Security record
VFQY
name pending profile ingest
24Tracked holders
0Δ holders
238.27KShares held
$40.58MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 74.97K | -0.4% | $12.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 40.82K | +109.2% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 36.19K | +29.2% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 20.86K | -6.8% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Corient Private Wealth LP | 17.13K | +32.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 16.82K | +13.7% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 8.60K | -43.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 3.45K | 0.0% | $588,194 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 3.17K | +40.1% | $543,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 3.02K | -8.9% | $514,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.95K | +0.2% | $502,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 2.74K | -0.8% | $467,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.87K | +3.8% | $317,007 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 1.55K | New | $263,347 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 1.52K | +0.1% | $259,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $170,290 | 0.0% | Held | 3 | SEC ↗ |
| 17 | UBS Group AG | 409 | +7.3% | $69,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 388 | -21.5% | $66,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 335 | 0.0% | $57,047 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | 0.0% | $28,949 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 161 | +1.3% | $27,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 82 | +8100.0% | $13,879 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 42 | 0.0% | $7,152 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 1 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $263,347 | 0.0% |
Exited
| Fidelity (FMR) | $46 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 1.08M shares, $155.54M 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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