سجل الورقة المالية · ربع مؤرشف
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
79الحاملون المتتبعون
+4Δ المساهمون
48.93Mالأسهم المحتفظ بها
$16.75Bالقيمة المُبلَّغ عنها
+10المراكز الجديدة
−7الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +5.3% ·
تدفق الأسهم -1.1% ·
المراكز الجديدة الصافية +3.8%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 588.90K | $186.87M | n/a | n/a |
| 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 8.12M | -3.2% | $2.78B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.90M | -6.8% | $2.71B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.71M | +4.1% | $1.96B | 0.1% | ▲ Add | 5 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 3.38M | +2.9% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 3.37M | +0.2% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 7 | Ameriprise Financial Inc | 1.33M | -2.5% | $457.93M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ ×7 |
| 10 | Assetmark, Inc | 1.14M | -2.9% | $391.03M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.10M | -7.0% | $377.00M | 0.5% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 1.09M | +28.5% | $372.36M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 14 | Mml Investors Services, Llc | 830.21K | +32.6% | $284.62M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 691.90K | -2.3% | $237.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Citigroup Inc | 637.87K | +152.5% | $218.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 595.92K | -2.6% | $204.30M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 607.62K | -1.1% | $195.51M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 20 | Clearbridge Investments, LLC | 483.30K | جديد | $165.69M | 0.1% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 22 | Goldman Sachs Group ✦ | 391.29K | +9.4% | $134.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Captrust Financial Advisors | 372.33K | +3.8% | $127.64M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 346.53K | -64.4% | $118.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 344.39K | +6.1% | $118.19M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Northwestern Mutual Wealth… | 337.18K | -12.2% | $115.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 29 | Commonwealth Equity Services, Llc | 299.83K | -12.1% | $102.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 230.44K | +13.3% | $75.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Healthcare Of Ontario Pension Plan… | 200.00K | جديد | $68.57M | 0.1% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 162.35K | +3.2% | $55.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Truist Financial Corp | 138.81K | -15.5% | $47.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Bnp Paribas Financial Markets | 111.71K | +531.8% | $38.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 104.73K | -32.5% | $35.91M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Baird Financial Group, Inc. | 102.37K | +20.9% | $35.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Marshall Wace ✦ | 99.64K | جديد | $34.16M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Mariner, LLC | 91.25K | -5.8% | $31.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Susquehanna International Group, Llp | 90.91K | +397.8% | $31.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Barclays Plc | 89.04K | +2080.7% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Creative Planning | 68.62K | +1.3% | $23.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Jane Street Group, Llc | 54.88K | +17.8% | $18.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 47.23K | +20.2% | $16.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 46.94K | +24.9% | $16.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 45 | Franklin Resources Inc | 46.34K | -12.1% | $15.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 46 | Us Bancorp \De\ | 25.46K | +6.7% | $8.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Fifth Third Bancorp | 24.06K | +22.8% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cibc World Market Inc. | 24.00K | +10.3% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Group One Trading Llc | 21.94K | +6450.1% | $7.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Parallax Volatility Advisers, L.P. | 21.02K | جديد | $7.21M | 0.3% | New | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 14.37K | +535.2% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Citadel Advisors ✦ | 11.85K | -78.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Blair William & Co/Il | 10.09K | +11.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Simplex Trading, Llc | 9.97K | جديد | $3.42M | 0.1% | New | 1 | SEC ↗ |
| 55 | Focus Partners Wealth | 9.15K | +6.7% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Brown Advisory Inc | 9.15K | +0.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Capstone Investment Advisors, Llc | 6.14K | +397.9% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Julius Baer & Co. Ltd, Zurich | 6.24K | جديد | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 5.56K | -2.2% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 5.54K | 0.0% | $1.90M | 0.0% | Held | 5 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 4.54K | +3.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Nuveen, LLC | 4.11K | جديد | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 4.00K | +5.4% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Asset Management One Co., Ltd. | 3.85K | جديد | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 65 | Belvedere Trading LLC | 3.64K | -9.7% | $1.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 3.48K | -42.8% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 3.13K | +23.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Alliancebernstein L.P. | 4.33K | +23.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Millennium Management ✦ | 2.98K | جديد | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 70 | Wealthfront Advisers LLC | 2.98K | +32.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Fisher Asset Management ✦ | 2.76K | +88.9% | $945,843 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Empower Advisory Group, LLC | 1.95K | +8.0% | $668,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Lazard Asset Management Llc | 1.85K | -0.2% | $634,578 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 1.50K | +58.6% | $514,246 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Russell Investments Group, Ltd. | 1.47K | -8.1% | $503,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | First Trust Advisors Lp | 1.37K | -0.4% | $469,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | TD Waterhouse Canada Inc. | 267 | 0.0% | $91,536 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Kayne Anderson Rudnick Investment… | 26 | 0.0% | $8,922 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Peak6 Llc | 2 | جديد | $595 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Clearbridge Investments, LLC | $165.69M | 0.1% |
| Healthcare Of Ontario Pension… | $68.57M | 0.1% |
| Marshall Wace | $34.16M | 0.0% |
| Parallax Volatility Advisers… | $7.21M | 0.3% |
| Simplex Trading, Llc | $3.42M | 0.1% |
| Bank Julius Baer & Co. Ltd… | $2.10M | 0.0% |
| Nuveen, LLC | $1.41M | 0.0% |
| Asset Management One Co., Ltd. | $1.32M | 0.0% |
| Millennium Management | $1.02M | 0.0% |
| Peak6 Llc | $595 | 0.0% |
تم الخروج
| Two Sigma Investments | $30.05M | كان 0.0% |
| HighTower Advisors, LLC | $24.53M | كان 0.0% |
| Tudor Investment Corp Et Al | $12.40M | كان 0.1% |
| Point72 Asset Management | $9.40M | كان 0.0% |
| Hrt Financial Lp | $8.06M | كان 0.0% |
| IMC-Chicago, LLC | $406,063 | كان 0.0% |
| Toronto Dominion Bank | $3,360 | 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: Q2 2026 ·
المنهجية ·
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