Запись по ценной бумаге · архивный квартал
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
48Отслеживаемые держатели
+1Δ держателей
8.52MАкций в держании
$973.11MОтчётная стоимость
+3Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.1% ·
поток акций +4.4% ·
новые чистые позиции +2.1%
— 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 | 53 | +6 | 9.15M | $1.19B | +6 | — |
| Q1 2026 | 48 | +1 | 8.52M | $973.11M | +3 | −2 |
| Q4 2025 | 47 | 0 | 8.16M | $912.11M | — | — |
| Q3 2025 | 7 | -1 | 3.01M | $331.99M | — | −1 |
| Q2 2025 | 5 | 0 | 36.38K | $3.82M | — | — |
| Q1 2025 | 2 | 0 | 13.63K | $1.35M | — | — |
| Q4 2024 | 2 | +1 | 7.93K | $837,143 | +1 | — |
| Q3 2024 | 1 | +1 | 3.44K | $362,839 | +1 | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.84M | +9.1% | $210.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.84M | +9.1% | $210.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.84M | +9.1% | $210.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 1.84M | +9.1% | $210.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.40M | +5.2% | $159.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.40M | +5.2% | $159.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.40M | +5.2% | $159.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 940.57K | -6.8% | $107.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 940.57K | -6.8% | $107.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 841.92K | -3.1% | $96.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 841.92K | -3.1% | $96.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 841.92K | -3.1% | $96.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 620.36K | +11.6% | $70.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 367.68K | +8.6% | $42.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 367.68K | +8.6% | $42.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 367.68K | +8.6% | $42.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 307.81K | +12.9% | $35.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 307.81K | +12.9% | $35.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 307.81K | +12.9% | $35.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 305.08K | +12.2% | $34.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 267.71K | +3.3% | $30.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 239.73K | +9.8% | $26.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 224.12K | -3.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 224.12K | -3.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 224.12K | -3.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 224.12K | -3.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 186.08K | +2.5% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 186.08K | +2.5% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 186.08K | +2.5% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 126.89K | -9.7% | $14.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 124.79K | -12.3% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 124.79K | -12.3% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 116.46K | -2.7% | $13.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 93.67K | +62.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 93.67K | +62.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 93.67K | +62.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 93.67K | +62.7% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 90.81K | +14.3% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 90.81K | +14.3% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 90.81K | +14.3% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Brown Advisory Inc | 65.01K | +0.7% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cerity Partners LLC | 52.47K | +6.7% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 52.47K | +6.7% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 32.96K | -8.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mariner, LLC | 32.96K | -8.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Creative Planning | 30.61K | +0.7% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Citigroup Inc | 30.42K | Новый | $3.48M | 0.0% | New | 1 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 23.73K | +12.2% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Truist Financial Corp | 22.80K | +1.4% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Blair William & Co/Il | 19.67K | +677.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 20.09K | +75.2% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 18.55K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 18.55K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 13.28K | -8.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 13.28K | -8.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 13.28K | -8.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 13.28K | -8.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Us Bancorp \De\ | 12.52K | +180.6% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 12.25K | 0.0% | $1.40M | 0.0% | Held | 7 | SEC ↗ |
| 60 | Focus Partners Wealth | 9.46K | -21.2% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 11.19K | -56.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 10.16K | -5.9% | $1.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Captrust Financial Advisors | 9.56K | 0.0% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Baird Financial Group, Inc. | 6.01K | -18.9% | $686,720 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Baird Financial Group, Inc. | 6.01K | -18.9% | $686,720 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Wealth Enhancement Advisory… | 5.58K | -2.5% | $643,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 5.21K | Новый | $595,036 | 0.0% | New | 1 | SEC ↗ |
| 68 | Northern Trust Corp | 3.69K | 0.0% | $421,269 | 0.0% | Held | 2 | SEC ↗ |
| 69 | HighTower Advisors, LLC | 3.12K | +0.8% | $356,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 3.03K | -10.2% | $345,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $334,958 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $334,958 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 1.34K | Новый | $153,532 | 0.0% | New | 1 | SEC ↗ |
| 74 | BlackRock ✦ (пассивный) | 400 | 0.0% | $45,728 | 0.0% | Held | 4 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 200 | -21.3% | $22,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Assetmark, Inc | 182 | +43.3% | $20,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Kayne Anderson Rudnick Investment… | 181 | 0.0% | $20,672 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Cwm, Llc | 179 | -31.7% | $20,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 66 | 0.0% | $7,545 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citigroup Inc | $3.48M | 0.0% |
| UBS AM, a distinct business… | $595,036 | 0.0% |
| Fifth Third Bancorp | $153,532 | 0.0% |
Закрыто
| Susquehanna International… | $1.57M | составлял 0.0% |
| Jane Street Group, Llc | $870,698 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 298 держатели, 14.81M 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 ·
Получить через API