Security record · archived quarter
VFMF
name pending profile ingest
23Tracked holders
+3Δ holders
475.59KShares held
$84.17MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +15.6% ·
net new positions +13.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +3 | 475.59K | $84.17M | +5 | −2 |
| Q1 2026 | 20 | +1 | 411.44K | $63.80M | +5 | −4 |
| Q4 2025 | 19 | 0 | 343.51K | $51.78M | — | — |
| Q3 2025 | 2 | -1 | 8.01K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 14.71K | $1.98M | — | — |
| Q1 2025 | 2 | +1 | 8.37K | $1.06M | +1 | — |
| Q4 2024 | 1 | 0 | 5.01K | $654,859 | — | — |
| Q3 2024 | 1 | 0 | 5.01K | $653,930 | +1 | −1 |
| Q2 2024 | 1 | — | 3.02K | $369,788 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 148.79K | -10.0% | $26.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 124.65K | +53.2% | $22.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 58.77K | +5.6% | $10.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 58.77K | +5.6% | $10.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 27.72K | +39.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 27.72K | +39.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 27.72K | +39.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 20.97K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 20.97K | +26.6% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 20.61K | +23.8% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 16.90K | New | $2.99M | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 9.65K | +3.8% | $1.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 9.65K | +3.8% | $1.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 8.84K | -4.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 8.36K | +18.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 8.36K | +18.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Manhattan Co. Llc. | 8.34K | 0.0% | $1.48M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Mariner, LLC | 7.87K | +270.0% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 7.25K | -4.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 4.79K | +1.7% | $848,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 518 | 0.0% | $91,670 | 0.0% | Held | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 427 | New | $75,566 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 330 | New | $58,400 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 330 | New | $58,400 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 282 | 0.0% | $50,106 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 274 | +27300.0% | $48,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 274 | +27300.0% | $48,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 124 | -0.8% | $22,024 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 124 | -0.8% | $22,024 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 124 | -0.8% | $22,024 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Us Bancorp \De\ | 101 | New | $17,874 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 12 | 0.0% | $2,124 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Citigroup Inc | 1 | New | $177 | 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
| Two Sigma Investments | $2.99M | 0.0% |
| BlackRock | $75,566 | 0.0% |
| Pnc Financial Services Group… | $58,400 | 0.0% |
| Pnc Financial Services Group… | $58,400 | 0.0% |
| Us Bancorp \De\ | $17,874 | 0.0% |
| Citigroup Inc | $177 | 0.0% |
Exited
| Susquehanna International… | $1.04M | was 0.0% |
| National Bank Of Canada /Fi/ | $15,818 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 1.57M shares, $214.69M 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 ·
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