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 ↗ ×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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | HighTower Advisors, LLC | 105.43K | +3.1% | $36.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Lido Advisors, LLC | 104.73K | -32.5% | $35.91M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Baird Financial Group, Inc. | 102.37K | +20.9% | $35.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Marshall Wace ✦ | 99.64K | Baru | $34.16M | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Mariner, LLC | 91.25K | -5.8% | $31.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Susquehanna International Group, Llp | 90.91K | +397.8% | $31.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Barclays Plc | 89.04K | +2080.7% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Creative Planning | 68.62K | +1.3% | $23.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Jane Street Group, Llc | 54.88K | +17.8% | $18.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 47.23K | +20.2% | $16.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 46.94K | +24.9% | $16.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 46 | Franklin Resources Inc | 46.34K | -12.1% | $15.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 47 | Us Bancorp \De\ | 25.46K | +6.7% | $8.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Fifth Third Bancorp | 24.06K | +22.8% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cibc World Market Inc. | 24.00K | +10.3% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Group One Trading Llc | 21.94K | +6450.1% | $7.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 51 | Parallax Volatility Advisers, L.P. | 21.02K | Baru | $7.21M | 0.3% | New | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 14.37K | +535.2% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Citadel Advisors ✦ | 11.85K | -78.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Blair William & Co/Il | 10.09K | +11.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Simplex Trading, Llc | 9.97K | Baru | $3.42M | 0.1% | New | 1 | SEC ↗ |
| 56 | Focus Partners Wealth | 9.15K | +6.7% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Brown Advisory Inc | 9.15K | +0.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Capstone Investment Advisors, Llc | 6.14K | +397.9% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Julius Baer & Co. Ltd, Zurich | 6.24K | Baru | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 5.56K | -2.2% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Gotham Asset Management ✦ | 5.54K | 0.0% | $1.90M | 0.0% | Held | 5 | SEC ↗ |
| 62 | Financial Engines Advisors L.L.C. | 4.54K | +3.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Nuveen, LLC | 4.11K | Baru | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 4.00K | +5.4% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Asset Management One Co., Ltd. | 3.85K | Baru | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 66 | Belvedere Trading LLC | 3.64K | -9.7% | $1.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 3.48K | -42.8% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 3.13K | +23.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Alliancebernstein L.P. | 4.33K | +23.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Millennium Management ✦ | 2.98K | Baru | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 71 | Wealthfront Advisers LLC | 2.98K | +32.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 2.76K | +88.9% | $945,843 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 73 | Empower Advisory Group, LLC | 1.95K | +8.0% | $668,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 1.85K | -0.2% | $634,578 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 1.50K | +58.6% | $514,246 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 76 | Russell Investments Group, Ltd. | 1.47K | -8.1% | $503,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | First Trust Advisors Lp | 1.37K | -0.4% | $469,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 267 | 0.0% | $91,536 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 26 | 0.0% | $8,922 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Peak6 Llc | 2 | Baru | $595 | 0.0% | New | 1 | 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% |
| 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% |
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