VHI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom -5.4% ·
netto nieuwe posities -6.7%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 628.68K | $9.22M | +2 | −1 |
| Q1 2026 | 30 | -2 | 586.88K | $8.39M | +1 | −3 |
| Q4 2025 | 33 | +2 | 635.02K | $7.65M | +2 | n/a |
| Q3 2025 | 8 | 0 | 438.41K | $6.92M | n/a | n/a |
| Q2 2025 | 6 | -2 | 424.10K | $6.85M | n/a | −2 |
| Q1 2025 | 5 | 0 | 262.68K | $4.27M | n/a | n/a |
| Q4 2024 | 5 | +1 | 243.24K | $5.69M | +1 | n/a |
| Q3 2024 | 3 | +1 | 194.35K | $6.49M | +1 | n/a |
| Q2 2024 | 2 | n/a | 182.45K | $3.25M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 167.36K | -0.6% | $2.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Renaissance Technologies ✦ | 128.42K | -6.2% | $1.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 70.51K | +18.9% | $1.01M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | Bank of New York Mellon Corp | 47.02K | -1.1% | $672,315 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Northern Trust Corp | 40.27K | -1.6% | $575,818 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (passief) | 37.83K | +0.1% | $540,955 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Millennium Management ✦ | 19.83K | +19.1% | $283,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Charles Schwab Investment… | 16.50K | -12.7% | $235,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | American Century Companies Inc | 12.21K | -7.8% | $174,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 10.03K | -45.7% | $143,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 7.91K | +77.0% | $113,171 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 5.93K | +407.9% | $84,828 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Morgan Stanley ✦ | 5.69K | -38.5% | $81,331 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Rhumbline Advisers | 4.83K | +11.5% | $69,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2.96K | +4.9% | $41,887 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | New York State Common Retirement… | 2.62K | 0.0% | $37,495 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 1.86K | +100.4% | $26,598 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.22K | +2.9% | $17,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.18K | -56.8% | $16,822 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Bnp Paribas Financial Markets | 638 | -2.6% | $9,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Barclays Plc | 368 | -90.2% | $5,263 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | UBS AM, a distinct business unit of… | 315 | Nieuw | $4,505 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 301 | +23.9% | $4,304 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 254 | -13.3% | $4,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Cwm, Llc | 268 | +137.2% | $3,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Legal & General Group Plc | 187 | 0.0% | $2,652 | 0.0% | Held | 2 | SEC ↗ |
| 27 | California State Teachers… | 131 | -12.1% | $1,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 123 | +0.8% | $1,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 96 | +540.0% | $1,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Optiver Holding B.V. | 46 | 0.0% | $658 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $4,505 | 0.0% |
Verlaten
| Jane Street Group, Llc | $183,389 | was 0.0% |
| Deutsche Bank Ag\ | $84,422 | was 0.0% |
| Bank Of America Corp /De/ | $60,045 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 1.15M aandelen, $16.25M 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.