VPLS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -0.9% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.19M | n/a | $92.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 658.50K | n/a | $51.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 205.28K | n/a | $16.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 128.15K | n/a | $10.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 98.36K | n/a | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 60.58K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 58.42K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 45.71K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 33.77K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 28.24K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 21.82K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 16.98K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 6.80K | 0.0% | $531,182 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Creative Planning | 3.63K | n/a | $283,801 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 3.52K | n/a | $274,881 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 2.92K | n/a | $227,778 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Morgan Stanley ✦ | 41 | +2.5% | $3,254 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Wells Fargo & Company/Mn | 38 | n/a | $2,986 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.89M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 145 holders, 8.81M shares, $652.71M 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.