Запись по ценной бумаге · архивный квартал
SGOV
iShares 0-3 Month Treasury Bond ETF · Financial Services · Asset Management - Bonds
75Отслеживаемые держатели
+3Δ держателей
88.50MАкций в держании
$8.83BОтчётная стоимость
+6Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.2% ·
поток акций +15.1% ·
новые чистые позиции +4.0%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.28M | $229.04M | n/a | n/a |
| Q2 2026 | 78 | +4 | 91.01M | $9.16B | +6 | −2 |
| Q1 2026 | 75 | +3 | 88.50M | $8.83B | +6 | −3 |
| Q4 2025 | 71 | 0 | 72.91M | $7.32B | +1 | −1 |
| Q3 2025 | 11 | +1 | 14.79M | $1.49B | +2 | −1 |
| Q2 2025 | 7 | -1 | 1.33M | $134.34M | n/a | −1 |
| Q1 2025 | 6 | +3 | 2.44M | $245.20M | +3 | n/a |
| Q4 2024 | 3 | -1 | 1.44M | $144.25M | n/a | −1 |
| Q3 2024 | 4 | 0 | 1.70M | $171.54M | +1 | −1 |
| Q2 2024 | 4 | n/a | 1.28M | $128.60M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 12.17M | +13.2% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 10.86M | +23.4% | $1.09B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.40M | +5.0% | $845.44M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | UBS Group AG | 5.13M | +98.2% | $516.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | CIBC Bancorp USA Inc. | 3.96M | n/a | $391.61M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cerity Partners LLC | 3.57M | -9.6% | $358.89M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 3.52M | +31.8% | $354.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 3.38M | +67.4% | $272.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 2.70M | +4.2% | $271.77M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 2.69M | +14.5% | $270.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 11 | Wells Fargo & Company/Mn | 2.62M | +40.9% | $263.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 2.57M | +9.5% | $259.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Focus Partners Wealth | 2.51M | +11.2% | $252.46M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 2.36M | +109.7% | $237.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 2.18M | +8.8% | $219.72M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 2.14M | +12.3% | $215.64M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 1.46M | -31.3% | $146.59M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 1.24M | -30.7% | $124.65M | 0.4% | ▼ Trim | 7 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.16M | +2.1% | $116.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Prudential Financial Inc | 1.04M | -15.7% | $104.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 992.54K | +13.3% | $99.91M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 899.73K | +21.9% | $90.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 782.88K | -5.0% | $78.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 774.49K | +126.2% | $77.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 715.80K | +54.0% | $72.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Stifel Financial Corp | 698.93K | -33.4% | $70.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | BlackRock ✦ (пассивный) | 689.94K | -10.1% | $69.45M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 28 | Mirae Asset Global Investments Co.… | 656.00K | +36.1% | $66.03M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 615.39K | +11.3% | $61.95M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 591.97K | +187.3% | $59.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 585.19K | +22.5% | $58.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 553.46K | +3.6% | $55.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 435.74K | +7.2% | $43.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Creative Planning | 358.10K | -18.4% | $36.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 335.65K | -22.0% | $33.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 297.71K | +1.1% | $29.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Nomura Asset Management Co Ltd | 289.30K | +8.2% | $29.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Aristotle Capital Management, LLC | 287.38K | +3.7% | $28.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 192.03K | +101.5% | $19.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 40 | Lido Advisors, LLC | 178.19K | -17.5% | $17.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Corient Private Wealth LP | 165.05K | -63.4% | $16.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 155.50K | +16.0% | $15.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Baird Financial Group, Inc. | 151.87K | +29.8% | $15.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 44 | Quantinno Capital Management LP | 144.63K | -36.1% | $14.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 132.04K | +56.6% | $13.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 118.45K | Новый | $11.92M | 0.0% | New | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 118.22K | Новый | $11.90M | 0.0% | New | 1 | SEC ↗ |
| 48 | Tidal Investments LLC | 107.85K | +256.9% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 103.85K | +7425.4% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 85.03K | -6.5% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | GAMCO Investors ✦ | 77.43K | +5.9% | $7.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 70.34K | +13996.6% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 64.67K | +147.1% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Brown Advisory Inc | 62.50K | -70.6% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | First Manhattan Co. Llc. | 58.70K | Новый | $5.91M | 0.0% | New | 1 | SEC ↗ |
| 56 | Cibc World Market Inc. | 50.22K | +19.2% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Jane Street Group, Llc | 48.52K | Новый | $4.88M | 0.0% | New | 1 | SEC ↗ |
| 58 | Barclays Plc | 39.30K | Новый | $3.96M | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 30.76K | -44.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 15.00K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 14.82K | -3.9% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 14.73K | +326.5% | $1.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 14.13K | +40.9% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 64 | Northern Trust Corp | 11.07K | -1.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Tudor Investment Corp Et Al | 11.07K | Новый | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 9.12K | -68.3% | $918,402 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Wcm Investment Management, Llc | 8.38K | 0.0% | $843,229 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Alliancebernstein L.P. | 5.30K | +12.8% | $531,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Kayne Anderson Rudnick Investment… | 4.28K | -51.0% | $431,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Harris Associates (Oakmark) ✦ | 3.74K | +834.0% | $376,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 2.08K | +1059.8% | $208,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Julius Baer & Co. Ltd, Zurich | 1.34K | -65.7% | $134,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 1.27K | -80.6% | $127,384 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Franklin Resources Inc | 758 | +18850.0% | $76,301 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 75 | Russell Investments Group, Ltd. | 1 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $11.92M | 0.0% |
| Hrt Financial Lp | $11.90M | 0.0% |
| First Manhattan Co. Llc. | $5.91M | 0.0% |
| Jane Street Group, Llc | $4.88M | 0.0% |
| Barclays Plc | $3.96M | 0.0% |
| Tudor Investment Corp Et Al | $1.11M | 0.0% |
Закрыто
| Empower Advisory Group, LLC | $608,303 | составлял 0.0% |
| Allspring Global Investments… | $11,850 | составлял 0.0% |
| Citigroup Inc | $2,510 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,205 держатели, 218.72M акции, $21.25B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API