Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 146 added or opened and 34 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 16.8% of its own reported 13F book, while the median holder sizes it at 3.3% of theirs — a 13.6pp 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 2026-Q1 and 2026-Q2, across 291 tracked filers holding VCRB, 227 increased or opened the position and 83 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 2026-Q1 and 2026-Q2 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 29
- Mallini Complete Financial Planning LLC$29M
- BCGM Wealth Management, LLC$25M
- Baird Financial Group, Inc.$17M
- Centric Wealth Management$17M
- NewEdge Advisors, LLC$16M
- Souders Financial Advisors$14M
Full exits 16
- SoundView Advisors Inc.$29M
- BCR Wealth Strategies, LLC$27M
- McIlrath & Eck, LLC$24M
- HighTower Advisors, LLC$15M
- Olde Wealth Management, LLC$13M
- Cambridge Investment Research Advisors, Inc.$8M
Largest adds
- Verum Partners LLC$51M
- BANK OF AMERICA CORP /DE/$38M
- WELLS FARGO & COMPANY/MN$26M
- Forvis Mazars Wealth Advisors, LLC$22M
- SIGNATUREFD, LLC$21M
- Boston Standard Wealth Management, LLC$21M
Largest trims
- Meeder Advisory Services, Inc.$34M
- Orion Porfolio Solutions, LLC$10M
- TRUIST FINANCIAL CORP$9M
- Cetera Investment Advisers$7M
- Addison Advisors LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HBK Sorce Advisory LLC added | 11,340,350 | $864M | 15.7% | 2026-Q2 |
| SIGNATUREFD, LLC added | 5,727,598 | $442M | 8.0% | 2026-Q2 |
| Advance Capital Management, Inc. added | 3,854,514 | $298M | 5.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,393,668 | $262M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,918,533 | $225M | 4.1% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 2,345,516 | $181M | 3.3% | 2026-Q2 |
| NEPC LLC trimmed | 2,299,200 | $178M | 3.2% | 2026-Q2 |
| Martel Wealth Advisors LLC added | 1,672,614 | $129M | 2.4% | 2026-Q2 |
| ASSETMARK, INC added | 1,574,720 | $122M | 2.2% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 1,374,618 | $106M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 1,297,437 | $100M | 1.8% | 2026-Q2 |
| Smith & Howard Wealth Management, LLC added | 1,138,506 | $88M | 1.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 1,080,904 | $83M | 1.5% | 2026-Q2 |
| Verum Partners LLC added | 1,067,008 | $82M | 1.5% | 2026-Q2 |
| BLB&B Advisors, LLC added | 1,063,179 | $82M | 1.5% | 2026-Q2 |
| ALERUS FINANCIAL NA added | 961,921 | $74M | 1.4% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC added | 894,661 | $69M | 1.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 838,371 | $65M | 1.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 770,284 | $59M | 1.1% | 2026-Q2 |
| Zhang Financial LLC added | 727,196 | $56M | 1.0% | 2026-Q2 |
| Magnolia Wealth Management, LLC added | 716,770 | $55M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 691,674 | $53M | 1.0% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. added | 655,898 | $51M | 0.9% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 632,969 | $49M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 594,901 | $46M | 0.8% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 585,536 | $45M | 0.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 553,912 | $43M | 0.8% | 2026-Q2 |
| HUB Investment Partners, LLC added | 552,085 | $43M | 0.8% | 2026-Q2 |
| Essex LLC added | 545,388 | $42M | 0.8% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 513,604 | $40M | 0.7% | 2026-Q2 |
| Tull Financial Group, Inc. added | 503,147 | $39M | 0.7% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 499,984 | $39M | 0.7% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 484,453 | $37M | 0.7% | 2026-Q2 |
| First Citizens Asset Management, Inc. added | 464,660 | $36M | 0.7% | 2026-Q2 |
| Rise Advisors, LLC added | 459,797 | $36M | 0.6% | 2026-Q2 |
| Alaethes Wealth, LLC added | 452,682 | $35M | 0.6% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 438,604 | $34M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 431,363 | $33M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 423,553 | $33M | 0.6% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 421,187 | $32M | 0.6% | 2026-Q2 |
| AMI INVESTMENT MANAGEMENT INC trimmed | 420,558 | $32M | 0.6% | 2026-Q2 |
