سجل الورقة المالية
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
80الحاملون المتتبعون
+4Δ المساهمون
49.03Mالأسهم المحتفظ بها
$16.79Bالقيمة المُبلَّغ عنها
+10المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +5.3% ·
تدفق الأسهم -1.1% ·
المراكز الجديدة الصافية +5.0%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين 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 |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 9 | -3 | 11.09M | $2.84B | — | −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 | — | −3 |
| Q2 2024 | 6 | — | 77.38K | $15.08M | — | — |
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 ↗ |
| 4 | Fidelity (FMR) ✦ | 5.71M | +4.1% | $1.96B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 5.71M | +4.1% | $1.96B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.38M | +2.9% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 3.38M | +2.9% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.38M | +2.9% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.38M | +2.9% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 3.37M | +0.2% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.71M | -12.1% | $928.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 1.33M | -2.5% | $457.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 1.33M | -2.5% | $457.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.33M | -2.5% | $457.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 1.33M | -2.5% | $457.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.32M | +12.8% | $452.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | BlackRock ✦ (سلبي) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Assetmark, Inc | 1.14M | -2.9% | $391.03M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 1.10M | -7.0% | $377.00M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 1.10M | -7.0% | $377.00M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.10M | -7.0% | $377.00M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1.09M | +28.5% | $372.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1.09M | +28.5% | $372.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1.09M | +28.5% | $372.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.09M | +28.5% | $372.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.00M | -12.2% | $337.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 830.21K | +32.6% | $284.62M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 49 | UBS Group AG | 691.90K | -2.3% | $237.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS Group AG | 691.90K | -2.3% | $237.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | UBS Group AG | 691.90K | -2.3% | $237.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | UBS Group AG | 691.90K | -2.3% | $237.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Citigroup Inc | 637.87K | +152.5% | $218.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 637.87K | +152.5% | $218.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Cetera Investment Advisers | 595.92K | -2.6% | $204.30M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 607.62K | -1.1% | $195.51M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 491.29K | -3.2% | $168.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Clearbridge Investments, LLC | 483.30K | جديد | $165.69M | 0.1% | New | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 467.79K | -3.0% | $160.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 391.29K | +9.4% | $134.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | Captrust Financial Advisors | 372.33K | +3.8% | $127.64M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 72 | Corient Private Wealth LP | 346.53K | -64.4% | $118.78M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 344.39K | +6.1% | $118.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 344.39K | +6.1% | $118.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 344.39K | +6.1% | $118.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 344.39K | +6.1% | $118.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 342.14K | -19.5% | $117.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 337.18K | -12.2% | $115.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 87 | Stifel Financial Corp | 335.01K | +0.8% | $114.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Commonwealth Equity Services, Llc | 299.83K | -12.1% | $102.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | Jones Financial Companies Lllp | 230.44K | +13.3% | $75.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Healthcare Of Ontario Pension Plan… | 200.00K | جديد | $68.57M | 0.1% | New | 1 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 162.35K | +3.2% | $55.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 162.35K | +3.2% | $55.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 162.35K | +3.2% | $55.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 94 | Truist Financial Corp | 138.81K | -15.5% | $47.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Truist Financial Corp | 138.81K | -15.5% | $47.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bnp Paribas Financial Markets | 111.71K | +531.8% | $38.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 105.43K | +3.1% | $36.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Lido Advisors, LLC | 104.73K | -32.5% | $35.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Lido Advisors, LLC | 104.73K | -32.5% | $35.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 100 | Baird Financial Group, Inc. | 102.37K | +20.9% | $35.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Clearbridge Investments, LLC | $165.69M | 0.1% |
| Healthcare Of Ontario Pension… | $68.57M | 0.1% |
تم الخروج
| Two Sigma Investments | $30.05M | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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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