VPC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +15.7% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +2 | 455.57K | $6.81M | +2 | — |
| Q1 2026 | 13 | -1 | 393.90K | $5.96M | +1 | −2 |
| Q4 2025 | 14 | -1 | 422.78K | $77.31M | — | −1 |
| Q3 2025 | 2 | 0 | 2.65K | $50,094 | +1 | −1 |
| Q2 2025 | 1 | +1 | 20.98K | $429,692 | +1 | — |
| Q4 2024 | 1 | 0 | 16.84K | $366,206 | — | — |
| Q3 2024 | 1 | +1 | 18.27K | $408,402 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 187.22K | +35.3% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 78.48K | -18.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 45.65K | -10.8% | $682,076 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 45.65K | -10.8% | $682,076 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 29.69K | +59.5% | $443,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 22.69K | New | $338,254 | 0.0% | New | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 22.52K | +6.2% | $336,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 17.15K | -4.6% | $256,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 14.74K | +18.7% | $220,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.59K | +1.2% | $203,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 12.39K | +6.9% | $185,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.04K | -17.6% | $120,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.08K | +8.0% | $46,055 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.08K | +8.0% | $46,055 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 331 | +17.0% | $5,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | — | $20 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 1 | New | $15 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $338,254 | 0.0% |
| Fidelity (FMR) | $15 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 429.10K shares, $6.49M 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.