VTES
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +3.8% · neue Nettopositionen -2.9% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 189.38K | +22.7% | $19.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 168.18K | -29.5% | $17.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Goldman Sachs Group ✦ | 157.55K | +435.3% | $15.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Cetera Investment Advisers | 120.11K | +4.2% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 101.97K | -10.6% | $10.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 100.53K | +8.9% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 99.22K | +233.0% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 97.13K | +28.6% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 94.95K | +26.0% | $9.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 90.51K | +36.8% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 83.63K | -2.2% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 71.01K | -25.7% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 66.52K | +141.4% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | UBS Group AG | 62.18K | +37.1% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 51.35K | +41.2% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 40.76K | +21.5% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 39.50K | +8.2% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 35.69K | -79.1% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 24.37K | +125.3% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 20.33K | -3.1% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Brown Advisory Inc | 16.15K | -5.8% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 14.72K | 0.0% | $1.49M | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 10.18K | +335.9% | $1.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 9.44K | -17.3% | $956,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Blair William & Co/Il | 9.41K | -8.6% | $953,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 7.01K | -4.2% | $710,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 5.91K | +145.1% | $599,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 4.68K | +11.8% | $473,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 3.02K | Neu | $305,000 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.00K | Neu | $303,930 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.45K | +201.0% | $146,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 49 | Neu | $4,964 | 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
| Hrt Financial Lp | $305,000 | 0.0% |
| Rockefeller Capital… | $303,930 | 0.0% |
| Assetmark, Inc | $4,964 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $477,964 | war 0.0% |
| Creative Planning | $294,592 | war 0.0% |
| Susquehanna International… | $217,451 | war 0.0% |
| Pnc Financial Services Group… | $3,236 | 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.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.