Security record · archived quarter
VTES
name pending profile ingest
33Tracked holders
0Δ holders
3.28MShares held
$333.67MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 3.50M | $354.24M | +3 | −3 |
| Q1 2026 | 36 | +3 | 3.35M | $338.60M | +4 | −1 |
| Q4 2025 | 33 | 0 | 3.28M | $333.67M | — | — |
| Q3 2025 | 4 | 0 | 42.73K | $4.36M | — | — |
| Q2 2025 | 1 | +1 | 11.12K | $1.12M | +1 | — |
| Q2 2024 | 1 | — | 2.08K | $207,845 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.31M | — | $133.42M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 140.19K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 140.19K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 116.24K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 97.87K | — | $9.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 87.64K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 81.23K | — | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 77.58K | +222.2% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 70.42K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 67.35K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 67.35K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 52.13K | — | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 39.44K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 39.44K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 39.37K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 33.34K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 29.88K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 29.88K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 26.93K | +2219.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 26.93K | +2219.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 23.20K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 21.08K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 18.40K | +12.0% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Brown Advisory Inc | 16.15K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 10.85K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 8.97K | — | $911,275 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 7.51K | — | $762,752 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 6.57K | — | $667,316 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 6.45K | — | $655,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 5.87K | — | $596,652 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 5.51K | — | $560,114 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 5.49K | — | $557,241 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 5.49K | — | $557,241 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 4.36K | — | $443,042 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 3.91K | — | $397,057 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.52K | +43.9% | $154,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
“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): 276 holders, 8.00M shares, $802.85M 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 ·
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