Security record · archived quarter
VGM
name pending profile ingest
26Tracked holders
0Δ holders
5.61MShares held
$58.19MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 855.46K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 644.71K | +18.3% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 599.55K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 568.69K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 475.20K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 432.70K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 371.02K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 344.31K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 245.21K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 171.78K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 159.68K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 140.28K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 128.18K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 92.79K | n/a | $962,191 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 84.82K | n/a | $879,594 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 61.48K | n/a | $637,596 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 51.27K | n/a | $531,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 41.45K | n/a | $429,821 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 40.82K | n/a | $423,260 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 35.60K | n/a | $369,172 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 26.34K | n/a | $273,136 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Nuveen, LLC | 18.69K | n/a | $193,857 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | First Trust Advisors Lp | 18.04K | n/a | $187,084 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.04K | n/a | $21,165 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 809 | n/a | $8,389 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 200 | n/a | $2,000 | 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): 108 holders, 11.82M shares, $105.72M 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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