Security record · archived quarter
VFMO
name pending profile ingest
29Tracked holders
0Δ holders
579.26KShares held
$110.80MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 140.13K | — | $26.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 113.30K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 85.31K | — | $16.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 84.16K | — | $16.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 43.07K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 26.81K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 21.38K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 19.71K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Tidal Investments LLC | 10.47K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 5.04K | — | $963,326 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 4.02K | — | $769,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Mml Investors Services, Llc | 3.98K | — | $761,185 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 2.72K | — | $520,965 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 2.68K | — | $512,551 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 2.65K | — | $506,239 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 2.48K | — | $475,065 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 2.34K | — | $446,760 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.27K | -28.0% | $434,346 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Creative Planning | 1.89K | — | $360,677 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.66K | — | $332,558 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 1.40K | — | $267,681 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Quantinno Capital Management LP | 1.22K | — | $233,325 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 400 | — | $76,500 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 85 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 63 | — | $12,105 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 19 | — | $3,634 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 15 | -99.2% | $3,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 7 | — | $1,341 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 1 | New | $137 | 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
| BlackRock | $137 | 0.0% |
Exited
| Citadel Advisors | $752,970 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 3.24M shares, $611.51M 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: Q4 2025 ·
Methodology ·
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