VPV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +9.3% ·
net new positions -6.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 221.72K | +43.8% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 82.03K | +1.7% | $867,037 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 65.85K | +90.5% | $696,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 51.34K | -5.4% | $542,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 48.08K | 0.0% | $508,237 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 6 | Baird Financial Group, Inc. | 47.99K | +0.2% | $507,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 47.55K | +0.6% | $502,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 32.83K | +1.3% | $347,046 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 22.64K | +26.1% | $239,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 15.13K | New | $159,880 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 13.70K | -18.4% | $144,778 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 11.82K | 0.0% | $124,959 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Mariner, LLC | 10.41K | +1.0% | $110,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 1.61K | 0.0% | $17,039 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 40 | -45.2% | $422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Commonwealth Equity Services… | $159,880 | 0.0% |
Exited
| Bank of New York Mellon Corp | $459,531 | was 0.0% |
| Susquehanna International… | $145,017 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 1.22M shares, $12.30M 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.