VFMV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +23.8% ·
aandelenstroom -25.9% ·
netto nieuwe posities +19.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | LPL Financial LLC | 128.56K | +43.4% | $17.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 65.43K | 0.0% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 28.21K | +28.2% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 23.00K | -10.5% | $3.21M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 21.57K | +25.6% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 10.85K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Mml Investors Services, Llc | 10.82K | +32.1% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 10.29K | +1.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 8.41K | +41.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 8.34K | +5.2% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 8.08K | Nieuw | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 7.06K | +4.0% | $984,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | TD Waterhouse Canada Inc. | 6.83K | -2.8% | $951,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 5.83K | Nieuw | $811,932 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 4.07K | 0.0% | $566,652 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 3.64K | -6.3% | $507,423 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Quantinno Capital Management LP | 3.04K | 0.0% | $423,387 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 2.80K | +13.0% | $390,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 1.91K | 0.0% | $266,184 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 1.90K | Nieuw | $264,438 | 0.0% | New | 1 | SEC ↗ ×3 |
| 21 | Jane Street Group, Llc | 1.71K | Nieuw | $238,033 | 0.0% | New | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 1.51K | Nieuw | $210,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 648 | +25.8% | $90,308 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 459 | 0.0% | $63,968 | 0.0% | Held | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 398 | Nieuw | $55,429 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 275 | -99.9% | $38,325 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.13M | 0.0% |
| Goldman Sachs Group | $811,932 | 0.0% |
| Bank of New York Mellon Corp | $264,438 | 0.0% |
| Jane Street Group, Llc | $238,033 | 0.0% |
| Hrt Financial Lp | $210,000 | 0.0% |
| JPMorgan Chase | $55,429 | 0.0% |
Verlaten
| Fifth Third Bancorp | $16,254 | 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.