VFQY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +14.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 74.97K | -0.4% | $12.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 40.82K | +109.2% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 36.19K | +29.2% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 20.86K | -6.8% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Corient Private Wealth LP | 17.13K | +32.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 16.82K | +13.7% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 8.60K | -43.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 3.45K | 0.0% | $588,194 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 3.17K | +40.1% | $543,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 3.02K | -8.9% | $514,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.95K | +0.2% | $502,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 2.74K | -0.8% | $467,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.87K | +3.8% | $317,007 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 1.55K | Neu | $263,347 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 1.52K | +0.1% | $259,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $170,290 | 0.0% | Held | 3 | SEC ↗ |
| 17 | UBS Group AG | 409 | +7.3% | $69,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 388 | -21.5% | $66,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 335 | 0.0% | $57,047 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | 0.0% | $28,949 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 161 | +1.3% | $27,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 82 | +8100.0% | $13,879 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 42 | 0.0% | $7,152 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passiv) | 1 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mml Investors Services, Llc | $263,347 | 0.0% |
Ausgestiegen
| Fidelity (FMR) | $46 | 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.