Запись по ценной бумаге · архивный квартал
IPAC
iShares Core MSCI Pacific ETF · Financial Services · Asset Management
44Отслеживаемые держатели
+4Δ держателей
12.17MАкций в держании
$925.93MОтчётная стоимость
+6Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +10.0% ·
поток акций +8.5% ·
новые чистые позиции +9.1%
— формула
Широкое накопление — рост доли акций у большего 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 | 47 | +4 | 12.74M | $1.04B | +5 | −1 |
| Q1 2026 | 44 | +4 | 12.17M | $925.93M | +6 | −2 |
| Q4 2025 | 40 | -1 | 11.22M | $821.76M | — | −1 |
| Q3 2025 | 5 | 0 | 4.97M | $365.28M | — | — |
| Q2 2025 | 3 | 0 | 321.43K | $22.08M | — | — |
| Q1 2025 | 1 | 0 | 19.22K | $1.20M | — | — |
| Q4 2024 | 1 | +1 | 12.08K | $737,966 | +1 | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.05M | +2.5% | $309.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 2.42M | +10.1% | $180.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 994.42K | +7.3% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 994.42K | +7.3% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 994.42K | +7.3% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 953.77K | -1.3% | $72.97M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Charles Schwab Investment… | 896.40K | -1.8% | $68.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 603.51K | +8.2% | $46.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 603.51K | +8.2% | $46.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 603.51K | +8.2% | $46.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 403.50K | +1.1% | $30.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 236.44K | Новый | $18.09M | 0.1% | New | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 203.97K | +3.6% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 203.97K | +3.6% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 201.16K | +25.3% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 201.16K | +25.3% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 201.16K | +25.3% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 201.16K | +25.3% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 151.87K | +243.6% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (пассивный) | 151.46K | +148385.3% | $11.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | BlackRock ✦ (пассивный) | 151.46K | +148385.3% | $11.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | BlackRock ✦ (пассивный) | 151.46K | +148385.3% | $11.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 139.83K | +11.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 139.83K | +11.2% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | LPL Financial LLC | 111.85K | -3.3% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Amundi | 105.51K | -0.6% | $8.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS Group AG | 87.33K | -47.5% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | UBS Group AG | 87.33K | -47.5% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Lazard Asset Management Llc | 70.96K | -16.5% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Creative Planning | 61.79K | +5.0% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 57.77K | Новый | $4.42M | 0.0% | New | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 49.84K | Новый | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 46 | Truist Financial Corp | 40.16K | +0.2% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Truist Financial Corp | 40.16K | +0.2% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Truist Financial Corp | 40.16K | +0.2% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 20.14K | -5.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Raymond James Financial Inc | 19.81K | -26.8% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Raymond James Financial Inc | 19.81K | -26.8% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cwm, Llc | 19.32K | -3.9% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 19.20K | +12.6% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | HighTower Advisors, LLC | 12.79K | -13.7% | $978,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 10.56K | 0.0% | $808,328 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Commonwealth Equity Services, Llc | 10.01K | -8.3% | $765,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 8.76K | +2.2% | $670,327 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Corient Private Wealth LP | 8.76K | -51.2% | $670,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Ameriprise Financial Inc | 7.68K | -7.0% | $587,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Mirae Asset Global Investments Co.… | 7.24K | 0.0% | $553,932 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Us Bancorp \De\ | 7.18K | +2.1% | $549,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Us Bancorp \De\ | 7.18K | +2.1% | $549,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 7.04K | -6.5% | $538,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Mml Investors Services, Llc | 5.76K | -35.9% | $440,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 5.49K | +81.4% | $406,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Wealthfront Advisers LLC | 4.14K | +43.6% | $316,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Captrust Financial Advisors | 4.05K | 0.0% | $310,095 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 1.98K | +10.7% | $151,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 581 | +20.5% | $44,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 581 | +20.5% | $44,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 411 | Новый | $31,446 | 0.0% | New | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 381 | Новый | $29,150 | 0.0% | New | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 31 | -50.8% | $2,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Citigroup Inc | 9 | Новый | $689 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Bank Julius Baer & Co. Ltd… | $18.09M | 0.1% |
| Goldman Sachs Group | $4.42M | 0.0% |
| Jane Street Group, Llc | $3.81M | 0.0% |
| UBS AM, a distinct business… | $31,446 | 0.0% |
| Fifth Third Bancorp | $29,150 | 0.0% |
| Citigroup Inc | $689 | 0.0% |
Закрыто
| Susquehanna International… | $813,363 | составлял 0.0% |
| Wealth Enhancement Advisory… | $240,488 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 173 держатели, 20.46M акции, $1.49B 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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