VTEC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +1 | 6.06M | $609.64M | +5 | −5 |
| Q1 2026 | 32 | +5 | 5.96M | $590.64M | +5 | n/a |
| Q4 2025 | 28 | 0 | 5.63M | $564.95M | +1 | −1 |
| Q3 2025 | 6 | +1 | 89.67K | $8.95M | +1 | n/a |
| Q2 2025 | 2 | 0 | 48.89K | $4.77M | n/a | n/a |
| Q1 2025 | 2 | +1 | 43.85K | $4.31M | +2 | −1 |
| Q4 2024 | 1 | +1 | 4.26K | $424,140 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 4.08M | n/a | $408.77M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 303.63K | n/a | $30.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 273.49K | n/a | $27.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 262.23K | n/a | $26.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 203.17K | n/a | $20.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 105.24K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 95.72K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Creative Planning | 59.17K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 39.75K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 39.61K | 0.0% | $3.97M | 0.0% | Held | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 30.83K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 23.48K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 22.44K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 16.75K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 13.15K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 11.83K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 11.79K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 9.28K | 0.0% | $930,513 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.40K | n/a | $741,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | The Vanguard Group ✦ (passief) | 7.02K | 0.0% | $704,126 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 5.13K | n/a | $514,635 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 4.89K | n/a | $490,271 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3.44K | Nieuw | $345,191 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 2.85K | n/a | $285,440 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 2.25K | n/a | $225,786 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.97K | +7.3% | $197,933 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | JPMorgan Chase ✦ | 1.25K | -50.0% | $125,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | n/a | $54 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fidelity (FMR) | $345,191 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.93M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 173 houders, 8.79M aandelen, $865.04M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.