Catatan efek · kuartal yang diarsipkan
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
71Pemegang yang dilacak
+1Δ pemegang
51.51MSaham yang dipegang
$12.61BNilai yang dilaporkan
+1Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.4% ·
aliran saham -0.6% ·
posisi baru bersih +1.4%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 588.90K | $186.87M | n/a | −1 |
| Q2 2026 | 79 | +4 | 48.93M | $16.75B | +10 | −7 |
| Q1 2026 | 77 | +6 | 50.73M | $12.17B | +8 | −2 |
| Q4 2025 | 71 | +1 | 51.51M | $12.61B | +1 | n/a |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | n/a | −3 |
| Q2 2025 | 9 | +2 | 4.78M | $1.15B | +3 | −1 |
| Q1 2025 | 4 | 0 | 81.82K | $16.53M | +1 | −1 |
| Q4 2024 | 4 | +1 | 13.89K | $2.87M | +2 | −1 |
| Q3 2024 | 3 | -3 | 17.35K | $3.52M | n/a | −3 |
| Q2 2024 | 6 | n/a | 77.38K | $15.08M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.88M | n/a | $1.97B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 7.82M | n/a | $1.96B | 3.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 4.76M | +17.1% | $1.19B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 3.29M | n/a | $823.98M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.22M | n/a | $804.99M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 2.85M | -12.4% | $714.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Corient Private Wealth LP | 2.94M | n/a | $445.47M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 8 | BlackRock ✦ (pasif) | 1.60M | +26.8% | $399.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Assetmark, Inc | 1.50M | n/a | $376.07M | 0.8% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.38M | n/a | $344.13M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | Bank Of America Corp /De/ | 1.26M | n/a | $315.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cerity Partners LLC | 1.16M | n/a | $289.45M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 13 | JPMorgan Chase ✦ | 1.15M | -33.9% | $288.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Cwm, Llc | 1.14M | n/a | $285.71M | 0.8% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 981.51K | n/a | $253.42M | 0.3% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 844.67K | n/a | $211.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | UBS Group AG | 773.55K | n/a | $193.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 694.45K | n/a | $173.83M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 607.29K | n/a | $152.01M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 503.56K | n/a | $126.05M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 21 | Citigroup Inc | 502.95K | n/a | $125.89M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 480.83K | n/a | $120.36M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Commonwealth Equity Services, Llc | 406.69K | n/a | $101.80M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 384.27K | n/a | $96.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Goldman Sachs Group ✦ | 369.84K | -50.0% | $92.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 364.22K | n/a | $91.17M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 341.88K | n/a | $85.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 315.24K | n/a | $78.91M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 29 | Bnp Paribas Financial Markets | 311.43K | n/a | $77.95M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 225.48K | n/a | $56.44M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 177.95K | n/a | $44.54M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 159.60K | n/a | $39.95M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Lido Advisors, LLC | 153.07K | n/a | $39.25M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 155.06K | n/a | $38.81M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 102.39K | n/a | $25.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Us Bancorp \De\ | 100.54K | n/a | $25.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Baird Financial Group, Inc. | 98.83K | n/a | $24.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Jane Street Group, Llc | 91.68K | n/a | $22.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Creative Planning | 65.01K | n/a | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 43.13K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 39.31K | n/a | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 38.67K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | HighTower Advisors, LLC | 35.77K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 28.90K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | AQR Capital Management ✦ | 28.16K | +44.0% | $7.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | Citadel Advisors ✦ | 25.95K | Baru | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 47 | Cibc World Market Inc. | 17.49K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Barclays Plc | 9.36K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Brown Advisory Inc | 9.07K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 8.53K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 8.00K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 7.34K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 5.68K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 5.08K | +129.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 3.92K | n/a | $981,466 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 3.72K | n/a | $931,654 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Belvedere Trading LLC | 3.58K | n/a | $897,361 | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Simplex Trading, Llc | 3.47K | n/a | $869,076 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Empower Advisory Group, LLC | 3.44K | n/a | $859,815 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Lazard Asset Management Llc | 3.11K | n/a | $777,963 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Wealthfront Advisers LLC | 2.17K | n/a | $544,424 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northern Trust Corp | 1.68K | n/a | $420,270 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.48K | n/a | $370,709 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 1.40K | n/a | $350,246 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 1.18K | +21.8% | $294,918 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.13K | n/a | $283,350 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | The Vanguard Group ✦ (pasif) | 961 | +4.8% | $240,582 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Fifth Third Bancorp | 959 | n/a | $240,047 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 259 | n/a | $64,830 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | n/a | $62,578 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 26 | n/a | $6,506 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $6.49M | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,046 pemegang, 71.35M saham, $16.70B 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: Q4 2025 ·
Metodologi ·
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