Запись по ценной бумаге · архивный квартал
VIS
Vanguard Industrials ETF · Financial Services · Asset Management
71Отслеживаемые держатели
+3Δ держателей
8.58MАкций в держании
$2.67BОтчётная стоимость
+3Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.4% ·
поток акций +0.8% ·
новые чистые позиции +4.2%
— 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 | 70 | 0 | 8.79M | $3.16B | +4 | −4 |
| Q1 2026 | 71 | +3 | 8.58M | $2.67B | +3 | — |
| Q4 2025 | 68 | 0 | 8.51M | $2.54B | — | — |
| Q3 2025 | 11 | 0 | 1.29M | $383.55M | — | — |
| Q2 2025 | 8 | +3 | 38.60K | $10.81M | +3 | — |
| Q1 2025 | 3 | -2 | 26.16K | $6.48M | — | −2 |
| Q4 2024 | 5 | +2 | 16.50K | $4.20M | +2 | — |
| Q3 2024 | 3 | +1 | 15.06K | $3.92M | +1 | — |
| Q2 2024 | 2 | — | 23.03K | $5.42M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 642.77K | +11.7% | $200.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 642.77K | +11.7% | $200.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 642.77K | +11.7% | $200.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 293.00K | +0.9% | $91.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 271.24K | +5.6% | $84.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 252.86K | +18.4% | $78.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 252.86K | +18.4% | $78.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 252.86K | +18.4% | $78.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 158.70K | +3.3% | $49.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 158.70K | +3.3% | $49.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 147.83K | -1.4% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 147.83K | -1.4% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 147.83K | -1.4% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 145.48K | +1.3% | $45.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 118.05K | +13.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 110.05K | +6.9% | $34.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Cetera Investment Advisers | 99.98K | -4.4% | $31.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 77.88K | +2.6% | $24.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 58.19K | -8.4% | $18.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Empower Advisory Group, LLC | 40.79K | -54.8% | $12.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Truist Financial Corp | 37.53K | -3.4% | $11.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 37.53K | -3.4% | $11.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 36.73K | +0.3% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Corient Private Wealth LP | 30.84K | -61.5% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Mariner, LLC | 25.54K | +4.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mariner, LLC | 25.54K | +4.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mariner, LLC | 25.54K | +4.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Quantinno Capital Management LP | 24.34K | +18.2% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 22.62K | +23.0% | $7.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 22.62K | +23.0% | $7.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 22.60K | -10.5% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 22.29K | +350.1% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 22.35K | +30.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 22.35K | +30.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 27.75K | -27.0% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 20.00K | 0.0% | $6.24M | 0.0% | Held | 2 | SEC ↗ |
| 74 | Blair William & Co/Il | 19.44K | -0.7% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Captrust Financial Advisors | 17.19K | +45.3% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Fifth Third Bancorp | 17.12K | +190.7% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | TD Waterhouse Canada Inc. | 16.73K | +20.2% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Creative Planning | 14.99K | +1.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 11.60K | Новый | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 84 | Northern Trust Corp | 9.62K | +1.4% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Cerity Partners LLC | 8.89K | +9.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Cerity Partners LLC | 8.89K | +9.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Cerity Partners LLC | 8.89K | +9.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Fisher Asset Management ✦ | 8.44K | +1.0% | $2.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 89 | Citigroup Inc | 8.38K | -5.7% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Focus Partners Wealth | 8.28K | +10.0% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Renaissance Technologies ✦ | 6.72K | +180.0% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Baird Financial Group, Inc. | 6.50K | -33.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Baird Financial Group, Inc. | 6.50K | -33.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Assetmark, Inc | 6.02K | +13.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Wealthfront Advisers LLC | 4.11K | +82.8% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Citadel Advisors ✦ | 3.90K | -62.7% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 97 | Charles Schwab Investment… | 3.88K | -6.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | BlackRock ✦ (пассивный) | 3.69K | +0.6% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | BlackRock ✦ (пассивный) | 3.69K | +0.6% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 3.52K | +111.2% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $3.62M | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 592 держатели, 12.37M акции, $3.78B 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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