Wertpapierdatensatz · archiviertes Quartal
VTES
Name ausstehend – Profil wird eingelesen
36Erfasste Halter
+3Δ Inhaber
3.35MGehaltene Aktien
$338.60MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss +1.9% ·
neue Nettopositionen +8.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 3.50M | $354.24M | +3 | −3 |
| Q1 2026 | 36 | +3 | 3.35M | $338.60M | +4 | −1 |
| Q4 2025 | 33 | 0 | 3.28M | $333.67M | — | — |
| Q3 2025 | 4 | 0 | 42.73K | $4.36M | — | — |
| Q2 2025 | 1 | +1 | 11.12K | $1.12M | +1 | — |
| Q2 2024 | 1 | — | 2.08K | $207,845 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.33M | +1.2% | $134.45M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 378.94K | +35.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 378.94K | +35.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 170.64K | -45.5% | $17.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 154.39K | +10.1% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 154.39K | +10.1% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 115.28K | -0.8% | $11.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 114.04K | +323.5% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 114.04K | +323.5% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 95.63K | +17.7% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 92.34K | +31.1% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 85.53K | -2.4% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 75.56K | +44.9% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 75.36K | +11.9% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 75.36K | +11.9% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 66.14K | -32.4% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 45.34K | +15.2% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 45.34K | +15.2% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 36.50K | +565.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 36.50K | +565.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 36.37K | +72.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 33.54K | +0.6% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 29.79K | +407.2% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 29.43K | -62.1% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 27.55K | -30.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 27.55K | -30.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 20.97K | -29.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 20.97K | -29.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 17.13K | +6.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 14.72K | Neu | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 11.42K | +52.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 10.82K | +64.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 10.29K | -5.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 7.32K | -18.4% | $740,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 6.46K | +0.1% | $652,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 4.73K | -14.3% | $477,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 4.18K | -4.1% | $423,069 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Creative Planning | 2.91K | Neu | $294,592 | 0.0% | New | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 2.41K | -38.3% | $244,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.33K | +53.4% | $235,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.33K | +53.4% | $235,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 2.15K | -90.7% | $217,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 482 | Neu | $48,749 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 32 | Neu | $3,236 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| AQR Capital Management | $1.49M | 0.0% |
| Creative Planning | $294,592 | 0.0% |
| Fidelity (FMR) | $48,749 | 0.0% |
| Pnc Financial Services Group… | $3,236 | 0.0% |
Ausgestiegen
| Citadel Advisors | $1.87M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 276 Inhaber, 8.00M Anteile, $802.85M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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