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Security record · archived quarter

VTC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34Tracked holders
+1Δ holders
2.03MShares held
$152.67MReported value
+4New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.0% · share flow -7.0% · net new positions +2.9% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Q3 2025 5 0 304.90K $23.90M — —
Q2 2025 2 0 18.24K $1.41M — —
Q1 2025 1 0 4.07K $312,499 — —
Q4 2024 1 0 9.18K $694,639 — —
Q3 2024 1 0 13.97K $1.11M — —
Q2 2024 1 — 23.47K $1.78M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 540.74K -0.6% $41.55M 0.0% ▼ Trim 2 SEC ↗ ×3
2 Mml Investors Services, Llc 298.00K -5.4% $22.90M 0.1% ▼ Trim 2 SEC ↗
3 UBS Group AG 227.62K +63.3% $17.49M 0.0% ▲ Add 2 SEC ↗ ×3
4 LPL Financial LLC 175.70K +9.1% $13.50M 0.0% ▲ Add 2 SEC ↗
5 UBS AM, a distinct business unit of… 117.36K +1505.2% $9.02M 0.0% ▲ Add 2 SEC ↗
6 Royal Bank Of Canada 112.53K +1.9% $8.65M 0.0% ▲ Add 2 SEC ↗ ×3
7 Loomis Sayles & Co L P 72.89K +7.2% $5.60M 0.0% ▲ Add 2 SEC ↗
8 Stifel Financial Corp 70.84K -1.6% $5.44M 0.0% ▼ Trim 2 SEC ↗ ×2
9 Envestnet Asset Management Inc 61.65K +3.1% $4.74M 0.0% ▲ Add 2 SEC ↗
10 Truist Financial Corp 52.12K +5.8% $4.00M 0.0% ▲ Add 2 SEC ↗
11 TD Waterhouse Canada Inc. 35.46K +1.6% $2.71M 0.0% ▲ Add 2 SEC ↗
12 Citadel Advisors ✦ 33.88K +403.2% $2.60M 0.0% ▲ Add 8 SEC ↗
13 Ameriprise Financial Inc 26.41K -1.8% $2.03M 0.0% ▼ Trim 2 SEC ↗
14 JPMorgan Chase ✦ 23.44K -37.7% $1.79M 0.0% ▼ Trim 3 SEC ↗ ×3
15 National Bank Of Canada /Fi/ 20.79K 0.0% $1.60M 0.0% Held 2 SEC ↗
16 Morgan Stanley ✦ 15.03K -92.8% $1.16M 0.0% ▼ Trim 3 SEC ↗ ×3
17 Goldman Sachs Group ✦ 14.59K -22.1% $1.12M 0.0% ▼ Trim 3 SEC ↗
18 Cetera Investment Advisers 14.31K -1.3% $1.10M 0.0% ▼ Trim 2 SEC ↗
19 Jane Street Group, Llc 13.57K New $1.04M 0.0% New 1 SEC ↗
20 Raymond James Financial Inc 12.19K +4.5% $936,484 0.0% ▲ Add 2 SEC ↗ ×2
21 Osaic Holdings, Inc. 12.07K -48.8% $927,220 0.0% ▼ Trim 2 SEC ↗ ×2
22 Creative Planning 6.57K -2.0% $504,730 0.0% ▼ Trim 2 SEC ↗
23 Cerity Partners LLC 6.16K New $472,880 0.0% New 1 SEC ↗
24 Financial Engines Advisors L.L.C. 5.91K -58.9% $454,373 0.0% ▼ Trim 2 SEC ↗
25 Hrt Financial Lp 3.90K New $299,000 0.0% New 1 SEC ↗
26 Bank Of Montreal /Can/ 3.74K -6.9% $287,528 0.0% ▼ Trim 2 SEC ↗
27 Commonwealth Equity Services, Llc 3.28K +1.6% $251,881 0.0% ▲ Add 2 SEC ↗
28 Rockefeller Capital Management L.P. 3.08K -7.0% $236,891 0.0% ▼ Trim 2 SEC ↗
29 Northwestern Mutual Wealth… 1.92K +1343.6% $147,514 0.0% ▲ Add 2 SEC ↗
30 Qube Research & Technologies Ltd 879 New $67,534 0.0% New 1 SEC ↗
31 Fidelity (FMR) ✦ 569 -59.7% $43,728 0.0% ▼ Trim 4 SEC ↗
32 Citigroup Inc 200 0.0% $15,366 0.0% Held 2 SEC ↗
33 Corient Private Wealth LP 39.05K -49.4% $3,000 0.0% ▼ Trim 2 SEC ↗
34 Wells Fargo & Company/Mn 1 -98.7% $55 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

Exited

Susquehanna International… $8.71M was 0.0%
Wealth Enhancement Advisory… $1.10M was 0.0%
Mariner, LLC $804,661 was 0.0%

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: Q1 2026 · Methodology · Get this via the API