Catatan efek · kuartal yang diarsipkan
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
77Pemegang yang dilacak
+6Δ pemegang
50.73MSaham yang dipegang
$12.17BNilai yang dilaporkan
+8Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.5% ·
aliran saham -1.5% ·
posisi baru bersih +7.8%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
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 | 1.35M | $428.95M | n/a | n/a |
| Q2 2026 | 80 | +4 | 49.03M | $16.79B | +10 | −6 |
| 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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $3,360 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Bank Julius Baer & Co. Ltd… | $1.84M | adalah 0.0% |
| Simplex Trading, Llc | $869,076 | adalah 0.0% |
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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API