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Security record · archived quarter

VCV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025
18Tracked holders
-1Δ holders
4.80MShares held
$51.76MReported value
+1New positions
−2Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 18 -1 4.80M $51.76M +1 −2
Q1 2026 19 -3 4.59M $47.88M −3
Q4 2025 22 +1 4.58M $51.01M +1
Q3 2025 2 2.27M $24.03M
Q1 2025 1 +1 10.69K $113,442 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.85M +3.2% $30.71M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 2.85M +3.2% $30.71M 0.0% ▲ Add 4 SEC ↗
3 Wells Fargo & Company/Mn 556.46K +2.1% $6.00M 0.0% ▲ Add 3 SEC ↗
4 Wells Fargo & Company/Mn 556.46K +2.1% $6.00M 0.0% ▲ Add 3 SEC ↗
5 LPL Financial LLC 386.99K +12.1% $4.18M 0.0% ▲ Add 3 SEC ↗
6 UBS Group AG 249.07K -2.0% $2.69M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 177.62K +5.7% $1.92M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 149.16K +20.2% $1.61M 0.0% ▲ Add 3 SEC ↗
9 Commonwealth Equity Services, Llc 125.11K +1.7% $1.35M 0.0% ▲ Add 3 SEC ↗
10 Ameriprise Financial Inc 77.55K +30.4% $836,778 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 44.72K -7.1% $482,551 0.0% ▼ Trim 3 SEC ↗
12 Raymond James Financial Inc 44.72K -7.1% $482,551 0.0% ▼ Trim 3 SEC ↗
13 Royal Bank Of Canada 34.04K -0.9% $367,000 0.0% ▼ Trim 3 SEC ↗
14 Royal Bank Of Canada 34.04K -0.9% $367,000 0.0% ▼ Trim 3 SEC ↗
15 Rockefeller Capital Management L.P. 27.05K +1696.1% $291,865 0.0% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 27.03K +0.2% $291,614 0.0% ▲ Add 3 SEC ↗
17 Jane Street Group, Llc 26.64K New $287,457 0.0% New 1 SEC ↗
18 Jane Street Group, Llc 26.64K New $287,457 0.0% New 1 SEC ↗
19 Creative Planning 22.70K 0.0% $244,972 0.0% Held 3 SEC ↗
20 Stifel Financial Corp 20.96K +54.3% $226,131 0.0% ▲ Add 3 SEC ↗
21 Envestnet Asset Management Inc 15.97K +1.8% $172,338 0.0% ▲ Add 3 SEC ↗
22 Us Bancorp \De\ 8.70K 0.0% $93,873 0.0% Held 3 SEC ↗
23 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%
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.

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