Security record · archived quarter
VFMV
name pending profile ingest
19Tracked holders
0Δ holders
283.57KShares held
$36.97MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.26K | $462,787 | n/a | n/a |
| Q2 2026 | 26 | +5 | 365.63K | $50.95M | +6 | −1 |
| Q1 2026 | 21 | +2 | 493.43K | $65.74M | +3 | −1 |
| Q4 2025 | 19 | 0 | 283.57K | $36.97M | n/a | n/a |
| Q3 2025 | 2 | -1 | 13.23K | $1.74M | n/a | −1 |
| Q2 2025 | 2 | +1 | 23.89K | $3.06M | +1 | n/a |
| Q1 2025 | 1 | +1 | 21.60K | $2.74M | +1 | n/a |
| Q2 2024 | 1 | n/a | 2.63K | $298,445 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 107.81K | n/a | $14.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 62.44K | n/a | $8.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 18.69K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 15.30K | +20.5% | $1.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 12.61K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 10.81K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | TD Waterhouse Canada Inc. | 10.34K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 9.38K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 7.58K | n/a | $988,363 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 7.22K | n/a | $941,680 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.30K | n/a | $691,633 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 4.07K | n/a | $530,084 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 3.39K | n/a | $442,085 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Quantinno Capital Management LP | 3.04K | n/a | $396,181 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 2.27K | n/a | $295,810 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 1.91K | n/a | $249,007 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 524 | -0.4% | $68,314 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 459 | n/a | $59,840 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 413 | n/a | $53,842 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 1.49M shares, $193.20M 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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