VIOV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.4% ·
aandelenstroom +7.0% ·
netto nieuwe posities +2.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 60.83K | $6.77M | n/a | −1 |
| Q2 2026 | 39 | -2 | 1.98M | $232.67M | +1 | −4 |
| Q1 2026 | 43 | +1 | 2.07M | $210.24M | +4 | −3 |
| Q4 2025 | 41 | 0 | 1.91M | $187.32M | +1 | −1 |
| Q3 2025 | 6 | +2 | 567.70K | $54.06M | +2 | n/a |
| Q2 2025 | 2 | -2 | 59.56K | $5.10M | n/a | −2 |
| Q1 2025 | 3 | -1 | 208.17K | $17.47M | n/a | −1 |
| Q4 2024 | 4 | +1 | 133.70K | $12.48M | +1 | n/a |
| Q3 2024 | 3 | -2 | 123.42K | $11.41M | n/a | −2 |
| Q2 2024 | 5 | n/a | 178.18K | $14.91M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 389.99K | +11.2% | $39.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Wellington Management ✦ | 162.72K | +156.2% | $16.56M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 145.06K | +6.4% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | First Manhattan Co. Llc. | 118.75K | -1.1% | $12.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 88.97K | +200.6% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 61.05K | +0.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 59.62K | +1.8% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 37.30K | -1.2% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 25.35K | -3.7% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 24.79K | +0.1% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 11.79K | -8.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 6.08K | +80.0% | $607,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 5.71K | +294.1% | $580,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 4.91K | -5.1% | $499,430 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Stifel Financial Corp | 1.98K | Nieuw | $201,649 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citigroup Inc | 580 | 0.0% | $59,009 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 186 | 0.0% | $18,924 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 53 | 0.0% | $5,377 | 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
| Stifel Financial Corp | $201,649 | 0.0% |
Verlaten
| Us Bancorp \De\ | $42,829 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 5.96M aandelen, $585.16M 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.