VLU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.4% ·
aandelenstroom -0.8% ·
netto nieuwe posities +6.9%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425.71K | +4.7% | $91.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 143.46K | +19.7% | $30.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 143.46K | +19.7% | $30.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 105.90K | -14.9% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 99.05K | -37.4% | $21.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 99.05K | -37.4% | $21.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 97.59K | +6.6% | $20.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 97.59K | +6.6% | $20.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 69.43K | +3.6% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 69.43K | +3.6% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 55.72K | +45.0% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 55.72K | +45.0% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 30.56K | +5.6% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 30.56K | +5.6% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 27.28K | +73.0% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 20.85K | +1.6% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 15.64K | -27.9% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 15.64K | -27.9% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 14.36K | -14.2% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 13.65K | -11.6% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 11.46K | +3.4% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 7.16K | -4.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Brown Advisory Inc | 1.81K | 0.0% | $389,322 | 0.0% | Held | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 1.80K | +1.1% | $386,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 1.75K | Nieuw | $376,424 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 1.63K | -25.1% | $354,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 940 | Nieuw | $202,078 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 929 | +0.2% | $199,627 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 690 | -11.1% | $148,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 690 | -11.1% | $148,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 296 | 0.0% | $63,633 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 204 | +5.7% | $43,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 158 | Nieuw | $33,966 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS Group AG | 55 | Nieuw | $11,824 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 51 | 0.0% | $10,964 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 36 | 0.0% | $7,739 | 0.0% | Held | 2 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 6 | 0.0% | $1,296 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $376,424 | 0.0% |
| Cerity Partners LLC | $202,078 | 0.0% |
| Fifth Third Bancorp | $33,966 | 0.0% |
| UBS Group AG | $11,824 | 0.0% |
Verlaten
| Jane Street Group, Llc | $889,948 | was 0.0% |
| Mariner, LLC | $276,782 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 1.99M aandelen, $394.54M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.