سجل الورقة المالية · ربع مؤرشف
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Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82الحاملون المتتبعون
+2Δ المساهمون
659.07Mالأسهم المحتفظ بها
$53.04Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.5% ·
تدفق الأسهم +30.0% ·
المراكز الجديدة الصافية +1.2%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 110.77M | +5.4% | $8.86B | 3.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | UBS Group AG | 55.52M | +3.6% | $4.47B | 0.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Creative Planning | 32.71M | -1.6% | $2.64B | 1.5% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Envestnet Asset Management Inc | 24.78M | +5.1% | $2.00B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 24.39M | -3.4% | $1.96B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 22.85M | +5.5% | $1.84B | 2.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 14.37M | +0.4% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | CIBC Bancorp USA Inc. | 10.48M | +6.6% | $844.02M | 1.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 8.74M | +2.4% | $704.04M | 0.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 17 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 18 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Cetera Investment Advisers | 5.70M | +2.9% | $459.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 21 | Commonwealth Equity Services, Llc | 3.93M | -2.3% | $316.55M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 23 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 24 | Osaic Holdings, Inc. | 3.45M | +17.6% | $277.69M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Rockefeller Capital Management L.P. | 3.34M | +4.5% | $269.00M | 0.4% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | Stifel Financial Corp | 2.92M | +0.7% | $235.53M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Baird Financial Group, Inc. | 2.50M | -0.3% | $201.37M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Fifth Third Bancorp | 2.45M | -1.2% | $197.28M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.28M | +2.1% | $183.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | 1832 Asset Management L.P. | 2.16M | -1.9% | $173.82M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 1.96M | +5.8% | $158.04M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Corient Private Wealth LP | 1.93M | -2.6% | $155.34M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 1.57M | +17.1% | $126.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 1.40M | +5.2% | $113.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 1.24M | -81.4% | $100.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 1.18M | -11.1% | $94.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 1.12M | +3.7% | $90.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Alliancebernstein L.P. | 262.26K | +4.0% | $75.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 823.22K | +3.2% | $66.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | BlackRock ✦ (سلبي) | 810.99K | +27.9% | $65.34M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 41 | First Manhattan Co. Llc. | 698.32K | +11.6% | $56.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 640.58K | +0.4% | $51.61M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Wealth Enhancement Advisory… | 594.58K | -0.5% | $48.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Blair William & Co/Il | 555.27K | +1.1% | $44.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 527.81K | -1.4% | $42.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Franklin Resources Inc | 421.18K | -0.1% | $33.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 47 | Principal Financial Group Inc | 394.65K | -66.4% | $31.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | Brown Advisory Inc | 381.70K | -12.9% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Quantinno Capital Management LP | 340.51K | +11.2% | $27.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 300.07K | +39.1% | $24.18M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 51 | Schroder Investment Management Group | 288.21K | +13.1% | $23.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | Financial Engines Advisors L.L.C. | 211.88K | -1.4% | $17.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Manufacturers Life Insurance… | 818.84K | -5.0% | $16.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Wellington Management ✦ | 155.24K | جديد | $12.51M | 0.0% | New | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 122.79K | +224.0% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Gotham Asset Management ✦ | 117.71K | 0.0% | $9.48M | 0.0% | Held | 9 | SEC ↗ |
| 57 | Citigroup Inc | 115.26K | +2.4% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 98.59K | +35.2% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 93.08K | -20.9% | $7.50M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 65.43K | +17.4% | $5.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 59.56K | +134.6% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 57.59K | +13.0% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Tudor Investment Corp Et Al | 40.20K | +562.6% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 36.30K | -4.0% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Allspring Global Investments… | 35.46K | +12.0% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 33.76K | +49.4% | $2.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 30.03K | +25.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Nuveen, LLC | 29.10K | جديد | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 23.37K | -10.9% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | First Trust Advisors Lp | 23.10K | -0.4% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Sei Investments Co | 21.51K | +20.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cibc World Market Inc. | 16.28K | +1.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Hsbc Holdings Plc | 14.83K | -9.7% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 13.60K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 75 | Qube Research & Technologies Ltd | 11.74K | -82.6% | $946,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Deutsche Bank Ag\ | 8.14K | 0.0% | $655,518 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 77 | TD Waterhouse Canada Inc. | 6.88K | -48.5% | $553,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Kayne Anderson Rudnick Investment… | 6.26K | +42.2% | $504,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Susquehanna International Group, Llp | 6.05K | -83.5% | $487,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Squarepoint Ops LLC | 3.61K | جديد | $291,019 | 0.0% | New | 1 | SEC ↗ |
| 81 | Bank Of Nova Scotia | 3.04K | 0.0% | $244,611 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 4 | -96.8% | $322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Wellington Management | $12.51M | 0.0% |
| Nuveen, LLC | $2.34M | 0.0% |
| Squarepoint Ops LLC | $291,019 | 0.0% |
تم الخروج
| HighTower Advisors, LLC | $311.96M | كان 0.3% |
| GAMCO Investors | $3.12M | كان 0.0% |
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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API