Catatan efek
IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
41Pemegang yang dilacak
0Δ pemegang
6.91MSaham yang dipegang
$667.18MNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -7.6% · 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 | 41 | 0 | 6.91M | $667.18M | +1 | −1 |
| Q1 2026 | 42 | -1 | 7.49M | $625.23M | +2 | −3 |
| Q4 2025 | 42 | 0 | 7.39M | $611.15M | +1 | −1 |
| Q3 2025 | 6 | +1 | 1.39M | $115.62M | +1 | — |
| Q2 2025 | 2 | +1 | 27.10K | $2.16M | +1 | — |
| Q4 2024 | 1 | 0 | 25.17K | $1.92M | — | — |
| Q3 2024 | 1 | +1 | 16.70K | $1.27M | +1 | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.62M | -15.8% | $156.68M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 474.11K | +6.4% | $45.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 242.80K | +0.8% | $23.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 183.05K | +4.2% | $17.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 119.63K | +21.9% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 81.96K | +1.1% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 73.52K | +1.2% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 55.61K | +7.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 43.76K | -1.1% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 30.40K | +880.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Truist Financial Corp | 26.83K | -1.2% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 23.77K | -4.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 22.41K | -0.7% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 16.74K | +5.8% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Creative Planning | 6.53K | +56.4% | $630,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 6.25K | -1.9% | $603,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mariner, LLC | 5.44K | -1.8% | $525,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 5.39K | 0.0% | $520,845 | 0.0% | Held | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 5.11K | Baru | $493,277 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citigroup Inc | 4.23K | +2.4% | $408,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Captrust Financial Advisors | 3.38K | +7.4% | $326,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 3.36K | -49.1% | $324,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 2.34K | -32.5% | $225,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 1.61K | +0.2% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 520 | 0.0% | $50,211 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Assetmark, Inc | 452 | -3.2% | $43,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 426 | 0.0% | $41,135 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Blair William & Co/Il | 390 | 0.0% | $37,658 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 7 | -98.2% | $604 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| AQR Capital Management | $493,277 | 0.0% |
Telah keluar
| Hrt Financial Lp | $571,000 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 191 pemegang, 12.13M saham, $996.73M 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 ·
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