Security record · archived quarter
VIS
Vanguard Industrials ETF · Financial Services · Asset Management
71Tracked holders
+3Δ holders
8.58MShares held
$2.67BReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.4% ·
share flow +0.8% ·
net new positions +4.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 54.70K | $15.05M | n/a | n/a |
| Q2 2026 | 70 | 0 | 8.79M | $3.16B | +4 | −4 |
| Q1 2026 | 71 | +3 | 8.58M | $2.67B | +3 | n/a |
| Q4 2025 | 68 | 0 | 8.51M | $2.54B | n/a | n/a |
| Q3 2025 | 11 | 0 | 1.29M | $383.55M | n/a | n/a |
| Q2 2025 | 8 | +3 | 38.60K | $10.81M | +3 | n/a |
| Q1 2025 | 3 | -2 | 26.16K | $6.48M | n/a | −2 |
| Q4 2024 | 5 | +2 | 16.50K | $4.20M | +2 | n/a |
| Q3 2024 | 3 | +1 | 15.06K | $3.92M | +1 | n/a |
| Q2 2024 | 2 | n/a | 23.03K | $5.42M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.93M | +0.3% | $1.23B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 855.77K | -10.7% | $267.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 642.77K | +11.7% | $200.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 374.92K | +16.9% | $117.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 293.00K | +0.9% | $91.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 271.24K | +5.6% | $84.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 252.86K | +18.4% | $78.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 158.70K | +3.3% | $49.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 149.00K | +14.1% | $46.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Ameriprise Financial Inc | 147.83K | -1.4% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | HighTower Advisors, LLC | 145.48K | +1.3% | $45.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 135.48K | -2.9% | $40.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 13 | Northwestern Mutual Wealth… | 118.05K | +13.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 110.05K | +6.9% | $34.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 99.98K | -4.4% | $31.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 93.36K | -6.8% | $29.15M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Commonwealth Equity Services, Llc | 77.88K | +2.6% | $24.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 63.68K | -0.9% | $19.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Mml Investors Services, Llc | 58.19K | -8.4% | $18.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 49.29K | -0.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Empower Advisory Group, LLC | 40.79K | -54.8% | $12.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 37.53K | -3.4% | $11.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 36.73K | +0.3% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 30.84K | -61.5% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 25.54K | +4.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Quantinno Capital Management LP | 24.34K | +18.2% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 22.62K | +23.0% | $7.06M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 22.60K | -10.5% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 22.29K | +350.1% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 22.35K | +30.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wealth Enhancement Advisory… | 27.75K | -27.0% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 20.00K | 0.0% | $6.24M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 19.44K | -0.7% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 17.19K | +45.3% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 17.12K | +190.7% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 16.73K | +20.2% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 16.81K | +15.8% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Creative Planning | 14.99K | +1.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 11.60K | New | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 9.62K | +1.4% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 8.89K | +9.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Fisher Asset Management ✦ | 8.44K | +1.0% | $2.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Citigroup Inc | 8.38K | -5.7% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 8.28K | +10.0% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 6.72K | +180.0% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 6.50K | -33.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Assetmark, Inc | 6.02K | +13.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wealthfront Advisers LLC | 4.11K | +82.8% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 3.90K | -62.7% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | Charles Schwab Investment… | 3.88K | -6.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | BlackRock ✦ (passive) | 3.69K | +0.6% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 52 | AQR Capital Management ✦ | 3.52K | +111.2% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 3.22K | +3.8% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Lazard Asset Management Llc | 3.12K | 0.0% | $972,565 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 3.01K | 0.0% | $940,407 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 2.84K | +4.9% | $848,593 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 2.44K | -17.3% | $762,129 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Cibc World Market Inc. | 2.26K | -5.0% | $704,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Jane Street Group, Llc | 2.19K | New | $683,137 | 0.0% | New | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 1.88K | +35.2% | $586,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Brown Advisory Inc | 1.61K | -15.7% | $503,611 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | D. E. Shaw & Co. ✦ | 1.05K | -18.6% | $326,894 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Cwm, Llc | 977 | +1.0% | $305,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 861 | 0.0% | $268,821 | 0.0% | Held | 2 | SEC ↗ |
| 65 | First Trust Advisors Lp | 695 | New | $216,992 | 0.0% | New | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 595 | +112.5% | $185,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 509 | +9.5% | $158,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 382 | +59.2% | $119,268 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Allspring Global Investments… | 159 | +6.0% | $50,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 111 | -1.8% | $34,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Deutsche Bank Ag\ | 105 | 0.0% | $32,783 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $3.62M | 0.0% |
| Jane Street Group, Llc | $683,137 | 0.0% |
| First Trust Advisors Lp | $216,992 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 592 holders, 12.37M shares, $3.78B 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: Q1 2026 ·
Methodology ·
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