VTEI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow +7.8% ·
net new positions +3.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 383.07K | +10.7% | $38.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 334.86K | +62.8% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 246.12K | +4.8% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 236.29K | +8.2% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 203.44K | +2.7% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 65.93K | +34.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 60.90K | +17.5% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 48.01K | +4.0% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 39.32K | +143.7% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 38.31K | -14.8% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 32.04K | +66.3% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Captrust Financial Advisors | 27.37K | +1.2% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 22.92K | +44.8% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 22.47K | -3.4% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 19.68K | -42.6% | $1.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Jane Street Group, Llc | 13.50K | -86.3% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 10.40K | +69.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Manhattan Co. Llc. | 8.50K | New | $858,245 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.84K | +0.7% | $687,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 4.59K | +4.8% | $463,792 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 4.43K | -2.2% | $447,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 3.71K | New | $375,104 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 2.96K | 0.0% | $298,972 | 0.0% | Held | 5 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.72K | 0.0% | $173,265 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.50K | 0.0% | $151,455 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 347 | -14.3% | $34,991 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 107 | +10600.0% | $10,783 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 56 | New | $5,654 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1 | New | $170 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Manhattan Co. Llc. | $858,245 | 0.0% |
| Nuveen, LLC | $375,104 | 0.0% |
| Assetmark, Inc | $5,654 | 0.0% |
| Morgan Stanley | $170 | 0.0% |
Exited
| Susquehanna International… | $2.89M | was 0.0% |
| JPMorgan Chase | $2.00M | was 0.0% |
| UBS Group AG | $10,094 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 7.35M shares, $723.76M 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.