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Security record · archived quarter

VVR

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024 Q2 2024
36Tracked holders
+3Δ holders
27.81MShares held
$89.55MReported value
+4New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow +1.7% · net new positions +8.3% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 53.00K $152,640 n/a n/a
Q2 2026 33 -2 31.57M $94.70M +1 −3
Q1 2026 36 +3 27.81M $89.55M +4 −1
Q4 2025 33 0 27.35M $89.45M +1 −1
Q3 2025 2 n/a 9.97M $34.50M n/a n/a
Q4 2024 3 +1 76.40K $301,794 +1 n/a
Q3 2024 2 +1 246.16K $1.00M +1 n/a
Q2 2024 1 n/a 40.50K $174,555 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 10.73M +10.9% $34.54M 0.0% ▲ Add 3 SEC ↗ ×7
2 Bank Of America Corp /De/ 3.27M -4.2% $10.54M 0.0% ▼ Trim 2 SEC ↗
3 LPL Financial LLC 2.74M -2.2% $8.83M 0.0% ▼ Trim 2 SEC ↗
4 Invesco Ltd. 2.07M -2.3% $6.67M 0.0% ▼ Trim 2 SEC ↗ ×2
5 UBS Group AG 1.74M -18.7% $5.60M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Wells Fargo & Company/Mn 1.24M -47.5% $3.98M 0.0% ▼ Trim 2 SEC ↗ ×2
7 Balyasny Asset Management L.P. 1.08M +11.9% $3.47M 0.0% ▲ Add 2 SEC ↗
8 Loomis Sayles & Co L P 1.02M New $3.28M 0.0% New 1 SEC ↗
9 Raymond James Financial Inc 940.37K +31.2% $3.03M 0.0% ▲ Add 2 SEC ↗ ×3
10 Envestnet Asset Management Inc 654.40K +10.1% $2.11M 0.0% ▲ Add 2 SEC ↗
11 Royal Bank Of Canada 285.59K +18.6% $920,000 0.0% ▲ Add 2 SEC ↗ ×3
12 Ameriprise Financial Inc 283.86K +26.3% $914,037 0.0% ▲ Add 2 SEC ↗
13 Osaic Holdings, Inc. 282.80K +21.6% $910,601 0.0% ▲ Add 2 SEC ↗ ×2
14 Creative Planning 264.16K -2.5% $850,587 0.0% ▼ Trim 2 SEC ↗
15 Cetera Investment Advisers 261.85K -20.2% $843,152 0.0% ▼ Trim 2 SEC ↗
16 Commonwealth Equity Services, Llc 137.29K +3.7% $442,090 0.0% ▲ Add 2 SEC ↗
17 Susquehanna International Group, Llp 132.70K -4.7% $427,294 0.0% ▼ Trim 2 SEC ↗
18 Stifel Financial Corp 104.43K -20.2% $336,281 0.0% ▼ Trim 2 SEC ↗
19 Baird Financial Group, Inc. 88.10K +6.3% $283,688 0.0% ▲ Add 2 SEC ↗
20 Jane Street Group, Llc 87.97K -80.1% $283,261 0.0% ▼ Trim 2 SEC ↗ ×2
21 Nomura Holdings Inc 75.00K +142.9% $241,500 0.0% ▲ Add 2 SEC ↗
22 TD Waterhouse Canada Inc. 53.00K -15.9% $168,010 0.0% ▼ Trim 2 SEC ↗
23 Focus Partners Wealth 42.12K +3.0% $135,636 0.0% ▲ Add 2 SEC ↗
24 Rockefeller Capital Management L.P. 37.48K +8.1% $120,690 0.0% ▲ Add 2 SEC ↗ ×2
25 Fifth Third Bancorp 33.69K New $108,479 0.0% New 1 SEC ↗
26 Truist Financial Corp 26.52K 0.0% $85,391 0.0% Held 2 SEC ↗
27 Captrust Financial Advisors 24.78K 0.0% $79,791 0.0% Held 2 SEC ↗
28 HighTower Advisors, LLC 24.62K -58.5% $79,293 0.0% ▼ Trim 2 SEC ↗
29 Northern Trust Corp 23.49K New $75,628 0.0% New 1 SEC ↗
30 Principal Financial Group Inc 22.50K 0.0% $72,434 0.0% Held 2 SEC ↗
31 Millennium Management ✦ 14.03K New $45,160 0.0% New 1 SEC ↗
32 Citadel Advisors ✦ 12.96K -59.4% $41,731 0.0% ▼ Trim 2 SEC ↗
33 Bnp Paribas Financial Markets 8.11K 0.0% $26,124 0.0% Held 2 SEC ↗
34 Northwestern Mutual Wealth… 5.25K +3.9% $16,917 0.0% ▲ Add 2 SEC ↗
35 Cwm, Llc 1.37K +12.4% $4,402 0.0% ▲ Add 2 SEC ↗
36 Us Bancorp \De\ 800 0.0% $2,576 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Loomis Sayles & Co L P $3.28M 0.0%
Fifth Third Bancorp $108,479 0.0%
Northern Trust Corp $75,628 0.0%
Millennium Management $45,160 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 136 holders, 58.86M shares, $167.82M 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