证券记录 · 已归档季度
SMLF
iShares U.S. Small-Cap Equity Factor ETF · Financial Services · Asset Management
45被追踪持有人
+1Δ持有人
13.05M持有股份
$977.26M报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +2.3% ·
股份流向 +0.7% ·
净新建仓位 +2.2%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 2.41M | n/a | $180.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 2.33M | n/a | $174.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 1.71M | n/a | $128.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 1.39M | n/a | $103.97M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 665.08K | n/a | $49.80M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 562.14K | n/a | $42.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 469.60K | -2.0% | $35.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Charles Schwab Investment… | 424.89K | n/a | $31.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 421.20K | +202.6% | $31.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 300.55K | n/a | $22.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 288.21K | n/a | $21.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 288.01K | n/a | $21.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Commonwealth Equity Services, Llc | 230.21K | n/a | $17.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 214.14K | n/a | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 165.38K | +158.9% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Mercer Global Advisors Inc /Adv | 164.09K | n/a | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 159.59K | n/a | $11.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 157.41K | n/a | $11.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 126.31K | -50.3% | $9.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 103.78K | n/a | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 73.67K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Envestnet Asset Management Inc | 69.53K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 51.60K | 新增 | $3.86M | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 49.27K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 48.88K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mariner, LLC | 45.71K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Wealth Enhancement Advisory… | 28.11K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 21.77K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 21.59K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 16.84K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 16.79K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 8.19K | n/a | $612,879 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 5.91K | n/a | $442,650 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 3.60K | n/a | $269,568 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 3.20K | 新增 | $239,541 | 0.0% | New | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 1.29K | n/a | $96,670 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.03K | n/a | $77,126 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 983 | n/a | $73,607 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 915 | n/a | $68,553 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 200 | n/a | $15,120 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 156 | n/a | $11,681 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 119 | n/a | $8,911 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 96 | n/a | $7,188 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 26 | n/a | $1,947 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 3 | n/a | $225 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $3.86M | 0.0% |
| Citadel Advisors | $239,541 | 0.0% |
已清仓
| Wellington Management | $15.39M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 267 持有人, 35.95M 股份, $2.65B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据