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Security record

VFMV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
27Tracked holders
+6Δ holders
368.96KShares held
$51.42MReported value
+7New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +28.6% · share flow -25.2% · net new positions +20.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 +6 368.96K $51.42M +7 −1
Q1 2026 21 +2 493.43K $65.74M +3 −1
Q4 2025 19 0 283.57K $36.97M
Q3 2025 2 -1 13.23K $1.74M −1
Q2 2025 2 +1 23.89K $3.06M +1
Q1 2025 1 +1 21.60K $2.74M +1
Q2 2024 1 2.63K $298,445
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 128.56K +43.4% $17.92M 0.0% ▲ Add 3 SEC ↗
2 UBS Group AG 65.43K 0.0% $9.12M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 28.21K +28.2% $3.93M 0.0% ▲ Add 3 SEC ↗
4 Two Sigma Investments 23.00K -10.5% $3.21M 0.0% ▼ Trim 6 SEC ↗
5 Envestnet Asset Management Inc 21.57K +25.6% $3.01M 0.0% ▲ Add 3 SEC ↗
6 Royal Bank Of Canada 10.85K -0.1% $1.51M 0.0% ▼ Trim 3 SEC ↗
7 Royal Bank Of Canada 10.85K -0.1% $1.51M 0.0% ▼ Trim 3 SEC ↗
8 Royal Bank Of Canada 10.85K -0.1% $1.51M 0.0% ▼ Trim 3 SEC ↗
9 Mml Investors Services, Llc 10.82K +32.1% $1.51M 0.0% ▲ Add 3 SEC ↗
10 Mercer Global Advisors Inc /Adv 10.29K +1.5% $1.43M 0.0% ▲ Add 2 SEC ↗
11 Raymond James Financial Inc 8.41K +41.0% $1.17M 0.0% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 8.41K +41.0% $1.17M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 8.34K +5.2% $1.16M 0.0% ▲ Add 3 SEC ↗
14 Susquehanna International Group, Llp 8.08K New $1.13M 0.0% New 1 SEC ↗
15 Commonwealth Equity Services, Llc 7.06K +4.0% $984,180 0.0% ▲ Add 3 SEC ↗
16 TD Waterhouse Canada Inc. 6.83K -2.8% $951,457 0.0% ▼ Trim 3 SEC ↗
17 Goldman Sachs Group 5.83K New $811,932 0.0% New 1 SEC ↗
18 Truist Financial Corp 4.07K 0.0% $566,652 0.0% Held 3 SEC ↗
19 Bank Of Montreal /Can/ 3.64K -6.3% $507,423 0.0% ▼ Trim 3 SEC ↗
20 Bank Of Montreal /Can/ 3.64K -6.3% $507,423 0.0% ▼ Trim 3 SEC ↗
21 HighTower Advisors, LLC 3.33K New $463,663 0.0% New 1 SEC ↗
22 Quantinno Capital Management LP 3.04K 0.0% $423,387 0.0% Held 3 SEC ↗
23 Northwestern Mutual Wealth… 2.80K +13.0% $390,776 0.0% ▲ Add 3 SEC ↗
24 Cerity Partners LLC 1.91K 0.0% $266,184 0.0% Held 3 SEC ↗
25 Bank of New York Mellon Corp 1.90K New $264,438 0.0% New 1 SEC ↗
26 Bank of New York Mellon Corp 1.90K New $264,438 0.0% New 1 SEC ↗
27 Bank of New York Mellon Corp 1.90K New $264,438 0.0% New 1 SEC ↗
28 Jane Street Group, Llc 1.71K New $238,033 0.0% New 1 SEC ↗
29 Hrt Financial Lp 1.51K New $210,000 0.0% New 1 SEC ↗
30 Morgan Stanley 648 +25.8% $90,308 0.0% ▲ Add 4 SEC ↗
31 National Bank Of Canada /Fi/ 459 0.0% $63,968 0.0% Held 3 SEC ↗
32 JPMorgan Chase 398 New $55,429 0.0% New 1 SEC ↗
33 Wells Fargo & Company/Mn 275 -99.9% $38,325 0.0% ▼ Trim 2 SEC ↗
34 Wells Fargo & Company/Mn 275 -99.9% $38,325 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

Susquehanna International… $1.13M 0.0%
Goldman Sachs Group $811,932 0.0%
HighTower Advisors, LLC $463,663 0.0%
Bank of New York Mellon Corp $264,438 0.0%
Bank of New York Mellon Corp $264,438 0.0%
Bank of New York Mellon Corp $264,438 0.0%
Jane Street Group, Llc $238,033 0.0%
Hrt Financial Lp $210,000 0.0%
JPMorgan Chase $55,429 0.0%

Exited

Fifth Third Bancorp $16,254 was 0.0%

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: Q2 2026 · Methodology · Get this via the API