Запись по ценной бумаге · архивный квартал
VTWG
ожидается загрузка профиля
51Отслеживаемые держатели
+4Δ держателей
1.49MАкций в держании
$429.06MОтчётная стоимость
+5Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.5% ·
поток акций +5.0% ·
новые чистые позиции +7.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +4 | 1.49M | $429.06M | +5 | −1 |
| Q1 2026 | 48 | 0 | 1.45M | $331.16M | +3 | −3 |
| Q4 2025 | 48 | +1 | 1.39M | $328.60M | +1 | — |
| Q3 2025 | 6 | 0 | 167.12K | $39.07M | — | — |
| Q2 2025 | 3 | +1 | 17.73K | $3.70M | +1 | — |
| Q1 2025 | 1 | +1 | 1.50K | $279,540 | +1 | — |
| Q2 2024 | 1 | — | 21.81K | $4.17M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 308.50K | +1.0% | $88.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 308.50K | +1.0% | $88.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 308.50K | +1.0% | $88.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 257.41K | +15.4% | $74.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 257.41K | +15.4% | $74.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Assetmark, Inc | 113.05K | -1.5% | $32.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.07K | +2.0% | $29.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 101.07K | +2.0% | $29.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 78.87K | +25.8% | $22.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 75.18K | -0.4% | $21.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 75.66K | +3.0% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 75.66K | +3.0% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 75.66K | +3.0% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 75.66K | +3.0% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 49.39K | -4.8% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 49.39K | -4.8% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 42.22K | -3.7% | $12.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 39.62K | -1.6% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 39.62K | -1.6% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 39.37K | -3.5% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 39.37K | -3.5% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 37.17K | -2.4% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 29.20K | +35.9% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 22.66K | -21.0% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 22.66K | -21.0% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 21.51K | -31.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 21.51K | -31.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 20.68K | -15.7% | $5.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 19.20K | -2.4% | $5.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 17.65K | +91.8% | $5.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 17.65K | +91.8% | $5.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 17.54K | +68.0% | $4.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 17.54K | +68.0% | $4.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 17.54K | +68.0% | $4.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 17.54K | +68.0% | $4.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Creative Planning | 13.52K | -1.2% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 11.84K | Новый | $3.41M | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 11.10K | +13.5% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 10.46K | +0.1% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 9.11K | +0.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 9.11K | +0.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 7.78K | +5.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 6.56K | -2.1% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Captrust Financial Advisors | 6.34K | +2.1% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Brown Advisory Inc | 5.46K | 0.0% | $1.57M | 0.0% | Held | 3 | SEC ↗ |
| 46 | Mariner, LLC | 5.38K | +7.1% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 4.12K | +20.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 3.99K | -3.5% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 3.00K | 0.0% | $863,041 | 0.0% | Held | 6 | SEC ↗ |
| 50 | Financial Engines Advisors L.L.C. | 2.99K | -10.0% | $859,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 2.93K | +19.7% | $841,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Belvedere Trading LLC | 2.89K | Новый | $831,395 | 0.1% | New | 1 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 2.69K | +42.7% | $773,573 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 1.85K | 0.0% | $531,920 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 1.77K | -29.0% | $509,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Hrt Financial Lp | 1.60K | Новый | $461,000 | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 1.42K | -0.1% | $407,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 1.42K | -0.1% | $407,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 1.42K | -0.1% | $407,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Lido Advisors, LLC | 1.25K | +0.2% | $360,731 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 1.07K | +2.2% | $308,416 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $303,502 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $303,502 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Jane Street Group, Llc | 1.04K | -20.9% | $300,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 1.00K | Новый | $287,875 | 0.0% | New | 1 | SEC ↗ |
| 66 | BlackRock ✦ (пассивный) | 950 | +1.4% | $273,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 650 | -0.6% | $187,134 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 650 | -0.6% | $187,134 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 267 | 0.0% | $76,730 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Blair William & Co/Il | 231 | +71.1% | $66,454 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Us Bancorp \De\ | 200 | 0.0% | $57,536 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 74 | Новый | $21,288 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $3.41M | 0.0% |
| Belvedere Trading LLC | $831,395 | 0.1% |
| Hrt Financial Lp | $461,000 | 0.0% |
| Corient Private Wealth LP | $287,875 | 0.0% |
| Qube Research & Technologies… | $21,288 | 0.0% |
Закрыто
| Citigroup Inc | $29,546 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 202 держатели, 2.80M акции, $638.61M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
Получить через API