VSDM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +30.0% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 150.74K | +314.3% | $11.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 42.75K | New | $3.26M | 0.0% | New | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 38.22K | +29.8% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 25.71K | +1586.9% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 20.56K | +181.5% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 18.82K | +140.6% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Neuberger Berman Group LLC | 15.91K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 12.86K | New | $981,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 7.59K | -88.5% | $579,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 7.25K | -86.1% | $552,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 4.71K | -41.3% | $359,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.42K | +16.5% | $108,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 551 | New | $42,035 | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 301 | +0.3% | $23,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 100 | -97.8% | $7,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | 0.0% | $66 | 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
| Bank of New York Mellon Corp | $3.26M | 0.0% |
| Neuberger Berman Group LLC | $1.21M | 0.0% |
| Hrt Financial Lp | $981,000 | 0.0% |
| UBS Group AG | $42,035 | 0.0% |
Exited
| Citadel Advisors | $753,873 | was 0.0% |
| Goldman Sachs Group | $304,042 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 98 holders, 2.33M shares, $161.51M 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.