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WLTH
Wealthfront Corporation · Technology · Software - Application
55Отслеживаемые держатели
+8Δ держателей
49.74MАкций в держании
$445.18MОтчётная стоимость
+14Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +17.0% ·
поток акций +4.1% ·
новые чистые позиции +16.4%
— 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 | 55 | +8 | 49.74M | $445.18M | +14 | −5 |
| Q1 2026 | 47 | +3 | 46.97M | $437.61M | +18 | −16 |
| Q4 2025 | 45 | +17 | 43.49M | $591.01M | +18 | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tiger Global Management ✦ | 15.16M | 0.0% | $135.50M | 0.6% | Held | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.21M | -11.6% | $37.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.21M | -11.6% | $37.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.21M | -11.6% | $37.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 4.21M | -11.6% | $37.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.77M | +20.8% | $33.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.77M | +20.8% | $33.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.77M | +20.8% | $33.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 3.77M | +20.8% | $33.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 2.99M | -5.3% | $27.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.99M | -5.3% | $27.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 2.99M | -5.3% | $27.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 2.34M | +21.6% | $20.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 2.34M | +21.6% | $20.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 1.60M | -2.9% | $14.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (пассивный) | 1.34M | +132.4% | $12.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 1.03M | -11.5% | $9.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 1.03M | -11.5% | $9.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 1.03M | -11.5% | $9.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (пассивный) | 1.03M | +4.7% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (пассивный) | 1.03M | +4.7% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Millennium Management ✦ | 811.47K | +422.7% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Norges Bank ✦ (пассивный) | 799.73K | Новый | $7.15M | 0.0% | New | 1 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 556.25K | -36.5% | $5.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Marshall Wace ✦ | 563.32K | +79.0% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 544.42K | Новый | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 491.59K | -33.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 491.59K | -33.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 491.59K | -33.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Nuveen, LLC | 398.84K | +8.4% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Nuveen, LLC | 398.84K | +8.4% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Cerity Partners LLC | 317.23K | Новый | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 317.23K | Новый | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 310.57K | +1156.3% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 310.57K | +1156.3% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 308.16K | +20.1% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 308.16K | +20.1% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Charles Schwab Investment… | 302.14K | +1.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 250.11K | -64.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | State Of Wisconsin Investment Board | 245.04K | -24.0% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Peak6 Llc | 225.00K | -53.7% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 212.14K | -50.4% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 202.00K | Новый | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 68 | Hrt Financial Lp | 119.77K | Новый | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 69 | Wealthfront Advisers LLC | 86.63K | +16.4% | $774,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 86.05K | Новый | $769,251 | 0.0% | New | 1 | SEC ↗ |
| 71 | Swiss National Bank | 82.80K | Новый | $740,232 | 0.0% | New | 1 | SEC ↗ |
| 72 | Sei Investments Co | 82.41K | -34.0% | $736,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 79.62K | +25.4% | $711,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 79.62K | +25.4% | $711,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 79.62K | +25.4% | $711,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Balyasny Asset Management L.P. | 43.49K | Новый | $388,818 | 0.0% | New | 1 | SEC ↗ |
| 77 | Rhumbline Advisers | 43.43K | +83.5% | $388,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Zurcher Kantonalbank (Zurich… | 42.75K | Новый | $382,221 | 0.0% | New | 1 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 41.41K | Новый | $370,214 | 0.0% | New | 1 | SEC ↗ |
| 80 | American Century Companies Inc | 40.60K | Новый | $362,982 | 0.0% | New | 1 | SEC ↗ |
| 81 | Jones Financial Companies Lllp | 37.20K | +34.5% | $326,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Deutsche Bank Ag\ | 36.38K | +92.0% | $325,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 36.38K | +92.0% | $325,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Wells Fargo & Company/Mn | 36.33K | +54.4% | $324,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Wells Fargo & Company/Mn | 36.33K | +54.4% | $324,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Federated Hermes, Inc. | 30.00K | -87.5% | $268,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Federated Hermes, Inc. | 30.00K | -87.5% | $268,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Susquehanna International Group, Llp | 29.41K | -69.6% | $262,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Legal & General Group Plc | 20.50K | +572.2% | $183,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Legal & General Group Plc | 20.50K | +572.2% | $183,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Legal & General Group Plc | 20.50K | +572.2% | $183,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Invesco Ltd. | 20.45K | -3.6% | $182,841 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Invesco Ltd. | 20.45K | -3.6% | $182,841 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Invesco Ltd. | 20.45K | -3.6% | $182,841 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Citigroup Inc | 18.96K | +971.0% | $169,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Citigroup Inc | 18.96K | +971.0% | $169,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.80K | +2.1% | $150,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Manufacturers Life Insurance… | 11.81K | Новый | $105,555 | 0.0% | New | 1 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 11.66K | +340.6% | $104,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 11.66K | +340.6% | $104,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $7.15M | 0.0% |
| Creative Planning | $4.87M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| Hrt Financial Lp | $1.07M | 0.0% |
Закрыто
| Renaissance Technologies | $1.62M | составлял 0.0% |
| LMR Partners LLP | $1.17M | составлял 0.0% |
| Bank Of Nova Scotia | $333,925 | составлял 0.0% |
| Adage Capital Partners | $308,950 | составлял 0.0% |
| Simplex Trading, Llc | $2,839 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 98 держатели, 93.37M акции, $839.42M 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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