Effectdossier · gearchiveerd kwartaal
VTES
naam in afwachting van profielverwerking
35Gevolgde houders
0Δ houders
3.50MGehouden aandelen
$354.24MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +4.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.25M | -5.6% | $127.10M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 409.26K | +8.0% | $41.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 409.26K | +8.0% | $41.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 189.38K | +22.7% | $19.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 189.38K | +22.7% | $19.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 168.18K | -29.5% | $17.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 168.18K | -29.5% | $17.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 168.18K | -29.5% | $17.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 157.55K | +435.3% | $15.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 120.11K | +4.2% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 101.97K | -10.6% | $10.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 101.97K | -10.6% | $10.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 100.53K | +8.9% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 99.22K | +233.0% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 97.13K | +28.6% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 94.95K | +26.0% | $9.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 94.95K | +26.0% | $9.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 90.51K | +36.8% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 83.63K | -2.2% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 71.01K | -25.7% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 66.52K | +141.4% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 66.52K | +141.4% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 62.18K | +37.1% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 62.18K | +37.1% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 51.35K | +41.2% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 40.76K | +21.5% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 39.50K | +8.2% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 39.50K | +8.2% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 35.69K | -79.1% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 33.11K | +600.6% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 24.37K | +125.3% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 20.33K | -3.1% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 20.33K | -3.1% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Brown Advisory Inc | 16.15K | -5.8% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 14.72K | 0.0% | $1.49M | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 10.18K | +335.9% | $1.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 9.44K | -17.3% | $956,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 9.41K | -8.6% | $953,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 7.01K | -4.2% | $710,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 5.91K | +145.1% | $599,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 4.68K | +11.8% | $473,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Hrt Financial Lp | 3.02K | Nieuw | $305,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 3.00K | Nieuw | $303,930 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.45K | +201.0% | $146,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 49 | Nieuw | $4,964 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $305,000 | 0.0% |
| Rockefeller Capital… | $303,930 | 0.0% |
| Assetmark, Inc | $4,964 | 0.0% |
Verlaten
| Creative Planning | $294,592 | was 0.0% |
| Susquehanna International… | $217,451 | was 0.0% |
| Pnc Financial Services Group… | $3,236 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 276 houders, 8.00M aandelen, $802.85M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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