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Security record · archived quarter

VCEB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
33Tracked holders
+4Δ holders
3.75MShares held
$235.47MReported value
+4New positions
−0Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.8% · share flow +10.2% · net new positions +12.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 1.87M +1.1% $117.61M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 1.87M +1.1% $117.61M 0.0% ▲ Add 3 SEC ↗
3 Truist Financial Corp 298.63K +2.9% $18.74M 0.0% ▲ Add 3 SEC ↗
4 Envestnet Asset Management Inc 275.89K +3.5% $17.31M 0.0% ▲ Add 3 SEC ↗
5 Creative Planning 180.05K +1.6% $11.30M 0.0% ▲ Add 2 SEC ↗
6 Mariner, LLC 175.09K +15.8% $10.99M 0.0% ▲ Add 3 SEC ↗
7 Mariner, LLC 175.09K +15.8% $10.99M 0.0% ▲ Add 3 SEC ↗
8 Jane Street Group, Llc 168.81K +544.7% $10.59M 0.0% ▲ Add 2 SEC ↗
9 JPMorgan Chase 111.00K +707.0% $7.01M 0.0% ▲ Add 4 SEC ↗
10 JPMorgan Chase 111.00K +707.0% $7.01M 0.0% ▲ Add 4 SEC ↗
11 Cerity Partners LLC 104.86K +8.5% $6.58M 0.0% ▲ Add 3 SEC ↗
12 Cerity Partners LLC 104.86K +8.5% $6.58M 0.0% ▲ Add 3 SEC ↗
13 Wealthfront Advisers LLC 97.86K -52.6% $6.14M 0.0% ▼ Trim 3 SEC ↗
14 LPL Financial LLC 93.49K -0.2% $5.87M 0.0% ▼ Trim 3 SEC ↗
15 UBS Group AG 78.83K +10.7% $4.95M 0.0% ▲ Add 3 SEC ↗
16 Citadel Advisors 72.43K +132.0% $4.55M 0.0% ▲ Add 2 SEC ↗
17 Susquehanna International Group, Llp 67.97K New $4.27M 0.0% New 1 SEC ↗
18 Wells Fargo & Company/Mn 29.61K +0.2% $1.86M 0.0% ▲ Add 3 SEC ↗
19 Wells Fargo & Company/Mn 29.61K +0.2% $1.86M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 21.98K -2.9% $1.38M 0.0% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 15.01K +66.9% $941,932 0.0% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 15.01K +66.9% $941,932 0.0% ▲ Add 3 SEC ↗
23 Mercer Global Advisors Inc /Adv 13.23K New $830,299 0.0% New 1 SEC ↗
24 Captrust Financial Advisors 11.70K +5.1% $734,480 0.0% ▲ Add 2 SEC ↗
25 Osaic Holdings, Inc. 11.30K +12.2% $709,357 0.0% ▲ Add 3 SEC ↗
26 Osaic Holdings, Inc. 11.30K +12.2% $709,357 0.0% ▲ Add 3 SEC ↗
27 Mml Investors Services, Llc 8.96K +14.8% $562,431 0.0% ▲ Add 3 SEC ↗
28 Commonwealth Equity Services, Llc 8.92K +12.2% $559,911 0.0% ▲ Add 3 SEC ↗
29 Pnc Financial Services Group, Inc. 7.92K 0.0% $496,745 0.0% Held 3 SEC ↗
30 Cetera Investment Advisers 6.42K +6.6% $402,672 0.0% ▲ Add 3 SEC ↗
31 Stifel Financial Corp 4.08K -13.8% $255,859 0.0% ▼ Trim 3 SEC ↗
32 Stifel Financial Corp 4.08K -13.8% $255,859 0.0% ▼ Trim 3 SEC ↗
33 First Trust Advisors Lp 3.89K +1.2% $244,083 0.0% ▲ Add 3 SEC ↗
34 TD Waterhouse Canada Inc. 2.50K 0.0% $156,320 0.0% Held 2 SEC ↗
35 Morgan Stanley 2.46K +160.4% $154,267 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 2.46K +160.4% $154,267 0.0% ▲ Add 4 SEC ↗
37 Fidelity (FMR) 1.42K +0.3% $88,783 0.0% ▲ Add 5 SEC ↗
38 Us Bancorp \De\ 1.39K 0.0% $87,299 0.0% Held 3 SEC ↗
39 Us Bancorp \De\ 1.39K 0.0% $87,299 0.0% Held 3 SEC ↗
40 Blair William & Co/Il 1.02K -13.6% $64,086 0.0% ▼ Trim 3 SEC ↗
41 Northwestern Mutual Wealth… 421 New $26,422 0.0% New 1 SEC ↗
42 Bank Of Montreal /Can/ 72 0.0% $4,519 0.0% Held 3 SEC ↗
43 Fifth Third Bancorp 2 New $126 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $4.27M 0.0%
Mercer Global Advisors Inc… $830,299 0.0%
Northwestern Mutual Wealth… $26,422 0.0%
Fifth Third Bancorp $126 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API