Запись по ценной бумаге · архивный квартал
SMBK
ожидается загрузка профиля
75Отслеживаемые держатели
+5Δ держателей
7.41MАкций в держании
$289.28MОтчётная стоимость
+7Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.1% ·
поток акций +2.1% ·
новые чистые позиции +6.7%
— 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
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 0 | 7.28M | $340.58M | +5 | −6 |
| Q1 2026 | 75 | +5 | 7.41M | $289.28M | +7 | −2 |
| Q4 2025 | 70 | +2 | 7.43M | $274.68M | +2 | — |
| Q3 2025 | 17 | 0 | 4.21M | $150.28M | +1 | −1 |
| Q2 2025 | 14 | +1 | 3.88M | $131.16M | +1 | — |
| Q1 2025 | 10 | +1 | 1.52M | $47.28M | +1 | — |
| Q4 2024 | 9 | +1 | 1.43M | $44.42M | +1 | — |
| Q3 2024 | 7 | +2 | 869.06K | $25.33M | +2 | — |
| Q2 2024 | 5 | — | 705.14K | $16.69M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 1.28M | +1.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 836.39K | -0.3% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 836.39K | -0.3% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 836.39K | -0.3% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 836.39K | -0.3% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 680.42K | — | $26.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 675.35K | -7.2% | $26.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Wellington Management ✦ | 675.35K | -7.2% | $26.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Wellington Management ✦ | 675.35K | -7.2% | $26.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Wellington Management ✦ | 675.35K | -7.2% | $26.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (пассивный) | 440.53K | +33.6% | $17.22M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | American Century Companies Inc | 371.81K | +18.9% | $14.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Geode Capital Management ✦ (пассивный) | 355.36K | +5.1% | $13.89M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Geode Capital Management ✦ (пассивный) | 355.36K | +5.1% | $13.89M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | First Eagle Investment Management… | 224.04K | +47.2% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 170.96K | +1.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 169.88K | +36.3% | $6.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 152.27K | -14.6% | $5.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | Northern Trust Corp | 144.55K | +5.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 144.55K | +5.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 144.55K | +5.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Alliancebernstein L.P. | 150.85K | -2.0% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 129.87K | -20.4% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 129.87K | -20.4% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Charles Schwab Investment… | 121.66K | +0.3% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 113.75K | +10.0% | $4.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 102.84K | +2.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 102.84K | +2.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 102.84K | +2.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 102.84K | +2.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 102.84K | +2.5% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Nuveen, LLC | 96.93K | -22.5% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Nuveen, LLC | 96.93K | -22.5% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Nuveen, LLC | 96.93K | -22.5% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Connor, Clark & Lunn Investment… | 93.60K | -4.7% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 94.42K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 94.42K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 94.42K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 94.42K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Millennium Management ✦ | 92.67K | +11.1% | $3.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 80.72K | +14.9% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Arrowstreet Capital ✦ | 50.38K | 0.0% | $1.97M | 0.0% | Held | 7 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 49.89K | +5.8% | $1.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 68 | Stifel Financial Corp | 49.61K | +0.1% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Stifel Financial Corp | 49.61K | +0.1% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 47.44K | +147.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Raymond James Financial Inc | 47.28K | +282.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Raymond James Financial Inc | 47.28K | +282.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Raymond James Financial Inc | 47.28K | +282.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | First Trust Advisors Lp | 46.59K | +0.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Tudor Investment Corp Et Al | 45.70K | -0.8% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | D. E. Shaw & Co. ✦ | 42.55K | -14.4% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Franklin Resources Inc | 31.37K | +92.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Franklin Resources Inc | 31.37K | +92.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 31.37K | +92.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Victory Capital Management Inc | 26.85K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 81 | Creative Planning | 25.66K | +8.2% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Invesco Ltd. | 23.44K | -4.2% | $915,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Invesco Ltd. | 23.44K | -4.2% | $915,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Invesco Ltd. | 23.44K | -4.2% | $915,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Invesco Ltd. | 23.44K | -4.2% | $915,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 23.14K | -19.5% | $904,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Hsbc Holdings Plc | 22.21K | -50.3% | $864,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 20.79K | +90.3% | $812,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Rhumbline Advisers | 18.33K | -0.8% | $716,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Principal Financial Group Inc | 18.12K | Новый | $708,286 | 0.0% | New | 1 | SEC ↗ |
| 91 | Principal Financial Group Inc | 18.12K | Новый | $708,286 | 0.0% | New | 1 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 17.99K | +3.0% | $703,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Barclays Plc | 16.66K | -51.5% | $651,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Barclays Plc | 16.66K | -51.5% | $651,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Hrt Financial Lp | 16.30K | -16.7% | $637,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Truist Financial Corp | 14.37K | +0.2% | $561,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Truist Financial Corp | 14.37K | +0.2% | $561,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Man Group plc | 13.57K | Новый | $530,198 | 0.0% | New | 1 | SEC ↗ |
| 99 | UBS Group AG | 12.84K | -14.4% | $501,709 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | UBS Group AG | 12.84K | -14.4% | $501,709 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Principal Financial Group Inc | $708,286 | 0.0% |
| Principal Financial Group Inc | $708,286 | 0.0% |
| Man Group plc | $530,198 | 0.0% |
Закрыто
| Marshall Wace | $1.14M | составлял 0.0% |
| Prudential Financial Inc | $320,148 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 172 держатели, 10.73M акции, $397.48M 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 держатели 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 ·
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