CUSIP: 929089100 | NYSE | Financial Services · Financial Conglomerates | Mid Cap | 1581 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AVanguard Portfolio Management LLC | 4,348,138 | 4.8% | Newly reported | Sep 30, 2026 | 92d ahead of 13F (4,908,288 sh) · −560,150 |
| 13G/ABank of New York Mellon Corp with BNY Mellon IHC, LLC, MBC Investments Corp | 5,747,043 | 6.3% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,077,462 | $4.1M | 0.9% | ETF | Low | Wethersfield, CT | 2026-10-16 | |
| 3,428,602 | $323.9M | 0.9% | Deep Value | Medium | New York, NY | 2026-10-30 | |
| 2,722,022 | $257.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 384,412 | $36.3M | 0.2% | Core | Medium | Richmond, VA | 2026-10-28 | |
| 332,419 | $31.4M | 0.5% | Value | Medium | Charlotte, NC | 2026-10-13 | |
| 303,681 | $28.7M | 0.0% | Growth | High | Senningerberg, Netherlands | 2026-10-15 | |
| 265,472 | $25.1M | 1.3% | Deep Value | Low | Boston, MA | 2026-10-23 | |
| 208,069 | $19.7M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 198,055 | $18.7M | 0.1% | Index | Low | Montgomery, AL | 2026-11-04 | |
| 162,393 | $15.4K | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 | |
| 152,530 | $14.3M | 0.1% | Core | Medium | London, United Kingdom | 2026-11-04 | |
| 112,746 | $10.7M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 73,163 | $6.9M | 0.1% | Value | Medium | Mclean, VA | 2026-10-21 | |
| 60,528 | $5.7M | 0.0% | Core | N/A | Stockholm, Sweden | 2026-11-04 | |
| 53,045 | $5.0M | 0.1% | Core | Medium | Oak Brook, IL | 2026-11-05 | |
| 52,497 | $5.0M | 0.0% | Core | Medium | Rotterdam, Philippines | 2026-10-20 | |
| 43,001 | $4.1M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 40,491 | $3.8K | 0.0% | Core | Very Low | New York, NY | 2026-10-23 | |
| 38,699 | $3.7M | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 | |
| 37,455 | $3.5M | 0.0% | Growth | Low | Cincinnati, OH | 2026-10-13 | |
| 33,015 | $3.1M | 0.0% | Index | Low | New York, NY | 2026-10-23 | |
| 29,425 | $2.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 28,129 | $2.7M | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 | |
| 27,364 | $2.6M | 0.1% | Value | Very High | Hong Kong, South Korea | 2026-10-16 | |
| 26,900 | $2.5M | 0.0% | Index | Low | Baton Rouge, LA | 2026-10-20 | |
| 25,822 | $2.4K | 0.0% | Core | Very Low | Albany, NY | 2026-10-22 | |
| 25,543 | $2.4M | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 24,684 | $2.3M | 0.0% | Index | Very Low | Bloomfield Hills, MI | 2026-10-22 | |
| 24,401 | $2.4M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 23,769 | $2.2M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 22,825 | $2.2M | 1.2% | Value | Low | Oregon City, OR | 2026-11-02 | |
| 22,232 | $2.1M | 0.0% | Core | Medium | New York, NY | 2026-10-27 | |
| 21,625 | $2.0M | 0.0% | Core | Low | Harrisburg, PA | 2026-11-03 | |
| 21,216 | $2.0M | 0.0% | Index | Low | East Lansing, MI | 2026-10-27 | |
| 20,785 | $2.0M | 0.1% | Core | Low | Chicago, IL | 2026-10-13 | |
| 19,067 | $1.8M | 0.0% | ETF | Very Low | Mcmurray, PA | 2026-11-05 | |
| 19,000 | $1.8M | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 | |
| 18,804 | $1.8M | 0.0% | Index | Very Low | Tigard, OR | 2026-10-30 | |
| 18,760 | $1.8M | 1.1% | Core | Low | Jacksonville, FL | 2026-10-08 | |
| 18,100 | $1.7M | 0.1% | Growth | Medium | Stockholm, Sweden | 2026-10-21 | |
| 17,463 | $1.6M | 0.2% | Growth | High | Brentwood, TN | 2026-10-29 | |
| 16,738 | $1.6M | 0.1% | Value | Very High | New York, NY | 2026-10-21 | |
| 14,786 | $1.4M | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 13,284 | $1.3M | 0.0% | Growth | Low | New York, NY | 2026-11-04 | |
| 11,703 | $1.1M | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 | |
| 11,366 | $1.1M | 0.0% | Core | Low | New York, NY | 2026-11-03 | |
| 10,240 | $967.5K | 0.4% | ETF | High | Lone Tree, CO | 2026-10-15 | |
| 10,000 | $944.8K | 0.1% | Growth | Low | West Hartford, CT | 2026-10-08 | |
| 9,516 | $899.1K | 0.7% | Growth | High | Albuquerque, NM | 2026-10-27 | |
| 9,328 | $881.3K | 0.0% | Core | Medium | Charlotte, NC | 2026-10-15 | |
| 8,755 | $835.1K | 0.2% | GARP | Medium | Sandy, UT | 2026-10-20 | |
| 8,602 | $813 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 8,582 | $810 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 7,520 | $710.5K | 0.1% | Core | Very Low | Milwaukee, WI | 2026-10-08 | |
