VLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.4% ·
share flow -0.8% ·
net new positions +6.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425.71K | +4.7% | $91.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 143.46K | +19.7% | $30.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 105.90K | -14.9% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 99.05K | -37.4% | $21.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 97.59K | +6.6% | $20.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 69.43K | +3.6% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 55.72K | +45.0% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 30.56K | +5.6% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 27.28K | +73.0% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 20.85K | +1.6% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 15.64K | -27.9% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 14.36K | -14.2% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 13.65K | -11.6% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Creative Planning | 11.46K | +3.4% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 7.16K | -4.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Brown Advisory Inc | 1.81K | 0.0% | $389,322 | 0.0% | Held | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 1.80K | +1.1% | $386,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 1.75K | New | $376,424 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 1.63K | -25.1% | $354,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 940 | New | $202,078 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 929 | +0.2% | $199,627 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 690 | -11.1% | $148,337 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | BlackRock ✦ (passive) | 296 | 0.0% | $63,633 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 204 | +5.7% | $43,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 158 | New | $33,966 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 55 | New | $11,824 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 51 | 0.0% | $10,964 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 36 | 0.0% | $7,739 | 0.0% | Held | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 6 | 0.0% | $1,296 | 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… | $376,424 | 0.0% |
| Cerity Partners LLC | $202,078 | 0.0% |
| Fifth Third Bancorp | $33,966 | 0.0% |
| UBS Group AG | $11,824 | 0.0% |
Exited
| Jane Street Group, Llc | $889,948 | was 0.0% |
| Mariner, LLC | $276,782 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 1.99M shares, $394.54M 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.