سجل الورقة المالية · ربع مؤرشف
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
77الحاملون المتتبعون
+6Δ المساهمون
50.73Mالأسهم المحتفظ بها
$12.17Bالقيمة المُبلَّغ عنها
+8المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +8.5% ·
تدفق الأسهم -1.5% ·
المراكز الجديدة الصافية +7.8%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 8.47M | +7.5% | $2.03B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 8.39M | +7.2% | $2.01B | 3.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.48M | +15.3% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 3.37M | +2.3% | $807.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.28M | +2.0% | $787.42M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 3.08M | +8.0% | $739.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | BlackRock ✦ (سلبي) | 1.62M | +1.7% | $389.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 8 | Ameriprise Financial Inc | 1.37M | -0.6% | $328.18M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Cerity Partners LLC | 1.18M | +2.3% | $283.93M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Assetmark, Inc | 1.17M | -21.8% | $281.81M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 1.17M | -7.1% | $280.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Cwm, Llc | 1.15M | +0.7% | $275.76M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.14M | -0.6% | $264.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Corient Private Wealth LP | 974.02K | -66.9% | $233.61M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 845.07K | +0.1% | $202.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | UBS Group AG | 707.96K | -8.5% | $169.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Wealth Enhancement Advisory… | 614.26K | -37.4% | $151.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 626.01K | -9.9% | $150.24M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 611.55K | +0.7% | $146.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 507.71K | +5.6% | $121.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 21 | Pnc Financial Services Group, Inc. | 482.00K | -4.3% | $115.67M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Bank of New York Mellon Corp | 424.94K | +10.6% | $101.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Northwestern Mutual Wealth… | 384.03K | +5.4% | $92.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 358.56K | +59.0% | $86.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 357.53K | -3.3% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 341.25K | -16.1% | $81.90M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 332.53K | +5.5% | $79.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Osaic Holdings, Inc. | 324.54K | -5.1% | $77.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Citigroup Inc | 252.65K | -49.8% | $60.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 203.34K | +14.3% | $47.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 164.22K | +2.9% | $39.41M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rockefeller Capital Management L.P. | 157.27K | +1.4% | $37.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Lido Advisors, LLC | 155.22K | +1.4% | $37.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Two Sigma Investments ✦ | 125.20K | جديد | $30.05M | 0.0% | New | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 102.21K | +185.7% | $24.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 96.83K | -5.4% | $23.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Baird Financial Group, Inc. | 84.69K | -14.3% | $20.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Creative Planning | 67.72K | +4.2% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 54.55K | +110.2% | $13.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 52.69K | +36.3% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Tudor Investment Corp Et Al | 51.66K | جديد | $12.40M | 0.1% | New | 1 | SEC ↗ |
| 42 | Jane Street Group, Llc | 46.59K | -49.2% | $11.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 39.28K | -0.1% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Point72 Asset Management ✦ | 39.15K | جديد | $9.40M | 0.0% | New | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 37.60K | +33.5% | $9.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 46 | Hrt Financial Lp | 33.59K | جديد | $8.06M | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 23.85K | -76.3% | $5.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Cibc World Market Inc. | 21.75K | +24.3% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 19.59K | +1942.7% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 18.26K | -36.8% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 17.68K | -94.3% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 9.07K | 0.0% | $2.18M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 9.02K | +5.8% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Focus Partners Wealth | 8.58K | +7.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 6.08K | -85.9% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 5.69K | +2096.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 5.54K | +9.1% | $1.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Financial Engines Advisors L.L.C. | 4.41K | +12.5% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Barclays Plc | 4.08K | -56.4% | $979,880 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | Belvedere Trading LLC | 4.04K | +12.6% | $968,600 | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 3.80K | +2.0% | $911,242 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 3.50K | -38.4% | $876,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 2.53K | n/a | $608,149 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Northern Trust Corp | 2.26K | +34.8% | $543,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Wealthfront Advisers LLC | 2.25K | +3.6% | $540,697 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Lazard Asset Management Llc | 1.85K | -40.3% | $445,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Empower Advisory Group, LLC | 1.80K | -47.5% | $433,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | IMC-Chicago, LLC | 1.69K | جديد | $406,063 | 0.0% | New | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 1.60K | +7.8% | $383,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 1.46K | +23.9% | $350,469 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 71 | First Trust Advisors Lp | 1.38K | -1.6% | $330,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Capstone Investment Advisors, Llc | 1.23K | جديد | $295,908 | 0.0% | New | 1 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 946 | -16.4% | $227,030 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 74 | Group One Trading Llc | 335 | جديد | $80,397 | 0.0% | New | 1 | SEC ↗ |
| 75 | TD Waterhouse Canada Inc. | 267 | +6.8% | $65,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Kayne Anderson Rudnick Investment… | 26 | 0.0% | $6,249 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Toronto Dominion Bank | 14 | جديد | $3,360 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $30.05M | 0.0% |
| Tudor Investment Corp Et Al | $12.40M | 0.1% |
| Point72 Asset Management | $9.40M | 0.0% |
| Hrt Financial Lp | $8.06M | 0.0% |
| IMC-Chicago, LLC | $406,063 | 0.0% |
| Capstone Investment Advisors… | $295,908 | 0.0% |
| Group One Trading Llc | $80,397 | 0.0% |
| Toronto Dominion Bank | $3,360 | 0.0% |
تم الخروج
| Bank Julius Baer & Co. Ltd… | $1.84M | كان 0.0% |
| Simplex Trading, Llc | $869,076 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,046 المالكون, 71.35M الأسهم, $16.70B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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