| 7,411 | $668.7K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 7,408 | $700 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 6,862 | $648.3K | 0.0% | Growth | Medium | Oklahoma City, OK | 2026-10-28 | |
| 6,597 | $623.3K | 0.0% | GARP | Medium | Houston, TX | 2026-10-21 | |
| 6,423 | $606.8K | 0.0% | Core | Low | Zurich, Switzerland | 2026-11-03 | |
| 6,294 | $594.7K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 6,267 | $598.6K | 0.0% | Core | Low | Cincinnati, OH | 2026-10-20 | |
| 6,072 | $573.7K | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 5,819 | $549.8K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 5,225 | $493.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 5,168 | $488.3K | 0.0% | ETF | Low | New York, NY | 2026-10-28 | |
| 5,122 | $483.9K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 5,073 | $479.3K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 5,065 | $478.5K | 0.0% | Growth | High | Pittsburgh, PA | 2026-10-30 | |
| 4,552 | $430.1K | 0.0% | Core | Low | Birmingham, AL | 2026-11-05 | |
| 4,271 | $403.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 4,217 | $398.4K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 3,587 | $343.7K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 3,457 | $326.6K | 0.2% | Value | Very High | London, United Kingdom | 2026-10-27 | |
| 3,442 | $325.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 3,402 | $321.4K | 0.0% | ETF | Low | Santa Monica, CA | 2026-11-03 | |
| 3,326 | $314.2K | 0.0% | Value | Very High | Greenwich, CT | 2026-11-02 | |
| 3,200 | $302.3K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 3,198 | $302 | 0.0% | Core | Low | Goshen, IN | 2026-11-03 | |
| 3,056 | $288.7K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 3,038 | $287.1K | 0.1% | Core | Very Low | Denver, CO | 2026-10-09 | |
| 3,008 | $284.2K | 0.0% | GARP | Low | Toronto, South Africa | 2026-11-05 | |
| 2,909 | $274.8K | 0.0% | Core | Low | Kalamazoo, MI | 2026-10-29 | |
| 2,897 | $273.7K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-10-22 | |
| 2,864 | $271 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 2,808 | $265.3K | 0.0% | Growth | Medium | Bismarck, ND | 2026-10-27 | |
| 2,731 | $260.6K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 2,577 | $243.5K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 2,500 | $236.2K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 2,488 | $235.1K | 0.0% | ETF | Very Low | Audubon, PA | 2026-10-13 | |
| 2,445 | $231.0K | 0.0% | Index | Low | New York, NY | 2026-10-29 | |
| 2,424 | $229.0K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 2,403 | $227.0K | 0.0% | Core | Low | Portland, OR | 2026-10-05 | |
| 2,400 | $226.8K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 2,399 | $228.1K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-04 | |
| 2,351 | $222.1K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1,909 | $180.4K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 1,863 | $176.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 1,593 | $150.5K | 0.1% | Growth | Low | Smithtown, NY | 2026-11-02 | |
| 1,465 | $138.4K | 0.0% | ETF | Low | Miami, FL | 2026-10-08 | |
| 1,443 | $136.3K | 0.0% | Growth | Very Low | Beverly Hills, CA | 2026-10-27 | |
| 1,436 | $135.7K | 0.0% | ETF | Very High | Ada, MI | 2026-10-16 | |
| 1,110 | $104.9K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1,021 | $96.5K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 1,000 | $94.5K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 999 | $94.4K | 0.0% | ETF | Low | West Chester, PA | 2026-11-02 | |
| 948 | $90.2K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 | |
| 919 | $86.8K | 0.1% | Deep Value | Very High | London, United Kingdom | 2026-11-03 | |
| 843 | $79.6K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 779 | $73.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 745 | $70.4K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 729 | $68.9K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 722 | $68.2K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 705 | $66.6K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 696 | $65.8K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 655 | $62 | 0.0% | Core | Medium | Kobenhavn, Greece | 2026-10-22 | |
