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Institutional Ownership · SEC Form 13F

Who owns SB Technology Holdings, Inc. (VGLS)


Which tracked institutional funds hold VGLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGLS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

76
Institutional holders
3M
Shares held (tracked funds)
7.4%
Of shares outstanding

How the tape is positioned

5 tracked funds added or opened VGLS while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

VGLS’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VGLS 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 76 tracked filers holding VGLS, 32 increased or opened the position and 30 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 VGLS 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 4

  • VANGUARD CAPITAL MANAGEMENT LLC$6M
  • VANGUARD FIDUCIARY TRUST CO$788K
  • VANGUARD PORTFOLIO MANAGEMENT LLC$692K
  • PL Capital Advisors, LLC$630K

Full exits 1

  • VANGUARD GROUP INC$8M

Largest adds

  • GOLDMAN SACHS GROUP INC$660K

Largest trims

  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$669K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$599K
  • Cutler Capital Management, LLC$514K
  • STRATEGIC VALUE BANK PARTNERS LLC$348K
  • BlackRock, Inc.$335K
  • GEODE CAPITAL MANAGEMENT, LLC$309K

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).

FundSharesReported value% of valueQuarter
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed470,502$10M11.2%2026-Q1
BlackRock, Inc. added394,864$8M9.4%2026-Q1
Cutler Capital Management, LLC trimmed390,137$8M9.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new297,734$6M7.1%2026-Q1
STRATEGIC VALUE BANK PARTNERS LLC274,163$6M6.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added197,772$4M4.7%2026-Q1
Petiole USA ltd168,818$4M4.0%2026-Q1
Pinnacle Holdings, LLC156,910$3M3.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed139,078$3M3.3%2026-Q1
GOLDMAN SACHS GROUP INC added85,547$2M2.0%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC81,511$2M1.9%2026-Q1
STATE STREET CORP added72,410$2M1.7%2026-Q1
NORTHERN TRUST CORP added49,512$1M1.2%2026-Q1
GENDELL JEFFREY L46,286$972K1.1%2026-Q1
Empowered Funds, LLC46,021$966K1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new37,514$788K0.9%2026-Q1
FIRST MANHATTAN CO. LLC.35,627$748K0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new32,965$692K0.8%2026-Q1
HSBC HOLDINGS PLC added31,832$672K0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP31,001$651K0.7%2026-Q1
PL Capital Advisors, LLC trimmed30,000$630K0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added27,825$584K0.7%2026-Q1
BARCLAYS PLC trimmed27,537$578K0.7%2026-Q1
Venture Visionary Partners LLC added23,968$503K0.6%2026-Q1
MORGAN STANLEY trimmed23,805$500K0.6%2026-Q1
Valmark Advisers, Inc. added22,917$481K0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added19,633$412K0.5%2026-Q1
PRINCETON CAPITAL MANAGEMENT LLC added18,408$387K0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed17,415$366K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC16,615$349K0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added15,884$331K0.4%2026-Q1
Bank of New York Mellon Corp trimmed15,055$316K0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed14,126$315K0.4%2026-Q1
CITADEL ADVISORS LLC trimmed14,675$308K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed12,918$271K0.3%2026-Q1
EverSource Wealth Advisors, LLC added1,669$170K0.2%2026-Q1
GLOBEFLEX CAPITAL L P new7,085$149K0.2%2026-Q1
STRS OHIO7,000$147K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed6,420$135K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,715$99K0.1%2026-Q1
LSV ASSET MANAGEMENT trimmed4,700$99K0.1%2026-Q1
SJS Investment Consulting Inc.3,794$80K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,300$69K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP2,986$61K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,829$59K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,795$59K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed2,709$57K0.1%2026-Q1
Farther Finance Advisors, LLC added2,468$51K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed2,397$51K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,727$36K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,532$32K0.0%2026-Q1
UBS Group AG added1,019$21K0.0%2026-Q1
Tower Research Capital LLC (TRC) added888$19K0.0%2026-Q1
CWM, LLC trimmed875$18K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV705$15K0.0%2026-Q1
Russell Investments Group, Ltd. added615$13K0.0%2026-Q1
Ameritas Investment Partners, Inc.606$13K0.0%2026-Q1
Legal & General Group Plc536$11K0.0%2026-Q1
CITIGROUP INC trimmed263$6K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed263$6K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. new228$5K0.0%2026-Q1
Sterling Capital Management LLC trimmed190$4K0.0%2026-Q1
Essential Partners LLC trimmed135$3K0.0%2026-Q1
State of Wyoming trimmed77$2K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed73$2K0.0%2026-Q1
Covestor Ltd trimmed26$1K0.0%2026-Q1
FMR LLC trimmed23$4830.0%2026-Q1
Allworth Financial LP added16$3360.0%2026-Q1
GAMMA Investing LLC added14$2940.0%2026-Q1
MAI Capital Management added12$2520.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added7$1470.0%2026-Q1
IFP Advisors, Inc5$1050.0%2026-Q1
SBI Securities Co., Ltd.5$1050.0%2026-Q1
True Wealth Design, LLC5$1050.0%2026-Q1
Root Financial Partners, LLC new1$210.0%2026-Q1
Arax Advisory Partners trimmed5$210.0%2026-Q1
VANGUARD GROUP INC trimmed370,763$8M9.4%2025-Q4 stale
FJ Capital Management LLC trimmed265,791$5M5.8%2025-Q2 stale
MARSHALL WACE, LLP added44,745$863K1.0%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed38,486$735K0.8%2025-Q2 stale
JANE STREET GROUP, LLC added22,159$461K0.5%2025-Q1 stale
GSA CAPITAL PARTNERS LLP trimmed11,730$261K0.3%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed11,105$214K0.2%2025-Q3 stale
Squarepoint Ops LLC new11,060$213K0.2%2025-Q3 stale
RITHOLTZ WEALTH MANAGEMENT trimmed9,375$209K0.2%2025-Q4 stale
HUNTINGTON NATIONAL BANK7,977$166K0.2%2025-Q1 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed351$8K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new359$7K0.0%2025-Q2 stale
AMALGAMATED BANK trimmed180$4K0.0%2025-Q4 stale
ROYAL BANK OF CANADA trimmed46$1K0.0%2025-Q4 stale
WHITTIER TRUST CO new20$3840.0%2025-Q3 stale
Clearstead Advisors, LLC new6$1160.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership