Effectdossier · gearchiveerd kwartaal
VIOG
naam in afwachting van profielverwerking
41Gevolgde houders
+2Δ houders
1.37MGehouden aandelen
$165.67MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.1% ·
aandelenstroom -0.6% ·
netto nieuwe posities +4.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 1.36M | $208.70M | +2 | −2 |
| Q1 2026 | 40 | 0 | 1.33M | $165.79M | +2 | −2 |
| Q4 2025 | 41 | +2 | 1.37M | $165.67M | +2 | n/a |
| Q3 2025 | 5 | 0 | 352.96K | $42.98M | n/a | n/a |
| Q2 2025 | 2 | -1 | 6.89K | $788,514 | n/a | −1 |
| Q1 2025 | 1 | 0 | 22.12K | $2.36M | n/a | n/a |
| Q4 2024 | 1 | +1 | 22.25K | $2.59M | +1 | n/a |
| Q2 2024 | 1 | n/a | 29.34K | $3.23M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 260.01K | +3.6% | $31.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 234.20K | n/a | $28.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 114.22K | n/a | $13.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 113.34K | n/a | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Mariner, LLC | 88.98K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 64.96K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 57.79K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 54.03K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 50.00K | -4.1% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 44.75K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 43.64K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Brown Advisory Inc | 30.16K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 29.77K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Financial Engines Advisors L.L.C. | 21.96K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 21.89K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 21.39K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.07K | -51.2% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 20.16K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 10.70K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 9.36K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 9.20K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 8.60K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passief) | 5.09K | -2.1% | $617,441 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 4.62K | n/a | $560,561 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 4.35K | Nieuw | $527,591 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 4.07K | n/a | $512,628 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 4.10K | n/a | $497,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 2.33K | Nieuw | $282,716 | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 2.32K | n/a | $281,763 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 2.27K | n/a | $275,924 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.83K | n/a | $222,558 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.35K | -8.2% | $164,045 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 1.06K | n/a | $129,169 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 634 | n/a | $76,895 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 428 | n/a | $51,968 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 415 | n/a | $50,307 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 286 | n/a | $34,688 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 274 | n/a | $33,232 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 119 | n/a | $14,439 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 53 | n/a | $6,428 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 6 | n/a | $728 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $527,591 | 0.0% |
| AQR Capital Management | $282,716 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 178 houders, 2.52M aandelen, $307.15M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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