Who owns VCISY (VCISY)
Which tracked institutional funds hold VCISY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCISY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VCISY is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VCISY’s largest tracked holder by dollar value, Altrius Capital Management Inc, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VCISY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 13 tracked filers holding VCISY, 9 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VCISY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Douglass Winthrop Advisors, LLC$2M
- Altrius Capital Management Inc$969K
- Ramirez Asset Management, Inc.$838K
- RHUMBLINE ADVISERS$283K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Altrius Capital Management Inc added | 269,092 | $10M | 38.3% | 2026-Q1 |
| Ramirez Asset Management, Inc. added | 223,591 | $8M | 31.4% | 2026-Q1 |
| Douglass Winthrop Advisors, LLC added | 112,852 | $4M | 16.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 70,656 | $3M | 10.1% | 2026-Q1 |
| GAMMA Investing LLC added | 7,358 | $276K | 1.0% | 2026-Q1 |
| Salomon & Ludwin, LLC added | 2,213 | $84K | 0.3% | 2026-Q1 |
| PARADIGM ASSET MANAGEMENT CO LLC trimmed | 1,888 | $71K | 0.3% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 1,003 | $38K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 966 | $36K | 0.1% | 2026-Q1 |
| Strive Financial Group ,LLC new | 89 | $3K | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 74 | $3K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 16 | $600 | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 5 | — | 0.0% | 2026-Q1 |
| Atlatl Advisers LLC new | 14,574 | $505K | 1.9% | 2025-Q3 stale |
| First Horizon Advisors, Inc. added | 1,512 | $56K | 0.2% | 2025-Q2 stale |
| Sterling Capital Management LLC | 575 | $20K | 0.1% | 2025-Q4 stale |
| NBC SECURITIES, INC. | 228 | $8K | 0.0% | 2025-Q4 stale |
| Signature Equity Partners, LLC new | 184 | $6K | 0.0% | 2025-Q4 stale |
| Steigerwald, Gordon & Koch Inc. new | 122 | $4K | 0.0% | 2025-Q3 stale |
| Wealth Preservation Advisors, LLC | 81 | $3K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group added | 61 | $2K | 0.0% | 2025-Q2 stale |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 21 | $775 | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.