Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
28 tracked funds added or opened VOTE while 11 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
VOTE’s largest tracked holder by dollar value, PNC Financial Services Group, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 108 tracked filers holding VOTE, 41 increased or opened the position and 45 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 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.
New buyers 2
- BRIGHTON JONES LLC$2M
- Jordan Park Group LLC$1M
Full exits 6
- Betterment LLC$123M
- Thrivent Financial for Lutherans$60M
- Cambridge Investment Research Advisors, Inc.$5M
- Contango Wealth Management LLC$4M
- Premier Financial Group$624K
- CITADEL ADVISORS LLC$558K
Largest adds
- Angeles Investment Advisors, LLC$20M
- PNC Financial Services Group, Inc.$16M
- Fund Evaluation Group, LLC$12M
- GOLDMAN SACHS GROUP INC$6M
- National Philanthropic Trust$6M
- Orion Porfolio Solutions, LLC$5M
Largest trims
- Ethic Inc.$9M
- Tolleson Wealth Management, Inc.$4M
- Gateway Wealth Partners, LLC$3M
- JPMORGAN CHASE & CO$1M
- WELLS FARGO & COMPANY/MN$382K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. added | 1,199,264 | $106M | 19.5% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 889,414 | $78M | 14.5% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 512,574 | $45M | 8.3% | 2026-Q2 |
| National Philanthropic Trust | 476,634 | $42M | 7.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 391,401 | $35M | 6.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 282,396 | $25M | 4.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 211,498 | $19M | 3.4% | 2026-Q2 |
| Ethic Inc. trimmed | 194,114 | $17M | 3.2% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 186,983 | $16M | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 185,599 | $16M | 3.0% | 2026-Q2 |
| ASPIRIANT, LLC added | 167,619 | $15M | 2.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 160,262 | $14M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 141,392 | $12M | 2.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 123,719 | $11M | 2.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 110,650 | $10M | 1.8% | 2026-Q2 |
| Values Added Financial LLC added | 85,748 | $8M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,084 | $6M | 1.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 51,211 | $5M | 0.8% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 46,806 | $4M | 0.8% | 2026-Q2 |
| Modern Wealth Management, LLC added | 46,340 | $4M | 0.8% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 42,809 | $4M | 0.7% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC trimmed | 42,458 | $4M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 40,133 | $4M | 0.7% | 2026-Q2 |
| Plum Street Advisors, LLC trimmed | 33,640 | $3M | 0.5% | 2026-Q2 |
| Ballentine Partners, LLC | 29,820 | $3M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 27,607 | $2M | 0.4% | 2026-Q2 |
| BRIGHTON JONES LLC added | 21,818 | $2M | 0.4% | 2026-Q2 |
| Fairman Group, LLC added | 21,118 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,856 | $2M | 0.3% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 18,747 | $2M | 0.3% | 2026-Q2 |
| Hirtle & Co., LLC | 16,911 | $1M | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 16,636 | $1M | 0.3% | 2026-Q2 |
| Jordan Park Group LLC added | 16,522 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,255 | $1M | 0.3% | 2026-Q2 |
| Phoenix Wealth Advisors trimmed | 16,024 | $1M | 0.3% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 15,828 | $1M | 0.3% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 13,489 | $1M | 0.2% | 2026-Q2 |
| Sonoma Allocations LLC added | 11,564 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 11,137 | $982K | 0.2% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. trimmed | 10,361 | $914K | 0.2% | 2026-Q2 |
| Breakwater Investment Management trimmed | 10,212 | $900K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 10,126 | $893K | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 9,578 | $844K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,286 | $819K | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 8,451 | $745K | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 8,420 | $742K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 8,309 | $733K | 0.1% | 2026-Q2 |
| Advisor OS, LLC trimmed | 7,935 | $700K | 0.1% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV trimmed | 7,935 | $700K | 0.1% | 2026-Q2 |
| ALPHA CAPITAL ADVISORS INC /ADV | 7,214 | $636K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,724 | $593K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 6,456 | $569K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 5,899 | $520K | 0.1% | 2026-Q2 |
| RAINIER FAMILY WEALTH INC | 5,420 | $478K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,054 | $446K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 5,043 | $445K | 0.1% | 2026-Q2 |
| Pearl Planning LLC | 4,761 | $420K | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 4,649 | $410K | 0.1% | 2026-Q2 |
| RIDGECREST WEALTH PARTNERS, LLC trimmed | 4,110 | $362K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 3,892 | $343K | 0.1% | 2026-Q2 |
| Sage Mountain Advisors LLC | 3,691 | $325K | 0.1% | 2026-Q2 |
| Portland Global Advisors LLC trimmed | 3,621 | $319K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 3,350 | $295K | 0.1% | 2026-Q2 |
| DWR WEALTH MANAGEMENT, LLC added | 3,289 | $287K | 0.1% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP | 3,175 | $280K | 0.1% | 2026-Q2 |
| UBS Group AG added | 2,986 | $263K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 2,935 | $259K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,752 | $243K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 2,589 | $228K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 2,507 | $221K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,248 | $198K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 1,936 | $171K | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC | 1,551 | $137K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 1,452 | $128K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,451 | $128K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,179 | $104K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 923 | $81K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 908 | $80K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 855 | $75K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 646 | $57K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 513 | $45K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 500 | $44K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 425 | $37K | 0.0% | 2026-Q2 |
| Napier Financial, LLC | 420 | $37K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 315 | $28K | 0.0% | 2026-Q2 |
| Downshift Financial, LLC new | 252 | $22K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 248 | $22K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 232 | $20K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 200 | $18K | 0.0% | 2026-Q2 |
| MASECO LLP | 181 | $16K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 151 | $13K | 0.0% | 2026-Q2 |
| GoalVest Advisory LLC | 135 | $12K | 0.0% | 2026-Q2 |
| BLUELINE ADVISORS LLC | 117 | $10K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 84 | $7K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 50 | $4K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 44 | $4K | 0.0% | 2026-Q2 |
| Brooklyn FI, LLC new | 43 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 34 | $3K | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 24 | $2K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 13 | $1K | 0.0% | 2026-Q2 |
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.