VPU

Who Owns This Stock

Who Owns VPU

Other67.1%622 holders

Dealer / Bank23.2%18 holders

Income / Defensive6.2%1 holder

Quality / Compounder3.3%9 holders

Based on Q4 2025 13F filings + AC behavioral model

653 institutional holders

Top Holders

1.★Morgan Stanley IMdealer_bank

$211128.8B

2.▲LPL Financial LLCother_unclassified

+7.3%$165270.9B

3.▲NORTHWESTERN MUTUAL WEALTH MANAGEMENT COincome_defensive

+3.1%$125660.5B

4.▲Bank of America Corpdealer_bank

$105360.7B

5.★Beacon Capital Management, Inc.other_unclassified

$104345.7B

6.★New England Private Wealth Advisors LLCother_unclassified

$88749.1B

7.▼ENVESTNET ASSET MANAGEMENT INCother_unclassified

-11.3%$85084.7B

8.★Empower Advisory Group, LLCother_unclassified

$76190.6B

9.▲Bank of America Corpdealer_bank

+645.9%$69572.1B

10.▲AMERIPRISE FINANCIAL INCquality_compounder

+14.9%$63187.8B

11.▲UBS Group AGdealer_bank

+17.2%$59275.0B

12.▲Wells Fargo & Companydealer_bank

+9.8%$44331.3B

13.★CAPTRUST FINANCIAL ADVISORSother_unclassified

$42032.3B

14.▲PGIM Custom Harvest LLCother_unclassified

+8.1%$39153.7B

15.★Rockefeller Capital Management L.P.other_unclassified

$37625.4B

16.★Cetera Investment Advisersother_unclassified

$34303.1B

17.▲COMMONWEALTH EQUITY SERVICES, LLCother_unclassified

+2.2%$34087.5B

18.★OSAIC HOLDINGS, INC.other_unclassified

$31952.5B

19.▼Wells Fargo & Companydealer_bank

-34.5%$26461.4B

20.▲RAYMOND JAMES FINANCIAL INCother_unclassified

+95.9%$24992.5B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Other(67.1%)

●

—

Dealer / Bank(23.2%)

●

Facilitating

Income / Defensive(6.2%)

●

Inflows (flight to yield)

Quality / Compounder(3.3%)

●

Holds through

Tactical / Macro(0.2%)

●

Reducing rapidly

Passive / Index(0.1%)

●

Holds

Deep Value(0.0%)

●

Possible buyer

3% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.