CUSIP 921935508US MOMENTUMVFMOQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ritholtz Wealth Management | 651.0K | $124.51M |
| 2 | Strategic Financial Services, Inc. | 284.2K | $58.50M |
| 3 | Great Valley Advisor Group, Inc. | 159.2K | $30.44M |
| 4 | Davidson Investment Advisors | 146.6K | $28.04M |
| 5 | Lpl Financial LLC | 140.1K | $26.80M |
| 6 | Cabot Wealth Management Inc | 114.3K | $21.87M |
| 7 | Anderson Hoagland & Co | 113.7K | $21.74M |
| 8 | Raymond James Financial Inc | 113.3K | $21.67M |
| 9 |
| Empirical Financial Services, LLC D.B.A. Empirical Wealth Management |
| 106.1K |
| $20.30M |
| 10 | Systelligence, LLC | 105.3K | $20.14M |