Security record
VTWV
name pending profile ingest
47Tracked holders
-2Δ holders
1.60MShares held
$312.45MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -4.1% ·
share flow +4.9% ·
net new positions -4.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 418.87K | -1.6% | $81.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 287.80K | +45.3% | $56.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 117.90K | +0.7% | $23.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 95.40K | +6.3% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 86.30K | -5.0% | $16.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 68.52K | -9.3% | $13.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 68.52K | -9.3% | $13.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 59.43K | -2.2% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 46.66K | -2.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 46.66K | -2.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 41.84K | +8.6% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 33.85K | +8.3% | $6.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 33.85K | +8.3% | $6.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Cetera Investment Advisers | 32.27K | -4.0% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 28.88K | -0.2% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 28.88K | -0.2% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Franklin Resources Inc | 26.23K | 0.0% | $5.13M | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 25.54K | +118.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 25.54K | +118.6% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 20.88K | +0.7% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 19.79K | +5.1% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 18.52K | -20.7% | $3.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 18.52K | -20.7% | $3.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Cibc World Market Inc. | 17.35K | 0.0% | $3.39M | 0.0% | Held | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 16.98K | -7.0% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 14.80K | -39.8% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Captrust Financial Advisors | 14.21K | +1.9% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 12.34K | +21.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 12.34K | +21.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 11.90K | -4.9% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 10.55K | 0.0% | $2.06M | 0.0% | Held | 4 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 8.93K | 0.0% | $1.74M | 0.0% | Held | 3 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 8.93K | 0.0% | $1.74M | 0.0% | Held | 3 | SEC ↗ |
| 48 | Stifel Financial Corp | 8.85K | -0.7% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 6.65K | +1.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Financial Engines Advisors L.L.C. | 6.38K | -11.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 5.32K | +7.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Lido Advisors, LLC | 4.45K | -9.1% | $869,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $829,447 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 4.24K | 0.0% | $829,447 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.42K | -6.9% | $667,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mml Investors Services, Llc | 3.21K | +20.9% | $627,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 2.86K | 0.0% | $558,177 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 2.86K | 0.0% | $558,177 | 0.0% | Held | 3 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.23K | +21.1% | $435,440 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 2.09K | 0.0% | $409,251 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Wealth Enhancement Advisory… | 2.05K | -22.3% | $398,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Corient Private Wealth LP | 1.93K | -3.5% | $377,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.73K | +0.1% | $338,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 1.63K | -0.4% | $318,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Focus Partners Wealth | 1.33K | -8.2% | $260,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.33K | +8.2% | $259,205 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 70 | Fifth Third Bancorp | 1.31K | -9.6% | $255,440 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | First Manhattan Co. Llc. | 1.27K | 0.0% | $248,209 | 0.0% | Held | 2 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 435 | -6.5% | $84,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Blair William & Co/Il | 224 | New | $43,779 | 0.0% | New | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 42 | 0.0% | $8,208 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Blair William & Co/Il | $43,779 | 0.0% |
Exited
| Citadel Advisors | $450,491 | was 0.0% |
| Hrt Financial Lp | $435,000 | was 0.0% |
| Qube Research & Technologies… | $2,843 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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