| 611 | $57.7K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 441 | $41.7K | 0.0% | Core | Low | Chicago, IL | 2026-10-15 | |
| 310 | $29.3K | 0.0% | ETF | Medium | Birmingham, AL | 2026-10-20 | |
| 297 | $28.1K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 274 | $25.9K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 252 | $23.8K | 0.0% | ETF | Low | San Diego, CA | 2026-10-28 | |
| 250 | $23.6K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 187 | $17.7K | 0.0% | ETF | Very Low | Lake Oswego, OR | 2026-10-15 | |
| 186 | $17.6K | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 180 | $17.0K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 152 | $14.4K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 150 | $14.2K | 0.0% | Index | Low | Greenwood Village, CO | 2026-10-20 | |
| 143 | $13.5K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 131 | $12.4K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 128 | $12.1K | 0.0% | ETF | Low | Walnut Creek, CA | 2026-10-07 | |
| 119 | $11.2K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 111 | $10.5K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 109 | $10 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 91 | $8.6K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 80 | $7.6K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 78 | $7.4K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 77 | $7.3K | 0.0% | ETF | Very Low | Orinda, CA | 2026-10-29 | |
| 74 | $7.0K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 65 | $6.1K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 60 | $5.7K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 58 | $5 | 0.0% | ETF | Low | The Woodlands, TX | 2026-11-04 | |
| 56 | $5.3K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 53 | $5.0K | 0.0% | ETF | Very Low | Deephaven, MN | 2026-10-27 | |
| 51 | $4.8K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 49 | $4.6K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 46 | $4.3K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 43 | $4.1K | 0.0% | ETF | Medium | New York, NY | 2026-10-02 | |
| 42 | $4 | 0.0% | ETF | Low | Shaker Heights, OH | 2026-10-27 | |
| 40 | $3.8K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 37 | $3.5K | 0.0% | ETF | Low | San Francisco, CA | 2026-11-03 | |
| 37 | $3.5K | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 | |
| 37 | $3.5K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 35 | $3.3K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 34 | $3.2K | 0.0% | Core | Low | Atlanta, GA | 2026-10-29 | |
| 33 | $3.1K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 31 | $2.9K | 0.0% | Index | Low | Jackson, WY | 2026-10-28 | |
| 31 | $2.9K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 26 | $2.5K | 0.0% | ETF | Medium | Hunt Valley, MD | 2026-11-03 | |
| 20 | $1.9K | 0.0% | Agg Growth | Low | Coatesville, PA | 2026-10-29 | |
| 20 | $1.9K | 0.0% | ETF | Low | Beaver, PA | 2026-10-16 | |
| 16 | $1.5K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 14 | $1.3K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 13 | $1.2K | 0.0% | ETF | Low | Princeton, NJ | 2026-10-19 | |
| 11 | $1.0K | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 11 | $1.0K | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 | |
| 11 | $997 | 0.0% | Core | Low | Keene, NH | 2026-10-27 | |
| 10 | $898 | 0.0% | ETF | Medium | San Diego, CA | 2026-10-29 | |
| 8 | $756 | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 8 | $756 | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 | |
| 7 | $662 | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 7 | $662 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 5 | $477 | 0.0% | ETF | Very Low | Mesa, AZ | 2026-10-27 | |
| 5 | $472 | 0.0% | ETF | N/A | Lancaster, PA | 2026-10-02 | |
| 5 | $473 | 0.0% | ETF | Low | Ketchum, ID | 2026-10-28 | |
| 4 | $378 | 0.0% | ETF | Medium | Moorestown, NJ | 2026-10-22 | |
| 4 | $377 | 0.0% | ETF | Very Low | Boca Raton, FL | 2026-10-15 | |
| 4 | $394 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 2 | $189 | 0.0% | ETF | Very Low | Chester, MD | 2026-10-15 | |
| 1 | $95 | 0.0% | GARP | Medium | New York, NY | 2026-11-05 | |
| 1 | $95 | 0.0% | ETF | Very Low | Boston, MA | 2026-10-26 |