VFQY
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -12.4% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 238.27K | $40.58M | +1 | −1 |
| Q1 2026 | 25 | 0 | 209.13K | $31.21M | +3 | −3 |
| Q4 2025 | 25 | 0 | 238.84K | $36.67M | +1 | −1 |
| Q3 2025 | 5 | +2 | 18.46K | $2.78M | +2 | — |
| Q1 2025 | 1 | 0 | 3.66K | $488,774 | — | — |
| Q4 2024 | 1 | +1 | 2.60K | $366,455 | +1 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | Raymond James Financial Inc | 22.38K | +152.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 19.52K | -51.1% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 19.52K | -51.1% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 15.30K | Nuovo | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 14.80K | +4.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 14.80K | +4.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 12.93K | -47.0% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Creative Planning | 3.45K | -4.7% | $515,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.32K | -18.6% | $495,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.94K | -0.8% | $439,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.94K | -0.8% | $439,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 2.77K | +72.1% | $412,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 2.26K | -48.5% | $340,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.80K | +0.7% | $263,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 1.52K | Nuovo | $226,834 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $149,233 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 494 | Nuovo | $73,721 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 381 | -49.6% | $56,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 335 | -26.7% | $49,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cwm, Llc | 245 | 0.0% | $36,562 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Blair William & Co/Il | 170 | 0.0% | $25,370 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 159 | -0.6% | $23,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 42 | 0.0% | $6,268 | 0.0% | Held | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passivo) | 1 | 0.0% | $137 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -95.0% | $104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 0 | — | $46 | 0.0% | Held | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Two Sigma Investments | $2.28M | 0.0% |
| Mercer Global Advisors Inc… | $226,834 | 0.0% |
| Fifth Third Bancorp | $73,721 | 0.0% |
Uscito
| Susquehanna International… | $814,761 | era 0.0% |
| Goldman Sachs Group | $707,527 | era 0.0% |
| Jane Street Group, Llc | $507,941 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 96 detentori, 1.08M azioni, $155.54M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.