Catatan efek
MTUM
iShares MSCI USA Momentum Factor ETF · Financial Services · Asset Management - Global
80Pemegang yang dilacak
+4Δ pemegang
49.03MSaham yang dipegang
$16.79BNilai yang dilaporkan
+10Posisi baru
−6Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.3% ·
aliran saham -1.1% ·
posisi baru bersih +5.0%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | BlackRock ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | BlackRock ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | BlackRock ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | BlackRock ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | BlackRock ✦ (pasif) | 1.25M | -22.9% | $429.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | BlackRock ✦ (pasif) | 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 | Baru | $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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Clearbridge Investments, LLC | $165.69M | 0.1% |
| Healthcare Of Ontario Pension… | $68.57M | 0.1% |
Telah keluar
| Two Sigma Investments | $30.05M | adalah 0.0% |
| Tudor Investment Corp Et Al | $12.40M | adalah 0.1% |
| Point72 Asset Management | $9.40M | adalah 0.0% |
| Hrt Financial Lp | $8.06M | adalah 0.0% |
| IMC-Chicago, LLC | $406,063 | adalah 0.0% |
| Toronto Dominion Bank | $3,360 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API