| SACHEM HILL LLC added | 417,284 | $32M | 0.6% | 2026-Q2 |
| Momentous Wealth Management, Inc. added | 402,952 | $31M | 0.6% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 402,406 | $31M | 0.6% | 2026-Q2 |
| Quantum Financial Planning Services, Inc. added | 387,776 | $30M | 0.5% | 2026-Q2 |
| TFO Wealth Partners, LLC added | 376,924 | $29M | 0.5% | 2026-Q2 |
| Burton Enright Welch added | 370,543 | $29M | 0.5% | 2026-Q2 |
| Mallini Complete Financial Planning LLC new | 370,324 | $29M | 0.5% | 2026-Q2 |
| Gross & Hartman Investments LLC added | 359,182 | $28M | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 348,721 | $27M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 342,833 | $26M | 0.5% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC trimmed | 334,463 | $26M | 0.5% | 2026-Q2 |
| CGN Advisors LLC added | 334,261 | $26M | 0.5% | 2026-Q2 |
| SVB WEALTH LLC added | 333,949 | $26M | 0.5% | 2026-Q2 |
| BCGM Wealth Management, LLC new | 329,425 | $25M | 0.5% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 317,382 | $25M | 0.4% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 307,966 | $24M | 0.4% | 2026-Q2 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE added | 300,432 | $23M | 0.4% | 2026-Q2 |
| Acropolis Investment Management, LLC | 289,865 | $22M | 0.4% | 2026-Q2 |
| Central Pacific Bank - Trust Division added | 282,575 | $22M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 280,488 | $22M | 0.4% | 2026-Q2 |
| NorthLanding Financial Partners, LLC added | 279,076 | $22M | 0.4% | 2026-Q2 |
| Penney Financial, LLC added | 259,865 | $20M | 0.4% | 2026-Q2 |
| Blume Capital Management, Inc. added | 250,052 | $19M | 0.4% | 2026-Q2 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added | 248,157 | $19M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 243,337 | $19M | 0.3% | 2026-Q2 |
| Safe Harbor Family Capital, LLC added | 241,045 | $19M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 239,827 | $19M | 0.3% | 2026-Q2 |
| Lansing Street Advisors trimmed | 234,976 | $18M | 0.3% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 224,673 | $17M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. new | 220,928 | $17M | 0.3% | 2026-Q2 |
| Centric Wealth Management new | 220,113 | $17M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 215,667 | $16M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 213,183 | $16M | 0.3% | 2026-Q2 |
| Wolff Financial Management LLC added | 211,201 | $16M | 0.3% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC added | 205,822 | $16M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 200,752 | $16M | 0.3% | 2026-Q2 |
| ShankerValleau Wealth Advisors, Inc. added | 192,792 | $15M | 0.3% | 2026-Q2 |
| Souders Financial Advisors new | 183,265 | $14M | 0.3% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 180,906 | $14M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 171,635 | $13M | 0.2% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 167,384 | $13M | 0.2% | 2026-Q2 |
| CFO4Life Group, LLC trimmed | 165,823 | $13M | 0.2% | 2026-Q2 |
| Madrid Wealth Management, LLC added | 160,158 | $12M | 0.2% | 2026-Q2 |
| Timmons Wealth Management, LLC new | 159,827 | $12M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 153,517 | $12M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 151,560 | $12M | 0.2% | 2026-Q2 |
| AJ Advisors, LLC added | 148,577 | $11M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 147,365 | $11M | 0.2% | 2026-Q2 |
| Main Line Retirement Advisors, LLC added | 143,079 | $11M | 0.2% | 2026-Q2 |
| &PARTNERS added | 142,349 | $11M | 0.2% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 137,847 | $11M | 0.2% | 2026-Q2 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC added | 127,301 | $10M | 0.2% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC added | 125,787 | $10M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 119,141 | $9M | 0.2% | 2026-Q2 |
| GEN Financial Management, INC. added | 118,704 | $9M | 0.2% | 2026-Q2 |
| Tandem Investment Partners LLC added | 111,462 | $9M | 0.2% | 2026-Q2 |
| TD Capital Management LLC added | 111,119 | $9M | 0.2% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 111,040 | $9M | 0.2% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 109,839 | $8M | 0.2% | 2026-Q2 |
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.