VLU
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.6% ·
Aktienfluss -3.2% ·
neue Nettopositionen -3.7%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +5 | 1.19M | $282.69M | +5 | — |
| Q1 2026 | 29 | +2 | 1.15M | $246.70M | +4 | −2 |
| Q4 2025 | 27 | -1 | 1.16M | $243.81M | — | −1 |
| Q3 2025 | 5 | +2 | 107.44K | $21.93M | +2 | — |
| Q2 2025 | 1 | — | 1.49K | $286,242 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 406.59K | — | $85.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 158.20K | — | $33.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 158.20K | — | $33.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 124.50K | — | $26.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 119.87K | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 119.87K | — | $25.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 91.54K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 91.54K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 66.98K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 66.98K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 38.43K | +6.9% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 38.43K | +6.9% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 38.43K | +6.9% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 28.94K | -50.2% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 21.70K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 21.70K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 20.53K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 16.74K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 15.77K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 15.45K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 11.08K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 7.47K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 4.22K | — | $889,948 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 2.18K | — | $472,432 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 1.81K | — | $381,466 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 1.78K | — | $374,657 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 1.31K | — | $276,782 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 927 | -38.6% | $195,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 776 | — | $163,356 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 296 | 0.0% | $62,349 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 193 | — | $40,573 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 51 | — | $10,743 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 36 | — | $7,583 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 6 | — | $1,262 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $2.36M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 103 Inhaber, 1.99M Anteile, $394.54M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.