Who owns VCRM
Which tracked institutional funds hold VCRM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCRM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-28). 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 VCRM is one-sided between 2026-Q1 and 2026-Q2: 58 added or opened and 15 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
VCRM’s largest tracked holder by dollar value, HBK Sorce Advisory LLC, sizes it at 5.3% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 5.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VCRM 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 143 tracked filers holding VCRM, 108 increased or opened the position and 36 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 VCRM 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 18
- Alaethes Wealth, LLC$12M
- Tradewinds Capital Management, LLC$12M
- Mallini Complete Financial Planning LLC$10M
- Penney Financial, LLC$9M
- Elequin Capital, LP$5M
- QUANTUM FINANCIAL PARTNERS LLC$5M
Full exits 8
- Opus Capital Group, LLC$19M
- HighTower Advisors, LLC$8M
- Greenwich Wealth Management LLC$2M
- Thrivent Financial for Lutherans$2M
- Integrated Wealth Concepts LLC$1M
- BOSTON FAMILY OFFICE LLC$1M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$20M
- Verum Partners LLC$19M
- Topsail Wealth Management, LLC$18M
- HBK Sorce Advisory LLC$12M
- JANE STREET GROUP, LLC$10M
- TRUIST FINANCIAL CORP$9M
Largest trims
- Aprio Wealth Management, LLC$4M
- UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$1M
- Focus Partners Wealth$1M
- San Luis Wealth Advisors LLC$961K
- Advyzon Investment Management, LLC$536K
- VOISARD ASSET MANAGEMENT GROUP, INC.$448K
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 | 3,651,728 | $274M | 29.2% | 2026-Q2 |
| Verum Partners LLC added | 841,112 | $64M | 6.8% | 2026-Q2 |
| Topsail Wealth Management, LLC added | 615,176 | $47M | 5.0% | 2026-Q2 |
| Karpus Management, Inc. added | 613,630 | $47M | 5.0% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 571,707 | $44M | 4.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 500,175 | $38M | 4.1% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 450,834 | $34M | 3.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 329,907 | $25M | 2.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 288,155 | $22M | 2.3% | 2026-Q2 |
| San Luis Wealth Advisors LLC trimmed | 214,094 | $16M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 207,390 | $16M | 1.7% | 2026-Q2 |
| Elite Life Management LLC added | 193,761 | $15M | 1.5% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 182,879 | $14M | 1.5% | 2026-Q2 |
| CGN Advisors LLC added | 173,051 | $13M | 1.4% | 2026-Q2 |
| Alaethes Wealth, LLC new | 160,419 | $12M | 1.3% | 2026-Q2 |
| Tradewinds Capital Management, LLC new | 153,988 | $12M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 153,725 | $12M | 1.3% | 2026-Q2 |
| Mallini Complete Financial Planning LLC new | 131,776 | $10M | 1.1% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 118,924 | $9M | 1.0% | 2026-Q2 |
| TFO Wealth Partners, LLC added | 115,064 | $9M | 0.9% | 2026-Q2 |
| Penney Financial, LLC new | 113,444 | $9M | 0.9% | 2026-Q2 |
| Keystone Financial Group, Inc. added | 109,104 | $8M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 99,595 | $8M | 0.8% | 2026-Q2 |
| TAGStone Capital, Inc. trimmed | 95,674 | $7M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,269 | $7M | 0.8% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 88,686 | $7M | 0.7% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 87,581 | $7M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 83,635 | $6M | 0.7% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 76,991 | $6M | 0.6% | 2026-Q2 |
| Physician Wealth Solutions Inc. added | 74,716 | $6M | 0.6% | 2026-Q2 |
| Blume Capital Management, Inc. added | 74,350 | $6M | 0.6% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 65,564 | $5M | 0.5% | 2026-Q2 |
| Elequin Capital, LP added | 64,144 | $5M | 0.5% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 63,060 | $5M | 0.5% | 2026-Q2 |
| Timmons Wealth Management, LLC new | 62,499 | $5M | 0.5% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 60,033 | $5M | 0.5% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 55,414 | $4M | 0.5% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 55,199 | $4M | 0.4% | 2026-Q2 |
