سجل الورقة المالية · ربع مؤرشف
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82الحاملون المتتبعون
+2Δ المساهمون
163.90Mالأسهم المحتفظ بها
$46.92Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.5% ·
تدفق الأسهم +12.4% ·
المراكز الجديدة الصافية +2.4%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 626.82K | $50.39M | n/a | n/a |
| Q2 2026 | 82 | +2 | 659.07M | $53.04B | +3 | −2 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | n/a |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | n/a | −1 |
| Q3 2025 | 12 | 0 | 13.91M | $4.09B | +1 | −1 |
| Q2 2025 | 9 | +1 | 593.23K | $166.00M | +2 | −1 |
| Q1 2025 | 5 | 0 | 27.01K | $6.98M | n/a | n/a |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | n/a | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | n/a |
| Q2 2024 | 4 | n/a | 35.41K | $8.57M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 26.27M | +22.3% | $7.43B | 3.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | Creative Planning | 8.31M | -1.2% | $2.39B | 1.6% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Northwestern Mutual Wealth… | 6.31M | +2.1% | $1.81B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.89M | +125.5% | $1.69B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 3.58M | +9.0% | $1.03B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | CIBC Bancorp USA Inc. | 2.46M | n/a | $703.72M | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 17 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 18 | UBS AM, a distinct business unit of… | 1.66M | +232.8% | $477.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.38M | +8.3% | $397.67M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 22 | HighTower Advisors, LLC | 1.09M | +2.3% | $311.96M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 1.01M | -3.6% | $288.80M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 26 | Rockefeller Capital Management L.P. | 798.72K | +8.3% | $229.38M | 0.4% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Osaic Holdings, Inc. | 732.86K | -1.0% | $210.63M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 725.60K | +2.0% | $208.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Baird Financial Group, Inc. | 626.68K | +13.4% | $179.97M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 619.35K | +46.4% | $177.86M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 557.55K | +6.5% | $160.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | 1832 Asset Management L.P. | 549.72K | +1.6% | $157.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 494.88K | -53.5% | $140.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 463.62K | -3.4% | $133.14M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Mml Investors Services, Llc | 335.50K | -12.6% | $96.35M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 333.47K | +0.7% | $95.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 331.14K | -26.7% | $95.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Principal Financial Group Inc | 293.74K | +45.2% | $84.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Assetmark, Inc | 269.88K | -19.0% | $77.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Manufacturers Life Insurance… | 215.38K | -9.1% | $61.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 199.34K | +3.6% | $53.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 159.51K | +13.3% | $45.81M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | BlackRock ✦ (سلبي) | 158.46K | +52.0% | $45.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 44 | First Manhattan Co. Llc. | 156.40K | +12.7% | $44.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 149.32K | -34.5% | $43.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 137.34K | +6.6% | $39.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 133.78K | -0.4% | $38.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Brown Advisory Inc | 109.55K | -1.5% | $31.46M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 105.41K | +109.0% | $30.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 50 | Cwm, Llc | 85.39K | +0.7% | $24.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 76.56K | +18.7% | $21.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 63.07K | +2.7% | $18.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Schroder Investment Management Group | 63.72K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | AQR Capital Management ✦ | 53.93K | +13.9% | $15.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 55 | Gotham Asset Management ✦ | 29.43K | +46.2% | $8.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 29.40K | +478.7% | $8.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Citigroup Inc | 28.15K | -97.8% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 18.23K | +26.0% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 16.86K | +242.3% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 13.94K | -4.0% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 53.73K | -3.2% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 12.74K | -6.5% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 10.86K | +69.0% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Jane Street Group, Llc | 9.47K | +236.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | National Bank Of Canada /Fi/ | 9.45K | +7.7% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Susquehanna International Group, Llp | 9.19K | +110.7% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Allspring Global Investments… | 7.92K | +18.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Neuberger Berman Group LLC | 6.56K | +15.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 6.35K | جديد | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 5.99K | -44.6% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | First Trust Advisors Lp | 5.80K | +12.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 5.65K | +23.0% | $1.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 73 | Sei Investments Co | 4.48K | +28.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 4.11K | -1.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 3.40K | 0.0% | $976,412 | 0.0% | Held | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 3.33K | +179.6% | $960,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 2.03K | -32.6% | $584,124 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 1.52K | جديد | $435,652 | 0.0% | New | 1 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 1.10K | -76.0% | $316,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 4.01K | +0.9% | $288,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Nova Scotia | 759 | 0.0% | $217,970 | 0.0% | Held | 2 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 31 | +181.8% | $8,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $1.82M | 0.0% |
| Tudor Investment Corp Et Al | $435,652 | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,367 المالكون, 239.36M الأسهم, $63.29B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API