VBIL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +8.9% ·
netto nieuwe posities -2.9%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 211.83K | $16.00M | n/a | −1 |
| Q2 2026 | 44 | +8 | 10.77M | $814.73M | +13 | −6 |
| Q1 2026 | 37 | +3 | 7.25M | $548.10M | +8 | −5 |
| Q4 2025 | 34 | -1 | 5.35M | $403.28M | n/a | −1 |
| Q3 2025 | 5 | +1 | 379.53K | $28.70M | +1 | n/a |
| Q2 2025 | 1 | 0 | 108.87K | $8.23M | n/a | n/a |
| Q1 2025 | 1 | +1 | 17.64K | $1.33M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 917.16K | n/a | $69.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 776.76K | n/a | $58.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 563.32K | +231.9% | $42.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 557.41K | n/a | $42.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 484.20K | n/a | $36.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Hsbc Holdings Plc | 480.40K | n/a | $36.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 320.34K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 232.00K | n/a | $17.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 191.94K | n/a | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 183.13K | 0.0% | $13.81M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 103.01K | n/a | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 76.06K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 70.00K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 66.43K | +909.3% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 46.94K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 45.03K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Principal Financial Group Inc | 43.06K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 42.05K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Wells Fargo & Company/Mn | 39.48K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cerity Partners LLC | 32.98K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 22.20K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 17.37K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 5.72K | n/a | $431,837 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 4.73K | n/a | $356,859 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 4.32K | n/a | $326,181 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 3.69K | n/a | $278,714 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Empower Advisory Group, LLC | 3.58K | n/a | $269,662 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 2.86K | n/a | $215,504 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.80K | n/a | $211,046 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Mariner, LLC | 2.74K | n/a | $206,800 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.56K | n/a | $193,101 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Toronto Dominion Bank | 1.95K | n/a | $147,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 109 | n/a | $8,222 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 10 | n/a | $754 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $1.52M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 333 houders, 39.40M aandelen, $2.94B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.