| S.A. Mason LLC added | 52,780 | $4M | 0.4% | 2026-Q2 |
| Brio Consultants, LLC added | 49,083 | $4M | 0.4% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC trimmed | 48,718 | $4M | 0.4% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 48,515 | $4M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 45,885 | $4M | 0.4% | 2026-Q2 |
| Rialto Wealth Management, LLC new | 41,824 | $3M | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 40,991 | $3M | 0.3% | 2026-Q2 |
| TD Capital Management LLC new | 37,900 | $3M | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 37,896 | $3M | 0.3% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 36,485 | $3M | 0.3% | 2026-Q2 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE added | 35,353 | $3M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,526 | $2M | 0.3% | 2026-Q2 |
| Sunpointe, LLC added | 31,028 | $2M | 0.3% | 2026-Q2 |
| NWM ADVISORS, LLC added | 30,615 | $2M | 0.2% | 2026-Q2 |
| Capital Investment Services of America, Inc. added | 28,760 | $2M | 0.2% | 2026-Q2 |
| Hills Bank & Trust Co new | 27,307 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 26,888 | $2M | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 24,885 | $2M | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 24,357 | $2M | 0.2% | 2026-Q2 |
| Diversified Portfolios, Inc. new | 24,357 | $2M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 23,408 | $2M | 0.2% | 2026-Q2 |
| Burton Enright Welch added | 23,346 | $2M | 0.2% | 2026-Q2 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC trimmed | 21,459 | $2M | 0.2% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 20,769 | $2M | 0.2% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 20,403 | $2M | 0.2% | 2026-Q2 |
| Lakewood Asset Management LLC added | 20,215 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 19,604 | $1M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 18,074 | $1M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 18,025 | $1M | 0.1% | 2026-Q2 |
| Lynch Investment Planning, LLC added | 17,593 | $1M | 0.1% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 17,182 | $1M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 16,288 | $1M | 0.1% | 2026-Q2 |
| L.K. Benson & Company, P.C. added | 16,062 | $1M | 0.1% | 2026-Q2 |
| Souders Financial Advisors new | 15,418 | $1M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 14,700 | $1M | 0.1% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 13,395 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 12,948 | $989K | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 12,899 | $985K | 0.1% | 2026-Q2 |
| AWM CAPITAL, LLC added | 12,445 | $951K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 12,355 | $944K | 0.1% | 2026-Q2 |
| ABLE Financial Group, LLC | 11,835 | $904K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 11,579 | $885K | 0.1% | 2026-Q2 |
| Bernardo Wealth Planning LLC trimmed | 11,202 | $856K | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. added | 11,102 | $848K | 0.1% | 2026-Q2 |
| Outbound Financial Inc | 10,513 | $803K | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 10,360 | $792K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 9,976 | $762K | 0.1% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 9,726 | $743K | 0.1% | 2026-Q2 |
| &PARTNERS added | 9,717 | $743K | 0.1% | 2026-Q2 |
| Next Level Wealth Planning, LLC added | 9,370 | $716K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 9,223 | $705K | 0.1% | 2026-Q2 |
| Traub Capital Management LLC | 9,198 | $703K | 0.1% | 2026-Q2 |
| Hartmann Taylor Wealth Management, LLC | 9,000 | $676K | 0.1% | 2026-Q2 |
| JHP Wealth Management, LLC new | 8,953 | $684K | 0.1% | 2026-Q2 |
| Sincerus Advisory, LLC added | 8,857 | $677K | 0.1% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 8,576 | $655K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC added | 8,506 | $648K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 8,295 | $634K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 8,222 | $628K | 0.1% | 2026-Q2 |
| Prentice Wealth Management LLC added | 7,195 | $550K | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC new | 7,081 | $541K | 0.1% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC trimmed | 6,940 | $530K | 0.1% | 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.