Catatan efek
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
53Pemegang yang dilacak
0Δ pemegang
63.28MSaham yang dipegang
$3.08BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +4.0% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | 0 | 63.28M | $3.08B | +3 | −3 |
| Q1 2026 | 54 | +2 | 60.96M | $3.10B | +6 | −4 |
| Q4 2025 | 52 | -1 | 58.06M | $2.57B | — | −1 |
| Q3 2025 | 8 | +1 | 9.13M | $396.43M | +1 | — |
| Q2 2025 | 4 | +1 | 53.54K | $2.24M | +1 | — |
| Q1 2025 | 1 | 0 | 114.90K | $4.99M | +1 | −1 |
| Q4 2024 | 1 | 0 | 5.66K | $227,831 | +1 | −1 |
| Q3 2024 | 1 | -2 | 332.20K | $13.94M | +1 | −3 |
| Q2 2024 | 3 | — | 66.84K | $2.54M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.93M | +11.7% | $774.96M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.24M | +3.0% | $157.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 3.24M | +3.0% | $157.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 2.55M | +4.6% | $124.11M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 2.47M | +3.4% | $120.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 2.47M | +3.4% | $120.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.26M | +16.0% | $109.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.71M | +20.1% | $84.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 1.52M | +7.3% | $74.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 1.21M | -1.8% | $59.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.21M | -1.8% | $59.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 997.44K | +9.0% | $48.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 904.40K | +19.8% | $44.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 904.40K | +19.8% | $44.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 581.27K | -2.1% | $28.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 581.27K | -2.1% | $28.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 543.35K | -52.7% | $26.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 430.33K | +3.2% | $20.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 385.54K | -10.8% | $18.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 271.32K | +0.3% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Mariner, LLC | 216.77K | -16.8% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 216.77K | -16.8% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | First Trust Advisors Lp | 204.45K | +2.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 192.48K | +60.1% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 128.24K | +98.2% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 125.20K | +1.4% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Creative Planning | 123.64K | -10.5% | $6.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 84.60K | Baru | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 81.72K | -0.1% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Us Bancorp \De\ | 66.38K | +4.8% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 66.38K | +4.8% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Fifth Third Bancorp | 66.09K | +3.4% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 45.11K | -28.7% | $2.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 42.54K | +171.1% | $2.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Captrust Financial Advisors | 36.77K | +6.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 36.26K | +20.1% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 29.69K | +17.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Focus Partners Wealth | 15.51K | -14.6% | $754,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 14.75K | +0.4% | $717,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 14.38K | -32.0% | $699,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 14.38K | -32.0% | $699,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 13.14K | Baru | $639,246 | 0.0% | New | 1 | SEC ↗ |
| 75 | Corient Private Wealth LP | 11.03K | +50.7% | $536,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 10.84K | -11.9% | $527,243 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Cerity Partners LLC | 9.61K | +9.6% | $467,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 9.48K | -21.3% | $464,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Assetmark, Inc | 9.35K | +7.3% | $454,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 7.05K | +8.3% | $342,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Blair William & Co/Il | 6.24K | +0.1% | $303,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Nuveen, LLC | 5.91K | Baru | $287,727 | 0.0% | New | 1 | SEC ↗ |
| 83 | BlackRock ✦ (pasif) | 2.86K | +0.1% | $139,262 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 109 | -76.7% | $5,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 1 | -99.9% | $49 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $4.12M | 0.0% |
| Susquehanna International… | $639,246 | 0.0% |
| Nuveen, LLC | $287,727 | 0.0% |
Telah keluar
| Tudor Investment Corp Et Al | $4.31M | adalah 0.0% |
| Lido Advisors, LLC | $204,709 | adalah 0.0% |
| Barclays Plc | $40,640 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 501 pemegang, 87.90M saham, $4.36B 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API