Wertpapierdatensatz · archiviertes Quartal
VTWV
Name ausstehend, Profil-Einspeisung läuft
50Erfasste Halter
+5Δ Inhaber
1.52MGehaltene Aktien
$254.86MGemeldeter Wert
+6Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +11.1% ·
Aktienfluss +10.6% ·
neue Nettopositionen +10.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 425.73K | +9.3% | $71.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 198.09K | +13.0% | $33.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 117.10K | 0.0% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 90.86K | -3.1% | $15.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 89.74K | +8.8% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 75.53K | -2.4% | $12.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 60.74K | +2.2% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 47.82K | +19.2% | $8.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 38.54K | +18.7% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 33.61K | 0.0% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 31.25K | +41.6% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 28.95K | +836.9% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Franklin Resources Inc | 26.23K | +5.6% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Two Sigma Investments ✦ | 24.60K | Neu | $4.11M | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 23.36K | +1.4% | $3.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 20.74K | -12.8% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 18.84K | +31.1% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 18.26K | -4.9% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cibc World Market Inc. | 17.35K | +0.2% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 13.95K | -4.6% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.51K | +4.5% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 11.68K | +18.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Gotham Asset Management ✦ | 10.55K | -0.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 10.15K | Neu | $1.70M | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Baird Financial Group, Inc. | 8.93K | -6.5% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Stifel Financial Corp | 8.91K | +9.9% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 7.17K | -21.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 6.54K | +1.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 4.95K | -0.3% | $827,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 4.89K | -5.6% | $818,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $709,682 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 3.67K | +43.1% | $603,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 2.86K | +0.3% | $477,581 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Citadel Advisors ✦ | 2.69K | -53.2% | $450,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 2.64K | -42.4% | $447,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 2.66K | -23.2% | $444,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 2.60K | Neu | $435,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 2.09K | +224.7% | $350,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 2.00K | -50.0% | $334,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.84K | -14.2% | $307,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 1.73K | +0.1% | $289,414 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Quantinno Capital Management LP | 1.64K | -25.8% | $273,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 1.45K | +12.8% | $242,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 1.45K | Neu | $241,800 | 0.0% | New | 1 | SEC ↗ |
| 45 | First Manhattan Co. Llc. | 1.27K | Neu | $212,369 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.23K | +19.5% | $204,822 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Cwm, Llc | 822 | 0.0% | $137,455 | 0.0% | Held | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 465 | -13.9% | $77,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 42 | 0.0% | $7,023 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 17 | Neu | $2,843 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $4.11M | 0.0% |
| Susquehanna International… | $1.70M | 0.0% |
| Hrt Financial Lp | $435,000 | 0.0% |
| Fifth Third Bancorp | $241,800 | 0.0% |
| First Manhattan Co. Llc. | $212,369 | 0.0% |
| Qube Research & Technologies… | $2,843 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $292,992 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 191 Inhaber, 3.10M Anteile, $511.39M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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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