VSDA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +3.1% ·
net new positions +5.9%
— 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 | 17 | +1 | 703.49K | $40.93M | +1 | — |
| Q1 2026 | 16 | -1 | 682.08K | $37.17M | — | −1 |
| Q4 2025 | 17 | 0 | 664.82K | $35.09M | — | — |
| Q3 2025 | 4 | 0 | 248.25K | $13.27M | — | — |
| Q2 2025 | 2 | 0 | 39.36K | $2.04M | — | — |
| Q1 2025 | 1 | +1 | 22.20K | $1.15M | +1 | — |
| Q3 2024 | 1 | 0 | 20.24K | $1.08M | — | — |
| Q2 2024 | 1 | — | 36.37K | $1.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 260.63K | +0.2% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 260.63K | +0.2% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 260.63K | +0.2% | $15.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 120.30K | -1.4% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 98.26K | +4.0% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 98.26K | +4.0% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 59.76K | -0.2% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 29.24K | +16.1% | $1.70M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Raymond James Financial Inc | 22.81K | +0.7% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 22.81K | +0.7% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 21.98K | +122.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 16.95K | +0.5% | $985,940 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 16.18K | +4.0% | $941,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 14.58K | +4.2% | $848,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.03K | -0.9% | $758,151 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 13.03K | -0.9% | $758,151 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 12.79K | +8.9% | $743,949 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 12.79K | +8.9% | $743,949 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 11.46K | 0.0% | $666,649 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 4.46K | -1.7% | $259,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 503 | 0.0% | $29,263 | 0.0% | Held | 3 | SEC ↗ |
| 22 | UBS Group AG | 452 | New | $26,296 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 126 | +50.0% | $7,354 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $26,296 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 2.80M shares, $149.43M 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.