سجل الورقة المالية · ربع مؤرشف
VTWV
الاسم في انتظار استيعاب الملف الشخصي
47الحاملون المتتبعون
-2Δ المساهمون
1.60Mالأسهم المحتفظ بها
$312.45Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -4.1% ·
تدفق الأسهم +4.9% ·
المراكز الجديدة الصافية -4.3%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -2 | 1.60M | $312.45M | +1 | −3 |
| Q1 2026 | 50 | +5 | 1.52M | $254.86M | +6 | −1 |
| Q4 2025 | 45 | +1 | 1.38M | $220.55M | +1 | — |
| Q3 2025 | 7 | +1 | 272.85K | $42.53M | +2 | −1 |
| Q2 2025 | 3 | -1 | 44.78K | $6.23M | — | −1 |
| Q1 2025 | 2 | +1 | 44.66K | $5.94M | +1 | — |
| Q4 2024 | 1 | 0 | 24.20K | $3.50M | +1 | −1 |
| Q3 2024 | 1 | 0 | 6.95K | $1.02M | — | — |
| Q2 2024 | 1 | — | 4.74K | $635,492 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 117.90K | +0.7% | $23.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 68.52K | -9.3% | $13.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 68.52K | -9.3% | $13.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 46.66K | -2.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 46.66K | -2.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 33.85K | +8.3% | $6.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 33.85K | +8.3% | $6.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Cetera Investment Advisers | 32.27K | -4.0% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 28.88K | -0.2% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 28.88K | -0.2% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 25.54K | +118.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 25.54K | +118.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 20.88K | +0.7% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 19.79K | +5.1% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (سلبي) | 18.52K | -20.7% | $3.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | BlackRock ✦ (سلبي) | 18.52K | -20.7% | $3.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Cibc World Market Inc. | 17.35K | 0.0% | $3.39M | 0.0% | Held | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 16.98K | -7.0% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 14.80K | -39.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Captrust Financial Advisors | 14.21K | +1.9% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 12.34K | +21.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 12.34K | +21.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 11.90K | -4.9% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 10.55K | 0.0% | $2.06M | 0.0% | Held | 4 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 8.93K | 0.0% | $1.74M | 0.0% | Held | 3 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 8.93K | 0.0% | $1.74M | 0.0% | Held | 3 | SEC ↗ |
| 48 | Stifel Financial Corp | 8.85K | -0.7% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 6.65K | +1.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Financial Engines Advisors L.L.C. | 6.38K | -11.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 5.32K | +7.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Lido Advisors, LLC | 4.45K | -9.1% | $869,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $829,447 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $829,447 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.42K | -6.9% | $667,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mml Investors Services, Llc | 3.21K | +20.9% | $627,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 2.86K | 0.0% | $558,177 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 2.86K | 0.0% | $558,177 | 0.0% | Held | 3 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.23K | +21.1% | $435,440 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 2.09K | 0.0% | $409,251 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Wealth Enhancement Advisory… | 2.05K | -22.3% | $398,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Corient Private Wealth LP | 1.93K | -3.5% | $377,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 1.63K | -0.4% | $318,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Focus Partners Wealth | 1.33K | -8.2% | $260,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.33K | +8.2% | $259,205 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 70 | Fifth Third Bancorp | 1.31K | -9.6% | $255,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | First Manhattan Co. Llc. | 1.27K | 0.0% | $248,209 | 0.0% | Held | 2 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 435 | -6.5% | $84,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Blair William & Co/Il | 224 | جديد | $43,779 | 0.0% | New | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 42 | 0.0% | $8,208 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Blair William & Co/Il | $43,779 | 0.0% |
تم الخروج
| Citadel Advisors | $450,491 | كان 0.0% |
| Hrt Financial Lp | $435,000 | كان 0.0% |
| Qube Research & Technologies… | $2,843 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 191 المالكون, 3.10M الأسهم, $511.39M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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