Who owns VCR (VCR)
Which tracked institutional funds hold VCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCR 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 VCR is one-sided between 2025-Q4 and 2026-Q1: 34 added or opened and 123 trimmed or exited — on balance reducing.
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
VCR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VCR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VCR 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 543 tracked filers holding VCR, 192 increased or opened the position and 247 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 VCR 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.
New buyers 12
- Junk Investment Group, LLC$7M
- Main Management LLC$3M
- New York Life Investment Management LLC$2M
- Fortis Group Advisors, LLC$2M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1M
- HRT FINANCIAL LP$1M
Full exits 19
- Harel Insurance Investments & Financial Services Ltd.$10M
- Polianta Ltd$9M
- CITADEL ADVISORS LLC$7M
- Curran Financial Partners, LLC$5M
- GTS SECURITIES LLC$5M
- JANE STREET GROUP, LLC$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$64M
- M&T Bank Corp$6M
- ASSETMARK, INC$6M
- PGIM Custom Harvest LLC$4M
- Royal Fund Management, LLC$4M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
Largest trims
- Beacon Capital Management, Inc.$38M
- BANK OF AMERICA CORP /DE/$31M
- JPMORGAN CHASE & CO$30M
- ENVESTNET ASSET MANAGEMENT INC$21M
- LPL Financial LLC$19M
- WELLS FARGO & COMPANY/MN$15M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,554,750 | $558M | 23.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 433,140 | $151M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 416,557 | $150M | 6.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 396,125 | $142M | 5.9% | 2026-Q1 |
| UBS Group AG added | 340,941 | $122M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 338,459 | $122M | 5.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 219,950 | $79M | 3.3% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 186,007 | $67M | 2.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 183,464 | $66M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 133,127 | $48M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 122,307 | $44M | 1.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 112,994 | $41M | 1.7% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 92,700 | $33M | 1.4% | 2026-Q1 |
| Lido Advisors, LLC added | 88,180 | $32M | 1.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 87,975 | $32M | 1.3% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 86,486 | $31M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 77,920 | $28M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 77,735 | $28M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 68,075 | $24M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 56,180 | $20M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 51,552 | $19M | 0.8% | 2026-Q1 |
| M&T Bank Corp trimmed | 51,361 | $18M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 51,321 | $18M | 0.8% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 48,418 | $17M | 0.7% | 2026-Q1 |
| Empower Advisory Group, LLC added | 47,216 | $17M | 0.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 46,624 | $17M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 44,759 | $16M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 39,966 | $14M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 39,479 | $14M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 38,069 | $14M | 0.6% | 2026-Q1 |
| Adaptive Financial Consulting, LLC added | 37,682 | $14M | 0.6% | 2026-Q1 |
| Spire Wealth Management trimmed | 37,281 | $13M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 33,699 | $12M | 0.5% | 2026-Q1 |
| TRUST CO OF OKLAHOMA trimmed | 32,277 | $12M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 31,916 | $11M | 0.5% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 29,101 | $10M | 0.4% | 2026-Q1 |
| Hobart Private Capital, LLC trimmed | 28,924 | $10M | 0.4% | 2026-Q1 |
| Strengthening Families & Communities, LLC trimmed | 27,656 | $10M | 0.4% | 2026-Q1 |
| Gibraltar Capital Management, Inc. added | 24,455 | $9M | 0.4% | 2026-Q1 |
| BAILARD, INC. trimmed | 23,783 | $9M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 22,945 | $8M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 22,514 | $8M | 0.3% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 21,825 | $8M | 0.3% | 2026-Q1 |
| Westside Investment Management, Inc. added | 21,526 | $8M | 0.3% | 2026-Q1 |
| Junk Investment Group, LLC new | 20,808 | $7M | 0.3% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 20,731 | $7M | 0.3% | 2026-Q1 |
| Merrithew & Thorsten Inc trimmed | 19,244 | $7M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 19,030 | $7M | 0.3% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 18,300 | $7M | 0.3% | 2026-Q1 |
| Altura Wealth Advisors Inc. added | 17,854 | $6M | 0.3% | 2026-Q1 |
| Royal Fund Management, LLC added | 22,582 | $6M | 0.2% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 16,759 | $6M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 16,260 | $6M | 0.2% | 2026-Q1 |
| Bonfire Financial trimmed | 16,055 | $6M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 15,991 | $6M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 16,314 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 14,960 | $5M | 0.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 14,806 | $5M | 0.2% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 13,822 | $5M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 13,335 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,285 | $5M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 12,708 | $5M | 0.2% | 2026-Q1 |
| FMR LLC added | 12,604 | $5M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 12,545 | $5M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 12,419 | $4M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 12,312 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 12,189 | $4M | 0.2% | 2026-Q1 |
| Triangle Securities Wealth Management trimmed | 12,028 | $4M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 11,681 | $4M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,617 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,999 | $4M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,928 | $4M | 0.2% | 2026-Q1 |
| Anchor Investment Management, LLC added | 10,800 | $4M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,528 | $4M | 0.2% | 2026-Q1 |
| PFG Advisors added | 10,513 | $4M | 0.2% | 2026-Q1 |
| Madden Advisory Services, Inc. added | 10,015 | $4M | 0.1% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 9,999 | $4M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,723 | $4M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 9,975 | $4M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP | 9,833 | $4M | 0.1% | 2026-Q1 |
| Wall Street Financial Group, Inc. added | 9,811 | $4M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 9,714 | $3M | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC added | 9,564 | $3M | 0.1% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 8,411 | $3M | 0.1% | 2026-Q1 |
| Praetorian Wealth Management, Inc. trimmed | 8,704 | $3M | 0.1% | 2026-Q1 |
| Full Sail Capital, LLC trimmed | 44,102 | $17M | 0.7% | 2025-Q3 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 28,050 | $10M | 0.4% | 2025-Q2 stale |
| Harel Insurance Investments & Financial Services Ltd. | 25,300 | $10M | 0.4% | 2025-Q4 stale |
| Exchange Capital Management, Inc. added | 27,449 | $10M | 0.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 25,201 | $9M | 0.4% | 2025-Q2 stale |
| Polianta Ltd added | 22,800 | $9M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 18,538 | $7M | 0.3% | 2025-Q4 stale |
| Kinloch Capital, LLC added | 14,777 | $6M | 0.2% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 14,683 | $5M | 0.2% | 2025-Q2 stale |
| Callan Capital, LLC trimmed | 16,194 | $5M | 0.2% | 2025-Q1 stale |
| Curran Financial Partners, LLC added | 12,830 | $5M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 12,186 | $5M | 0.2% | 2025-Q4 stale |
| Lindbrook Capital, LLC trimmed | 12,613 | $4M | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 9,521 | $4M | 0.2% | 2025-Q4 stale |
| Bordeaux Wealth Advisors LLC added | 9,406 | $3M | 0.1% | 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.