VFQY
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -12.4% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 75.31K | -3.2% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 28.00K | -28.7% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 22.38K | +152.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 19.52K | -51.1% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 15.30K | Neu | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 14.80K | +4.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Corient Private Wealth LP | 12.93K | -47.0% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 3.45K | -4.7% | $515,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 3.32K | -18.6% | $495,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.94K | -0.8% | $439,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 2.77K | +72.1% | $412,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 2.26K | -48.5% | $340,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.80K | +0.7% | $263,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 1.52K | Neu | $226,834 | 0.0% | New | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $149,233 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 494 | Neu | $73,721 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 381 | -49.6% | $56,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 335 | -26.7% | $49,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cwm, Llc | 245 | 0.0% | $36,562 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | 0.0% | $25,370 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 159 | -0.6% | $23,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 42 | 0.0% | $6,268 | 0.0% | Held | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passiv) | 1 | 0.0% | $137 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | -95.0% | $104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 0 | n/a | $46 | 0.0% | Held | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $2.28M | 0.0% |
| Mercer Global Advisors Inc… | $226,834 | 0.0% |
| Fifth Third Bancorp | $73,721 | 0.0% |
Ausgestiegen
| Susquehanna International… | $814,761 | war 0.0% |
| Goldman Sachs Group | $707,527 | war 0.0% |
| Jane Street Group, Llc | $507,941 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 1.08M Anteile, $155.54M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.