Catatan efek
MGV
Vanguard Morningstar Mega Cap Value ETF · Financial Services · Asset Management
60Pemegang yang dilacak
+1Δ pemegang
39.19MSaham yang dipegang
$6.41BNilai yang dilaporkan
+4Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.7% ·
aliran saham +2.9% ·
posisi baru bersih 0.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +1 | 39.19M | $6.41B | +4 | −4 |
| Q1 2026 | 61 | +7 | 38.92M | $5.64B | +7 | — |
| Q4 2025 | 54 | -2 | 37.63M | $5.31B | — | −2 |
| Q3 2025 | 11 | 0 | 4.65M | $640.59M | +2 | −2 |
| Q2 2025 | 8 | +1 | 81.32K | $10.67M | +1 | — |
| Q1 2025 | 4 | -1 | 43.38K | $5.59M | — | −1 |
| Q4 2024 | 5 | +1 | 33.76K | $4.22M | +1 | — |
| Q3 2024 | 4 | -1 | 42.77K | $5.49M | — | −1 |
| Q2 2024 | 5 | — | 34.47K | $4.08M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 15.84M | +1.6% | $2.59B | 4.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.68M | +0.8% | $764.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 3.22M | +5.0% | $526.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 2.46M | +8.0% | $402.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | UBS Group AG | 1.79M | +3.7% | $292.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.24M | -2.6% | $202.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.16M | +6.9% | $189.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 1.11M | -4.7% | $180.76M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 993.87K | -1.1% | $162.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 789.08K | +13.7% | $129.01M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 753.20K | -4.7% | $123.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 720.08K | -1.0% | $117.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 13 | JPMorgan Chase ✦ | 683.60K | +15.3% | $111.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 14 | Rockefeller Capital Management L.P. | 486.18K | +0.4% | $79.47M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 387.22K | +1.0% | $63.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 383.72K | +4.9% | $62.72M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 369.44K | +8.0% | $60.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 343.97K | +31.9% | $56.32M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Commonwealth Equity Services, Llc | 301.21K | +3.1% | $49.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 116.56K | +23.8% | $19.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 111.57K | -0.1% | $18.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 110.37K | +19.7% | $18.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Tudor Investment Corp Et Al | 106.19K | +103.5% | $17.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 105.00K | +2.7% | $17.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 102.22K | -1.1% | $16.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 89.89K | -1.6% | $14.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 79.50K | +2.4% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 69.99K | +1.2% | $11.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 60.98K | -15.4% | $9.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 30 | Captrust Financial Advisors | 59.78K | -2.2% | $9.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Marshall Wace ✦ | 58.93K | Baru | $9.63M | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 48.60K | -1.3% | $7.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 31.70K | -24.2% | $5.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 30.29K | -2.5% | $4.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 28.07K | +8.5% | $4.59M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 36 | Gotham Asset Management ✦ | 25.18K | +117.9% | $4.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | Lido Advisors, LLC | 24.28K | -10.1% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 21.76K | +3.7% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Quantinno Capital Management LP | 21.09K | +10.9% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 19.71K | +48.0% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Two Sigma Investments ✦ | 16.79K | Baru | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 16.38K | -1.2% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 15.72K | Baru | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 14.97K | -13.3% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Blair William & Co/Il | 14.39K | -24.2% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 13.94K | +24.6% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Corient Private Wealth LP | 12.58K | -5.8% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Northern Trust Corp | 11.78K | 0.0% | $1.93M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 49 | Renaissance Technologies ✦ | 9.20K | -32.4% | $1.50M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 50 | Hrt Financial Lp | 7.61K | +316.0% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 4.54K | +2.4% | $741,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 3.85K | -1.4% | $629,956 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 53 | UBS AM, a distinct business unit of… | 3.85K | -53.9% | $629,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 3.89K | -64.7% | $563,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Nuveen, LLC | 3.15K | Baru | $514,705 | 0.0% | New | 1 | SEC ↗ |
| 56 | Jane Street Group, Llc | 2.98K | -62.1% | $486,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 1.54K | +16.7% | $251,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | BlackRock ✦ (pasif) | 1.27K | -11.6% | $207,745 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 59 | Franklin Resources Inc | 271 | 0.0% | $44,295 | 0.0% | Held | 3 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 113 | +4.6% | $18,394 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $9.63M | 0.0% |
| Two Sigma Investments | $2.74M | 0.0% |
| Citadel Advisors | $2.57M | 0.0% |
| Nuveen, LLC | $514,705 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $121.06M | adalah 0.1% |
| Barclays Plc | $36,238 | adalah 0.0% |
| Bnp Paribas Financial Markets | $5,798 | adalah 0.0% |
| Citigroup Inc | $3,624 | adalah 0.0% |
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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API