MBIN
Merchants Bancorp · Financial Services · Banks - Regional
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.0% ·
поток акций +1.2% ·
новые чистые позиции +5.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +4 | 14.40M | $719.86M | +7 | −3 |
| Q1 2026 | 70 | -1 | 14.25M | $611.41M | +9 | −10 |
| Q4 2025 | 71 | 0 | 12.20M | $415.73M | — | — |
| Q3 2025 | 16 | 0 | 6.20M | $197.29M | — | — |
| Q2 2025 | 13 | +1 | 5.19M | $171.53M | +1 | — |
| Q1 2025 | 9 | -2 | 1.62M | $59.95M | — | −2 |
| Q4 2024 | 11 | +2 | 1.89M | $68.86M | +2 | — |
| Q3 2024 | 8 | -3 | 1.19M | $53.60M | +1 | −4 |
| Q2 2024 | 11 | — | 1.62M | $65.73M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.11M | +1.3% | $205.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×11 |
| 2 | Dimensional Fund Advisors Lp | 1.83M | +3.9% | $91.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (пассивный) | 1.07M | +3.1% | $53.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Nomura Asset Management… | 1.04M | -4.4% | $52.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 1.02M | +1.5% | $50.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | American Century Companies Inc | 837.05K | +12.7% | $41.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 740.33K | +2.0% | $37.02M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 308.77K | +3.6% | $15.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 9 | Northern Trust Corp | 301.80K | +5.1% | $15.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Hotchkis & Wiley Capital Management… | 298.44K | -1.3% | $14.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Charles Schwab Investment… | 252.55K | +1.8% | $12.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 240.40K | +55.0% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Bank of New York Mellon Corp | 234.38K | -0.8% | $11.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 14 | Royal Bank Of Canada | 220.64K | +3.7% | $11.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Principal Financial Group Inc | 142.48K | -0.1% | $7.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 121.14K | +13.9% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Russell Investments Group, Ltd. | 112.02K | +30.5% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Deutsche Bank Ag\ | 105.67K | +2.6% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | First Trust Advisors Lp | 100.92K | -13.3% | $5.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Franklin Resources Inc | 98.87K | -8.1% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 71.24K | -43.7% | $3.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 22 | Ameriprise Financial Inc | 70.46K | -3.1% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Rhumbline Advisers | 66.76K | -13.8% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Legal & General Group Plc | 64.39K | +10.2% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | UBS Group AG | 61.77K | -23.1% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | New York State Common Retirement… | 58.13K | -4.3% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Sei Investments Co | 54.72K | -49.8% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | State Board Of Administration Of… | 54.23K | -5.2% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Nuveen, LLC | 50.98K | +6.5% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Quantinno Capital Management LP | 50.16K | +43.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citigroup Inc | 42.36K | +219.9% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Swiss National Bank | 41.50K | +2.0% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 40.28K | +5.1% | $2.01M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 34 | Raymond James Financial Inc | 38.50K | -11.3% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Two Sigma Investments ✦ | 34.62K | -16.8% | $1.73M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | LPL Financial LLC | 33.98K | -2.6% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 33.80K | +21.7% | $1.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | Prudential Financial Inc | 29.61K | +0.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 29.33K | 0.0% | $1.47M | 0.0% | Held | 3 | SEC ↗ ×5 |
| 40 | Millennium Management ✦ | 25.50K | Новый | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 41 | Federated Hermes, Inc. | 24.99K | +40.0% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 27.62K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 21.96K | +122.3% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 44 | Capstone Investment Advisors, Llc | 19.02K | Новый | $950,900 | 0.0% | New | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 17.80K | -39.0% | $945,761 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 46 | D. E. Shaw & Co. ✦ | 16.36K | -42.1% | $817,950 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Stifel Financial Corp | 16.17K | -0.1% | $808,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 13.65K | -10.2% | $682,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 11.86K | -1.2% | $592,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.66K | -4.3% | $582,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 9.99K | +1.1% | $499,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Manufacturers Life Insurance… | 8.72K | -40.8% | $436,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Barclays Plc | 8.63K | +49.0% | $431,450 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Cetera Investment Advisers | 7.63K | -9.5% | $381,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Fifth Third Bancorp | 6.18K | -1.7% | $309,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Voya Investment Management Llc | 5.04K | +4.9% | $252,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | GAMCO Investors ✦ | 5.00K | 0.0% | $250,000 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 4.96K | Новый | $247,825 | 0.0% | New | 1 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 4.75K | 0.0% | $237,750 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 4.63K | -2.1% | $231,600 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 61 | Bank Of Montreal /Can/ | 4.50K | Новый | $224,750 | 0.0% | New | 1 | SEC ↗ ×3 |
| 62 | Creative Planning | 4.46K | Новый | $223,250 | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | Wealth Enhancement Advisory… | 4.51K | Новый | $216,714 | 0.0% | New | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 4.25K | -28.6% | $212,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 2.86K | -26.9% | $142,900 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Rockefeller Capital Management L.P. | 1.46K | 0.0% | $72,800 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 67 | Simplex Trading, Llc | 428 | -41.4% | $21,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 225 | +423.3% | $11,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 186 | +124.1% | $9,300 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Optiver Holding B.V. | 151 | Новый | $7,550 | 0.0% | New | 1 | SEC ↗ |
| 71 | Northwestern Mutual Wealth… | 100 | 0.0% | $5,000 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Millennium Management | $1.28M | 0.0% |
| Capstone Investment Advisors… | $950,900 | 0.0% |
| Mercer Global Advisors Inc… | $247,825 | 0.0% |
| Bank Of Montreal /Can/ | $224,750 | 0.0% |
| Creative Planning | $223,250 | 0.0% |
| Wealth Enhancement Advisory… | $216,714 | 0.0% |
| Optiver Holding B.V. | $7,550 | 0.0% |
Закрыто
| Mackenzie Financial Corp | $3.74M | составлял 0.0% |
| Renaissance Technologies | $2.11M | составлял 0.0% |
| Susquehanna International… | $436,309 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 175 держатели, 45.46M акции, $1.97B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.