Effectdossier · gearchiveerd kwartaal
VTWV
naam in afwachting van profielverwerking
45Gevolgde houders
+1Δ houders
1.38MGehouden aandelen
$220.55MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom -0.7% ·
netto nieuwe posities +2.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.02K | $375,143 | n/a | n/a |
| Q2 2026 | 46 | -2 | 1.58M | $309.13M | +1 | −4 |
| Q1 2026 | 50 | +5 | 1.52M | $254.86M | +6 | −1 |
| Q4 2025 | 45 | +1 | 1.38M | $220.55M | +1 | n/a |
| Q3 2025 | 7 | +1 | 272.85K | $42.53M | +2 | −1 |
| Q2 2025 | 3 | -1 | 44.78K | $6.23M | n/a | −1 |
| Q1 2025 | 2 | +1 | 44.66K | $5.94M | +1 | n/a |
| Q4 2024 | 1 | 0 | 24.20K | $3.50M | +1 | −1 |
| Q3 2024 | 1 | 0 | 6.95K | $1.02M | n/a | n/a |
| Q2 2024 | 1 | n/a | 4.74K | $635,492 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 389.57K | n/a | $62.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 175.28K | +2.1% | $28.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 117.08K | n/a | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 93.75K | n/a | $14.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 82.48K | n/a | $13.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 77.35K | n/a | $12.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 59.45K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 40.11K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 33.61K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 32.47K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Franklin Resources Inc | 24.83K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Goldman Sachs Group ✦ | 23.79K | +9.9% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 23.04K | +24.4% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 22.07K | -53.5% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 19.20K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cibc World Market Inc. | 17.31K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 14.62K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 14.37K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 11.97K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 10.64K | +5.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 9.88K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Baird Financial Group, Inc. | 9.55K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Financial Engines Advisors L.L.C. | 9.12K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 8.11K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 6.46K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.76K | Nieuw | $920,877 | 0.0% | New | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 5.18K | n/a | $823,315 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 4.96K | n/a | $793,616 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.58K | n/a | $759,389 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 4.24K | n/a | $678,743 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 4.01K | n/a | $640,680 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Mml Investors Services, Llc | 3.46K | n/a | $553,232 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 3.09K | n/a | $494,112 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 2.85K | n/a | $455,161 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Jones Financial Companies Lllp | 2.56K | n/a | $410,053 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 2.20K | n/a | $352,383 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.14K | -17.1% | $342,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 1.83K | n/a | $292,992 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 1.73K | n/a | $276,446 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Focus Partners Wealth | 1.29K | n/a | $205,785 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.02K | +9.0% | $163,875 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cwm, Llc | 822 | n/a | $131,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 645 | n/a | $103,155 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 540 | n/a | $86,243 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 42 | n/a | $6,717 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $920,877 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 191 houders, 3.10M aandelen, $511.39M 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 het vaakst nog meer 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: Q4 2025 ·
Methodologie ·
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