Catatan efek · kuartal yang diarsipkan
MGV
Vanguard Morningstar Mega Cap Value ETF · Financial Services · Asset Management
61Pemegang yang dilacak
+7Δ pemegang
38.92MSaham yang dipegang
$5.64BNilai yang dilaporkan
+7Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +13.0% ·
aliran saham +3.5% ·
posisi baru bersih +11.5%
· 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 | 3 | 0 | 15.87M | $2.56B | n/a | n/a |
| Q2 2026 | 61 | +1 | 40.06M | $6.55B | +4 | −3 |
| Q1 2026 | 61 | +7 | 38.92M | $5.64B | +7 | n/a |
| Q4 2025 | 54 | -2 | 37.63M | $5.31B | n/a | −2 |
| Q3 2025 | 11 | 0 | 4.65M | $640.59M | +2 | −2 |
| Q2 2025 | 8 | +1 | 81.32K | $10.67M | +1 | n/a |
| Q1 2025 | 4 | -1 | 43.38K | $5.59M | n/a | −1 |
| Q4 2024 | 5 | +1 | 33.76K | $4.22M | +1 | n/a |
| Q3 2024 | 4 | -1 | 42.77K | $5.49M | n/a | −1 |
| Q2 2024 | 5 | n/a | 34.47K | $4.08M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 15.60M | +1.1% | $2.26B | 4.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.64M | +2.6% | $672.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 3.07M | +2.9% | $444.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Ameriprise Financial Inc | 2.28M | +2.5% | $330.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 1.73M | -4.1% | $250.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 1.27M | -2.5% | $184.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.16M | -5.1% | $168.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 1.08M | +0.9% | $157.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.00M | 0.0% | $145.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | HighTower Advisors, LLC | 835.19K | -0.3% | $121.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 789.96K | +9.9% | $114.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 727.46K | +8.5% | $105.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | Osaic Holdings, Inc. | 694.01K | +221.9% | $100.62M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 592.62K | -0.8% | $84.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 15 | Rockefeller Capital Management L.P. | 484.20K | +2.2% | $70.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Baird Financial Group, Inc. | 383.48K | +6.7% | $55.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 365.76K | +3.9% | $53.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Cetera Investment Advisers | 342.05K | +7.3% | $49.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 292.02K | -14.5% | $42.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 260.75K | +1587.5% | $38.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Us Bancorp \De\ | 111.63K | +1.0% | $16.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Creative Planning | 103.34K | +1.2% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 102.25K | +262.6% | $14.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 94.16K | -14.7% | $13.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 91.35K | +5.9% | $13.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 92.20K | +17.2% | $13.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 77.67K | -7.0% | $11.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 72.06K | -3.5% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Wealthfront Advisers LLC | 69.19K | +7.6% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 61.12K | +33.5% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Tudor Investment Corp Et Al | 52.17K | Baru | $7.56M | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 49.22K | Baru | $7.13M | 0.0% | New | 1 | SEC ↗ |
| 33 | Mariner, LLC | 41.85K | -4.8% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Fidelity (FMR) ✦ | 31.05K | +19.4% | $4.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Lido Advisors, LLC | 27.00K | +2.9% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 25.86K | 0.0% | $3.75M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 37 | Truist Financial Corp | 20.98K | +7.5% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 19.02K | +68.4% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 18.98K | -47.2% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 17.25K | Baru | $2.50M | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Focus Partners Wealth | 16.58K | +8.7% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 13.60K | -22.7% | $1.97M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 13.32K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Cwm, Llc | 12.96K | -9.7% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 11.78K | -1.7% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Gotham Asset Management ✦ | 11.56K | -3.5% | $1.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 11.18K | +25.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 48 | Alliancebernstein L.P. | 11.02K | +180.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 13.35K | -44.1% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 8.35K | +406.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Jane Street Group, Llc | 7.86K | Baru | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 4.43K | +9.0% | $642,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 3.91K | +1.4% | $566,424 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 54 | Hrt Financial Lp | 1.83K | Baru | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (pasif) | 1.44K | 0.0% | $208,438 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 56 | Qube Research & Technologies Ltd | 1.32K | -29.2% | $191,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 271 | 0.0% | $39,281 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Barclays Plc | 250 | Baru | $36,238 | 0.0% | New | 1 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 108 | -63.8% | $15,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 40 | -99.9% | $5,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Citigroup Inc | 25 | Baru | $3,624 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tudor Investment Corp Et Al | $7.56M | 0.0% |
| Fifth Third Bancorp | $7.13M | 0.0% |
| Susquehanna International… | $2.50M | 0.0% |
| Jane Street Group, Llc | $1.14M | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
| Barclays Plc | $36,238 | 0.0% |
| Citigroup Inc | $3,624 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 556 pemegang, 55.14M saham, $7.88B 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