Запись по ценной бумаге · архивный квартал
VOO
Vanguard S&P 500 ETF · Financial Services · Asset Management
117Отслеживаемые держатели
-4Δ держателей
289.15MАкций в держании
$171.64BОтчётная стоимость
+5Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.3% ·
поток акций +1.4% ·
новые чистые позиции -3.4%
· формула
Концентрированное накопление: рост долей при сокращении 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 729.68K | $515.05M | n/a | −1 |
| Q2 2026 | 118 | +6 | 292.66M | $200.39B | +8 | −4 |
| Q1 2026 | 117 | -4 | 289.15M | $171.64B | +5 | −9 |
| Q4 2025 | 120 | +2 | 322.13M | $201.58B | +2 | n/a |
| Q3 2025 | 18 | +1 | 135.56M | $83.01B | +2 | −1 |
| Q2 2025 | 14 | 0 | 40.42M | $22.96B | +2 | −2 |
| Q1 2025 | 11 | +3 | 2.76M | $1.42B | +3 | n/a |
| Q4 2024 | 8 | -1 | 2.67M | $1.44B | +1 | −2 |
| Q3 2024 | 9 | -1 | 2.66M | $1.40B | +1 | −2 |
| Q2 2024 | 10 | n/a | 2.15M | $1.08B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | California Public Employees… | 33.64M | +6.5% | $20.10B | 12.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 30.64M | +4.4% | $18.31B | 5.6% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Bank Of America Corp /De/ | 27.44M | +1.3% | $16.40B | 1.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | JPMorgan Chase ✦ | 27.26M | +133.2% | $15.83B | 1.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 5 | Morgan Stanley ✦ | 24.37M | -0.8% | $14.56B | 0.9% | ▼ Trim | 3 | SEC ↗ ×10 |
| 6 | Jones Financial Companies Lllp | 17.10M | +18.4% | $9.97B | 4.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 15.06M | +2.3% | $9.00B | 1.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 8 | Envestnet Asset Management Inc | 10.68M | +64.4% | $6.38B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 6.40M | -6.1% | $3.83B | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 6.25M | +1.2% | $3.73B | 0.7% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Royal Bank Of Canada | 6.22M | -70.9% | $3.72B | 0.7% | ▼ Trim | 2 | SEC ↗ ×16 |
| 12 | Mercer Global Advisors Inc /Adv | 5.26M | -2.3% | $3.14B | 4.7% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 5.14M | +9.7% | $3.07B | 4.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | UBS Group AG | 4.68M | +16.1% | $2.80B | 0.5% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Assetmark, Inc | 3.72M | +7.5% | $2.22B | 4.5% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 3.70M | -25.9% | $2.21B | 0.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Citigroup Inc | 3.11M | -1.4% | $1.86B | 1.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 2.89M | +7.7% | $1.73B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 2.99M | -51.1% | $1.70B | 2.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Focus Partners Wealth | 2.67M | +0.4% | $1.60B | 1.8% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 2.65M | +2.9% | $1.58B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 2.12M | +40.6% | $1.27B | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 23 | Cetera Investment Advisers | 2.00M | +3.2% | $1.20B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Rakuten Investment Management, Inc. | 1.73M | +100.0% | $1.06B | 2.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Alliancebernstein L.P. | 1.56M | +10.7% | $981.45M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 1.62M | +6.9% | $966.92M | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Stifel Financial Corp | 1.58M | +1.3% | $945.50M | 0.9% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | Fisher Asset Management ✦ | 1.57M | +1.4% | $939.73M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 29 | Manufacturers Life Insurance… | 1.51M | +5.4% | $900.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 30 | Prudential Financial Inc | 1.45M | +55.6% | $865.95M | 1.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 1.40M | +1.5% | $834.57M | 1.5% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Bank Of Montreal /Can/ | 1.35M | -9.3% | $806.44M | 0.3% | ▼ Trim | 2 | SEC ↗ ×8 |
| 33 | Commonwealth Equity Services, Llc | 1.33M | -1.3% | $794.65M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Barclays Plc | 1.26M | +2169.8% | $752.05M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | Osaic Holdings, Inc. | 1.24M | -5.0% | $739.96M | 1.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Schroder Investment Management Group | 1.22M | n/a | $707.24M | 0.6% | n/c | 1 | SEC ↗ ×7 |
| 37 | Captrust Financial Advisors | 1.17M | -2.8% | $701.87M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mirae Asset Global Investments Co.… | 1.14M | -27.9% | $680.79M | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 1.13M | -44.6% | $677.99M | 0.9% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Millennium Management ✦ | 1.02M | +100468.1% | $607.56M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 1.02M | n/a | $605.74M | 0.8% | n/c | 1 | SEC ↗ ×3 |
| 42 | Baird Financial Group, Inc. | 958.00K | +9.2% | $572.45M | 0.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | CIBC Asset Management Inc | 944.62K | +2.0% | $564.46M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 898.40K | +4.6% | $536.78M | 0.6% | ▲ Add | 2 | SEC ↗ ×4 |
| 45 | Wealthfront Advisers LLC | 861.15K | +6.0% | $514.58M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Capstone Investment Advisors, Llc | 855.34K | +3.1% | $511.11M | 5.7% | ▲ Add | 2 | SEC ↗ |
| 47 | Neuberger Berman Group LLC | 764.53K | +9.0% | $456.85M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Fifth Third Bancorp | 739.98K | +31.0% | $442.17M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 688.11K | +10.8% | $411.18M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 686.52K | +20.2% | $410.23M | 0.2% | ▲ Add | 8 | SEC ↗ ×4 |
