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Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
66Takip edilen yatırımcılar
-3Δ sahipler
126.81MTutulan hisseler
$3.69BRaporlanan değer
+2Yeni pozisyonlar
−5Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -4.3% ·
pay akışı -2.6% ·
net yeni pozisyonlar -4.5%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.82M | $91.99M | n/a | n/a |
| Q2 2026 | 67 | +3 | 125.76M | $4.53B | +6 | −4 |
| Q1 2026 | 66 | -3 | 126.81M | $3.69B | +2 | −5 |
| Q4 2025 | 69 | 0 | 130.14M | $3.65B | +3 | −3 |
| Q3 2025 | 12 | +3 | 6.48M | $180.69M | +3 | n/a |
| Q2 2025 | 6 | -1 | 513.29K | $12.99M | n/a | −1 |
| Q1 2025 | 4 | 0 | 135.06K | $3.16M | +2 | −2 |
| Q4 2024 | 4 | +1 | 197.97K | $5.12M | +2 | −1 |
| Q3 2024 | 3 | -2 | 79.44K | $4.09M | n/a | −2 |
| Q2 2024 | 5 | n/a | 290.46K | $13.78M | n/a | n/a |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 36.90M | +8.5% | $1.07B | 2.8% | ▲ Add | 2 | SEC ↗ |
| 2 | Sei Investments Co | 14.73M | -0.2% | $428.49M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 14.59M | -15.8% | $424.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Creative Planning | 5.99M | -11.7% | $174.28M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 5.80M | +5.5% | $168.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 5.13M | +27.5% | $149.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Financial Engines Advisors L.L.C. | 4.58M | -5.3% | $133.28M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 3.84M | +2.3% | $111.98M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Mariner, LLC | 3.39M | +16.3% | $98.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 2.69M | -39.0% | $79.36M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 2.70M | +1.8% | $78.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 2.01M | -5.4% | $58.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.84M | +17.2% | $53.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Jones Financial Companies Lllp | 1.87M | +27.0% | $53.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 1.78M | -3.4% | $51.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 1.65M | +71.8% | $47.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.60M | -8.6% | $46.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Goldman Sachs Group ✦ | 1.40M | -10.6% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Corient Private Wealth LP | 1.38M | -72.8% | $40.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 1.31M | -7.0% | $38.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 1.27M | +7.5% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 1.11M | +2.0% | $32.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | State Farm Mutual Automobile… | 985.13K | +64.8% | $28.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 941.69K | +29.2% | $27.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Wells Fargo & Company/Mn | 848.45K | -13.8% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Lido Advisors, LLC | 432.73K | -4.0% | $12.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 410.30K | -2.3% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Commonwealth Equity Services, Llc | 399.21K | -0.8% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 379.34K | -12.7% | $11.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 376.92K | +20.1% | $10.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 32 | AQR Capital Management ✦ | 352.70K | +127.6% | $10.26M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 33 | Truist Financial Corp | 346.73K | -0.6% | $10.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | UBS AM, a distinct business unit of… | 306.12K | +183.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Ameriprise Financial Inc | 252.59K | +7.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 213.08K | +2.6% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Cwm, Llc | 188.24K | -8.2% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 184.96K | +11.4% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Wealthfront Advisers LLC | 177.43K | +3.6% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 174.86K | +972.5% | $5.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 159.77K | +9.3% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | BlackRock ✦ (pasif) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 45 | D. E. Shaw & Co. ✦ | 104.14K | +278.3% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 99.26K | +56.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 84.28K | +2121.5% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 82.98K | -34.0% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Bank Of Montreal /Can/ | 80.66K | +6.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Blair William & Co/Il | 77.55K | -10.6% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | CIBC Bancorp USA Inc. | 73.91K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Fisher Asset Management ✦ | 41.20K | +204.4% | $1.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Citigroup Inc | 39.64K | -17.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 36.25K | -87.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Northern Trust Corp | 27.67K | +89.9% | $804,643 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Jane Street Group, Llc | 17.33K | Yeni | $504,073 | 0.0% | New | 1 | SEC ↗ |
| 57 | Brown Advisory Inc | 16.95K | -0.5% | $492,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 13.76K | -36.3% | $400,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Neuberger Berman Group LLC | 13.45K | 0.0% | $391,039 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 12.73K | +3.6% | $370,240 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 61 | Chevy Chase Trust Holdings, LLC | 11.55K | -3.5% | $335,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 9.00K | 0.0% | $261,604 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 7.60K | +10.0% | $221,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 2.08K | 0.0% | $60,428 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 65 | Bnp Paribas Financial Markets | 20 | Yeni | $582 | 0.0% | New | 1 | SEC ↗ |
| 66 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Jane Street Group, Llc | $504,073 | 0.0% |
| Bnp Paribas Financial Markets | $582 | 0.0% |
Çıkıldı
| Tidal Investments LLC | $11.99M | idi 0.1% |
| Marshall Wace | $7.33M | idi 0.0% |
| Hrt Financial Lp | $473,000 | idi 0.0% |
| Simplex Trading, Llc | $9,654 | idi 0.0% |
| Qube Research & Technologies… | $4,101 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 1,241 sahipler, 245.93M hisseler, $7.01B 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 sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, 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: Q1 2026 ·
Metodoloji ·
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