VALQ
nama menunggu ingest profil
Input momentum (manajer yang sebanding):
keluasan pemegang -20.0% ·
aliran saham +3.1% ·
posisi baru bersih -20.0%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -4 | 3.09M | $215.20M | — | −4 |
| Q1 2026 | 20 | +5 | 2.99M | $194.62M | +5 | — |
| Q4 2025 | 15 | -2 | 2.79M | $184.80M | — | −2 |
| Q3 2025 | 4 | +1 | 20.06K | $1.29M | +1 | — |
| Q2 2025 | 2 | +1 | 12.06K | $748,449 | +1 | — |
| Q4 2024 | 1 | 0 | 14.25K | $869,095 | — | — |
| Q3 2024 | 1 | 0 | 11.95K | $742,285 | — | — |
| Q2 2024 | 1 | — | 5.05K | $286,355 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.95M | +3.2% | $135.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 924.72K | +5.9% | $64.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 120.99K | +3.8% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 21.50K | +28.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 11.84K | +1.1% | $825,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 11.19K | 0.0% | $780,072 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 11.11K | +5.5% | $774,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 9.72K | +0.6% | $677,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 8.63K | +30.3% | $602,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 6.30K | +529.9% | $437,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 3.71K | +5.0% | $259,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.31K | +35.0% | $91,367 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.26K | -80.0% | $87,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $33 | 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
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $890,598 | adalah 0.0% |
| Cetera Investment Advisers | $574,789 | adalah 0.0% |
| Susquehanna International… | $324,912 | adalah 0.0% |
| UBS Group AG | $138,039 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 39 pemegang, 4.24M saham, $278.22M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.