Catatan efek · kuartal yang diarsipkan
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
48Pemegang yang dilacak
+1Δ pemegang
8.52MSaham yang dipegang
$973.11MNilai yang dilaporkan
+3Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.1% ·
aliran saham +4.4% ·
posisi baru bersih +2.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.77K | $836,503 | n/a | n/a |
| Q2 2026 | 53 | +6 | 9.15M | $1.19B | +6 | n/a |
| Q1 2026 | 48 | +1 | 8.52M | $973.11M | +3 | −2 |
| Q4 2025 | 47 | 0 | 8.16M | $912.11M | n/a | n/a |
| Q3 2025 | 7 | -1 | 3.01M | $331.99M | n/a | −1 |
| Q2 2025 | 5 | 0 | 36.38K | $3.82M | n/a | n/a |
| Q1 2025 | 2 | 0 | 13.63K | $1.35M | n/a | n/a |
| Q4 2024 | 2 | +1 | 7.93K | $837,143 | +1 | n/a |
| Q3 2024 | 1 | +1 | 3.44K | $362,839 | +1 | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.84M | +9.1% | $210.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.40M | +5.2% | $159.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 940.57K | -6.8% | $107.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 841.92K | -3.1% | $96.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 620.36K | +11.6% | $70.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 367.68K | +8.6% | $42.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 307.81K | +12.9% | $35.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 305.08K | +12.2% | $34.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 267.71K | +3.3% | $30.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 239.73K | +9.8% | $26.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 224.12K | -3.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 186.08K | +2.5% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 126.89K | -9.7% | $14.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 124.79K | -12.3% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 116.46K | -2.7% | $13.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 93.67K | +62.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Stifel Financial Corp | 90.81K | +14.3% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Brown Advisory Inc | 65.01K | +0.7% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 52.47K | +6.7% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 32.96K | -8.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Creative Planning | 30.61K | +0.7% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citigroup Inc | 30.42K | Baru | $3.48M | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 23.73K | +12.2% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 22.80K | +1.4% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Blair William & Co/Il | 19.67K | +677.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 20.09K | +75.2% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 18.55K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Bank of New York Mellon Corp | 13.28K | -8.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 29 | Us Bancorp \De\ | 12.52K | +180.6% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 12.25K | 0.0% | $1.40M | 0.0% | Held | 7 | SEC ↗ |
| 31 | Focus Partners Wealth | 9.46K | -21.2% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 11.19K | -56.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.16K | -5.9% | $1.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Captrust Financial Advisors | 9.56K | 0.0% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 6.01K | -18.9% | $686,720 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Wealth Enhancement Advisory… | 5.58K | -2.5% | $643,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 5.21K | Baru | $595,036 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 3.69K | 0.0% | $421,269 | 0.0% | Held | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.12K | +0.8% | $356,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 3.03K | -10.2% | $345,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $334,958 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 1.34K | Baru | $153,532 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (pasif) | 400 | 0.0% | $45,728 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 200 | -21.3% | $22,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 182 | +43.3% | $20,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 181 | 0.0% | $20,672 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Cwm, Llc | 179 | -31.7% | $20,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 66 | 0.0% | $7,545 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citigroup Inc | $3.48M | 0.0% |
| UBS AM, a distinct business… | $595,036 | 0.0% |
| Fifth Third Bancorp | $153,532 | 0.0% |
Telah keluar
| Susquehanna International… | $1.57M | adalah 0.0% |
| Jane Street Group, Llc | $870,698 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 298 pemegang, 14.81M saham, $1.49B 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API