Security record
VGM
name pending profile ingest
24Tracked holders
-4Δ holders
5.56MShares held
$58.98MReported value
+1New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +6.2% ·
net new positions -16.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 5.56M | $58.98M | +1 | −5 |
| Q1 2026 | 29 | +3 | 5.24M | $51.74M | +5 | −2 |
| Q4 2025 | 26 | 0 | 5.61M | $58.19M | — | — |
| Q3 2025 | 1 | -1 | 545.05K | $5.52M | — | −1 |
| Q2 2025 | 1 | +1 | 14.00K | $132,860 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 768.11K | +48.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 705.02K | +2.7% | $7.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 705.02K | +2.7% | $7.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 625.75K | -9.4% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 617.86K | +7.9% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 617.86K | +7.9% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 567.50K | -0.8% | $6.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 501.86K | +1.6% | $5.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 382.86K | +4.5% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 382.86K | +4.5% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 249.32K | +33.2% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 238.60K | +0.7% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 238.60K | +0.7% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 205.55K | +21.5% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 170.62K | +14.2% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 170.62K | +14.2% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 97.28K | +12.0% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 97.28K | +12.0% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 96.10K | -14.5% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $899,102 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $899,102 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $899,102 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 56.20K | +9.6% | $595,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 56.20K | +9.6% | $595,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 41.90K | +3.3% | $444,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 36.15K | +1.5% | $383,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 29.70K | -20.3% | $314,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 29.70K | -20.3% | $314,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 26.39K | +29.6% | $279,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 26.39K | +29.6% | $279,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 24.67K | +0.9% | $261,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 18.69K | 0.0% | $198,156 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 11.95K | New | $126,659 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.37K | -34.8% | $56,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.04K | 0.0% | $21,635 | 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
| Susquehanna International… | $126,659 | 0.0% |
Exited
| Invesco Ltd. | $411,589 | was 0.0% |
| First Trust Advisors Lp | $152,185 | was 0.0% |
| Fisher Asset Management | $141,654 | was 0.0% |
| UBS AM, a distinct business… | $5,774 | was 0.0% |
| Jones Financial Companies Lllp | $6 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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