VCV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -13.6% ·
Aktienfluss +0.1% ·
neue Nettopositionen -15.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 4.80M | $51.76M | +1 | −2 |
| Q1 2026 | 19 | -3 | 4.59M | $47.88M | — | −3 |
| Q4 2025 | 22 | +1 | 4.58M | $51.01M | +1 | — |
| Q3 2025 | 2 | — | 2.27M | $24.03M | — | — |
| Q1 2025 | 1 | +1 | 10.69K | $113,442 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.76M | +5.1% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 545.24K | -12.4% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 545.24K | -12.4% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 345.21K | +5.9% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 254.26K | -8.3% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 254.26K | -8.3% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 168.10K | -2.2% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 124.09K | +25.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 123.06K | -6.7% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 59.46K | -9.6% | $620,768 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 48.15K | +0.4% | $502,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 48.15K | +0.4% | $502,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 34.34K | +24.8% | $359,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 34.34K | +24.8% | $359,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 26.98K | +0.2% | $281,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 22.70K | -3.0% | $237,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 20.62K | 0.0% | $214,659 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Mariner, LLC | 15.91K | +20.9% | $166,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 15.69K | -38.9% | $163,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 13.59K | +0.8% | $141,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 8.70K | -9.3% | $90,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.51K | 0.0% | $15,723 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.45K | 0.0% | $15,075 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Jane Street Group, Llc | $301,767 | war 0.0% |
| Citadel Advisors | $150,366 | war 0.0% |
| Susquehanna International… | $139,570 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 56 Inhaber, 8.31M Anteile, $86.38M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.