Effectdossier · gearchiveerd kwartaal
VIOG
naam in afwachting van profielverwerking
39Gevolgde houders
0Δ houders
1.36MGehouden aandelen
$208.70MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
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 | — |
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 222.73K | +3.3% | $34.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 222.73K | +3.3% | $34.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 222.73K | +3.3% | $34.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 222.27K | -1.2% | $34.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 170.09K | +3.4% | $26.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 170.09K | +3.4% | $26.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 170.09K | +3.4% | $26.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 122.39K | +3.5% | $18.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 122.39K | +3.5% | $18.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 90.17K | +5.8% | $13.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 77.53K | +17.6% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 51.08K | +11.8% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 50.00K | -1.5% | $7.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 42.65K | +0.3% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 42.65K | +0.3% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 33.40K | +4.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 33.40K | +4.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 33.19K | -17.3% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 32.53K | +7.9% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Brown Advisory Inc | 29.40K | +0.2% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 25.14K | -4.7% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 25.14K | -4.7% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 25.14K | -4.7% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 22.72K | +5.1% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 21.05K | -0.1% | $3.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 21.05K | -0.1% | $3.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 20.25K | -1.8% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 18.72K | +9.1% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 18.72K | +9.1% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 18.72K | +9.1% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 17.14K | -14.6% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 12.68K | +15.2% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 9.21K | +3.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 9.05K | -2.5% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 7.15K | +20.4% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 5.28K | +165.8% | $809,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.55K | +13.3% | $391,374 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Creative Planning | 2.44K | 0.0% | $373,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 2.40K | +5.3% | $367,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 1.89K | 0.0% | $290,578 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 1.61K | +51.6% | $247,773 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Focus Partners Wealth | 1.41K | Nieuw | $216,933 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.33K | +7.2% | $204,783 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 474 | +32.0% | $72,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $63,669 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $63,669 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 392 | -8.4% | $60,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 265 | Nieuw | $40,656 | 0.0% | New | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 94 | -69.1% | $14,421 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 76 | -50.6% | $11,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 53 | 0.0% | $8,131 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 6 | 0.0% | $921 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $216,933 | 0.0% |
| Qube Research & Technologies… | $40,656 | 0.0% |
Verlaten
| Susquehanna International… | $570,027 | was 0.0% |
| Corient Private Wealth LP | $215,946 | was 0.0% |
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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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