Effectdossier · gearchiveerd kwartaal
VFMO
naam in afwachting van profielverwerking
35Gevolgde houders
+6Δ houders
888.70KGehouden aandelen
$221.70MGerapporteerde waarde
+10Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +17.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.50K | $341,544 | n/a | −1 |
| 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 | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 171.60K | +13.0% | $42.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 157.00K | +4.6% | $39.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 99.60K | +32.0% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 84.13K | -8.4% | $20.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 65.70K | Nieuw | $16.39M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 61.02K | +82.7% | $15.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 57.66K | +33.1% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 39.42K | +192.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 32.30K | +55.1% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 29.87K | +25.3% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 18.88K | +17.4% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 17.85K | Nieuw | $4.45M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 7.57K | +51.5% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 6.83K | -4.7% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Tidal Investments LLC | 6.25K | Nieuw | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 5.88K | 0.0% | $1.47M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 5.74K | +0.1% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 3.24K | -29.7% | $809,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 3.19K | +13.3% | $795,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 3.01K | -5.3% | $752,016 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.77K | +14.6% | $691,891 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 2.56K | +3.3% | $637,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 2.06K | +48.0% | $513,975 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 1.50K | +0.4% | $353,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 868 | Nieuw | $216,575 | 0.0% | New | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 866 | Nieuw | $216,076 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 568 | Nieuw | $141,646 | 0.0% | New | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 400 | 0.0% | $99,804 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 331 | Nieuw | $64,803 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 20 | Nieuw | $4,820 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 15 | 0.0% | $3,743 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 13 | +1200.0% | $3,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 1 | 0.0% | $179 | 0.0% | Held | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 0 | Nieuw | $130 | 0.0% | New | 1 | SEC ↗ |
| 35 | Belvedere Trading LLC | 0 | Nieuw | $0 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $16.39M | 0.0% |
| Goldman Sachs Group | $4.45M | 0.0% |
| Tidal Investments LLC | $1.56M | 0.0% |
| CIBC Bancorp USA Inc. | $216,575 | 0.0% |
| Baird Financial Group, Inc. | $216,076 | 0.0% |
| Fidelity (FMR) | $141,646 | 0.0% |
| Bank Of Montreal /Can/ | $64,803 | 0.0% |
| Jones Financial Companies Lllp | $4,820 | 0.0% |
| JPMorgan Chase | $130 | 0.0% |
| Belvedere Trading LLC | $0 | 0.0% |
Verlaten
| Jane Street Group, Llc | $800,620 | was 0.0% |
| Susquehanna International… | $404,646 | was 0.0% |
| Citadel Advisors | $276,926 | was 0.0% |
| Russell Investments Group… | $3,548 | 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 het vaakst nog meer 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: Q2 2026 ·
Methodologie ·
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