Who owns VOTE (VOTE)
Which tracked institutional funds hold VOTE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOTE 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
9 tracked funds added or opened VOTE while 21 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
VOTE’s largest tracked holder by dollar value, Betterment LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VOTE 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 110 tracked filers holding VOTE, 59 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 VOTE 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
- Fund Evaluation Group, LLC$33M
- Beacon Pointe Advisors, LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- CITADEL ADVISORS LLC$558K
Full exits 3
- Litman Gregory Wealth Management LLC$14M
- Tolleson Wealth Management, Inc.$5M
- GTS SECURITIES LLC$709K
Largest adds
- Gateway Wealth Partners, LLC$4M
- PNC FINANCIAL SERVICES GROUP, INC.$2M
- Fairman Group, LLC$1M
- WELLS FARGO & COMPANY/MN$580K
- Rockefeller Capital Management L.P.$486K
Largest trims
- JPMORGAN CHASE & CO$16M
- Angeles Investment Advisors, LLC$6M
- Ethic Inc.$3M
- Betterment LLC$3M
- Thrivent Financial for Lutherans$2M
- National Philanthropic Trust$2M
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 |
|---|---|---|---|---|
| Betterment LLC added | 1,615,436 | $123M | 18.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,180,277 | $90M | 13.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 789,467 | $60M | 8.8% | 2026-Q1 |
| Angeles Investment Advisors, LLC trimmed | 764,656 | $58M | 8.5% | 2026-Q1 |
| National Philanthropic Trust | 476,634 | $36M | 5.3% | 2026-Q1 |
| Fund Evaluation Group, LLC new | 432,269 | $33M | 4.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 377,759 | $29M | 4.2% | 2026-Q1 |
| Ethic Inc. trimmed | 346,335 | $26M | 3.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 349,469 | $26M | 3.8% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC trimmed | 186,983 | $14M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 185,779 | $14M | 2.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 173,555 | $13M | 1.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 160,815 | $12M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 132,714 | $10M | 1.5% | 2026-Q1 |
| ASPIRIANT, LLC added | 132,031 | $10M | 1.5% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 124,903 | $10M | 1.4% | 2026-Q1 |
| Pathstone Holdings, LLC | 111,150 | $8M | 1.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 100,168 | $8M | 1.1% | 2026-Q1 |
| Values Added Financial LLC trimmed | 83,794 | $6M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 69,048 | $5M | 0.8% | 2026-Q1 |
| Financial Insights, Inc. trimmed | 50,610 | $4M | 0.6% | 2026-Q1 |
| A&I FINANCIAL SERVICES, LLC trimmed | 43,848 | $3M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 41,325 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,338 | $3M | 0.4% | 2026-Q1 |
| Plum Street Advisors, LLC added | 34,160 | $3M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 32,492 | $2M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC added | 31,115 | $2M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 30,005 | $2M | 0.3% | 2026-Q1 |
| Ballentine Partners, LLC | 29,820 | $2M | 0.3% | 2026-Q1 |
| Fairman Group, LLC added | 21,072 | $2M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 18,556 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,017 | $1M | 0.2% | 2026-Q1 |
| Hirtle & Co., LLC | 16,911 | $1M | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP | 16,846 | $1M | 0.2% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 16,321 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,543 | $1M | 0.2% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 13,733 | $1M | 0.2% | 2026-Q1 |
| Breakwater Investment Management | 11,396 | $870K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 11,137 | $850K | 0.1% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 10,630 | $811K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 10,289 | $785K | 0.1% | 2026-Q1 |
| Diversified Trust Co | 9,578 | $731K | 0.1% | 2026-Q1 |
| Sonoma Allocations LLC added | 9,239 | $714K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,154 | $698K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 8,455 | $645K | 0.1% | 2026-Q1 |
| Valeo Financial Advisors, LLC | 8,451 | $645K | 0.1% | 2026-Q1 |
| Fiduciary Trust Co | 8,420 | $642K | 0.1% | 2026-Q1 |
| Premier Financial Group added | 8,068 | $624K | 0.1% | 2026-Q1 |
| Advisor OS, LLC added | 8,151 | $622K | 0.1% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 8,151 | $622K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,600 | $580K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,309 | $558K | 0.1% | 2026-Q1 |
| ALPHA CAPITAL ADVISORS INC /ADV | 7,214 | $550K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 6,456 | $493K | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 6,010 | $459K | 0.1% | 2026-Q1 |
| RAINIER FAMILY WEALTH INC added | 5,420 | $414K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,042 | $385K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 4,975 | $378K | 0.1% | 2026-Q1 |
| RIDGECREST WEALTH PARTNERS, LLC trimmed | 4,928 | $376K | 0.1% | 2026-Q1 |
| Pearl Planning LLC | 4,761 | $363K | 0.1% | 2026-Q1 |
| Caprock Group, LLC added | 4,637 | $354K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 4,229 | $323K | 0.0% | 2026-Q1 |
| Portland Global Advisors LLC trimmed | 4,023 | $307K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 3,892 | $297K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,732 | $284K | 0.0% | 2026-Q1 |
| Sage Mountain Advisors LLC | 3,691 | $282K | 0.0% | 2026-Q1 |
| Krilogy Financial LLC added | 3,341 | $276K | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 3,445 | $263K | 0.0% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 3,175 | $242K | 0.0% | 2026-Q1 |
| GK Wealth Management LLC new | 3,200 | $237K | 0.0% | 2026-Q1 |
| DWR WEALTH MANAGEMENT, LLC new | 3,200 | $237K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,063 | $234K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 2,922 | $223K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 2,621 | $202K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 2,017 | $154K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC trimmed | 1,936 | $148K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,621 | $124K | 0.0% | 2026-Q1 |
| WOLFF WIESE MAGANA LLC | 1,551 | $118K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 1,421 | $108K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,179 | $91K | 0.0% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 1,140 | $87K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC added | 1,004 | $77K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 923 | $70K | 0.0% | 2026-Q1 |
| FMR LLC added | 850 | $65K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 825 | $63K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 646 | $49K | 0.0% | 2026-Q1 |
| Litman Gregory Wealth Management LLC trimmed | 176,249 | $14M | 2.1% | 2025-Q4 stale |
| Arax Advisory Partners added | 164,737 | $7M | 1.0% | 2025-Q3 stale |
| Tolleson Wealth Management, Inc. added | 67,303 | $5M | 0.8% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 75,405 | $5M | 0.7% | 2025-Q1 stale |
| BRIGHTON JONES LLC added | 21,693 | $2M | 0.2% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 22,700 | $2M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 12,031 | $787K | 0.1% | 2025-Q1 stale |
| GTS SECURITIES LLC added | 8,833 | $709K | 0.1% | 2025-Q4 stale |
| SVB WEALTH LLC | 6,090 | $443K | 0.1% | 2025-Q2 stale |
| Stephens Consulting, LLC added | 5,724 | $416K | 0.1% | 2025-Q2 stale |
| Centric Wealth Management new | 4,844 | $317K | 0.0% | 2025-Q1 stale |
| Stark Wealth Management LLC | 3,480 | $279K | 0.0% | 2025-Q4 stale |
| Cetera Investment Advisers trimmed | 3,277 | $214K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 1,000 | $80K | 0.0% | 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.