Запись по ценной бумаге · архивный квартал
IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
69Отслеживаемые держатели
0Δ держателей
21.26MАкций в держании
$2.51BОтчётная стоимость
+5Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -12.6% · новые чистые позиции 0.0% · формула
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 41.07K | $7.02M | n/a | n/a |
| Q2 2026 | 70 | +3 | 20.49M | $3.35B | +6 | −4 |
| Q1 2026 | 69 | 0 | 21.26M | $2.51B | +5 | −5 |
| Q4 2025 | 69 | 0 | 24.33M | $3.14B | +1 | −1 |
| Q3 2025 | 9 | -1 | 4.74M | $596.44M | n/a | −1 |
| Q2 2025 | 7 | 0 | 314.72K | $35.36M | +1 | −1 |
| Q1 2025 | 5 | +3 | 478.70K | $43.40M | +3 | n/a |
| Q4 2024 | 2 | -2 | 168.49K | $17.20M | n/a | −2 |
| Q3 2024 | 4 | +4 | 437.40K | $41.96M | +4 | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.35M | -11.5% | $397.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 2.33M | -2.4% | $276.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 3 | Envestnet Asset Management Inc | 1.78M | +6.2% | $211.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.75M | -1.2% | $207.67M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 1.45M | -0.3% | $171.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.23M | -2.9% | $146.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 7 | JPMorgan Chase ✦ | 1.24M | -51.5% | $140.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 8 | Truist Financial Corp | 1.02M | -0.6% | $120.77M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Cerity Partners LLC | 952.45K | +1.0% | $112.88M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 564.28K | +10.0% | $66.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 546.56K | -28.6% | $64.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 491.74K | +1.5% | $58.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Mirae Asset Global Investments Co.… | 482.30K | +82.0% | $57.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 383.29K | -9.7% | $45.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | FIL Ltd | 335.74K | Новый | $39.79M | 0.0% | New | 1 | SEC ↗ |
| 16 | Victory Capital Management Inc | 291.80K | +1.0% | $34.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 288.02K | +2.6% | $34.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Lido Advisors, LLC | 229.47K | -2.5% | $27.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 217.53K | +3.3% | $25.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 189.56K | -6.1% | $22.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Focus Partners Wealth | 145.78K | -8.7% | $18.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 151.37K | -21.9% | $17.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 130.31K | -1.7% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Assetmark, Inc | 123.20K | +16.9% | $14.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 122.88K | -11.1% | $14.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cibc World Market Inc. | 112.33K | -1.5% | $13.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wellington Management ✦ | 106.97K | -69.7% | $12.68M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 28 | Corient Private Wealth LP | 103.33K | -51.1% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 98.97K | -3.7% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Rockefeller Capital Management L.P. | 72.17K | +3.3% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Two Sigma Investments ✦ | 67.50K | Новый | $8.00M | 0.0% | New | 1 | SEC ↗ |
| 32 | Cwm, Llc | 63.92K | -1.0% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 63.23K | -11.6% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Jones Financial Companies Lllp | 62.46K | +15.6% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 58.40K | +12.4% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | First Trust Advisors Lp | 43.81K | -16.6% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 42.27K | -10.4% | $5.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 41.55K | +4.2% | $4.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 41.08K | -2.8% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Creative Planning | 40.09K | +5.0% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 37.66K | +5.8% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 31.82K | +123.5% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 28.05K | +91.0% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jane Street Group, Llc | 29.18K | Новый | $3.46M | 0.0% | New | 1 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 28.29K | -1.4% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 27.07K | -11.8% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 27.26K | +409.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Brown Advisory Inc | 25.73K | -11.0% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 25.69K | +5.3% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 25.40K | -0.5% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Bank Of Montreal /Can/ | 20.77K | -98.4% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | National Bank Of Canada /Fi/ | 19.57K | -5.8% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 18.82K | +5027.5% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 13.44K | +7.9% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 12.44K | +5.9% | $1.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Northern Trust Corp | 11.79K | +11.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citigroup Inc | 11.09K | -2.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Blair William & Co/Il | 7.62K | -86.1% | $903,165 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 6.20K | Новый | $734,406 | 0.0% | New | 1 | SEC ↗ |
| 60 | Franklin Resources Inc | 5.90K | 0.0% | $698,735 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 61 | Hrt Financial Lp | 5.61K | Новый | $664,000 | 0.0% | New | 1 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 5.12K | -68.7% | $606,297 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | BlackRock ✦ (пассивный) | 2.53K | -2.9% | $299,341 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 64 | Financial Engines Advisors L.L.C. | 2.45K | 0.0% | $289,875 | 0.0% | Held | 2 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 2.01K | +258.2% | $241,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Allspring Global Investments… | 767 | 0.0% | $92,366 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 779 | +5.4% | $92,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 450 | 0.0% | $53,318 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 5 | -100.0% | $593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| FIL Ltd | $39.79M | 0.0% |
| Two Sigma Investments | $8.00M | 0.0% |
| Jane Street Group, Llc | $3.46M | 0.0% |
| Tudor Investment Corp Et Al | $734,406 | 0.0% |
| Hrt Financial Lp | $664,000 | 0.0% |
Закрыто
| Renaissance Technologies | $1.81M | составлял 0.0% |
| Lazard Asset Management Llc | $918,328 | составлял 0.0% |
| Empower Advisory Group, LLC | $208,335 | составлял 0.0% |
| Qube Research & Technologies… | $68,584 | составлял 0.0% |
| Group One Trading Llc | $66,259 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 500 держатели, 32.99M акции, $3.90B 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 владельцы 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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