Catatan efek · kuartal yang diarsipkan
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
52Pemegang yang dilacak
-1Δ pemegang
12.86MSaham yang dipegang
$980.54MNilai yang dilaporkan
+4Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.9% ·
aliran saham +30.0% ·
posisi baru bersih -1.9%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 ✦ (pasif) | 775 | 0.0% | $59,171 | 0.0% | Held | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 775 | Baru | $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 | Baru | $6,520 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Citadel Advisors | $4.34M | adalah 0.0% |
| Bamco Inc /Ny/ | $3.89M | adalah 0.0% |
| Federated Hermes, Inc. | $64,823 | adalah 0.0% |
| Russell Investments Group… | $42,341 | adalah 0.0% |
| Qube Research & Technologies… | $1,274 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 231 pemegang, 27.46M saham, $2.07B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API