Security record · archived quarter
VTWV
name pending profile ingest
45Tracked holders
+1Δ holders
1.38MShares held
$220.55MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow -0.7% ·
net new positions +2.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 47 | -2 | 1.60M | $312.45M | +1 | −3 |
| Q1 2026 | 50 | +5 | 1.52M | $254.86M | +6 | −1 |
| Q4 2025 | 45 | +1 | 1.38M | $220.55M | +1 | — |
| Q3 2025 | 7 | +1 | 272.85K | $42.53M | +2 | −1 |
| Q2 2025 | 3 | -1 | 44.78K | $6.23M | — | −1 |
| Q1 2025 | 2 | +1 | 44.66K | $5.94M | +1 | — |
| Q4 2024 | 1 | 0 | 24.20K | $3.50M | +1 | −1 |
| Q3 2024 | 1 | 0 | 6.95K | $1.02M | — | — |
| Q2 2024 | 1 | — | 4.74K | $635,492 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 389.57K | — | $62.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 389.57K | — | $62.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 389.57K | — | $62.30M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 175.28K | +2.1% | $28.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 175.28K | +2.1% | $28.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 175.28K | +2.1% | $28.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 117.08K | — | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 93.75K | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 93.75K | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 82.48K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 82.48K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 77.35K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 77.35K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 77.35K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 59.45K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 59.45K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 59.45K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 40.11K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 40.11K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 33.61K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 32.47K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 32.47K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 32.47K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Franklin Resources Inc | 24.83K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Franklin Resources Inc | 24.83K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Franklin Resources Inc | 24.83K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 23.79K | +9.9% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 23.04K | +24.4% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 22.07K | -53.5% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 22.07K | -53.5% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 19.20K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cibc World Market Inc. | 17.31K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 14.62K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 14.37K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 11.97K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 10.64K | +5.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 9.88K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 9.88K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 9.55K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 9.55K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 9.12K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 8.11K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 6.46K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 5.76K | New | $920,877 | 0.0% | New | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 5.18K | — | $823,315 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mariner, LLC | 4.96K | — | $793,616 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 4.58K | — | $759,389 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 4.24K | — | $678,743 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 4.24K | — | $678,743 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Corient Private Wealth LP | 4.01K | — | $640,680 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Corient Private Wealth LP | 4.01K | — | $640,680 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 4.01K | — | $640,680 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 3.46K | — | $553,232 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 3.09K | — | $494,112 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Neuberger Berman Group LLC | 2.85K | — | $455,161 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Neuberger Berman Group LLC | 2.85K | — | $455,161 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 2.56K | — | $410,053 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 2.20K | — | $352,383 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.14K | -17.1% | $342,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Jane Street Group, Llc | 1.83K | — | $292,992 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 1.73K | — | $276,446 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 1.73K | — | $276,446 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.73K | — | $276,446 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Focus Partners Wealth | 1.29K | — | $205,785 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 1.02K | +9.0% | $163,875 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Cwm, Llc | 822 | — | $131,000 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 645 | — | $103,155 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | National Bank Of Canada /Fi/ | 540 | — | $86,243 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 42 | — | $6,717 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $920,877 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 191 holders, 3.10M shares, $511.39M 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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