530 держатели, 249.63M акции, $9.02B 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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