Effectdossier · gearchiveerd kwartaal
VFMO
naam in afwachting van profielverwerking
29Gevolgde houders
0Δ houders
579.26KGehouden aandelen
$110.80MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +6 | 888.70K | $221.70M | +10 | −4 |
| Q1 2026 | 30 | +1 | 670.37K | $132.13M | +4 | −3 |
| Q4 2025 | 29 | 0 | 579.26K | $110.80M | +1 | −1 |
| Q3 2025 | 3 | 0 | 8.95K | $1.72M | +1 | −1 |
| Q2 2025 | 1 | 0 | 29.30K | $5.05M | +1 | −1 |
| Q1 2025 | 1 | +1 | 3.23K | $490,782 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 140.13K | — | $26.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 113.30K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 113.30K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 85.31K | — | $16.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 84.16K | — | $16.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 43.07K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 43.07K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 43.07K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 26.81K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 26.81K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 21.38K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 21.38K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 19.71K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Tidal Investments LLC | 10.47K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 5.04K | — | $963,326 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.02K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.02K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.02K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.98K | — | $761,185 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 2.72K | — | $520,965 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 2.68K | — | $512,551 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 2.65K | — | $506,239 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 2.65K | — | $506,239 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 2.48K | — | $475,065 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 2.34K | — | $446,760 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.27K | -28.0% | $434,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.27K | -28.0% | $434,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.27K | -28.0% | $434,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 1.89K | — | $360,677 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.66K | — | $332,558 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 1.40K | — | $267,681 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 1.40K | — | $267,681 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 1.22K | — | $233,325 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 400 | — | $76,500 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 85 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 63 | — | $12,105 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 19 | — | $3,634 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 15 | -99.2% | $3,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 7 | — | $1,341 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 1 | Nieuw | $137 | 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
| BlackRock | $137 | 0.0% |
Verlaten
| Citadel Advisors | $752,970 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 169 houders, 3.24M aandelen, $611.51M 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: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API