Catatan efek
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82Pemegang yang dilacak
+2Δ pemegang
659.07MSaham yang dipegang
$53.04BNilai yang dilaporkan
+3Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.5% ·
aliran saham +30.0% ·
posisi baru bersih +1.2%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | +2 | 659.07M | $53.04B | +3 | −2 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | — |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | — | −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 | — | — |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | — | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | — |
| Q2 2024 | 4 | — | 35.41K | $8.57M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wellington Management | $12.51M | 0.0% |
| Nuveen, LLC | $2.34M | 0.0% |
| Squarepoint Ops LLC | $291,019 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $311.96M | adalah 0.3% |
| GAMCO Investors | $3.12M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,367 pemegang, 239.36M saham, $63.29B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API