Запись по ценной бумаге · архивный квартал
USMV
iShares MSCI USA Min Vol Factor ETF · Financial Services · Asset Management - Global
80Отслеживаемые держатели
+1Δ держателей
115.96MАкций в держании
$10.75BОтчётная стоимость
+5Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.3% ·
поток акций -6.1% ·
новые чистые позиции +1.2%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | 0 | 117.02M | $11.29B | +8 | −8 |
| Q1 2026 | 80 | +1 | 115.96M | $10.75B | +5 | −4 |
| Q4 2025 | 79 | 0 | 123.51M | $11.63B | +1 | −1 |
| Q3 2025 | 12 | -1 | 39.53M | $3.76B | +2 | −3 |
| Q2 2025 | 10 | 0 | 17.54M | $1.65B | +2 | −2 |
| Q1 2025 | 7 | +1 | 780.20K | $73.07M | +2 | −1 |
| Q4 2024 | 6 | +1 | 139.66K | $12.40M | +2 | −1 |
| Q3 2024 | 5 | 0 | 288.40K | $26.33M | +1 | −1 |
| Q2 2024 | 5 | — | 135.83K | $11.40M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 15.35M | +25.7% | $1.42B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 14.25M | +3.5% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 14.25M | +3.5% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.25M | +3.5% | $1.32B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 12.78M | -1.9% | $1.18B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 12.75M | -16.3% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 6.28M | -0.1% | $582.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 4.48M | -4.0% | $415.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 4.37M | -37.4% | $406.92M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 3.99M | +14.5% | $369.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 3.54M | +1.0% | $328.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 3.23M | -5.6% | $299.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 3.23M | -5.6% | $299.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (пассивный) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (пассивный) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | BlackRock ✦ (пассивный) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | BlackRock ✦ (пассивный) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | BlackRock ✦ (пассивный) | 3.22M | -22.6% | $298.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 2.44M | -13.0% | $226.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cetera Investment Advisers | 2.16M | +1.9% | $200.55M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 1.91M | -4.4% | $176.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.87M | -47.3% | $171.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Sei Investments Co | 1.56M | +1.9% | $144.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 1.56M | -6.3% | $144.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 1.52M | -9.2% | $141.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 1.34M | -13.6% | $124.57M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 64 | Cerity Partners LLC | 1.33M | +8.5% | $122.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 1.33M | +8.5% | $122.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 66 | Cerity Partners LLC | 1.33M | +8.5% | $122.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 1.25M | -49.8% | $115.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 68 | Focus Partners Wealth | 1.19M | -3.0% | $110.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 1.16M | +14.9% | $105.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 1.16M | +14.9% | $105.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 1.08M | -15.0% | $99.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Mariner, LLC | 1.08M | +1.9% | $99.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Mariner, LLC | 1.08M | +1.9% | $99.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Mariner, LLC | 1.08M | +1.9% | $99.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 853.81K | +0.2% | $79.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 853.81K | +0.2% | $79.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Osaic Holdings, Inc. | 818.75K | -16.0% | $75.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 818.75K | -16.0% | $75.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 818.75K | -16.0% | $75.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cwm, Llc | 733.42K | -7.8% | $68.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 81 | Captrust Financial Advisors | 715.39K | -2.8% | $66.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Us Bancorp \De\ | 707.72K | -2.9% | $65.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Us Bancorp \De\ | 707.72K | -2.9% | $65.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | Us Bancorp \De\ | 707.72K | -2.9% | $65.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 85 | HighTower Advisors, LLC | 701.95K | +4.6% | $65.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Stifel Financial Corp | 656.31K | +0.1% | $60.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 532.54K | -0.8% | $49.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Caisse De Depot Et Placement Du… | 441.07K | Новый | $40.90M | 0.1% | New | 1 | SEC ↗ |
| 100 | Barclays Plc | 391.43K | -26.1% | $36.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Caisse De Depot Et Placement… | $40.90M | 0.1% |
Закрыто
| Healthcare Of Ontario Pension… | $27.31M | составлял 0.0% |
| Jane Street Group, Llc | $4.72M | составлял 0.0% |
| Citadel Advisors | $1.23M | составлял 0.0% |
| Bank Julius Baer & Co. Ltd… | $537,209 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,350 держатели, 169.99M акции, $15.40B 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: Q1 2026 ·
Методология ·
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