Wertpapierdatensatz · archiviertes Quartal
VLU
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
+5Δ Inhaber
1.19MGehaltene Aktien
$282.69MGemeldeter Wert
+5Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.2% ·
Aktienfluss +3.4% ·
neue Nettopositionen +14.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| 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 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425.52K | -0.1% | $101.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 143.74K | +0.2% | $34.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.04K | +8.7% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 104.47K | -1.4% | $24.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 103.73K | +4.7% | $24.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 69.57K | +0.2% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 66.71K | +19.7% | $15.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 31.02K | +1.5% | $7.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.94K | +2.4% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.49K | +24.6% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 18.27K | -12.4% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 17.67K | +23.1% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 12.30K | -9.9% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 11.26K | -1.8% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 6.22K | -13.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.79K | Neu | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 4.78K | +172.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.88K | +4.5% | $447,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.81K | +94.9% | $431,395 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Brown Advisory Inc | 1.81K | 0.0% | $431,393 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 1.72K | Neu | $409,716 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 1.70K | +3.8% | $408,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.20K | Neu | $285,849 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.14K | Neu | $271,794 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 940 | 0.0% | $223,915 | 0.0% | Held | 2 | SEC ↗ |
| 35 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 298 | +441.8% | $70,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 296 | 0.0% | $70,509 | 0.0% | Held | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 158 | 0.0% | $37,637 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 71 | Neu | $16,913 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 56 | -72.5% | $13,447 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 47 | -93.2% | $11,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 36 | 0.0% | $8,575 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 31 | -39.2% | $7,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 6 | 0.0% | $1,432 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Pnc Financial Services Group… | $1.14M | 0.0% |
| Citadel Advisors | $409,716 | 0.0% |
| Two Sigma Investments | $285,849 | 0.0% |
| AQR Capital Management | $271,794 | 0.0% |
| Rockefeller Capital… | $16,913 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
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.
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: Q2 2026 ·
Methodik ·
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