VPLS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +13.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 643.85K | -2.2% | $49.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 367.56K | +506.7% | $28.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 367.56K | +506.7% | $28.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 168.90K | +400.2% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 168.90K | +400.2% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 167.35K | +885.6% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 167.35K | +885.6% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 159.75K | +62.4% | $12.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 149.52K | +16.7% | $11.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 90.64K | -55.9% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 90.64K | -55.9% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 76.92K | +31.7% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 74.73K | Nieuw | $5.80M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 36.38K | +28.8% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 25.33K | +16.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 6.80K | 0.0% | $527,605 | 0.0% | Held | 6 | SEC ↗ |
| 20 | Creative Planning | 5.21K | +43.3% | $404,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 4.98K | +41.6% | $386,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 4.51K | — | $350,236 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 752 | Nieuw | $58,115 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 432 | +953.7% | $33,518 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 350 | Nieuw | $27,156 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 179 | Nieuw | $13,888 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS Group AG | 104 | Nieuw | $8,069 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -97.4% | $58 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $5.80M | 0.0% |
| TD Waterhouse Canada Inc. | $58,115 | 0.0% |
| Northwestern Mutual Wealth… | $27,156 | 0.0% |
| Fifth Third Bancorp | $13,888 | 0.0% |
| UBS Group AG | $8,069 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.57M | was 0.0% |
| Truist Financial Corp | $227,778 | 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.