سجل الورقة المالية · ربع مؤرشف
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
52الحاملون المتتبعون
-1Δ المساهمون
12.86Mالأسهم المحتفظ بها
$980.54Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.9% ·
تدفق الأسهم +30.0% ·
المراكز الجديدة الصافية -1.9%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fifth Third Bancorp | 3.06M | +485.3% | $233.55M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.12M | -34.7% | $161.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.12M | -34.7% | $161.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.12M | -34.7% | $161.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 1.73M | +147152.3% | $132.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 1.73M | +147152.3% | $132.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 1.73M | +147152.3% | $132.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 1.73M | +147152.3% | $132.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 1.73M | +147152.3% | $132.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 940.39K | +7.2% | $71.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Focus Partners Wealth | 763.70K | +0.8% | $58.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 583.87K | +46.3% | $44.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 583.87K | +46.3% | $44.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 445.06K | +24.7% | $33.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 445.06K | +24.7% | $33.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 445.06K | +24.7% | $33.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 445.06K | +24.7% | $33.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Blair William & Co/Il | 414.41K | -13.7% | $31.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 379.86K | +11.4% | $29.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 379.86K | +11.4% | $29.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 344.33K | +301.0% | $25.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 344.33K | +301.0% | $25.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 344.33K | +301.0% | $25.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 344.33K | +301.0% | $25.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 302.28K | +34.6% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 302.28K | +34.6% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 302.28K | +34.6% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 276.34K | +33.0% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | LPL Financial LLC | 214.79K | +17.8% | $16.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cibc World Market Inc. | 123.15K | +39.7% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 105.04K | +39.1% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 105.04K | +39.1% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 105.04K | +39.1% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 96.34K | -0.5% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 93.23K | -11.8% | $7.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mariner, LLC | 90.84K | +1.3% | $6.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mariner, LLC | 90.84K | +1.3% | $6.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 89.46K | +14.1% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 77.37K | +302.9% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 77.37K | +302.9% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 71.13K | -77.8% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 71.13K | -77.8% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 54.52K | +15.8% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 49.89K | -8.1% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 49.89K | -8.1% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 47.74K | +18.9% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 35.47K | -40.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 35.47K | -40.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 35.47K | -40.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 35.47K | -40.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 35.47K | -40.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cerity Partners LLC | 31.93K | +286.2% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 31.06K | +7.4% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 30.56K | +58.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 30.56K | +58.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 27.68K | +0.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 26.14K | +14.7% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Captrust Financial Advisors | 25.93K | +13.0% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 24.16K | +13.0% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | CIBC Bancorp USA Inc. | 21.15K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | CIBC Bancorp USA Inc. | 21.15K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Voya Investment Management Llc | 18.66K | -27.9% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Cetera Investment Advisers | 17.22K | +4.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Corient Private Wealth LP | 15.87K | -48.9% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Creative Planning | 13.89K | +56.6% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Cwm, Llc | 13.25K | 0.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $904,858 | 0.0% | Held | 8 | SEC ↗ |
| 68 | Allspring Global Investments… | 9.11K | +235.1% | $702,143 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 7.79K | +76.6% | $581,134 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 5.12K | +20.6% | $391,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Renaissance Technologies ✦ | 5.00K | جديد | $381,750 | 0.0% | New | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 4.34K | +8.0% | $331,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 4.34K | +8.0% | $331,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 4.34K | +8.0% | $331,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Stifel Financial Corp | 3.25K | جديد | $247,756 | 0.0% | New | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 2.90K | -92.4% | $221,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 1.79K | -75.8% | $136,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | BlackRock ✦ (سلبي) | 775 | 0.0% | $59,171 | 0.0% | Held | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 775 | جديد | $59,171 | 0.0% | New | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 736 | +3988.9% | $56,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 513 | +0.2% | $39,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 513 | +0.2% | $39,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 85 | جديد | $6,520 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Renaissance Technologies | $381,750 | 0.0% |
| Stifel Financial Corp | $247,756 | 0.0% |
| UBS AM, a distinct business… | $59,171 | 0.0% |
| TD Waterhouse Canada Inc. | $6,520 | 0.0% |
تم الخروج
| Citadel Advisors | $4.34M | كان 0.0% |
| Bamco Inc /Ny/ | $3.89M | كان 0.0% |
| Federated Hermes, Inc. | $64,823 | كان 0.0% |
| Russell Investments Group… | $42,341 | كان 0.0% |
| Qube Research & Technologies… | $1,274 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 231 المالكون, 27.46M الأسهم, $2.07B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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