Catatan efek · kuartal yang diarsipkan
VLU
nama menunggu ingest profil
34Pemegang yang dilacak
+5Δ pemegang
1.19MSaham yang dipegang
$282.69MNilai yang dilaporkan
+5Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +17.2% ·
aliran saham +3.4% ·
posisi baru bersih +14.7%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $285,849 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.14K | Baru | $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 ✦ (pasif) | 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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 103 pemegang, 1.99M saham, $394.54M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API