Запись по ценной бумаге · архивный квартал
VTHR
Vanguard Russell 3000 ETF · Financial Services · Asset Management - Global
49Отслеживаемые держатели
+2Δ держателей
3.07MАкций в держании
$1.02BОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.3% ·
поток акций +13.4% ·
новые чистые позиции +4.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 3.07M | $1.02B | +3 | −1 |
| Q1 2026 | 48 | 0 | 2.74M | $787.89M | +3 | −3 |
| Q4 2025 | 48 | +2 | 2.39M | $716.54M | +2 | — |
| Q3 2025 | 6 | -2 | 561.48K | $165.25M | — | −2 |
| Q2 2025 | 5 | +1 | 112.29K | $30.63M | +1 | — |
| Q1 2025 | 3 | 0 | 75.06K | $18.52M | — | — |
| Q4 2024 | 3 | +1 | 51.01K | $13.25M | +1 | — |
| Q3 2024 | 2 | -1 | 28.97K | $7.35M | — | −1 |
| Q2 2024 | 3 | — | 35.91K | $8.60M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 632.55K | +3.6% | $209.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 632.55K | +3.6% | $209.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 632.55K | +3.6% | $209.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 622.26K | +22.0% | $206.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 622.26K | +22.0% | $206.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 279.97K | +27.0% | $92.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 279.97K | +27.0% | $92.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 279.97K | +27.0% | $92.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | UBS Group AG | 233.39K | +19.2% | $77.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 223.43K | -3.7% | $74.05M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 113.99K | +35.6% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 113.99K | +35.6% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 113.99K | +35.6% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 110.57K | +109.0% | $36.64M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 104.53K | +15.8% | $34.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 104.53K | +15.8% | $34.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Cerity Partners LLC | 97.66K | -3.2% | $32.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 97.66K | -3.2% | $32.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 80.04K | -0.7% | $26.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 70.67K | +21.3% | $23.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 57.44K | +48.2% | $19.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 53.30K | +12.5% | $17.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 53.30K | +12.5% | $17.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 51.19K | -1.5% | $16.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 51.19K | -1.5% | $16.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 49.01K | +6.4% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 36.49K | -2.2% | $11.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 36.49K | -2.2% | $11.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 36.49K | -2.2% | $11.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 36.49K | -2.2% | $11.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 26.45K | 0.0% | $8.77M | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 26.45K | 0.0% | $8.77M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 25.92K | +1.9% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 26.53K | +14.7% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 22.40K | +0.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 22.40K | +0.9% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 17.74K | +10.0% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 17.54K | -4.8% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 14.94K | +2.6% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 14.94K | +2.6% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 14.27K | -1.8% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 11.45K | -5.6% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 11.20K | -0.9% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 10.05K | 0.0% | $3.33M | 0.0% | Held | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 8.41K | -56.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 8.41K | -56.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 8.41K | -56.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 8.41K | -56.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 7.91K | +1030.1% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Hrt Financial Lp | 7.53K | Новый | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 5.43K | +170.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 5.43K | +170.9% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 4.82K | +3.0% | $1.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Creative Planning | 4.11K | -72.2% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 3.17K | Новый | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 3.06K | +32.3% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 2.68K | 0.0% | $888,553 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Us Bancorp \De\ | 2.68K | 0.0% | $888,553 | 0.0% | Held | 3 | SEC ↗ |
| 59 | CIBC Bancorp USA Inc. | 2.01K | Новый | $664,841 | 0.0% | New | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 1.83K | -5.6% | $605,847 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 1.83K | -5.6% | $605,847 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 1.64K | +0.7% | $543,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Allspring Global Investments… | 1.00K | 0.0% | $331,340 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 789 | +52.9% | $255,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Blair William & Co/Il | 325 | 0.0% | $107,713 | 0.0% | Held | 3 | SEC ↗ |
| 66 | BlackRock ✦ (пассивный) | 287 | +282.7% | $95,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | BlackRock ✦ (пассивный) | 287 | +282.7% | $95,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 136 | -8.1% | $45,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 109 | -95.2% | $36,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Qube Research & Technologies Ltd | 90 | -50.5% | $29,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 67 | -73.5% | $22,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Fifth Third Bancorp | 40 | 0.0% | $13,232 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 32 | 0.0% | $10,606 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $2.50M | 0.0% |
| Quantinno Capital Management… | $1.05M | 0.0% |
| CIBC Bancorp USA Inc. | $664,841 | 0.0% |
Закрыто
| Marshall Wace | $483,117 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 230 держатели, 5.16M акции, $1.46B 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: Q2 2026 ·
Методология ·
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