VCV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +4.6% ·
net new positions -5.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.85M | +3.2% | $30.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 556.46K | +2.1% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 386.99K | +12.1% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 249.07K | -2.0% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 177.62K | +5.7% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 149.16K | +20.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 125.11K | +1.7% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 77.55K | +30.4% | $836,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 44.72K | -7.1% | $482,551 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 34.04K | -0.9% | $367,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 27.05K | +1696.1% | $291,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 27.03K | +0.2% | $291,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 26.64K | New | $287,457 | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Creative Planning | 22.70K | 0.0% | $244,972 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.96K | +54.3% | $226,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 15.97K | +1.8% | $172,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 8.70K | 0.0% | $93,873 | 0.0% | Held | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.45K | 0.0% | $15,626 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $287,457 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $214,659 | was 0.0% |
| Mariner, LLC | $166,142 | 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.