VTEC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom +1.7% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 4.18M | -5.7% | $420.71M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 420.88K | +24.9% | $42.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 263.32K | +4.2% | $26.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 235.30K | +12.2% | $23.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 219.45K | +6233.4% | $22.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 189.54K | +1.2% | $19.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 91.67K | +40.4% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 85.65K | +43.1% | $8.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Creative Planning | 69.67K | +8.2% | $7.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 39.61K | 0.0% | $3.98M | 0.0% | Held | 6 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 36.52K | +82.3% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 29.19K | -5.2% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 26.63K | +20.6% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.49K | +476.5% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 20.83K | +4.5% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 17.12K | -48.6% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 16.38K | +0.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 15.19K | Nieuw | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 12.66K | -16.8% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 12.01K | +102.5% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 11.07K | +9.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 8.69K | 0.0% | $873,675 | 0.0% | Held | 6 | SEC ↗ |
| 23 | Cerity Partners LLC | 7.40K | +43.0% | $744,742 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 7.05K | -36.1% | $709,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.32K | Nieuw | $636,194 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.73K | -16.9% | $476,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 3.80K | +1.2% | $382,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 3.40K | +19.6% | $342,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 2.50K | Nieuw | $251,500 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 146 | Nieuw | $14,718 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 35 | Nieuw | $3,521 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | 0.0% | $52 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $1.53M | 0.0% |
| Mml Investors Services, Llc | $636,194 | 0.0% |
| CIBC Bancorp USA Inc. | $251,500 | 0.0% |
| Us Bancorp \De\ | $14,718 | 0.0% |
| Assetmark, Inc | $3,521 | 0.0% |
Verlaten
| Jane Street Group, Llc | $6.20M | was 0.0% |
| Hrt Financial Lp | $1.86M | was 0.0% |
| Goldman Sachs Group | $487,771 | was 0.0% |
| Simplex Trading, Llc | $339,943 | was 0.0% |
| HighTower Advisors, LLC | $234,546 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.