VTWV
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -4.2% ·
pay akışı +5.0% ·
net yeni pozisyonlar -6.5%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 117.90K | +0.7% | $23.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 68.52K | -9.3% | $13.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 46.66K | -2.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 33.85K | +8.3% | $6.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 32.27K | -4.0% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 28.88K | -0.2% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 25.54K | +118.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 20.88K | +0.7% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 19.79K | +5.1% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (pasif) | 18.52K | -20.7% | $3.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 18 | Cibc World Market Inc. | 17.35K | 0.0% | $3.39M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 14.80K | -39.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 14.21K | +1.9% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 12.34K | +21.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Commonwealth Equity Services, Llc | 11.90K | -4.9% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 10.55K | 0.0% | $2.06M | 0.0% | Held | 4 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 8.93K | 0.0% | $1.74M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 8.85K | -0.7% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 6.65K | +1.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 6.38K | -11.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 5.32K | +7.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 4.45K | -9.1% | $869,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $829,447 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 3.42K | -6.9% | $667,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 3.21K | +20.9% | $627,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 2.86K | 0.0% | $558,177 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 34 | AQR Capital Management ✦ | 2.23K | +21.1% | $435,440 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.09K | 0.0% | $409,251 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 2.05K | -22.3% | $398,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 1.93K | -3.5% | $377,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | Quantinno Capital Management LP | 1.63K | -0.4% | $318,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Focus Partners Wealth | 1.33K | -8.2% | $260,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.33K | +8.2% | $259,205 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.31K | -9.6% | $255,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | First Manhattan Co. Llc. | 1.27K | 0.0% | $248,209 | 0.0% | Held | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 435 | -6.5% | $84,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Blair William & Co/Il | 224 | Yeni | $43,779 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 42 | 0.0% | $8,208 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Blair William & Co/Il | $43,779 | 0.0% |
Çıkıldı
| HighTower Advisors, LLC | $3.05M | idi 0.0% |
| Citadel Advisors | $450,491 | idi 0.0% |
| Hrt Financial Lp | $435,000 | idi 0.0% |
| Qube Research & Technologies… | $2,843 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 191 sahipler, 3.10M hisseler, $511.39M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.