VFS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +4.3% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +3 | 3.80M | $11.58M | +7 | −4 |
| Q1 2026 | 20 | -2 | 3.78M | $14.44M | +3 | −5 |
| Q4 2025 | 22 | -1 | 3.63M | $11.94M | +1 | −2 |
| Q3 2025 | 6 | +1 | 2.16M | $6.96M | +1 | — |
| Q2 2025 | 3 | 0 | 1.92M | $6.86M | — | — |
| Q1 2025 | 3 | 0 | 2.06M | $6.57M | — | — |
| Q4 2024 | 3 | -1 | 2.01M | $8.09M | — | −1 |
| Q3 2024 | 3 | +1 | 2.02M | $7.70M | +1 | — |
| Q2 2024 | 2 | — | 1.95M | $8.38M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 2.03M | +2.0% | $7.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 2 | Tidal Investments LLC | 429.08K | +21.9% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 215.47K | +37.6% | $829,544 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 227.28K | -44.6% | $744,614 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 189.10K | +525.3% | $728,027 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Lazard Asset Management Llc | 185.33K | +3.2% | $713,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 129.26K | +9.2% | $497,651 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 113.81K | New | $438,169 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mitsubishi UFJ Asset Management… | 84.31K | -3.0% | $324,597 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 42.16K | +10.4% | $161,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 31.10K | +157.0% | $119,735 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 28.90K | -10.0% | $111,277 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | IMC-Chicago, LLC | 23.65K | New | $91,064 | 0.0% | New | 1 | SEC ↗ |
| 14 | Simplex Trading, Llc | 22.38K | +331.4% | $86,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 16.30K | -54.9% | $62,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 11.55K | -43.2% | $44,475 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Jones Financial Companies Lllp | 2.00K | 0.0% | $6,780 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.40K | 0.0% | $5,390 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 2 | New | $8 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 25 | +400.0% | $0 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $438,169 | 0.0% |
| IMC-Chicago, LLC | $91,064 | 0.0% |
| Wells Fargo & Company/Mn | $8 | 0.0% |
Exited
| Jane Street Group, Llc | $254,755 | was 0.0% |
| LPL Financial LLC | $105,450 | was 0.0% |
| Lido Advisors, LLC | $82,287 | was 0.0% |
| Hrt Financial Lp | $66,000 | was 0.0% |
| Us Bancorp \De\ | $2,462 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 334.06K shares, $285,743 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.