VCV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.6% ·
share flow +0.1% ·
net new positions -15.8%
— 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 | Morgan Stanley ✦ | 2.76M | +5.1% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 545.24K | -12.4% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 345.21K | +5.9% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 254.26K | -8.3% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 168.10K | -2.2% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 124.09K | +25.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 123.06K | -6.7% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 59.46K | -9.6% | $620,768 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.15K | +0.4% | $502,674 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 34.34K | +24.8% | $359,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 26.98K | +0.2% | $281,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 22.70K | -3.0% | $237,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 20.62K | 0.0% | $214,659 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Mariner, LLC | 15.91K | +20.9% | $166,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 15.69K | -38.9% | $163,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 13.59K | +0.8% | $141,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 8.70K | -9.3% | $90,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.51K | 0.0% | $15,723 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.45K | 0.0% | $15,075 | 0.0% | Held | 3 | 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
| Jane Street Group, Llc | $301,767 | was 0.0% |
| Citadel Advisors | $150,366 | was 0.0% |
| Susquehanna International… | $139,570 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 8.31M shares, $86.38M 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.