Wertpapierdatensatz · archiviertes Quartal
VIOG
Name ausstehend – Profil wird eingelesen
40Erfasste Halter
0Δ Inhaber
1.33MGehaltene Aktien
$165.79MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -2.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 5 | 0 | 352.96K | $42.98M | — | — |
| Q2 2025 | 2 | -1 | 6.89K | $788,514 | — | −1 |
| Q1 2025 | 1 | 0 | 22.12K | $2.36M | — | — |
| Q4 2024 | 1 | +1 | 22.25K | $2.59M | +1 | — |
| Q2 2024 | 1 | — | 29.34K | $3.23M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 225.02K | -3.9% | $28.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 118.28K | +3.5% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 118.28K | +3.5% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 85.27K | -4.2% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 65.92K | +14.1% | $8.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 50.75K | +1.5% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 45.68K | +4.7% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 42.51K | -5.0% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 42.51K | -5.0% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 40.16K | -25.7% | $5.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.97K | -50.8% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 31.97K | -50.8% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 30.14K | +640.0% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 29.35K | -2.7% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 21.62K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 20.63K | -3.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 21.07K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 21.07K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 20.08K | -8.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 17.16K | -14.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 17.16K | -14.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 11.01K | +2.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 9.29K | +0.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 8.91K | +3.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 5.93K | +28.4% | $720,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 4.58K | -51.0% | $570,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 4.23K | +3.2% | $525,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 2.43K | +4.8% | $302,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 2.27K | 0.0% | $283,147 | 0.0% | Held | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.25K | -3.4% | $280,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 1.99K | Neu | $247,053 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 1.89K | +3.2% | $235,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 1.74K | Neu | $215,946 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.25K | -8.0% | $154,955 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Blair William & Co/Il | 1.06K | 0.0% | $132,550 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 428 | 0.0% | $53,380 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $51,639 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $51,639 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 359 | +31.0% | $44,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 304 | +6.3% | $37,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 154 | +29.4% | $19,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 53 | 0.0% | $6,596 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 6 | 0.0% | $747 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Truist Financial Corp | $247,053 | 0.0% |
| Corient Private Wealth LP | $215,946 | 0.0% |
Ausgestiegen
| Citadel Advisors | $527,591 | war 0.0% |
| Qube Research & Technologies… | $76,895 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 178 Inhaber, 2.52M Anteile, $307.15M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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