有価証券レコード · アーカイブ済み四半期
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
47追跡対象保有者
0Δ保有者数
8.16M保有株数
$912.11M報告済み評価額
+0新規ポジション
−0解消銘柄
モメンタム指標（同類マネージャー）： 保有者の広がり 0.0% · 株式フロー -1.1% · 新規ネットポジション数 0.0% · 計算式
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.33M | n/a | $148.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 868.73K | n/a | $97.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 555.86K | n/a | $62.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 338.43K | n/a | $37.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 272.62K | n/a | $30.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 271.79K | n/a | $30.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 259.21K | n/a | $28.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 232.06K | n/a | $25.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 218.30K | n/a | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 142.26K | n/a | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 140.53K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 119.68K | n/a | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 79.45K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Brown Advisory Inc | 64.59K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 57.57K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cerity Partners LLC | 49.20K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 35.95K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Creative Planning | 30.38K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 25.70K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 22.49K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.15K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (パッシブ) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 14.53K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Susquehanna International Group, Llp | 14.00K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Gotham Asset Management ✦ | 12.25K | +256.5% | $1.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Focus Partners Wealth | 12.01K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 11.47K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 10.79K | +13.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 9.55K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 7.79K | n/a | $870,698 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 7.40K | n/a | $827,767 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 5.72K | n/a | $665,830 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.46K | n/a | $498,740 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 3.69K | n/a | $411,983 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.37K | n/a | $376,845 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.09K | n/a | $345,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 2.93K | n/a | $327,574 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Blair William & Co/Il | 2.53K | n/a | $282,980 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (パッシブ) | 400 | 0.0% | $44,720 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Cwm, Llc | 262 | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 254 | n/a | $28,410 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Kayne Anderson Rudnick Investment… | 181 | n/a | $20,232 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 127 | n/a | $14,199 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 66 | n/a | $7,379 | 0.0% | n/c | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 298 保有者, 14.81M 株式数, $1.49B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。