13FBOX
VALUE STOCK INDEX PORTFOLIO · 13F Institutional Holdings
Options Calculator Rankings
V

VALUE STOCK INDEX PORTFOLIO

YI
Institutions
8
Combined AUM (Q2 2026)
$498,354
Combined Shares (Q2 2026)
36,501
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+18,841
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5,362
4 · 1 Exit · ≈
⚖️ Net
+13,479
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$498,354
Institutions
8
New Buys
1
Adds
2
Reduces
3
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Serenus Wealth Advisors, LLC
0.06%0.06%#1$358,6994,320$321,3344,32000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#4$75,25117,339$00+17,339New Buy
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#2$56,04712,914$84,85113,014-100-0.77%Reduce
UBS Group AG
<0.01%<0.01%#5$6,9311,597$652100+1,497+1,497.00%Add
SBI Securities Co., Ltd.
<0.01%<0.01%#3$647149$939144+5+3.47%Add
MORGAN STANLEY
<0.01%<0.01%#7$490113$23,4925,163-5,050-97.81%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#8$19447$33452-5-9.62%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#6$9522$1422200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow