Запись по ценной бумаге · архивный квартал
VIOO
Vanguard S&P Small-Cap 600 ETF · Financial Services · Asset Management - Global
56Отслеживаемые держатели
+4Δ держателей
7.27MАкций в держании
$827.28MОтчётная стоимость
+6Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.7% ·
поток акций +4.5% ·
новые чистые позиции +7.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
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 | 54 | -1 | 7.45M | $1.02B | +4 | −5 |
| Q1 2026 | 56 | +4 | 7.27M | $827.28M | +6 | −2 |
| Q4 2025 | 52 | 0 | 6.95M | $758.19M | — | — |
| Q3 2025 | 8 | -1 | 1.30M | $143.39M | +1 | −2 |
| Q2 2025 | 6 | 0 | 52.87K | $5.35M | +1 | −1 |
| Q1 2025 | 4 | +1 | 82.49K | $7.96M | +1 | — |
| Q4 2024 | 3 | +1 | 21.02K | $2.23M | +1 | — |
| Q3 2024 | 2 | -1 | 24.54K | $2.65M | +1 | −2 |
| Q2 2024 | 3 | — | 16.93K | $1.66M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 881.39K | +10.1% | $101.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 881.39K | +10.1% | $101.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 881.39K | +10.1% | $101.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 787.87K | +2.1% | $90.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 787.87K | +2.1% | $90.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 787.87K | +2.1% | $90.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 616.99K | -3.3% | $70.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 616.99K | -3.3% | $70.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 616.99K | -3.3% | $70.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 455.41K | +28.1% | $52.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 455.41K | +28.1% | $52.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 446.75K | -0.8% | $51.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 446.75K | -0.8% | $51.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 380.37K | -4.9% | $43.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 380.37K | -4.9% | $43.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 378.22K | +8.9% | $43.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 378.22K | +8.9% | $43.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 363.19K | +32.0% | $41.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 363.19K | +32.0% | $41.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 363.19K | +32.0% | $41.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 356.74K | 0.0% | $40.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 356.74K | 0.0% | $40.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 351.27K | +1.0% | $39.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 351.27K | +1.0% | $39.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 285.47K | +9.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 285.47K | +9.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 285.47K | +9.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 251.27K | -4.4% | $28.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 251.27K | -4.4% | $28.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 251.27K | -4.4% | $28.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | LPL Financial LLC | 242.54K | +11.7% | $27.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 238.56K | +0.2% | $27.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 224.50K | -6.2% | $25.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 169.41K | -4.2% | $19.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 88.28K | -48.8% | $10.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 82.11K | +45.4% | $9.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 72.61K | +28.3% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 72.61K | +28.3% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 122.33K | +0.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 47.62K | +15.3% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 42.50K | -14.4% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 42.50K | -14.4% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 42.50K | -14.4% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Creative Planning | 39.14K | -1.4% | $4.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | HighTower Advisors, LLC | 39.02K | -33.8% | $4.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 38.90K | +3.6% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 35.82K | +240.5% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Lido Advisors, LLC | 25.67K | +1062.4% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Jane Street Group, Llc | 23.59K | +132.1% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 22.43K | -4.9% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 22.43K | -4.9% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 22.43K | -4.9% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 22.43K | -4.9% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 18.61K | -24.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Hrt Financial Lp | 13.23K | Новый | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 12.35K | +2.1% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Brown Advisory Inc | 11.71K | +0.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Brown Advisory Inc | 11.71K | +0.1% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 9.53K | +15.1% | $1.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Assetmark, Inc | 8.73K | +9.3% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Baird Financial Group, Inc. | 8.19K | +3.9% | $940,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 8.19K | +3.9% | $940,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 7.47K | — | $852,843 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | CIBC Bancorp USA Inc. | 7.47K | — | $852,843 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 7.29K | Новый | $837,340 | 0.0% | New | 1 | SEC ↗ |
| 66 | Truist Financial Corp | 6.86K | -17.0% | $788,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Truist Financial Corp | 6.86K | -17.0% | $788,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Gotham Asset Management ✦ | 6.25K | +9.0% | $717,113 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 6.19K | +28.7% | $711,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 6.19K | +28.7% | $711,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 6.19K | +28.7% | $711,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 6.19K | +28.7% | $711,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 5.82K | Новый | $667,737 | 0.0% | New | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 5.51K | 0.0% | $632,484 | 0.0% | Held | 2 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 4.48K | +18.5% | $514,835 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | National Bank Of Canada /Fi/ | 4.17K | +8.3% | $478,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 4.17K | +8.3% | $478,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 3.88K | +2.1% | $445,081 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 79 | Us Bancorp \De\ | 3.33K | +1731.3% | $382,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Financial Engines Advisors L.L.C. | 3.21K | -34.4% | $369,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Wealth Enhancement Advisory… | 2.61K | +14.2% | $302,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Cibc World Market Inc. | 2.44K | Новый | $279,611 | 0.0% | New | 1 | SEC ↗ |
| 83 | Focus Partners Wealth | 2.19K | -5.1% | $251,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Cwm, Llc | 1.09K | -14.8% | $125,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 676 | +0.8% | $77,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 676 | +0.8% | $77,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | UBS AM, a distinct business unit of… | 110 | Новый | $12,631 | 0.0% | New | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 41 | +70.8% | $4,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bnp Paribas Financial Markets | 10 | Новый | $1,148 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $1.52M | 0.0% |
| Citadel Advisors | $837,340 | 0.0% |
| Fifth Third Bancorp | $667,737 | 0.0% |
| Cibc World Market Inc. | $279,611 | 0.0% |
| UBS AM, a distinct business… | $12,631 | 0.0% |
| Bnp Paribas Financial Markets | $1,148 | 0.0% |
Закрыто
| Quantinno Capital Management… | $411,662 | составлял 0.0% |
| Qube Research & Technologies… | $1,110 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 376 держатели, 13.33M акции, $1.45B 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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