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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,758,402 | $877M | 7.7% | 2026-Q1 |
| ASSETMARK, INC trimmed | 4,333,382 | $799M | 7.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 4,140,038 | $763M | 6.7% | 2026-Q1 |
| Betterment LLC trimmed | 3,741,881 | $690M | 6.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,133,089 | $571M | 5.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,045,401 | $561M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,688,107 | $495M | 4.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,421,695 | $446M | 3.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,626,649 | $300M | 2.6% | 2026-Q1 |
| UBS Group AG added | 1,465,381 | $270M | 2.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,461,159 | $269M | 2.4% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 1,221,139 | $225M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,205,341 | $222M | 2.0% | 2026-Q1 |
| FMR LLC added | 1,108,645 | $204M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 1,093,935 | $202M | 1.8% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,090,118 | $201M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,045,730 | $193M | 1.7% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 899,090 | $166M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 882,986 | $163M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 720,227 | $133M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 703,111 | $130M | 1.1% | 2026-Q1 |
| Focus Partners Wealth added | 683,834 | $126M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 659,620 | $122M | 1.1% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 612,122 | $113M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 603,456 | $111M | 1.0% | 2026-Q1 |
| SYM FINANCIAL Corp added | 567,194 | $105M | 0.9% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 529,934 | $98M | 0.9% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 528,225 | $97M | 0.9% | 2026-Q1 |
| US BANCORP \DE\ added | 505,528 | $93M | 0.8% | 2026-Q1 |
| Creative Planning trimmed | 433,705 | $80M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 424,294 | $78M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 401,592 | $74M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 399,175 | $74M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 383,976 | $70M | 0.6% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 374,368 | $69M | 0.6% | 2026-Q1 |
| McAdam, LLC added | 353,982 | $65M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 341,901 | $63M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 326,802 | $60M | 0.5% | 2026-Q1 |
| Krilogy Financial LLC added | 299,602 | $57M | 0.5% | 2026-Q1 |
| Berman McAleer LLC added | 306,169 | $56M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 295,737 | $54M | 0.5% | 2026-Q1 |
| CWM, LLC added | 290,862 | $54M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 275,034 | $51M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 274,908 | $50M | 0.4% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 265,574 | $49M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 283,898 | $49M | 0.4% | 2026-Q1 |
| Trust Co added | 260,990 | $48M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 241,730 | $45M | 0.4% | 2026-Q1 |
| HUB Investment Partners, LLC added | 235,927 | $43M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 231,852 | $43M | 0.4% | 2026-Q1 |
| Marotta Asset Management trimmed | 217,452 | $40M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 209,002 | $39M | 0.3% | 2026-Q1 |
| KWMG, LLC added | 207,042 | $38M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 195,010 | $36M | 0.3% | 2026-Q1 |
| Shakespeare Wealth Management, LLC added | 181,234 | $33M | 0.3% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 179,038 | $33M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 177,550 | $33M | 0.3% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 171,147 | $32M | 0.3% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 165,912 | $31M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 164,240 | $30M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 184,379 | $30M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 159,181 | $29M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 158,512 | $29M | 0.3% | 2026-Q1 |
| Avion Wealth trimmed | 157,831 | $29M | 0.3% | 2026-Q1 |
| WoodTrust Financial Corp trimmed | 154,707 | $29M | 0.3% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 154,378 | $28M | 0.3% | 2026-Q1 |
| BHK Investment Advisors, LLC trimmed | 153,074 | $28M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 148,588 | $28M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 147,982 | $27M | 0.2% | 2026-Q1 |
| PRESILIUM PRIVATE WEALTH, LLC added | 146,890 | $27M | 0.2% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC trimmed | 145,954 | $27M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 145,868 | $27M | 0.2% | 2026-Q1 |
| &PARTNERS added | 141,417 | $26M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 135,522 | $25M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 132,621 | $24M | 0.2% | 2026-Q1 |
| Grove Street Fiduciary, LLC trimmed | 129,119 | $24M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 129,093 | $24M | 0.2% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 127,800 | $24M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 127,612 | $24M | 0.2% | 2026-Q1 |
| Diesslin Group, Inc. trimmed | 124,837 | $23M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 123,389 | $23M | 0.2% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 120,022 | $22M | 0.2% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. added | 110,890 | $20M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 109,447 | $20M | 0.2% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC added | 108,479 | $20M | 0.2% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 105,024 | $20M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 105,266 | $19M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 105,265 | $19M | 0.2% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC added | 104,091 | $19M | 0.2% | 2026-Q1 |
| Ledyard National Bank added | 103,675 | $19M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 97,297 | $19M | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 101,702 | $19M | 0.2% | 2026-Q1 |
| OLIO Financial Planning added | 99,296 | $18M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 95,781 | $18M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 89,943 | $17M | 0.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 92,531 | $17M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 92,529 | $17M | 0.2% | 2026-Q1 |
| Dougherty Wealth Advisers LLC trimmed | 91,186 | $17M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 547,312 | $97M | 0.9% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 193,521 | $34M | 0.3% | 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.
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.