VCEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 6.37K | $379,509 | +1 | n/a |
| Q2 2026 | 33 | +4 | 3.75M | $235.47M | +4 | n/a |
| Q1 2026 | 30 | +5 | 3.42M | $214.79M | +5 | n/a |
| Q4 2025 | 26 | -1 | 2.98M | $189.41M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.76M | $113.05M | n/a | n/a |
| Q2 2025 | 3 | 0 | 1.59M | $100.53M | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.94K | $940,088 | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.47K | $1.45M | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.85M | +7104.5% | $116.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Truist Financial Corp | 290.17K | +3.0% | $18.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 266.45K | +2.6% | $16.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wealthfront Advisers LLC | 206.54K | +135.7% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Creative Planning | 177.26K | New | $11.14M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mariner, LLC | 151.24K | +10.6% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cerity Partners LLC | 96.63K | +19.8% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 93.66K | +16.1% | $5.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 71.24K | +51.6% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 31.21K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 29.54K | +15.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 26.18K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 22.64K | +27.3% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 13.75K | +1.5% | $859,763 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 13.60K | +27.6% | $854,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 11.13K | New | $699,486 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.07K | -8.5% | $632,820 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 8.99K | +24.5% | $564,901 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 7.95K | +39.7% | $499,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 7.92K | 0.0% | $497,299 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 7.80K | -9.8% | $490,298 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 6.02K | +2.3% | $378,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 4.73K | -19.6% | $297,123 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | First Trust Advisors Lp | 3.84K | +0.7% | $241,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 2.50K | New | $155,927 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.41K | -0.3% | $88,649 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Us Bancorp \De\ | 1.39K | 0.0% | $87,396 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 28 | Blair William & Co/Il | 1.18K | +0.7% | $74,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 944 | +0.6% | $59,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 72 | 0.0% | $4,524 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $11.14M | 0.0% |
| Citadel Advisors | $1.96M | 0.0% |
| Jane Street Group, Llc | $1.65M | 0.0% |
| Captrust Financial Advisors | $699,486 | 0.0% |
| TD Waterhouse Canada Inc. | $155,927 | 0.0% |
Exited
| No tracked exits this quarter. |
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.