Запись по ценной бумаге · архивный квартал
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
52Отслеживаемые держатели
+2Δ держателей
9.18MАкций в держании
$688.05MОтчётная стоимость
+2Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.0% ·
поток акций +3.3% ·
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 Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 16.11M | $1.48B | +5 | −2 |
| Q1 2026 | 52 | -1 | 12.86M | $980.54M | +4 | −5 |
| Q4 2025 | 52 | +2 | 9.18M | $688.05M | +2 | — |
| Q3 2025 | 5 | -1 | 831.40K | $61.30M | — | −1 |
| Q2 2025 | 3 | 0 | 651.64K | $44.17M | — | — |
| Q1 2025 | 2 | 0 | 33.79K | $2.11M | — | — |
| Q4 2024 | 2 | 0 | 37.39K | $2.54M | — | — |
| Q3 2024 | 2 | 0 | 37.50K | $2.54M | — | — |
| Q2 2024 | 2 | — | 25.73K | $1.61M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.24M | — | $242.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 877.12K | +20.8% | $65.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 758.00K | — | $56.80M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Fifth Third Bancorp | 522.59K | — | $39.16M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Blair William & Co/Il | 479.96K | — | $35.97M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 399.10K | — | $29.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 399.10K | — | $29.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 356.94K | — | $26.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 340.86K | — | $25.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 340.86K | — | $25.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 320.90K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 320.90K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 224.49K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 207.72K | — | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 182.37K | — | $13.67M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 105.68K | — | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 96.82K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 89.66K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 89.66K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cibc World Market Inc. | 88.15K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 78.39K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 59.17K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 57.90K | Новый | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 54.31K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 54.31K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bamco Inc /Ny/ | 51.90K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 47.06K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jane Street Group, Llc | 40.15K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 38.09K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 31.04K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Corient Private Wealth LP | 31.04K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 28.91K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 27.60K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Voya Investment Management Llc | 25.87K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Captrust Financial Advisors | 22.96K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 22.79K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 21.38K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 19.24K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 19.24K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 19.20K | +227.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 19.20K | +227.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cetera Investment Advisers | 16.53K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 13.25K | — | $993,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $888,264 | 0.0% | Held | 7 | SEC ↗ |
| 62 | Creative Planning | 8.87K | — | $664,568 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Cerity Partners LLC | 8.27K | — | $619,604 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 8.27K | — | $619,604 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 7.39K | — | $553,657 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 4.41K | — | $330,635 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 4.25K | — | $318,242 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 4.02K | — | $301,082 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Allspring Global Investments… | 2.72K | — | $206,530 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 1.18K | — | $88,055 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Federated Hermes, Inc. | 865 | — | $64,823 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 775 | Новый | $58,079 | 0.0% | New | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 565 | — | $42,341 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 512 | — | $38,369 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 512 | — | $38,369 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Assetmark, Inc | 18 | — | $1,349 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Qube Research & Technologies Ltd | 17 | — | $1,274 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $4.34M | 0.0% |
| BlackRock | $58,079 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 231 держатели, 27.46M акции, $2.07B 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: Q4 2025 ·
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