Security record · archived quarter
VFL
name pending profile ingest
12Tracked holders
0Δ holders
834.06KShares held
$8.30MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 353.27K | 0.0% | $3.52M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 221.03K | -0.2% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 95.15K | +20.4% | $947,725 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 38.70K | +13.2% | $385,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 26.81K | +0.1% | $267,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 23.62K | New | $235,290 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 23.69K | -60.3% | $234,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 16.84K | -0.7% | $167,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 12.30K | +11.9% | $122,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 10.27K | -2.9% | $102,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 8.75K | 0.0% | $87,170 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Fifth Third Bancorp | 3.62K | New | $36,105 | 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
| Bank of New York Mellon Corp | $235,290 | 0.0% |
| Fifth Third Bancorp | $36,105 | 0.0% |
Exited
| HighTower Advisors, LLC | $120,334 | was 0.0% |
| Nomura Holdings Inc | $108,472 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 4.15M shares, $38.98M 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: Q1 2026 ·
Methodology ·
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