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Security record · archived quarter

VIOG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
41Tracked holders
+2Δ holders
1.37MShares held
$165.67MReported value
+2New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.1% · share flow -0.6% · net new positions +4.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 0 1.36M $208.70M +2 −2
Q1 2026 40 0 1.33M $165.79M +2 −2
Q4 2025 41 +2 1.37M $165.67M +2
Q3 2025 5 0 352.96K $42.98M
Q2 2025 2 -1 6.89K $788,514 −1
Q1 2025 1 0 22.12K $2.36M
Q4 2024 1 +1 22.25K $2.59M +1
Q2 2024 1 29.34K $3.23M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 260.01K +3.6% $31.54M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 260.01K +3.6% $31.54M 0.0% ▲ Add 2 SEC ↗
3 LPL Financial LLC 234.20K $28.40M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 114.22K $13.85M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 114.22K $13.85M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 113.34K $13.75M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 113.34K $13.75M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 113.34K $13.75M 0.0% n/c 1 SEC ↗
9 Mariner, LLC 88.98K $10.79M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 64.96K $7.88M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 64.96K $7.88M 0.0% n/c 1 SEC ↗
12 Northwestern Mutual Wealth… 57.79K $7.01M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 54.03K $6.56M 0.0% n/c 1 SEC ↗
14 Goldman Sachs Group 50.00K -4.1% $6.06M 0.0% ▼ Trim 2 SEC ↗
15 Wells Fargo & Company/Mn 44.75K $5.43M 0.0% n/c 1 SEC ↗
16 Wells Fargo & Company/Mn 44.75K $5.43M 0.0% n/c 1 SEC ↗
17 Envestnet Asset Management Inc 43.64K $5.29M 0.0% n/c 1 SEC ↗
18 Brown Advisory Inc 30.16K $3.66M 0.0% n/c 1 SEC ↗
19 UBS Group AG 29.77K $3.61M 0.0% n/c 1 SEC ↗
20 UBS Group AG 29.77K $3.61M 0.0% n/c 1 SEC ↗
21 UBS Group AG 29.77K $3.61M 0.0% n/c 1 SEC ↗
22 Financial Engines Advisors L.L.C. 21.96K $2.66M 0.0% n/c 1 SEC ↗
23 Cetera Investment Advisers 21.89K $2.65M 0.0% n/c 1 SEC ↗
24 Commonwealth Equity Services, Llc 21.39K $2.59M 0.0% n/c 1 SEC ↗
25 JPMorgan Chase 21.07K -51.2% $2.56M 0.0% ▼ Trim 2 SEC ↗
26 JPMorgan Chase 21.07K -51.2% $2.56M 0.0% ▼ Trim 2 SEC ↗
27 Osaic Holdings, Inc. 20.16K $2.45M 0.0% n/c 1 SEC ↗
28 Osaic Holdings, Inc. 20.16K $2.45M 0.0% n/c 1 SEC ↗
29 Osaic Holdings, Inc. 20.16K $2.45M 0.0% n/c 1 SEC ↗
30 Mml Investors Services, Llc 10.70K $1.30M 0.0% n/c 1 SEC ↗
31 Susquehanna International Group, Llp 9.36K $1.13M 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 9.36K $1.13M 0.0% n/c 1 SEC ↗
33 Mercer Global Advisors Inc /Adv 9.20K $1.12M 0.0% n/c 1 SEC ↗
34 Stifel Financial Corp 8.60K $1.04M 0.0% n/c 1 SEC ↗
35 The Vanguard Group (passive) 5.09K -2.1% $617,441 0.0% ▼ Trim 3 SEC ↗
36 The Vanguard Group (passive) 5.09K -2.1% $617,441 0.0% ▼ Trim 3 SEC ↗
37 Jones Financial Companies Lllp 4.62K $560,561 0.0% n/c 1 SEC ↗
38 Citadel Advisors 4.35K New $527,591 0.0% New 1 SEC ↗
39 Wealth Enhancement Advisory… 4.07K $512,628 0.0% n/c 1 SEC ↗
40 Cwm, Llc 4.10K $497,000 0.0% n/c 1 SEC ↗
41 AQR Capital Management 2.33K New $282,716 0.0% New 1 SEC ↗
42 Creative Planning 2.32K $281,763 0.0% n/c 1 SEC ↗
43 Citigroup Inc 2.27K $275,924 0.0% n/c 1 SEC ↗
44 Fifth Third Bancorp 1.83K $222,558 0.0% n/c 1 SEC ↗
45 Fidelity (FMR) 1.35K -8.2% $164,045 0.0% ▼ Trim 3 SEC ↗
46 Blair William & Co/Il 1.06K $129,169 0.0% n/c 1 SEC ↗
47 Qube Research & Technologies Ltd 634 $76,895 0.0% n/c 1 SEC ↗
48 Rockefeller Capital Management L.P. 428 $51,968 0.0% n/c 1 SEC ↗
49 Pnc Financial Services Group, Inc. 415 $50,307 0.0% n/c 1 SEC ↗
50 Pnc Financial Services Group, Inc. 415 $50,307 0.0% n/c 1 SEC ↗
51 UBS AM, a distinct business unit of… 286 $34,688 0.0% n/c 1 SEC ↗
52 Bank Of Montreal /Can/ 274 $33,232 0.0% n/c 1 SEC ↗
53 Russell Investments Group, Ltd. 119 $14,439 0.0% n/c 1 SEC ↗
54 Us Bancorp \De\ 53 $6,428 0.0% n/c 1 SEC ↗
55 Assetmark, Inc 6 $728 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

Citadel Advisors $527,591 0.0%
AQR Capital Management $282,716 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 178 holders, 2.52M shares, $307.15M 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 · Get this via the API