Catatan efek · kuartal yang diarsipkan
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
54Pemegang yang dilacak
+3Δ pemegang
16.11MSaham yang dipegang
$1.48BNilai yang dilaporkan
+5Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.9% ·
aliran saham +25.4% ·
posisi baru bersih +5.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fifth Third Bancorp | 3.48M | +13.8% | $318.88M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.76M | -16.8% | $161.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.76M | -16.8% | $161.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.76M | -16.8% | $161.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.76M | -16.8% | $161.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 1.09M | Baru | $99.44M | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.08M | +15.1% | $99.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Focus Partners Wealth | 776.24K | +1.6% | $71.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 774.68K | +32.7% | $70.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 774.68K | +32.7% | $70.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 496.88K | +11.6% | $45.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 496.88K | +11.6% | $45.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 496.88K | +11.6% | $45.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Blair William & Co/Il | 480.20K | +15.9% | $44.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 382.48K | +0.7% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 382.48K | +0.7% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 367.95K | +375.6% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 367.95K | +375.6% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 367.95K | +375.6% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Truist Financial Corp | 353.44K | +16.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 353.44K | +16.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 353.44K | +16.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | LPL Financial LLC | 281.07K | +30.9% | $25.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 273.68K | +284.8% | $25.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 273.68K | +284.8% | $25.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 264.67K | -4.2% | $24.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 150.64K | +201.9% | $13.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 150.64K | +201.9% | $13.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 128.16K | +33.0% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cibc World Market Inc. | 122.98K | -0.1% | $11.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 122.89K | +284.8% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Cerity Partners LLC | 122.89K | +284.8% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 122.89K | +284.8% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Mariner, LLC | 107.74K | +18.6% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mariner, LLC | 107.74K | +18.6% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 107.57K | +20.2% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 91.16K | -2.2% | $8.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | CIBC Bancorp USA Inc. | 83.01K | +292.5% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | CIBC Bancorp USA Inc. | 83.01K | +292.5% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mml Investors Services, Llc | 75.92K | +39.3% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 43.09K | +41.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 43.09K | +41.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Voya Investment Management Llc | 35.20K | +88.6% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 28.43K | +2.7% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Citigroup Inc | 27.78K | -10.6% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 27.68K | +14.6% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 26.14K | 0.0% | $2.40M | 0.0% | Held | 3 | SEC ↗ |
| 69 | Captrust Financial Advisors | 25.38K | -2.1% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Corient Private Wealth LP | 21.69K | +36.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 18.30K | +257.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Creative Planning | 18.13K | +30.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Cetera Investment Advisers | 17.52K | +1.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Jones Financial Companies Lllp | 13.61K | +74.7% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Chevy Chase Trust Holdings, LLC | 11.88K | Baru | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 76 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $1.09M | 0.0% | Held | 9 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 4.41K | +1.5% | $403,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 4.41K | +1.5% | $403,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 4.41K | +1.5% | $403,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 4.21K | Baru | $385,854 | 0.0% | New | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 3.81K | +17.3% | $348,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Allspring Global Investments… | 3.67K | -59.8% | $333,861 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Renaissance Technologies ✦ | 3.52K | -29.5% | $322,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Wealth Enhancement Advisory… | 3.38K | Baru | $304,966 | 0.0% | New | 1 | SEC ↗ |
| 85 | BlackRock ✦ (pasif) | 2.78K | +258.2% | $254,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | BlackRock ✦ (pasif) | 2.78K | +258.2% | $254,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Assetmark, Inc | 1.64K | +122.3% | $149,907 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | UBS AM, a distinct business unit of… | 775 | 0.0% | $71,013 | 0.0% | Held | 2 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 513 | 0.0% | $47,048 | 0.0% | Held | 3 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 513 | 0.0% | $47,048 | 0.0% | Held | 3 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 112 | -93.7% | $10,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Qube Research & Technologies Ltd | 54 | Baru | $4,948 | 0.0% | New | 1 | SEC ↗ |
| 93 | TD Waterhouse Canada Inc. | 50 | -41.2% | $4,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wellington Management | $99.44M | 0.0% |
| Chevy Chase Trust Holdings… | $1.09M | 0.0% |
| AQR Capital Management | $385,854 | 0.0% |
| Wealth Enhancement Advisory… | $304,966 | 0.0% |
| Qube Research & Technologies… | $4,948 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $3.64M | adalah 0.0% |
| Susquehanna International… | $221,644 | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API