VPLS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.3% ·
aandelenstroom -0.9% ·
netto nieuwe posities -5.6%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 4.86M | $376.99M | — | −1 |
| Q1 2026 | 22 | +3 | 3.61M | $279.89M | +5 | −2 |
| Q4 2025 | 18 | -1 | 2.56M | $199.98M | — | −1 |
| Q3 2025 | 3 | +1 | 30.81K | $2.42M | +1 | — |
| Q2 2025 | 1 | -1 | 4.00K | $311,199 | — | −1 |
| Q1 2025 | 2 | 0 | 11.60K | $899,851 | — | — |
| Q4 2024 | 2 | +2 | 7.35K | $558,513 | +2 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 658.50K | — | $51.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 205.28K | — | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 205.28K | — | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 128.15K | — | $10.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 98.36K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 60.58K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 60.58K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 58.42K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 45.71K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 33.77K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 28.24K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 21.82K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 16.98K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 16.98K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 6.80K | 0.0% | $531,182 | 0.0% | Held | 5 | SEC ↗ |
| 19 | Creative Planning | 3.63K | — | $283,801 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 3.52K | — | $274,881 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 2.92K | — | $227,778 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 2.92K | — | $227,778 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 41 | +2.5% | $3,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 41 | +2.5% | $3,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 38 | — | $2,986 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 38 | — | $2,986 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $1.89M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 145 houders, 8.81M aandelen, $652.71M 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.