Effectdossier · gearchiveerd kwartaal
VTC
naam in afwachting van profielverwerking
34Gevolgde houders
+1Δ houders
2.03MGehouden aandelen
$152.67MGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.0% ·
aandelenstroom -7.0% ·
netto nieuwe posities +2.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.61K | $2.59M | n/a | n/a |
| Q2 2026 | 35 | +1 | 2.54M | $195.32M | +2 | −1 |
| Q1 2026 | 34 | +1 | 2.03M | $152.67M | +4 | −3 |
| Q4 2025 | 33 | 0 | 2.18M | $169.09M | n/a | n/a |
| Q3 2025 | 5 | 0 | 304.90K | $23.90M | n/a | n/a |
| Q2 2025 | 2 | 0 | 18.24K | $1.41M | n/a | n/a |
| Q1 2025 | 1 | 0 | 4.07K | $312,499 | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.18K | $694,639 | n/a | n/a |
| Q3 2024 | 1 | 0 | 13.97K | $1.11M | n/a | n/a |
| Q2 2024 | 1 | n/a | 23.47K | $1.78M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 540.74K | -0.6% | $41.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Mml Investors Services, Llc | 298.00K | -5.4% | $22.90M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 227.62K | +63.3% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 175.70K | +9.1% | $13.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS AM, a distinct business unit of… | 117.36K | +1505.2% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 112.53K | +1.9% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Loomis Sayles & Co L P | 72.89K | +7.2% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 70.84K | -1.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 61.65K | +3.1% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 52.12K | +5.8% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 35.46K | +1.6% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 33.88K | +403.2% | $2.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 26.41K | -1.8% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 23.44K | -37.7% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | National Bank Of Canada /Fi/ | 20.79K | 0.0% | $1.60M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 15.03K | -92.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Goldman Sachs Group ✦ | 14.59K | -22.1% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.31K | -1.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 13.57K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 12.19K | +4.5% | $936,484 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 12.07K | -48.8% | $927,220 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Creative Planning | 6.57K | -2.0% | $504,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 6.16K | Nieuw | $472,880 | 0.0% | New | 1 | SEC ↗ |
| 24 | Financial Engines Advisors L.L.C. | 5.91K | -58.9% | $454,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 3.90K | Nieuw | $299,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 3.74K | -6.9% | $287,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 3.28K | +1.6% | $251,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.08K | -7.0% | $236,891 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.92K | +1343.6% | $147,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 879 | Nieuw | $67,534 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 569 | -59.7% | $43,728 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Citigroup Inc | 200 | 0.0% | $15,366 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 39.05K | -49.4% | $3,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | -98.7% | $55 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.04M | 0.0% |
| Cerity Partners LLC | $472,880 | 0.0% |
| Hrt Financial Lp | $299,000 | 0.0% |
| Qube Research & Technologies… | $67,534 | 0.0% |
Verlaten
| Susquehanna International… | $8.71M | was 0.0% |
| Wealth Enhancement Advisory… | $1.10M | was 0.0% |
| Mariner, LLC | $804,661 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 138 houders, 11.71M aandelen, $892.25M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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