Catatan efek · kuartal yang diarsipkan
SHLD
Global X - Defense Tech ETF · Financial Services · Asset Management - Global
67Pemegang yang dilacak
+9Δ pemegang
39.22MSaham yang dipegang
$2.76BNilai yang dilaporkan
+12Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +15.5% ·
aliran saham +30.0% ·
posisi baru bersih +13.4%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 66.92K | $4.00M | n/a | −1 |
| Q2 2026 | 70 | +5 | 42.14M | $2.51B | +10 | −6 |
| Q1 2026 | 67 | +9 | 39.22M | $2.76B | +12 | −3 |
| Q4 2025 | 56 | -1 | 24.98M | $1.62B | +1 | −2 |
| Q3 2025 | 7 | 0 | 7.00M | $491.74M | +2 | −2 |
| Q2 2025 | 5 | +2 | 393.98K | $23.74M | +2 | n/a |
| Q1 2025 | 2 | +1 | 39.56K | $1.84M | +1 | n/a |
| Q4 2024 | 1 | +1 | 16.34K | $611,392 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.44K | $312,615 | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.58M | +30.9% | $678.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 4.97M | +35.9% | $352.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.04M | +45.7% | $283.09M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 3.77M | +51.2% | $257.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Morgan Stanley ✦ | 3.56M | +33.2% | $252.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Bank Of Montreal /Can/ | 2.78M | +1039.3% | $196.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 7 | Raymond James Financial Inc | 1.10M | +89.3% | $78.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 1.04M | +60.0% | $73.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 1.00M | +1652.4% | $71.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 821.52K | +19.2% | $58.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 817.43K | +49.9% | $57.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 12 | UBS Group AG | 814.45K | +137.8% | $57.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 654.03K | +27.6% | $46.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 639.97K | +96.2% | $45.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 578.74K | +13.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Mml Investors Services, Llc | 314.09K | +38.7% | $22.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 302.00K | Baru | $21.39M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Susquehanna International Group, Llp | 279.37K | +436.1% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 228.94K | +30.5% | $16.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Schroder Investment Management Group | 218.76K | n/a | $14.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mirae Asset Global Investments Co.… | 198.55K | -33.2% | $14.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 134.40K | +3095.4% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 113.22K | Baru | $8.02M | 0.0% | New | 1 | SEC ↗ |
| 24 | Balyasny Asset Management L.P. | 105.90K | Baru | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 98.00K | +757.5% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cibc World Market Inc. | 94.49K | +15.4% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 91.17K | +44.3% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Rockefeller Capital Management L.P. | 82.56K | +7.2% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 81.74K | +110.6% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 75.07K | +46.2% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Sei Investments Co | 71.61K | Baru | $5.07M | 0.0% | New | 1 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 61.13K | +9.6% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 58.16K | +60.4% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Principal Financial Group Inc | 53.27K | -5.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Gotham Asset Management ✦ | 52.54K | -11.7% | $3.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Brown Advisory Inc | 37.75K | +37.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | TD Waterhouse Canada Inc. | 33.55K | +23.4% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 27.80K | +65.3% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Nomura Asset Management Co Ltd | 25.79K | Baru | $1.83M | 0.0% | New | 1 | SEC ↗ |
| 40 | IMC-Chicago, LLC | 18.77K | +59.8% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Truist Financial Corp | 16.83K | +9.7% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Point72 Asset Management ✦ | 15.00K | Baru | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 15.94K | -16.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Simplex Trading, Llc | 13.31K | +148.1% | $942,738 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 12.19K | +26.4% | $863,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | BlackRock ✦ (pasif) | 11.38K | +21.4% | $805,947 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Focus Partners Wealth | 11.03K | Baru | $781,610 | 0.0% | New | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 10.45K | -22.3% | $773,034 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 8.67K | +105.8% | $613,963 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Group One Trading Llc | 8.39K | +56.7% | $594,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Creative Planning | 8.38K | +56.9% | $593,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 7.93K | n/a | $561,770 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fifth Third Bancorp | 7.93K | +13340.7% | $561,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Cwm, Llc | 6.86K | -2.2% | $485,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Tidal Investments LLC | 6.97K | Baru | $475,914 | 0.0% | New | 1 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 6.07K | +37.5% | $430,033 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Captrust Financial Advisors | 3.92K | -12.1% | $277,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 3.71K | -71.6% | $262,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Citigroup Inc | 2.43K | Baru | $172,354 | 0.0% | New | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 2.17K | +1145.4% | $153,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 2.12K | +1240.5% | $150,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Belvedere Trading LLC | 2.10K | Baru | $148,764 | 0.0% | New | 1 | SEC ↗ |
| 63 | Zurcher Kantonalbank (Zurich… | 1.44K | +9.4% | $99,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 743 | -64.4% | $52,603 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 160 | Baru | $11,334 | 0.0% | New | 1 | SEC ↗ |
| 66 | Barclays Plc | 100 | -98.8% | $7,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Franklin Resources Inc | 24 | Baru | $1,700 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Cerity Partners LLC | $21.39M | 0.0% |
| Citadel Advisors | $8.02M | 0.0% |
| Balyasny Asset Management L.P. | $7.50M | 0.0% |
| Sei Investments Co | $5.07M | 0.0% |
| Nomura Asset Management Co Ltd | $1.83M | 0.0% |
| Point72 Asset Management | $1.06M | 0.0% |
| Focus Partners Wealth | $781,610 | 0.0% |
| Tidal Investments LLC | $475,914 | 0.0% |
| Citigroup Inc | $172,354 | 0.0% |
| Belvedere Trading LLC | $148,764 | 0.0% |
| UBS AM, a distinct business… | $11,334 | 0.0% |
| Franklin Resources Inc | $1,700 | 0.0% |
Telah keluar
| Qube Research & Technologies… | $6.37M | adalah 0.0% |
| Hrt Financial Lp | $414,000 | adalah 0.0% |
| Lido Advisors, LLC | $265,016 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 598 pemegang, 66.67M saham, $4.18B 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API