VTEC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.5% ·
aandelenstroom +5.9% ·
netto nieuwe posities +15.6%
· 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 | 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… | 4.44M | +8.8% | $439.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 336.90K | +11.0% | $33.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 252.84K | -7.5% | $25.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Captrust Financial Advisors | 209.69K | +3.2% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 187.34K | +78.0% | $18.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Corient Private Wealth LP | 65.28K | -31.8% | $6.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 64.37K | +8.8% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 62.60K | -76.1% | $6.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 59.84K | +50.5% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 39.61K | 0.0% | $3.92M | 0.0% | Held | 5 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 33.33K | Nieuw | $3.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 30.80K | -0.1% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 22.07K | -6.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 20.03K | -10.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 19.94K | +68.5% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 18.82K | Nieuw | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 16.29K | +38.1% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 15.21K | -9.2% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 11.03K | -16.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 10.13K | +37.0% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | AQR Capital Management ✦ | 8.69K | -6.4% | $860,474 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.93K | +21.3% | $587,544 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.69K | +65.3% | $564,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 5.18K | +0.9% | $512,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 4.92K | Nieuw | $487,771 | 0.0% | New | 1 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 3.76K | Nieuw | $372,343 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 3.73K | +197.3% | $368,438 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Morgan Stanley ✦ | 3.46K | +75.5% | $343,312 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Simplex Trading, Llc | 3.43K | Nieuw | $339,943 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.85K | 0.0% | $282,081 | 0.0% | Held | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 2.37K | +5.1% | $234,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | 0.0% | $136 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $3.30M | 0.0% |
| Hrt Financial Lp | $1.86M | 0.0% |
| Goldman Sachs Group | $487,771 | 0.0% |
| Financial Engines Advisors… | $372,343 | 0.0% |
| Simplex Trading, Llc | $339,943 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.