Запись по ценной бумаге · архивный квартал
EFG
iShares MSCI EAFE Growth ETF · Financial Services · Asset Management - Global
67Отслеживаемые держатели
-2Δ держателей
72.14MАкций в держании
$8.01BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.9% ·
поток акций +30.0% ·
новые чистые позиции -3.0%
— формула
Концентрированное накопление — рост доли акций у меньшего 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +1 | 78.50M | $9.75B | +3 | −2 |
| Q1 2026 | 67 | -2 | 72.14M | $8.01B | +1 | −3 |
| Q4 2025 | 69 | -2 | 36.04M | $4.10B | — | −2 |
| Q3 2025 | 13 | +1 | 10.40M | $1.18B | +1 | — |
| Q2 2025 | 9 | 0 | 2.26M | $252.96M | +1 | −1 |
| Q1 2025 | 6 | +1 | 74.68K | $7.47M | +1 | — |
| Q4 2024 | 5 | +1 | 39.82K | $3.86M | +1 | — |
| Q3 2024 | 4 | +1 | 36.41K | $3.92M | +1 | — |
| Q2 2024 | 3 | — | 48.92K | $5.01M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 22.40M | +742.5% | $2.49B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 7.91M | +266.6% | $880.56M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 4.30M | +11.0% | $462.93M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 4.30M | +11.0% | $462.93M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Nomura Asset Management… | 2.31M | -2.8% | $257.14M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 2.21M | +125.2% | $245.93M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 1.54M | +294.8% | $171.66M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.30M | -0.5% | $145.34M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.30M | -0.5% | $145.34M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.30M | -0.5% | $145.34M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 1.09M | +41.9% | $121.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 1.09M | +41.9% | $121.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 1.09M | +41.9% | $121.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 1.09M | +41.9% | $121.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 990.08K | -1.3% | $110.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 990.08K | -1.3% | $110.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | UBS Group AG | 988.49K | +14.2% | $110.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS Group AG | 988.49K | +14.2% | $110.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 821.31K | +24.2% | $91.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | Truist Financial Corp | 763.68K | +301.9% | $85.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 763.68K | +301.9% | $85.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Truist Financial Corp | 763.68K | +301.9% | $85.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Charles Schwab Investment… | 652.66K | -2.3% | $72.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Raymond James Financial Inc | 619.69K | -0.7% | $69.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Raymond James Financial Inc | 619.69K | -0.7% | $69.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Raymond James Financial Inc | 619.69K | -0.7% | $69.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Focus Partners Wealth | 604.48K | -4.3% | $67.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Stifel Financial Corp | 530.91K | +244.6% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 530.91K | +244.6% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Stifel Financial Corp | 530.91K | +244.6% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Stifel Financial Corp | 530.91K | +244.6% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 519.80K | +74.8% | $57.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 519.80K | +74.8% | $57.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 519.80K | +74.8% | $57.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Commonwealth Equity Services, Llc | 397.31K | -2.7% | $44.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Captrust Financial Advisors | 390.44K | +47.8% | $43.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Cerity Partners LLC | 376.90K | +405.7% | $41.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Cerity Partners LLC | 376.90K | +405.7% | $41.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Cerity Partners LLC | 376.90K | +405.7% | $41.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Mariner, LLC | 376.47K | +8.1% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Mariner, LLC | 376.47K | +8.1% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mariner, LLC | 376.47K | +8.1% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | BlackRock ✦ (пассивный) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | BlackRock ✦ (пассивный) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | BlackRock ✦ (пассивный) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | BlackRock ✦ (пассивный) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | BlackRock ✦ (пассивный) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Corient Private Wealth LP | 309.89K | -52.5% | $34.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 273.74K | -36.1% | $30.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 267.55K | +18.9% | $29.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 226.05K | -8.9% | $25.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 226.05K | -8.9% | $25.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 226.05K | -8.9% | $25.18M | 0.0% | ▼ Trim | 2 | 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
| Neuberger Berman Group LLC | $4.76M | составлял 0.0% |
| Alliancebernstein L.P. | $1.53M | составлял 0.0% |
| Qube Research & Technologies… | $114 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,005 держатели, 105.62M акции, $11.25B 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: Q1 2026 ·
Методология ·
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