Catatan efek · kuartal yang diarsipkan
VFMO
nama menunggu ingest profil
30Pemegang yang dilacak
+1Δ pemegang
670.37KSaham yang dipegang
$132.13MNilai yang dilaporkan
+4Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.4% ·
aliran saham +15.7% ·
posisi baru bersih +3.3%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 151.88K | +8.4% | $29.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 150.03K | +32.4% | $29.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 150.03K | +32.4% | $29.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 91.85K | +9.1% | $18.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 75.47K | -11.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 43.33K | +0.6% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 43.33K | +0.6% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 33.40K | +24.6% | $6.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 33.40K | +24.6% | $6.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 23.84K | +21.0% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 20.82K | +418.1% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 20.82K | +418.1% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 20.82K | +418.1% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 20.82K | +418.1% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 16.07K | -24.8% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 16.07K | -24.8% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 13.47K | +442.3% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 13.47K | +442.3% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 7.17K | Baru | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 5.88K | +382.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 5.73K | +13.8% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 4.99K | +25.5% | $984,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 4.61K | Baru | $909,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 4.06K | +53.5% | $800,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 3.18K | +68.8% | $627,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 2.81K | +5.0% | $554,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.48K | -9.1% | $487,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.42K | +6.5% | $476,798 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.42K | +6.5% | $476,798 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.42K | +6.5% | $476,798 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 2.05K | -12.1% | $404,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 1.49K | -10.2% | $299,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 1.41K | Baru | $276,926 | 0.0% | New | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.39K | -0.6% | $274,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 1.39K | -0.6% | $274,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 400 | 0.0% | $78,840 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Cwm, Llc | 85 | 0.0% | $16,754 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 18 | -5.3% | $3,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 15 | Baru | $2,957 | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (pasif) | 1 | 0.0% | $141 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1 | -98.4% | $101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $1.41M | 0.0% |
| Hrt Financial Lp | $909,000 | 0.0% |
| Citadel Advisors | $276,926 | 0.0% |
| Assetmark, Inc | $2,957 | 0.0% |
Telah keluar
| Tidal Investments LLC | $2.00M | adalah 0.0% |
| JPMorgan Chase | $3,024 | adalah 0.0% |
| Rockefeller Capital… | $1,341 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 169 pemegang, 3.24M saham, $611.51M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API