Menkul kıymet kaydı · arşivlenmiş çeyrek
PRFZ
Invesco RAFI US 1500 Small-Mid ETF · Financial Services · Asset Management
57Takip edilen yatırımcılar
+7Δ sahipler
13.01MTutulan hisseler
$724.91MRaporlanan değer
+7Yeni pozisyonlar
−0Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +14.0% ·
pay akışı +1.5% ·
net yeni pozisyonlar +12.3%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +7 | 13.01M | $724.91M | +7 | — |
| Q1 2026 | 51 | -1 | 12.83M | $588.46M | +2 | −3 |
| Q4 2025 | 51 | +2 | 12.58M | $578.27M | +2 | — |
| Q3 2025 | 5 | -1 | 1.54M | $70.08M | — | −1 |
| Q2 2025 | 4 | 0 | 71.00K | $2.89M | +1 | −1 |
| Q1 2025 | 2 | 0 | 13.24K | $501,153 | +1 | −1 |
| Q4 2024 | 2 | -1 | 140.10K | $5.83M | — | −1 |
| Q3 2024 | 3 | +1 | 67.75K | $2.81M | +1 | — |
| Q2 2024 | 2 | — | 72.09K | $2.75M | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.83M | -1.0% | $157.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 1.40M | +1.4% | $77.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.30M | +9.2% | $72.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Cetera Investment Advisers | 1.03M | +0.3% | $57.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.03M | +10.7% | $57.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.01M | -4.2% | $56.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 767.86K | +9.2% | $42.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Wealth Enhancement Advisory… | 422.43K | +2.5% | $23.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 288.25K | -2.2% | $16.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Captrust Financial Advisors | 247.80K | -1.9% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 241.39K | -0.8% | $13.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | AQR Capital Management ✦ | 224.73K | +40.7% | $12.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Mariner, LLC | 223.91K | -1.3% | $12.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Creative Planning | 163.04K | +3.7% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Bank of New York Mellon Corp | 153.22K | +1.8% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 154.16K | +21.8% | $8.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 17 | Cerity Partners LLC | 123.55K | +2.4% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Invesco Ltd. | 115.88K | -67.8% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | HighTower Advisors, LLC | 115.15K | +2.5% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 103.68K | +31.4% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Jones Financial Companies Lllp | 104.43K | +6.9% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 95.86K | -17.0% | $5.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 92.42K | +77.0% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 88.62K | +7.0% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 80.04K | -1.8% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 63.13K | +8.9% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 59.76K | +9.7% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Fidelity (FMR) ✦ | 58.06K | +4.4% | $3.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 46.32K | -5.2% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | TD Waterhouse Canada Inc. | 44.02K | -6.5% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 34.23K | Yeni | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 32.44K | -2.3% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 29.36K | +3.1% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 27.35K | Yeni | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 35 | Citigroup Inc | 21.86K | +8.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 16.26K | -11.7% | $906,820 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Corient Private Wealth LP | 15.34K | -36.7% | $855,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | First Manhattan Co. Llc. | 15.27K | -2.5% | $851,552 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (pasif) | 13.97K | +12.5% | $778,996 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 13.76K | -1.1% | $767,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealthfront Advisers LLC | 13.69K | -11.4% | $763,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 13.27K | -11.5% | $740,112 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 12.65K | +77.6% | $705,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 8.55K | +1.4% | $476,601 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Susquehanna International Group, Llp | 7.93K | -76.2% | $442,368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 7.69K | +33.2% | $428,649 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 47 | Brown Advisory Inc | 6.50K | 0.0% | $362,226 | 0.0% | Held | 3 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 5.75K | -11.2% | $320,454 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Fifth Third Bancorp | 5.27K | -0.1% | $293,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 4.97K | -1.1% | $277,121 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Truist Financial Corp | 4.34K | Yeni | $241,821 | 0.0% | New | 1 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 4.14K | Yeni | $231,181 | 0.0% | New | 1 | SEC ↗ |
| 53 | Two Sigma Investments ✦ | 4.10K | Yeni | $228,657 | 0.0% | New | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 3.91K | -15.9% | $218,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 3.23K | Yeni | $180,249 | 0.0% | New | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.60K | +20.0% | $89,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Allspring Global Investments… | 427 | Yeni | $23,545 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Citadel Advisors | $1.91M | 0.0% |
| Goldman Sachs Group | $1.53M | 0.0% |
| Truist Financial Corp | $241,821 | 0.0% |
| Mml Investors Services, Llc | $231,181 | 0.0% |
| Two Sigma Investments | $228,657 | 0.0% |
| Qube Research & Technologies… | $180,249 | 0.0% |
| Allspring Global Investments… | $23,545 | 0.0% |
Çıkıldı
| Bu çeyrekte takip edilen çıkış yok. |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 317 sahipler, 23.30M hisseler, $1.06B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin