Effectdossier · gearchiveerd kwartaal
VVR
naam in afwachting van profielverwerking
36Gevolgde houders
+3Δ houders
27.81MGehouden aandelen
$89.55MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom +1.7% ·
netto nieuwe posities +8.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 53.00K | $152,640 | n/a | n/a |
| Q2 2026 | 33 | -2 | 31.57M | $94.70M | +1 | −3 |
| Q1 2026 | 36 | +3 | 27.81M | $89.55M | +4 | −1 |
| Q4 2025 | 33 | 0 | 27.35M | $89.45M | +1 | −1 |
| Q3 2025 | 2 | n/a | 9.97M | $34.50M | n/a | n/a |
| Q4 2024 | 3 | +1 | 76.40K | $301,794 | +1 | n/a |
| Q3 2024 | 2 | +1 | 246.16K | $1.00M | +1 | n/a |
| Q2 2024 | 1 | n/a | 40.50K | $174,555 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.73M | +10.9% | $34.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 3.27M | -4.2% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.74M | -2.2% | $8.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 2.07M | -2.3% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.74M | -18.7% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 1.24M | -47.5% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Balyasny Asset Management L.P. | 1.08M | +11.9% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Loomis Sayles & Co L P | 1.02M | Nieuw | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 940.37K | +31.2% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 654.40K | +10.1% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 285.59K | +18.6% | $920,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 283.86K | +26.3% | $914,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 282.80K | +21.6% | $910,601 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Creative Planning | 264.16K | -2.5% | $850,587 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 261.85K | -20.2% | $843,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 137.29K | +3.7% | $442,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 132.70K | -4.7% | $427,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 104.43K | -20.2% | $336,281 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 88.10K | +6.3% | $283,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 87.97K | -80.1% | $283,261 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Nomura Holdings Inc | 75.00K | +142.9% | $241,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 53.00K | -15.9% | $168,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 42.12K | +3.0% | $135,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 37.48K | +8.1% | $120,690 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 33.69K | Nieuw | $108,479 | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 26.52K | 0.0% | $85,391 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 24.78K | 0.0% | $79,791 | 0.0% | Held | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 24.62K | -58.5% | $79,293 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northern Trust Corp | 23.49K | Nieuw | $75,628 | 0.0% | New | 1 | SEC ↗ |
| 30 | Principal Financial Group Inc | 22.50K | 0.0% | $72,434 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Millennium Management ✦ | 14.03K | Nieuw | $45,160 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 12.96K | -59.4% | $41,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 8.11K | 0.0% | $26,124 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 5.25K | +3.9% | $16,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 1.37K | +12.4% | $4,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 800 | 0.0% | $2,576 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Loomis Sayles & Co L P | $3.28M | 0.0% |
| Fifth Third Bancorp | $108,479 | 0.0% |
| Northern Trust Corp | $75,628 | 0.0% |
| Millennium Management | $45,160 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $9,068 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 136 houders, 58.86M aandelen, $167.82M 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: Q1 2026 ·
Methodologie ·
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