Catatan efek · kuartal yang diarsipkan
DVY
iShares Select Dividend ETF · Financial Services · Asset Management
74Pemegang yang dilacak
-4Δ pemegang
48.78MSaham yang dipegang
$7.38BNilai yang dilaporkan
+2Posisi baru
−6Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.1% ·
aliran saham -1.4% ·
posisi baru bersih -5.4%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
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 | 174.04K | $25.76M | n/a | −1 |
| Q2 2026 | 78 | +6 | 47.59M | $7.44B | +8 | −3 |
| Q1 2026 | 74 | -4 | 48.78M | $7.38B | +2 | −6 |
| Q4 2025 | 77 | +3 | 49.44M | $6.96B | +3 | n/a |
| Q3 2025 | 9 | -2 | 10.32M | $1.47B | n/a | −2 |
| Q2 2025 | 8 | -3 | 242.14K | $32.16M | n/a | −3 |
| Q1 2025 | 8 | +5 | 96.36K | $12.94M | +5 | n/a |
| Q4 2024 | 3 | -2 | 23.53K | $3.09M | n/a | −2 |
| Q3 2024 | 5 | 0 | 132.20K | $17.86M | +1 | −1 |
| Q2 2024 | 5 | n/a | 71.10K | $8.60M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.07M | -1.3% | $1.22B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 6.52M | +0.2% | $987.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 3 | Wells Fargo & Company/Mn | 3.81M | 0.0% | $576.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Pnc Financial Services Group, Inc. | 3.51M | -1.3% | $530.95M | 0.3% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Northern Trust Corp | 3.11M | +1.7% | $470.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 2.75M | -10.7% | $415.84M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 7 | LPL Financial LLC | 1.79M | +0.1% | $271.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 1.61M | -5.1% | $243.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | JPMorgan Chase ✦ | 1.54M | -6.7% | $230.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 10 | Envestnet Asset Management Inc | 1.49M | +6.1% | $225.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.18M | +1.2% | $179.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | UBS Group AG | 1.16M | -2.2% | $176.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Us Bancorp \De\ | 1.10M | -0.8% | $167.03M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 1.10M | -3.2% | $166.40M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Bank Of Montreal /Can/ | 768.50K | -1.4% | $116.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 16 | Goldman Sachs Group ✦ | 692.69K | -0.2% | $104.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Fifth Third Bancorp | 645.68K | +178.6% | $97.76M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 590.55K | -2.6% | $89.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 551.38K | +8.6% | $83.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Cetera Investment Advisers | 539.92K | +5.9% | $81.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 503.67K | -8.8% | $76.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Osaic Holdings, Inc. | 485.31K | +27.2% | $73.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Focus Partners Wealth | 465.70K | -0.1% | $70.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 412.59K | +33.1% | $62.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 395.96K | -1.4% | $59.95M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | HighTower Advisors, LLC | 331.48K | 0.0% | $50.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 317.57K | +2.9% | $48.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Stifel Financial Corp | 311.82K | +2.7% | $47.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Cibc World Market Inc. | 283.46K | -0.7% | $42.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 242.90K | -5.3% | $36.78M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Assetmark, Inc | 220.49K | -1.2% | $33.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 193.75K | +15.0% | $29.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 33 | Franklin Resources Inc | 179.91K | +1.6% | $27.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Blair William & Co/Il | 165.35K | +0.2% | $25.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 163.29K | -23.0% | $23.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 150.98K | -15.9% | $22.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 145.76K | +0.4% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Cerity Partners LLC | 132.19K | +2.9% | $20.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Bnp Paribas Financial Markets | 105.70K | +85.0% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 101.35K | -10.5% | $15.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Kayne Anderson Rudnick Investment… | 98.91K | +36.6% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 95.06K | -77.3% | $14.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Captrust Financial Advisors | 91.57K | +2.9% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 89.09K | -6.1% | $13.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 75.87K | +66.0% | $11.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 58.38K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Jones Financial Companies Lllp | 53.15K | +29.1% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Cwm, Llc | 52.31K | -3.6% | $7.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 35.76K | +17.4% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 32.73K | +8.8% | $4.96M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 51 | BlackRock ✦ (pasif) | 28.68K | -34.1% | $4.34M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 52 | Wealthfront Advisers LLC | 28.17K | +10.6% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Brown Advisory Inc | 28.11K | -5.7% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 26.35K | +127.5% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 55 | Susquehanna International Group, Llp | 17.92K | -91.6% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 17.12K | +42.5% | $2.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | GAMCO Investors ✦ | 16.31K | 0.0% | $2.47M | 0.0% | Held | 8 | SEC ↗ |
| 58 | Charles Schwab Investment… | 15.34K | -93.9% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | TD Waterhouse Canada Inc. | 14.75K | +21.3% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 14.69K | +37.3% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Hsbc Holdings Plc | 13.74K | -54.9% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Mirae Asset Global Investments Co.… | 11.40K | -33.7% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Financial Engines Advisors L.L.C. | 7.47K | -0.6% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 6.90K | -2.3% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | First Manhattan Co. Llc. | 5.18K | 0.0% | $784,304 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 3.61K | Baru | $546,169 | 0.0% | New | 1 | SEC ↗ |
| 67 | Citigroup Inc | 3.24K | +94.2% | $490,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Chevy Chase Trust Holdings, LLC | 2.50K | 0.0% | $377,768 | 0.0% | Held | 2 | SEC ↗ |
| 69 | CIBC Asset Management Inc | 2.38K | +16.1% | $360,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 2.17K | +8.9% | $327,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Barclays Plc | 1.38K | Baru | $208,189 | 0.0% | New | 1 | SEC ↗ ×2 |
| 72 | Russell Investments Group, Ltd. | 1.11K | +9.1% | $167,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Schroder Investment Management Group | 570 | n/a | $86,304 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Allspring Global Investments… | 357 | 0.0% | $54,041 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fisher Asset Management | $546,169 | 0.0% |
| Barclays Plc | $208,189 | 0.0% |
Telah keluar
| Renaissance Technologies | $1.04M | adalah 0.0% |
| D. E. Shaw & Co. | $956,223 | adalah 0.0% |
| Federated Hermes, Inc. | $488,344 | adalah 0.0% |
| Empower Advisory Group, LLC | $257,581 | adalah 0.0% |
| Qube Research & Technologies… | $176,143 | adalah 0.0% |
| Toronto Dominion Bank | $5,928 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,398 pemegang, 66.64M saham, $9.95B 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