SHM
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · Financial Services · Asset Management - Bonds
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.9% ·
поток акций +2.0% ·
новые чистые позиции +3.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +1 | 47.77M | $2.29B | +4 | −3 |
| Q1 2026 | 53 | +2 | 47.12M | $2.25B | +2 | — |
| Q4 2025 | 50 | -1 | 46.17M | $2.22B | +1 | −2 |
| Q3 2025 | 7 | -1 | 8.01M | $386.43M | — | −1 |
| Q2 2025 | 5 | 0 | 183.31K | $8.77M | +1 | −1 |
| Q1 2025 | 3 | +1 | 42.28K | $2.01M | +2 | −1 |
| Q4 2024 | 2 | +1 | 99.00K | $4.69M | +1 | — |
| Q3 2024 | 1 | -1 | 420.20K | $20.23M | — | −1 |
| Q2 2024 | 2 | — | 225.81K | $10.66M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.33M | +3.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.33M | +3.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 21.33M | +3.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 21.33M | +3.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 5.15M | -3.3% | $246.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 5.15M | -3.3% | $246.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.55M | -13.3% | $169.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 3.06M | +3.8% | $146.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.30M | +7.9% | $110.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.30M | +7.9% | $110.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.30M | +7.9% | $110.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 1.89M | +89.5% | $90.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.73M | +9.4% | $82.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 1.55M | -9.8% | $73.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 888.61K | +5.2% | $42.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 668.32K | +0.5% | $31.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 624.59K | +2.1% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 489.72K | +71.2% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 489.72K | +71.2% | $23.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 382.63K | -23.7% | $18.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 281.92K | -4.2% | $13.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 281.92K | -4.2% | $13.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 281.92K | -4.2% | $13.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Raymond James Financial Inc | 277.59K | +18.0% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 277.59K | +18.0% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 277.59K | +18.0% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 276.21K | +511.6% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 254.14K | +1.2% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 254.14K | +1.2% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Sei Investments Co | 236.77K | -3.7% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Truist Financial Corp | 200.99K | +10.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 200.99K | +10.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Truist Financial Corp | 200.99K | +10.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | BlackRock ✦ (пассивный) | 179.28K | +13.0% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Cetera Investment Advisers | 171.74K | -48.5% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 154.67K | -37.5% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 117.08K | +5.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Royal Bank Of Canada | 117.08K | +5.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 117.08K | +5.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 117.08K | +5.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 109.61K | -1.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cerity Partners LLC | 109.61K | -1.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 109.61K | -1.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 109.14K | -3.1% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Osaic Holdings, Inc. | 109.14K | -3.1% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 100.83K | -3.6% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 88.15K | +9.8% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 88.15K | +9.8% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 87.41K | -53.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Cwm, Llc | 78.57K | -1.2% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 72.96K | -2.1% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 72.96K | -2.1% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 72.96K | -2.1% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 67.07K | +538.4% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Susquehanna International Group, Llp | 67.07K | +538.4% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Creative Planning | 61.75K | +110.5% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 56.32K | -18.3% | $2.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 55.36K | -84.9% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 53.47K | +17723.7% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mariner, LLC | 47.43K | +2.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Mariner, LLC | 47.43K | +2.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 46.50K | +209.3% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Us Bancorp \De\ | 42.96K | -9.7% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Captrust Financial Advisors | 40.59K | +70.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 32.42K | +18.0% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Citigroup Inc | 30.19K | -90.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Lazard Asset Management Llc | 27.30K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 26.76K | +10.2% | $1.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Fisher Asset Management ✦ | 25.08K | Новый | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 84 | Quantinno Capital Management LP | 20.71K | 0.0% | $990,688 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Jones Financial Companies Lllp | 19.29K | +69.5% | $921,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Corient Private Wealth LP | 16.91K | -45.0% | $674,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Blair William & Co/Il | 11.54K | -0.2% | $552,108 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | CIBC Bancorp USA Inc. | 10.40K | — | $497,432 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Northern Trust Corp | 10.14K | Новый | $485,235 | 0.0% | New | 1 | SEC ↗ |
| 90 | Deutsche Bank Ag\ | 2.56K | 0.0% | $122,205 | 0.0% | Held | 2 | SEC ↗ |
| 91 | Deutsche Bank Ag\ | 2.56K | 0.0% | $122,205 | 0.0% | Held | 2 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 28 | -39.1% | $1,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Russell Investments Group, Ltd. | 6 | +20.0% | $304 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Fisher Asset Management | $1.20M | 0.0% |
| Northern Trust Corp | $485,235 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 394 держатели, 63.44M акции, $2.94B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.