证券记录
VTEI
名称等待档案录入
29被追踪持有人
+1Δ持有人
1.84M持有股份
$185.72M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 +7.8% ·
净新建仓位 +3.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 383.07K | +10.7% | $38.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 334.86K | +62.8% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 246.12K | +4.8% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 236.29K | +8.2% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 203.44K | +2.7% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 65.93K | +34.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 60.90K | +17.5% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 48.01K | +4.0% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 39.32K | +143.7% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 38.31K | -14.8% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 32.04K | +66.3% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Captrust Financial Advisors | 27.37K | +1.2% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 22.92K | +44.8% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 22.47K | -3.4% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 19.68K | -42.6% | $1.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Jane Street Group, Llc | 13.50K | -86.3% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 10.40K | +69.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Manhattan Co. Llc. | 8.50K | 新增 | $858,245 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.84K | +0.7% | $687,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 4.59K | +4.8% | $463,792 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 4.43K | -2.2% | $447,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 3.71K | 新增 | $375,104 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 2.96K | 0.0% | $298,972 | 0.0% | Held | 5 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.72K | 0.0% | $173,265 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.50K | 0.0% | $151,455 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 347 | -14.3% | $34,991 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 107 | +10600.0% | $10,783 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 56 | 新增 | $5,654 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1 | 新增 | $170 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| First Manhattan Co. Llc. | $858,245 | 0.0% |
| Nuveen, LLC | $375,104 | 0.0% |
| Assetmark, Inc | $5,654 | 0.0% |
| Morgan Stanley | $170 | 0.0% |
已清仓
| Susquehanna International… | $2.89M | 曾为 0.0% |
| JPMorgan Chase | $2.00M | 曾为 0.0% |
| UBS Group AG | $10,094 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 153 持有人, 7.35M 股份, $723.76M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据