Who owns VKI
Which tracked institutional funds hold VKI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VKI 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
8 tracked funds added or opened VKI while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VKI’s largest tracked holder by dollar value, Hennion & Walsh Asset Management, Inc., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VKI 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 62 tracked filers holding VKI, 25 increased or opened the position and 27 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 VKI 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.
Full exits 2
- Advisors Asset Management, Inc.$6M
- SIT INVESTMENT ASSOCIATES INC$3M
Largest adds
- Hennion & Walsh Asset Management, Inc.$5M
- MORGAN STANLEY$1M
- WELLS FARGO & COMPANY/MN$928K
- BANK OF AMERICA CORP /DE/$811K
- ROTHSCHILD INVESTMENT LLC$338K
- STIFEL FINANCIAL CORP$286K
Largest trims
- LPL Financial LLC$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 |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. added | 989,489 | $9M | 9.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 945,837 | $9M | 9.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 909,361 | $9M | 9.0% | 2026-Q2 |
| MORGAN STANLEY added | 826,090 | $8M | 8.2% | 2026-Q2 |
| UBS Group AG trimmed | 775,083 | $7M | 7.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 536,445 | $5M | 5.3% | 2026-Q2 |
| LeConte Wealth Management, LLC trimmed | 520,321 | $5M | 5.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 257,935 | $2M | 2.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 251,179 | $2M | 2.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 188,010 | $2M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 156,657 | $1M | 1.6% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 112,493 | $1M | 1.1% | 2026-Q2 |
| Indivisible Partners added | 90,611 | $859K | 0.9% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 83,679 | $793K | 0.8% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 75,000 | $711K | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 73,744 | $699K | 0.7% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 67,841 | $643K | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67,369 | $633K | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 58,548 | $555K | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 53,018 | $503K | 0.5% | 2026-Q2 |
| Wealth Care LLC | 50,000 | $474K | 0.5% | 2026-Q2 |
| Madison Park Capital Advisors, LLC trimmed | 1,497 | $459K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 46,799 | $444K | 0.5% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 42,666 | $404K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 36,278 | $344K | 0.4% | 2026-Q2 |
| World Investment Advisors trimmed | 37,212 | $322K | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC added | 28,974 | $275K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 28,582 | $271K | 0.3% | 2026-Q2 |
| Worth Asset Management, LLC new | 28,576 | $271K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 28,032 | $266K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 25,053 | $238K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,108 | $219K | 0.2% | 2026-Q2 |
| TCP Asset Management, LLC | 22,919 | $217K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 21,637 | $205K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,080 | $200K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 21,070 | $200K | 0.2% | 2026-Q2 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 20,700 | $196K | 0.2% | 2026-Q2 |
| River Street Advisors LLC | 19,610 | $186K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC | 17,740 | $168K | 0.2% | 2026-Q2 |
| TPG Advisors LLC added | 16,042 | $152K | 0.2% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 15,837 | $150K | 0.2% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 15,000 | $142K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 14,600 | $138K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. new | 13,382 | $127K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,275 | $126K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. | 12,829 | $122K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 12,771 | $121K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 12,655 | $120K | 0.1% | 2026-Q2 |
| Creative Planning added | 12,156 | $115K | 0.1% | 2026-Q2 |
| Savant Capital, LLC | 11,623 | $110K | 0.1% | 2026-Q2 |
| Prairiewood Capital, LLC new | 10,000 | $95K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 2,964 | $28K | 0.0% | 2026-Q2 |
| Aberdeen Wealth Management LLC new | 2,950 | $28K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,694 | $16K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,400 | $13K | 0.0% | 2026-Q2 |
| EASTERN BANK | 1,228 | $12K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 951 | $9K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 561 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 470 | $4K | 0.0% | 2026-Q2 |
| Community Financial Services Group, LLC | 400 | $4K | 0.0% | 2026-Q2 |
| Mascoma Wealth Management LLC | 364 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $8 | 0.0% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 649,812 | $6M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC trimmed | 314,308 | $3M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| MACKAY SHIELDS LLC trimmed | 45,320 | $392K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,572 | $239K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Financial Engines Advisors L.L.C. | 10,715 | $93K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,157 | $88K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP added | 3,001 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 2,042 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,865 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC new | 1,614 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,000 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 1,000 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 453,981 | $4M | 4.3% | 2025-Q4 stale (2 quarters behind) |
| North Ground Capital added | 95,443 | $870K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Alpine Global Management, LLC trimmed | 46,240 | $422K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Choate Investment Advisors | 19,814 | $181K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,286 | $103K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC | 10,364 | $95K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Fortitude Family Office, LLC | 3,500 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,000 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strive Financial Group ,LLC new | 348 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 238 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fiera Capital Corp trimmed | 352,164 | $3M | 3.2% | 2025-Q3 stale (3 quarters behind) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 160,147 | $1M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| BANK OF MONTREAL /CAN/ added | 29,270 | $257K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC added | 13,910 | $122K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC | 12,800 | $112K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Formidable Asset Management, LLC trimmed | 12,250 | $103K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Busey Bank | 11,272 | $99K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FSA Wealth Management LLC | 3,000 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 443 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. | 410 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC trimmed | 384 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 72,100 | $603K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Karpus Management, Inc. trimmed | 69,000 | $578K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Quarry LP | 36,900 | $309K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. new | 23,556 | $197K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GPS Wealth Strategies Group, LLC | 3,525 | $30K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.