Who owns VCRB (VCRB)
Which tracked institutional funds hold VCRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCRB 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 VCRB is one-sided between 2025-Q4 and 2026-Q1: 130 added or opened and 17 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
VCRB’s largest tracked holder by dollar value, HBK Sorce Advisory LLC, sizes it at 17.4% of its own reported 13F book, while the median holder sizes it at 3.2% of theirs — a 14.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VCRB 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 274 tracked filers holding VCRB, 224 increased or opened the position and 51 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 VCRB 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 21
- NEPC LLC$180M
- Heartland Bank & Trust Co$64M
- BOK Financial Private Wealth, Inc.$47M
- EVOLVE PRIVATE WEALTH, LLC$36M
- SoundView Advisors Inc.$29M
- Central Pacific Bank - Trust Division$15M
Full exits 9
- FIRST CITIZENS INVESTOR SERVICES, INC.$30M
- NewEdge Advisors, LLC$10M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Coppell Advisory Solutions LLC$3M
- FLOW TRADERS U.S. LLC$1M
- J.W. COLE ADVISORS, INC.$837K
Largest adds
- Bank of New York Mellon Corp$264M
- HBK Sorce Advisory LLC$130M
- New England Capital Financial Advisors LLC$41M
- Advance Capital Management, Inc.$32M
- BANK OF AMERICA CORP /DE/$31M
- SIGNATUREFD, LLC$29M
Largest trims
- SMITHBRIDGE ASSET MANAGEMENT INC/DE$19M
- Orion Porfolio Solutions, LLC$5M
- Ethos Financial Group, LLC$4M
- Greenwich Wealth Management LLC$1M
- EWA, LLC$857K
- Cogent Private Wealth, Inc.$537K
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 |
|---|---|---|---|---|
| HBK Sorce Advisory LLC added | 11,048,184 | $854M | 16.5% | 2026-Q1 |
| SIGNATUREFD, LLC added | 5,446,461 | $421M | 8.1% | 2026-Q1 |
| Advance Capital Management, Inc. added | 3,721,695 | $288M | 5.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,446,119 | $267M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,425,547 | $188M | 3.6% | 2026-Q1 |
| NEPC LLC new | 2,331,700 | $180M | 3.5% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC added | 2,051,110 | $159M | 3.1% | 2026-Q1 |
| Martel Wealth Advisors LLC added | 1,580,780 | $122M | 2.4% | 2026-Q1 |
| ASSETMARK, INC added | 1,384,876 | $107M | 2.1% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 1,194,683 | $92M | 1.8% | 2026-Q1 |
| Smith & Howard Wealth Management, LLC added | 1,088,824 | $84M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 1,064,084 | $82M | 1.6% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 982,681 | $76M | 1.5% | 2026-Q1 |
| BLB&B Advisors, LLC added | 955,426 | $74M | 1.4% | 2026-Q1 |
| ALERUS FINANCIAL NA added | 948,779 | $73M | 1.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 891,844 | $69M | 1.3% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC added | 883,723 | $68M | 1.3% | 2026-Q1 |
| Heartland Bank & Trust Co new | 823,649 | $64M | 1.2% | 2026-Q1 |
| Magnolia Wealth Management, LLC added | 643,201 | $50M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 628,017 | $49M | 0.9% | 2026-Q1 |
| BOK Financial Private Wealth, Inc. new | 610,668 | $47M | 0.9% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 590,874 | $46M | 0.9% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 559,754 | $43M | 0.8% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 534,429 | $41M | 0.8% | 2026-Q1 |
| Zhang Financial LLC added | 525,359 | $41M | 0.8% | 2026-Q1 |
| HUB Investment Partners, LLC added | 513,210 | $40M | 0.8% | 2026-Q1 |
| Tull Financial Group, Inc. added | 482,044 | $37M | 0.7% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 466,879 | $36M | 0.7% | 2026-Q1 |
| Essex LLC added | 464,036 | $36M | 0.7% | 2026-Q1 |
| Mills Wealth Advisors LLC added | 455,705 | $35M | 0.7% | 2026-Q1 |
| First Citizens Asset Management, Inc. added | 455,264 | $35M | 0.7% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 453,083 | $35M | 0.7% | 2026-Q1 |
| SJS Investment Consulting Inc. added | 437,209 | $34M | 0.7% | 2026-Q1 |
| AMI INVESTMENT MANAGEMENT INC added | 424,563 | $33M | 0.6% | 2026-Q1 |
| Alaethes Wealth, LLC added | 413,112 | $32M | 0.6% | 2026-Q1 |
| SACHEM HILL LLC added | 405,398 | $31M | 0.6% | 2026-Q1 |
| Verum Partners LLC added | 404,177 | $31M | 0.6% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 380,816 | $29M | 0.6% | 2026-Q1 |
| SoundView Advisors Inc. new | 380,462 | $29M | 0.6% | 2026-Q1 |
