VFMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +15.7% ·
net new positions +3.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 151.88K | +8.4% | $29.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 150.03K | +32.4% | $29.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 91.85K | +9.1% | $18.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 75.47K | -11.5% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 43.33K | +0.6% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 33.40K | +24.6% | $6.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 23.84K | +21.0% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 20.82K | +418.1% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Osaic Holdings, Inc. | 16.07K | -24.8% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 13.47K | +442.3% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Fifth Third Bancorp | 7.17K | New | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 5.88K | +382.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 5.73K | +13.8% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 4.99K | +25.5% | $984,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 4.61K | New | $909,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 4.06K | +53.5% | $800,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 3.18K | +68.8% | $627,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 2.81K | +5.0% | $554,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.48K | -9.1% | $487,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.42K | +6.5% | $476,798 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Susquehanna International Group, Llp | 2.05K | -12.1% | $404,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 1.49K | -10.2% | $299,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.41K | New | $276,926 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.39K | -0.6% | $274,389 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 400 | 0.0% | $78,840 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 85 | 0.0% | $16,754 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 18 | -5.3% | $3,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 15 | New | $2,957 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 1 | 0.0% | $141 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 1 | -98.4% | $101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $1.41M | 0.0% |
| Hrt Financial Lp | $909,000 | 0.0% |
| Citadel Advisors | $276,926 | 0.0% |
| Assetmark, Inc | $2,957 | 0.0% |
Exited
| Tidal Investments LLC | $2.00M | was 0.0% |
| JPMorgan Chase | $3,024 | was 0.0% |
| Rockefeller Capital… | $1,341 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.