VCRM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +30.0% ·
net new positions -5.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 307.71K | +214.6% | $23.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 245.11K | +2478.2% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 108.49K | +3090.8% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Truist Financial Corp | 92.59K | +276.8% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 88.95K | +567.5% | $6.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 55.87K | +93.8% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 27.05K | +60.8% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 25.48K | +175.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 21.52K | -91.9% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 7.47K | -78.5% | $561,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 4.20K | +3.8% | $315,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 4.00K | New | $300,976 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 998 | +186.8% | $75,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 323 | New | $24,274 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 204 | -99.9% | $15,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Franklin Resources Inc | 70 | 0.0% | $5,261 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $64 | 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 | $300,976 | 0.0% |
| UBS Group AG | $24,274 | 0.0% |
Exited
| Susquehanna International… | $1.54M | was 0.0% |
| Wealth Enhancement Advisory… | $261,090 | was 0.0% |
| Northwestern Mutual Wealth… | $108,670 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 10.23M shares, $745.43M 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.