VIDI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow -25.7% ·
net new positions +13.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 141 | $5,553 | n/a | −1 |
| Q2 2026 | 15 | +2 | 139.56K | $5.44M | +3 | −1 |
| Q1 2026 | 13 | -1 | 187.78K | $6.75M | +2 | −3 |
| Q4 2025 | 14 | +1 | 181.12K | $6.11M | +1 | n/a |
| Q3 2025 | 2 | 0 | 17.38K | $557,605 | n/a | n/a |
| Q2 2025 | 2 | +1 | 10.85K | $320,857 | +1 | n/a |
| Q3 2024 | 1 | 0 | 12.09K | $325,992 | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.65K | $745,723 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 35.01K | -67.6% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 30.44K | +3.2% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 15.91K | +7.2% | $620,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 15.56K | New | $606,879 | 0.0% | New | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 15.09K | New | $588,544 | 0.0% | New | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 10.00K | -40.8% | $390,061 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 7.73K | 0.0% | $301,695 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 3.46K | -0.4% | $134,801 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Assetmark, Inc | 2.41K | +215.7% | $93,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2.04K | -19.7% | $79,502 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.33K | -1.9% | $52,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 283 | 0.0% | $11,039 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 157 | +28.7% | $6,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 141 | New | $5,423 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $10 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $606,879 | 0.0% |
| Goldman Sachs Group | $588,544 | 0.0% |
| TD Waterhouse Canada Inc. | $5,423 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $77,809 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 10.55M shares, $379.77M 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.