| Momentous Wealth Management, Inc. added | 380,075 | $29M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 377,773 | $29M | 0.6% | 2026-Q1 |
| Quantum Financial Planning Services, Inc. added | 369,041 | $29M | 0.6% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 365,078 | $28M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 359,635 | $28M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 350,850 | $27M | 0.5% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 343,078 | $27M | 0.5% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 339,178 | $26M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 332,723 | $26M | 0.5% | 2026-Q1 |
| SVB WEALTH LLC added | 323,211 | $25M | 0.5% | 2026-Q1 |
| CGN Advisors LLC added | 320,687 | $25M | 0.5% | 2026-Q1 |
| McIlrath & Eck, LLC added | 307,236 | $24M | 0.5% | 2026-Q1 |
| Rise Advisors, LLC added | 301,439 | $23M | 0.4% | 2026-Q1 |
| Burton Enright Welch added | 292,700 | $23M | 0.4% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 289,865 | $22M | 0.4% | 2026-Q1 |
| San Luis Wealth Advisors LLC added | 286,690 | $22M | 0.4% | 2026-Q1 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed | 285,481 | $22M | 0.4% | 2026-Q1 |
| NorthLanding Financial Partners, LLC added | 275,164 | $21M | 0.4% | 2026-Q1 |
| Gross & Hartman Investments LLC added | 268,309 | $21M | 0.4% | 2026-Q1 |
| Lansing Street Advisors added | 257,291 | $20M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 253,047 | $20M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 251,328 | $19M | 0.4% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 246,198 | $19M | 0.4% | 2026-Q1 |
| D'Orazio & Associates, Inc. added | 244,642 | $19M | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 240,096 | $19M | 0.4% | 2026-Q1 |
| Blume Capital Management, Inc. added | 231,850 | $18M | 0.3% | 2026-Q1 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added | 224,174 | $17M | 0.3% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 209,080 | $16M | 0.3% | 2026-Q1 |
| Safe Harbor Family Capital, LLC added | 195,826 | $15M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 191,741 | $15M | 0.3% | 2026-Q1 |
| Wolff Financial Management LLC added | 189,887 | $15M | 0.3% | 2026-Q1 |
| Compton Wealth Advisory Group, LLC added | 188,341 | $15M | 0.3% | 2026-Q1 |
| Central Pacific Bank - Trust Division new | 187,617 | $15M | 0.3% | 2026-Q1 |
| ShankerValleau Wealth Advisors, Inc. added | 182,035 | $14M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 178,863 | $14M | 0.3% | 2026-Q1 |
| Addison Advisors LLC added | 176,465 | $14M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 174,038 | $14M | 0.3% | 2026-Q1 |
| Olde Wealth Management, LLC added | 172,746 | $13M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 169,173 | $13M | 0.3% | 2026-Q1 |
| CFO4Life Group, LLC added | 165,869 | $13M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 164,695 | $13M | 0.2% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC added | 163,644 | $13M | 0.2% | 2026-Q1 |
| Boston Standard Wealth Management, LLC new | 149,695 | $12M | 0.2% | 2026-Q1 |
| AJ Advisors, LLC added | 142,747 | $11M | 0.2% | 2026-Q1 |
| Barry Investment Advisors, LLC added | 140,730 | $11M | 0.2% | 2026-Q1 |
| TFO Wealth Partners, LLC added | 140,480 | $11M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 134,993 | $10M | 0.2% | 2026-Q1 |
| Madrid Wealth Management, LLC added | 132,551 | $10M | 0.2% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 127,505 | $10M | 0.2% | 2026-Q1 |
| Kaizen Financial Strategies trimmed | 127,046 | $10M | 0.2% | 2026-Q1 |
| Gutierrez Wealth Advisory, LLC added | 124,728 | $10M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 121,754 | $9M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 120,763 | $9M | 0.2% | 2026-Q1 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC added | 120,396 | $9M | 0.2% | 2026-Q1 |
| GEN Financial Management, INC. added | 108,509 | $8M | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 104,373 | $8M | 0.2% | 2026-Q1 |
| Tandem Investment Partners LLC added | 104,073 | $8M | 0.2% | 2026-Q1 |
| Orion Portfolio Solutions, LLC new | 894,071 | $69M | 1.3% | 2025-Q1 stale |
| FIRST CITIZENS INVESTOR SERVICES, INC. added | 379,326 | $30M | 0.6% | 2025-Q4 stale |
| Morningstar Investment Services LLC new | 297,313 | $23M | 0.4% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 122,211 | $10M | 0.2% | 2025-Q4 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.