| 51 | Mml Investors Services, Llc | 679.38K | -15.2% | $405.96M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 636.53K | +1.8% | $380.36M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 53 | Fidelity (FMR) ✦ | 632.87K | +8.7% | $378.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 54 | Wealth Enhancement Advisory… | 582.04K | -34.0% | $348.78M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 55 | Allspring Global Investments… | 523.14K | +2.8% | $315.09M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Nomura Asset Management… | 516.23K | -30.4% | $308.47M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Brown Advisory Inc | 452.12K | +7.8% | $270.16M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 58 | Us Bancorp \De\ | 1.13M | +129.0% | $264.69M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 59 | Northern Trust Corp | 427.75K | -1.1% | $255.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | First Manhattan Co. Llc. | 422.67K | +0.2% | $252.57M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 410.13K | +8943.6% | $245.07M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Lido Advisors, LLC | 401.69K | -21.7% | $240.06M | 0.9% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Blair William & Co/Il | 397.38K | +5.9% | $237.45M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 64 | State Farm Mutual Automobile… | 396.71K | +39.6% | $237.06M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 65 | Allianz Asset Management GmbH | 388.15K | -2.8% | $231.94M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Franklin Resources Inc | 311.85K | +114.3% | $186.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 67 | Janus Henderson Group Plc | 296.59K | -37.8% | $177.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Gotham Asset Management ✦ | 276.77K | +53.3% | $165.39M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 269.58K | -92.4% | $161.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 70 | Bnp Paribas Financial Markets | 233.07K | +179.7% | $139.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Cwm, Llc | 214.49K | -2.8% | $128.17M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 72 | Sei Investments Co | 210.84K | +16.7% | $125.99M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Pnc Financial Services Group, Inc. | 208.08K | +2.2% | $124.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 74 | Hsbc Holdings Plc | 192.35K | -51.2% | $114.90M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 75 | Bridgewater Associates ✦ | 158.63K | +334.5% | $94.79M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 76 | Ensign Peak Advisors, Inc | 156.40K | 0.0% | $93.46M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 120.23K | +14.7% | $71.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Deutsche Bank Ag\ | 95.32K | -3.2% | $56.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 79 | TD Waterhouse Canada Inc. | 84.65K | -10.3% | $50.97M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 71.38K | -1.8% | $42.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | Asset Management One Co., Ltd. | 67.48K | -3.6% | $40.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Principal Financial Group Inc | 65.16K | -1.2% | $38.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Tudor Investment Corp Et Al | 53.42K | +48.6% | $31.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 39.03K | -1.1% | $23.32M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 85 | American Century Companies Inc | 35.10K | -18.6% | $20.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Korea Investment CORP | 34.34K | -84.7% | $20.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Toronto Dominion Bank | 30.97K | -5.3% | $18.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | UBS AM, a distinct business unit of… | 30.27K | +233.1% | $18.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Jane Street Group, Llc | 28.13K | -2.3% | $16.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 90 | Financial Engines Advisors L.L.C. | 20.62K | -0.2% | $12.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Empower Advisory Group, LLC | 17.60K | -6.3% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank Of Nova Scotia | 15.18K | -5.9% | $9.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 93 | Mackenzie Financial Corp | 14.65K | +8.5% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Chevy Chase Trust Holdings, LLC | 14.24K | -7.1% | $8.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Victory Capital Management Inc | 13.42K | -22.6% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 12.73K | +72.5% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Amundi | 11.60K | -1.9% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 98 | Tidal Investments LLC | 11.20K | -13.3% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | First Trust Advisors Lp | 9.51K | -14.4% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Lazard Asset Management Llc | 8.50K | -30.5% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Marshall Wace | $2.87B | составлял 2.8% |
| Hrt Financial Lp | $72.61M | составлял 0.2% |
| Citadel Advisors | $54.49M | составлял 0.0% |
| Fairfax Financial | $36.52M | составлял 1.8% |
| Renaissance Technologies | $34.66M | составлял 0.1% |
| Sumitomo Mitsui Trust Group… | $7.84M | составлял 0.0% |
| Dodge & Cox | $376,392 | составлял 0.0% |
| State Of Wisconsin Investment… | $344,922 | составлял 0.0% |
| Akuna Securities Llc | $269,039 | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 3,791 держатели, 503.54M акции, $284.93B 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 владельцы 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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