★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

VTC

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
33Tracked holders
0Δ holders
2.18MShares held
$169.09MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 35.61K $2.59M n/a n/a
Q2 2026 35 +1 2.54M $195.32M +2 −1
Q1 2026 34 +1 2.03M $152.67M +4 −3
Q4 2025 33 0 2.18M $169.09M n/a n/a
Q3 2025 5 0 304.90K $23.90M n/a n/a
Q2 2025 2 0 18.24K $1.41M n/a n/a
Q1 2025 1 0 4.07K $312,499 n/a n/a
Q4 2024 1 0 9.18K $694,639 n/a n/a
Q3 2024 1 0 13.97K $1.11M n/a n/a
Q2 2024 1 n/a 23.47K $1.78M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 543.77K n/a $42.22M 0.0% n/c 1 SEC ↗ ×3
2 Mml Investors Services, Llc 314.93K n/a $24.45M 0.1% n/c 1 SEC ↗
3 Morgan Stanley ✦ 209.18K +3.0% $16.24M 0.0% ▲ Add 2 SEC ↗ ×2
4 LPL Financial LLC 161.12K n/a $12.51M 0.0% n/c 1 SEC ↗
5 UBS Group AG 139.38K n/a $10.82M 0.0% n/c 1 SEC ↗
6 Susquehanna International Group, Llp 112.14K n/a $8.71M 0.0% n/c 1 SEC ↗
7 Royal Bank Of Canada 110.39K n/a $8.57M 0.0% n/c 1 SEC ↗ ×3
8 Corient Private Wealth LP 77.21K n/a $5.99M 0.0% n/c 1 SEC ↗ ×2
9 Stifel Financial Corp 71.98K n/a $5.59M 0.0% n/c 1 SEC ↗ ×2
10 Loomis Sayles & Co L P 68.00K n/a $5.28M 0.0% n/c 1 SEC ↗
11 Envestnet Asset Management Inc 59.79K n/a $4.64M 0.0% n/c 1 SEC ↗
12 Truist Financial Corp 49.25K n/a $3.82M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase ✦ 37.65K -37.5% $2.92M 0.0% ▼ Trim 2 SEC ↗ ×3
14 TD Waterhouse Canada Inc. 34.91K n/a $2.71M 0.0% n/c 1 SEC ↗
15 Ameriprise Financial Inc 26.88K n/a $2.09M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 23.59K n/a $1.83M 0.0% n/c 1 SEC ↗ ×2
17 National Bank Of Canada /Fi/ 20.79K n/a $1.61M 0.0% n/c 1 SEC ↗
18 Goldman Sachs Group ✦ 18.73K +27.6% $1.45M 0.0% ▲ Add 2 SEC ↗
19 Cetera Investment Advisers 14.51K n/a $1.13M 0.0% n/c 1 SEC ↗
20 Financial Engines Advisors L.L.C. 14.37K n/a $1.12M 0.0% n/c 1 SEC ↗
21 Wealth Enhancement Advisory… 14.15K n/a $1.10M 0.0% n/c 1 SEC ↗
22 Raymond James Financial Inc 11.67K n/a $905,828 0.0% n/c 1 SEC ↗ ×2
23 Mariner, LLC 10.36K n/a $804,661 0.0% n/c 1 SEC ↗ ×2
24 UBS AM, a distinct business unit of… 7.31K n/a $567,626 0.0% n/c 1 SEC ↗
25 Citadel Advisors ✦ 6.73K -74.8% $522,750 0.0% ▼ Trim 7 SEC ↗
26 Creative Planning 6.70K n/a $520,378 0.0% n/c 1 SEC ↗
27 Bank Of Montreal /Can/ 4.02K n/a $312,042 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 3.32K n/a $257,568 0.0% n/c 1 SEC ↗
29 Commonwealth Equity Services, Llc 3.23K n/a $250,370 0.0% n/c 1 SEC ↗
30 Fidelity (FMR) ✦ 1.41K +559.4% $109,528 0.0% ▲ Add 3 SEC ↗
31 Citigroup Inc 200 n/a $15,528 0.0% n/c 1 SEC ↗
32 Northwestern Mutual Wealth… 133 n/a $10,326 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 78 n/a $6,052 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 138 holders, 11.71M shares, $892.25M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API