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Security record · archived quarter

VMO

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
30Tracked holders
0Δ holders
6.87MShares held
$65.34MReported value
+4New positions
−4Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.4% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 -1 21.39K $182,904 n/a −1
Q2 2026 30 +1 6.91M $68.24M +4 −3
Q1 2026 30 0 6.87M $65.34M +4 −4
Q4 2025 30 +1 7.04M $67.38M +1 n/a
Q3 2025 2 n/a 1.10M $10.67M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.53M +42.6% $14.58M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 1.53M +4.0% $14.51M 0.0% ▲ Add 3 SEC ↗ ×4
3 UBS Group AG 1.06M -6.2% $10.12M 0.0% ▼ Trim 2 SEC ↗
4 Raymond James Financial Inc 788.89K +3.0% $7.50M 0.0% ▲ Add 2 SEC ↗ ×3
5 Wells Fargo & Company/Mn 604.37K +2.2% $5.75M 0.0% ▲ Add 2 SEC ↗ ×2
6 Ameriprise Financial Inc 356.17K -61.7% $3.39M 0.0% ▼ Trim 2 SEC ↗
7 Royal Bank Of Canada 169.57K +25.6% $1.61M 0.0% ▲ Add 2 SEC ↗ ×2
8 Stifel Financial Corp 165.75K +4.8% $1.58M 0.0% ▲ Add 2 SEC ↗
9 Commonwealth Equity Services, Llc 91.91K -1.4% $874,040 0.0% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 81.12K -1.7% $771,463 0.0% ▼ Trim 2 SEC ↗ ×2
11 Invesco Ltd. 63.57K +0.4% $604,513 0.0% ▲ Add 2 SEC ↗
12 Pnc Financial Services Group, Inc. 62.92K 0.0% $598,408 0.0% Held 2 SEC ↗ ×3
13 Goldman Sachs Group ✦ 50.96K -5.2% $484,644 0.0% ▼ Trim 3 SEC ↗
14 Bank Of America Corp /De/ 42.27K +32.4% $402,025 0.0% ▲ Add 2 SEC ↗
15 Allspring Global Investments… 42.23K -39.5% $401,607 0.0% ▼ Trim 2 SEC ↗
16 Nuveen, LLC 32.56K 0.0% $309,636 0.0% Held 2 SEC ↗
17 Rockefeller Capital Management L.P. 29.90K +52.5% $284,312 0.0% ▲ Add 2 SEC ↗
18 Cwm, Llc 28.33K +1427.2% $269,409 0.0% ▲ Add 2 SEC ↗
19 Brown Advisory Inc 26.76K 0.0% $254,497 0.0% Held 2 SEC ↗
20 Jane Street Group, Llc 25.83K -3.3% $245,681 0.0% ▼ Trim 2 SEC ↗ ×2
21 Wealth Enhancement Advisory… 21.12K New $200,844 0.0% New 1 SEC ↗
22 Cetera Investment Advisers 16.99K -17.4% $161,545 0.0% ▼ Trim 2 SEC ↗
23 Focus Partners Wealth 16.36K 0.0% $155,612 0.0% Held 2 SEC ↗
24 First Trust Advisors Lp 10.78K +5.3% $102,536 0.0% ▲ Add 2 SEC ↗
25 Mariner, LLC 10.21K New $96,079 0.0% New 1 SEC ↗
26 Northwestern Mutual Wealth… 7.36K -14.8% $69,999 0.0% ▼ Trim 2 SEC ↗
27 BlackRock ✦ (passive) 1.05K New $9,957 0.0% New 1 SEC ↗
28 Fifth Third Bancorp 140 New $1,331 0.0% New 1 SEC ↗
29 Assetmark, Inc 103 0.0% $980 0.0% Held 2 SEC ↗
30 Us Bancorp \De\ 28 0.0% $266 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

Wealth Enhancement Advisory… $200,844 0.0%
Mariner, LLC $96,079 0.0%
BlackRock $9,957 0.0%
Fifth Third Bancorp $1,331 0.0%

Exited

Bank of New York Mellon Corp $1.19M was 0.0%
Hrt Financial Lp $149,000 was 0.0%
Susquehanna International… $132,047 was 0.0%
Citadel Advisors $100,083 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 17.81M shares, $154.61M 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.

Insider transactions

Open-market purchases (P)

Oct 13 Setcavage Rebecca

Other · 3.00K sh @ 8.64 · $25,920

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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 · Get this via the API