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Institutional Ownership · SEC Form 13F

Who owns VOE (VOE)


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

1,209
Institutional holders
73,595,985
Shares held (tracked funds)

How the tape is positioned

262 tracked funds added or opened VOE while 97 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

VOE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes VOE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VOE 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 1209 tracked filers holding VOE, 553 increased or opened the position and 498 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 VOE 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 30

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$300M
  • CIBC Bancorp USA Inc.$50M
  • TRB Wealth Management, LLC$10M
  • Ridgepath Capital Management LLC$10M
  • Spartan Wealth Advisory Services LLC$9M
  • PARK NATIONAL CORP /OH/$4M

Full exits 30

  • PICTON MAHONEY ASSET MANAGEMENT$97M
  • CIBC Private Wealth Group LLC$34M
  • COMERICA BANK$10M
  • FAS Wealth Partners, Inc.$6M
  • SOL Capital Management CO$5M
  • ROVIN CAPITAL /UT/ /ADV$4M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$190M
  • JONES FINANCIAL COMPANIES LLLP$105M
  • EP Wealth Advisors, LLC$70M
  • OSAIC HOLDINGS, INC.$50M
  • MORGAN STANLEY$34M
  • STEPHENS GROUP ASSET MANAGEMENT, LLC$29M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$295M
  • Falcon Wealth Planning$21M
  • Rockefeller Capital Management L.P.$18M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17M
  • NewEdge Advisors, LLC$16M
  • AMERIPRISE FINANCIAL INC$13M

