Effectdossier · gearchiveerd kwartaal
VCEB
naam in afwachting van profielverwerking
33Gevolgde houders
+4Δ houders
3.75MGehouden aandelen
$235.47MGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.8% ·
aandelenstroom +10.2% ·
netto nieuwe posities +12.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +4 | 3.75M | $235.47M | +4 | — |
| Q1 2026 | 30 | +5 | 3.42M | $214.79M | +5 | — |
| Q4 2025 | 26 | -1 | 2.98M | $189.41M | — | −1 |
| Q3 2025 | 5 | 0 | 1.76M | $113.05M | — | — |
| Q2 2025 | 3 | 0 | 1.59M | $100.53M | — | — |
| Q1 2025 | 1 | 0 | 14.94K | $940,088 | — | — |
| Q4 2024 | 1 | +1 | 23.47K | $1.45M | +1 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.87M | +1.1% | $117.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.87M | +1.1% | $117.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 298.63K | +2.9% | $18.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 275.89K | +3.5% | $17.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Creative Planning | 180.05K | +1.6% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 175.09K | +15.8% | $10.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 175.09K | +15.8% | $10.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 168.81K | +544.7% | $10.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 111.00K | +707.0% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 111.00K | +707.0% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Cerity Partners LLC | 104.86K | +8.5% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 104.86K | +8.5% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealthfront Advisers LLC | 97.86K | -52.6% | $6.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 93.49K | -0.2% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 78.83K | +10.7% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 72.43K | +132.0% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 67.97K | Nieuw | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 29.61K | +0.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 29.61K | +0.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 21.98K | -2.9% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 15.01K | +66.9% | $941,932 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 15.01K | +66.9% | $941,932 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 13.23K | Nieuw | $830,299 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 11.70K | +5.1% | $734,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 11.30K | +12.2% | $709,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 11.30K | +12.2% | $709,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 8.96K | +14.8% | $562,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 8.92K | +12.2% | $559,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 7.92K | 0.0% | $496,745 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 6.42K | +6.6% | $402,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 4.08K | -13.8% | $255,859 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 4.08K | -13.8% | $255,859 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | First Trust Advisors Lp | 3.89K | +1.2% | $244,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 2.50K | 0.0% | $156,320 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.46K | +160.4% | $154,267 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.46K | +160.4% | $154,267 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.42K | +0.3% | $88,783 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.39K | 0.0% | $87,299 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.39K | 0.0% | $87,299 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 1.02K | -13.6% | $64,086 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 421 | Nieuw | $26,422 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 72 | 0.0% | $4,519 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 2 | Nieuw | $126 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $4.27M | 0.0% |
| Mercer Global Advisors Inc… | $830,299 | 0.0% |
| Northwestern Mutual Wealth… | $26,422 | 0.0% |
| Fifth Third Bancorp | $126 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 129 houders, 9.01M aandelen, $538.74M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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