VFMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +9.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.26K | $462,787 | n/a | n/a |
| Q2 2026 | 26 | +5 | 365.63K | $50.95M | +6 | −1 |
| Q1 2026 | 21 | +2 | 493.43K | $65.74M | +3 | −1 |
| Q4 2025 | 19 | 0 | 283.57K | $36.97M | n/a | n/a |
| Q3 2025 | 2 | -1 | 13.23K | $1.74M | n/a | −1 |
| Q2 2025 | 2 | +1 | 23.89K | $3.06M | +1 | n/a |
| Q1 2025 | 1 | +1 | 21.60K | $2.74M | +1 | n/a |
| Q2 2024 | 1 | n/a | 2.63K | $298,445 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 200.11K | Nieuw | $26.66M | 0.0% | New | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 89.66K | -16.8% | $11.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 65.41K | +4.7% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 25.70K | +68.0% | $3.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Cetera Investment Advisers | 22.01K | +17.7% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 17.18K | +36.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 10.85K | +0.4% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Mercer Global Advisors Inc /Adv | 10.14K | Nieuw | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 8.19K | +8.1% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 7.93K | -15.5% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 7.02K | -32.1% | $938,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 6.79K | -6.0% | $904,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 5.96K | +12.4% | $794,755 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 4.07K | 0.0% | $541,713 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 3.89K | +14.6% | $517,865 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Quantinno Capital Management LP | 3.04K | 0.0% | $404,872 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 2.48K | +501.0% | $330,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 1.91K | 0.0% | $254,469 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 515 | -1.7% | $68,613 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 459 | 0.0% | $61,153 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 122 | Nieuw | $16,254 | 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
| Wells Fargo & Company/Mn | $26.66M | 0.0% |
| Mercer Global Advisors Inc… | $1.35M | 0.0% |
| Fifth Third Bancorp | $16,254 | 0.0% |
Verlaten
| Jane Street Group, Llc | $295,810 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 82 houders, 1.49M aandelen, $193.20M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.