Wertpapierdatensatz · archiviertes Quartal
VFMO
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
+1Δ Inhaber
670.37KGehaltene Aktien
$132.13MGemeldeter Wert
+4Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.4% ·
Aktienfluss +15.7% ·
neue Nettopositionen +3.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Neu | $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 | Neu | $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 | Neu | $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 | Neu | $2,957 | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passiv) | 1 | 0.0% | $141 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1 | -98.4% | $101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| 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% |
Ausgestiegen
| Tidal Investments LLC | $2.00M | war 0.0% |
| JPMorgan Chase | $3,024 | war 0.0% |
| Rockefeller Capital… | $1,341 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 169 Inhaber, 3.24M Anteile, $611.51M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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