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
MORGAN STANLEY added4,758,402$877M7.7%2026-Q1
ASSETMARK, INC trimmed4,333,382$799M7.1%2026-Q1
EP Wealth Advisors, LLC added4,140,038$763M6.7%2026-Q1
Betterment LLC trimmed3,741,881$690M6.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,133,089$571M5.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,045,401$561M5.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,688,107$495M4.4%2026-Q1
ROYAL BANK OF CANADA trimmed2,421,695$446M3.9%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new1,626,649$300M2.6%2026-Q1
UBS Group AG added1,465,381$270M2.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,461,159$269M2.4%2026-Q1
STEPHENS GROUP ASSET MANAGEMENT, LLC added1,221,139$225M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,205,341$222M2.0%2026-Q1
FMR LLC added1,108,645$204M1.8%2026-Q1
LPL Financial LLC added1,093,935$202M1.8%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added1,090,118$201M1.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,045,730$193M1.7%2026-Q1
Orgel Wealth Management, LLC added899,090$166M1.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed882,986$163M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed720,227$133M1.2%2026-Q1
STIFEL FINANCIAL CORP trimmed703,111$130M1.1%2026-Q1
Focus Partners Wealth added683,834$126M1.1%2026-Q1
OSAIC HOLDINGS, INC. added659,620$122M1.1%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed612,122$113M1.0%2026-Q1
Mariner, LLC trimmed603,456$111M1.0%2026-Q1
SYM FINANCIAL Corp added567,194$105M0.9%2026-Q1
Waverly Advisors, LLC trimmed529,934$98M0.9%2026-Q1
Avior Wealth Management, LLC trimmed528,225$97M0.9%2026-Q1
US BANCORP \DE\ added505,528$93M0.8%2026-Q1
Creative Planning trimmed433,705$80M0.7%2026-Q1
Cetera Investment Advisers added424,294$78M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed401,592$74M0.7%2026-Q1
Rockefeller Capital Management L.P. trimmed399,175$74M0.6%2026-Q1
JPMORGAN CHASE & CO added383,976$70M0.6%2026-Q1
Rodgers & Associates, LTD trimmed374,368$69M0.6%2026-Q1
McAdam, LLC added353,982$65M0.6%2026-Q1
TRUIST FINANCIAL CORP trimmed341,901$63M0.6%2026-Q1
HighTower Advisors, LLC trimmed326,802$60M0.5%2026-Q1
Krilogy Financial LLC added299,602$57M0.5%2026-Q1
Berman McAleer LLC added306,169$56M0.5%2026-Q1
Private Advisor Group, LLC added295,737$54M0.5%2026-Q1
CWM, LLC added290,862$54M0.5%2026-Q1
Corient Private Wealth LLC trimmed275,034$51M0.4%2026-Q1
CIBC Bancorp USA Inc. new274,908$50M0.4%2026-Q1
INSPIRION WEALTH ADVISORS, LLC trimmed265,574$49M0.4%2026-Q1
Equitable Holdings, Inc. added283,898$49M0.4%2026-Q1
Trust Co added260,990$48M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed241,730$45M0.4%2026-Q1
HUB Investment Partners, LLC added235,927$43M0.4%2026-Q1
1832 Asset Management L.P. trimmed231,852$43M0.4%2026-Q1
Marotta Asset Management trimmed217,452$40M0.4%2026-Q1
BENJAMIN EDWARDS INC added209,002$39M0.3%2026-Q1
KWMG, LLC added207,042$38M0.3%2026-Q1
Summit Financial, LLC added195,010$36M0.3%2026-Q1
Shakespeare Wealth Management, LLC added181,234$33M0.3%2026-Q1
Bragg Financial Advisors, Inc added179,038$33M0.3%2026-Q1
BLAIR WILLIAM & CO/IL added177,550$33M0.3%2026-Q1
CONDOR CAPITAL MANAGEMENT trimmed171,147$32M0.3%2026-Q1
FIRST AMERICAN TRUST, FSB added165,912$31M0.3%2026-Q1
Kestra Advisory Services, LLC added164,240$30M0.3%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added184,379$30M0.3%2026-Q1
Beacon Pointe Advisors, LLC added159,181$29M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed158,512$29M0.3%2026-Q1
Avion Wealth trimmed157,831$29M0.3%2026-Q1
WoodTrust Financial Corp trimmed154,707$29M0.3%2026-Q1
Wilmington Savings Fund Society, FSB trimmed154,378$28M0.3%2026-Q1
BHK Investment Advisors, LLC trimmed153,074$28M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed148,588$28M0.2%2026-Q1
Mesirow Financial Investment Management, Inc. added147,982$27M0.2%2026-Q1
PRESILIUM PRIVATE WEALTH, LLC added146,890$27M0.2%2026-Q1
DIVERSIFIED MANAGEMENT INC trimmed145,954$27M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed145,868$27M0.2%2026-Q1
&PARTNERS added141,417$26M0.2%2026-Q1
World Investment Advisors added135,522$25M0.2%2026-Q1
FIFTH THIRD BANCORP added132,621$24M0.2%2026-Q1
Grove Street Fiduciary, LLC trimmed129,119$24M0.2%2026-Q1
STEPHENS INC /AR/ added129,093$24M0.2%2026-Q1
AIRE ADVISORS, LLC added127,800$24M0.2%2026-Q1
NATIXIS ADVISORS, LLC added127,612$24M0.2%2026-Q1
Diesslin Group, Inc. trimmed124,837$23M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added123,389$23M0.2%2026-Q1
Strategic Investment Advisors / MI added120,022$22M0.2%2026-Q1
ARVEST INVESTMENTS, INC. added110,890$20M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added109,447$20M0.2%2026-Q1
Bryn Mawr Trust Advisors, LLC added108,479$20M0.2%2026-Q1
Praetorian Wealth Management, Inc. added105,024$20M0.2%2026-Q1
Wealthspire Advisors, LLC added105,266$19M0.2%2026-Q1
Baird Financial Group, Inc. trimmed105,265$19M0.2%2026-Q1
SAGE FINANCIAL GROUP INC added104,091$19M0.2%2026-Q1
Ledyard National Bank added103,675$19M0.2%2026-Q1
NewEdge Advisors, LLC trimmed97,297$19M0.2%2026-Q1
Advisory Alpha, LLC trimmed101,702$19M0.2%2026-Q1
OLIO Financial Planning added99,296$18M0.2%2026-Q1
Asset Management Group, Inc. trimmed95,781$18M0.2%2026-Q1
Chicago Partners Investment Group LLC added89,943$17M0.2%2026-Q1
ProVise Management Group, LLC added92,531$17M0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed92,529$17M0.2%2026-Q1
Dougherty Wealth Advisers LLC trimmed91,186$17M0.1%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added547,312$97M0.9%2025-Q4 stale
CIBC Private Wealth Group LLC added193,521$34M0.3%2025-Q4 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