CUSIP 921935607US MULTIFACTORVFMFQ4 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 | Anderson Hoagland & Co | 300.7K | $45.32M |
| 2 | Envestnet Asset Management Inc | 143.4K | $21.62M |
| 3 | Lpl Financial LLC | 67.5K | $10.17M |
| 4 | Umb Bank, N.A. | 55.0K | $8.29M |
| 5 | Raymond James Financial Inc | 44.5K | $6.71M |
| 6 | Geneos Wealth Management Inc. | 42.6K | $6.43M |
| 7 | Rooted Wealth Advisors, Inc. | 36.5K | $5.87M |
| 8 | Baron Silver Stevens Financial Advisors, LLC | 36.2K | $5.46M |
| 9 |
| Partners In Financial Planning |
| 19.6K |
| $2.96M |
| 10 | Walkner Condon Financial Advisors LLC | 17.5K | $2.63M |