Who owns VIMAX (VIMAX)
Which tracked institutional funds hold VIMAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIMAX 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 VIMAX is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 2 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
VIMAX’s largest tracked holder by dollar value, FIRST MERCHANTS CORP, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIMAX 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 10 tracked filers holding VIMAX, 5 increased or opened the position and 5 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 VIMAX 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.
Largest trims
- FIRST MERCHANTS CORP$2M
- Fulton Bank, N.A.$1M
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 |
|---|---|---|---|---|
| FIRST MERCHANTS CORP trimmed | 176,938 | $63M | 56.6% | 2026-Q1 |
| Fulton Bank, N.A. trimmed | 111,393 | $40M | 35.6% | 2026-Q1 |
| Grey Fox Wealth Advisors, LLC added | 4,344 | $2M | 1.4% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC added | 2,945 | $1M | 0.9% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. | 1,671 | $594K | 0.5% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC trimmed | 1,194 | $424K | 0.4% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 907 | $323K | 0.3% | 2026-Q1 |
| Violich Capital Management, Inc. trimmed | 604 | $215K | 0.2% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 355 | $126K | 0.1% | 2026-Q1 |
| McIlrath & Eck, LLC new | 217 | $77K | 0.1% | 2026-Q1 |
| Fifth Third Wealth Advisors LLC added | 6,153 | $2M | 1.9% | 2025-Q2 stale |
| Vermillion Wealth Management, Inc. added | 3,004 | $1M | 1.0% | 2025-Q3 stale |
| TWIN CAPITAL MANAGEMENT INC added | 1,109 | $355K | 0.3% | 2025-Q1 stale |
| RFP Financial Group LLC | 841 | $302K | 0.3% | 2025-Q4 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 609 | $211K | 0.2% | 2025-Q2 stale |
| PSI Advisors, LLC trimmed | 317 | $102K | 0.1% | 2025-Q1 stale |
| Brooklyn Investment Group trimmed | 140 | $48K | 0.0% | 2025-Q2 stale |
| ORG Wealth Partners, LLC new | 81 | $26K | 0.0% | 2025-Q1 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.