VFMF
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +15.0% ·
Aktienfluss +15.6% ·
neue Nettopositionen +13.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +3 | 475.59K | $84.17M | +5 | −2 |
| Q1 2026 | 20 | +1 | 411.44K | $63.80M | +5 | −4 |
| Q4 2025 | 19 | 0 | 343.51K | $51.78M | n/a | n/a |
| Q3 2025 | 2 | -1 | 8.01K | $1.16M | n/a | −1 |
| Q2 2025 | 2 | 0 | 14.71K | $1.98M | n/a | n/a |
| Q1 2025 | 2 | +1 | 8.37K | $1.06M | +1 | n/a |
| Q4 2024 | 1 | 0 | 5.01K | $654,859 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.01K | $653,930 | +1 | −1 |
| Q2 2024 | 1 | n/a | 3.02K | $369,788 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 148.79K | -10.0% | $26.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 124.65K | +53.2% | $22.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 58.77K | +5.6% | $10.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 27.72K | +39.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 20.97K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 20.61K | +23.8% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 16.90K | Neu | $2.99M | 0.0% | New | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 9.65K | +3.8% | $1.71M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 8.84K | -4.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 8.36K | +18.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | First Manhattan Co. Llc. | 8.34K | 0.0% | $1.48M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Mariner, LLC | 7.87K | +270.0% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 7.25K | -4.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 4.79K | +1.7% | $848,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 518 | 0.0% | $91,670 | 0.0% | Held | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 427 | Neu | $75,566 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 330 | Neu | $58,400 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 282 | 0.0% | $50,106 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 274 | +27300.0% | $48,471 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Morgan Stanley ✦ | 124 | -0.8% | $22,024 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 21 | Us Bancorp \De\ | 101 | Neu | $17,874 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 12 | 0.0% | $2,124 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Citigroup Inc | 1 | Neu | $177 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $2.99M | 0.0% |
| BlackRock | $75,566 | 0.0% |
| Pnc Financial Services Group… | $58,400 | 0.0% |
| Us Bancorp \De\ | $17,874 | 0.0% |
| Citigroup Inc | $177 | 0.0% |
Ausgestiegen
| Susquehanna International… | $1.04M | war 0.0% |
| National Bank Of Canada /Fi/ | $15,818 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 94 Inhaber, 1.57M Anteile, $214.69M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.