VCEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +3.6% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +4 | 3.75M | $235.47M | +4 | — |
| Q1 2026 | 30 | +5 | 3.42M | $214.79M | +5 | — |
| Q4 2025 | 26 | -1 | 2.98M | $189.41M | — | −1 |
| Q3 2025 | 5 | 0 | 1.76M | $113.05M | — | — |
| Q2 2025 | 3 | 0 | 1.59M | $100.53M | — | — |
| Q1 2025 | 1 | 0 | 14.94K | $940,088 | — | — |
| Q4 2024 | 1 | +1 | 23.47K | $1.45M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 1.85M | +11.5% | $117.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Truist Financial Corp | 281.61K | — | $17.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 259.60K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 136.79K | — | $8.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 136.79K | — | $8.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealthfront Advisers LLC | 87.63K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 80.66K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 80.65K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 80.65K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 46.98K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 25.71K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 25.71K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 25.65K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 25.65K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 17.79K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 13.56K | -83.3% | $862,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 13.56K | -83.3% | $862,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 11.01K | — | $700,434 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 11.01K | — | $700,434 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 10.66K | — | $678,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 8.65K | — | $550,646 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 7.92K | — | $503,631 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 7.22K | — | $459,514 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 7.22K | — | $459,514 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 5.88K | — | $374,365 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 5.88K | — | $374,209 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 5.88K | — | $374,209 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 5.88K | — | $374,209 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 5.69K | — | $362,197 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | First Trust Advisors Lp | 3.81K | — | $242,725 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.42K | -0.9% | $90,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.39K | — | $88,510 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.39K | — | $88,510 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.17K | — | $74,675 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 938 | +1.2% | $59,685 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 72 | — | $4,581 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.25M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 9.01M shares, $538.74M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.