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Institutional Ownership · SEC Form 13F

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.

110
Institutional holders
8,510,499
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Betterment LLC added1,615,436$123M18.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,180,277$90M13.1%2026-Q1
Thrivent Financial for Lutherans added789,467$60M8.8%2026-Q1
Angeles Investment Advisors, LLC trimmed764,656$58M8.5%2026-Q1
National Philanthropic Trust476,634$36M5.3%2026-Q1
Fund Evaluation Group, LLC new432,269$33M4.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed377,759$29M4.2%2026-Q1
Ethic Inc. trimmed346,335$26M3.9%2026-Q1
JPMORGAN CHASE & CO trimmed349,469$26M3.8%2026-Q1
Dorsey & Whitney Trust CO LLC trimmed186,983$14M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ added185,779$14M2.1%2026-Q1
Orion Porfolio Solutions, LLC added173,555$13M1.9%2026-Q1
Beacon Pointe Advisors, LLC new160,815$12M1.8%2026-Q1
MORGAN STANLEY added132,714$10M1.5%2026-Q1
ASPIRIANT, LLC added132,031$10M1.5%2026-Q1
Mutual Advisors, LLC trimmed124,903$10M1.4%2026-Q1
Pathstone Holdings, LLC111,150$8M1.2%2026-Q1
Gateway Wealth Partners, LLC added100,168$8M1.1%2026-Q1
Values Added Financial LLC trimmed83,794$6M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed69,048$5M0.8%2026-Q1
Financial Insights, Inc. trimmed50,610$4M0.6%2026-Q1
A&I FINANCIAL SERVICES, LLC trimmed43,848$3M0.5%2026-Q1
Bank of New York Mellon Corp added41,325$3M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added38,338$3M0.4%2026-Q1
Plum Street Advisors, LLC added34,160$3M0.4%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added32,492$2M0.4%2026-Q1
Modern Wealth Management, LLC added31,115$2M0.3%2026-Q1
LPL Financial LLC added30,005$2M0.3%2026-Q1
Ballentine Partners, LLC29,820$2M0.3%2026-Q1
Fairman Group, LLC added21,072$2M0.2%2026-Q1
SEEDS INVESTOR LLC added18,556$2M0.2%2026-Q1
Kestra Advisory Services, LLC added18,017$1M0.2%2026-Q1
Hirtle & Co., LLC16,911$1M0.2%2026-Q1
MISSION WEALTH MANAGEMENT, LP16,846$1M0.2%2026-Q1
Phoenix Wealth Advisors trimmed16,321$1M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed15,543$1M0.2%2026-Q1
Etesian Wealth Advisors, Inc. added13,733$1M0.2%2026-Q1
Breakwater Investment Management11,396$870K0.1%2026-Q1
Rockefeller Capital Management L.P. added11,137$850K0.1%2026-Q1
Sage Advisory Services, Ltd.Co. added10,630$811K0.1%2026-Q1
Creative Planning trimmed10,289$785K0.1%2026-Q1
Diversified Trust Co9,578$731K0.1%2026-Q1
Sonoma Allocations LLC added9,239$714K0.1%2026-Q1
STIFEL FINANCIAL CORP added9,154$698K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC8,455$645K0.1%2026-Q1
Valeo Financial Advisors, LLC8,451$645K0.1%2026-Q1
Fiduciary Trust Co8,420$642K0.1%2026-Q1
Premier Financial Group added8,068$624K0.1%2026-Q1
Advisor OS, LLC added8,151$622K0.1%2026-Q1
MJP ASSOCIATES INC /ADV added8,151$622K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added7,600$580K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed7,309$558K0.1%2026-Q1
ALPHA CAPITAL ADVISORS INC /ADV7,214$550K0.1%2026-Q1
CIBC Bancorp USA Inc. new6,456$493K0.1%2026-Q1
Per Stirling Capital Management, LLC. added6,010$459K0.1%2026-Q1
RAINIER FAMILY WEALTH INC added5,420$414K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed5,042$385K0.1%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed4,975$378K0.1%2026-Q1
RIDGECREST WEALTH PARTNERS, LLC trimmed4,928$376K0.1%2026-Q1
Pearl Planning LLC4,761$363K0.1%2026-Q1
Caprock Group, LLC added4,637$354K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed4,229$323K0.0%2026-Q1
Portland Global Advisors LLC trimmed4,023$307K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC3,892$297K0.0%2026-Q1
ROYAL BANK OF CANADA added3,732$284K0.0%2026-Q1
Sage Mountain Advisors LLC3,691$282K0.0%2026-Q1
Krilogy Financial LLC added3,341$276K0.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed3,445$263K0.0%2026-Q1
Schneider Downs Wealth Management Advisors, LP added3,175$242K0.0%2026-Q1
GK Wealth Management LLC new3,200$237K0.0%2026-Q1
DWR WEALTH MANAGEMENT, LLC new3,200$237K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,063$234K0.0%2026-Q1
UBS Group AG trimmed2,922$223K0.0%2026-Q1
Rossby Financial, LCC added2,621$202K0.0%2026-Q1
MAI Capital Management added2,017$154K0.0%2026-Q1
Millstone Evans Group, LLC trimmed1,936$148K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,621$124K0.0%2026-Q1
WOLFF WIESE MAGANA LLC1,551$118K0.0%2026-Q1
AdvisorNet Financial, Inc added1,421$108K0.0%2026-Q1
Farther Finance Advisors, LLC1,179$91K0.0%2026-Q1
Legacy Wealth Managment, LLC/ID added1,140$87K0.0%2026-Q1
Capital Analysts, LLC added1,004$77K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$70K0.0%2026-Q1
FMR LLC added850$65K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed825$63K0.0%2026-Q1
SHP Wealth Management646$49K0.0%2026-Q1
Litman Gregory Wealth Management LLC trimmed176,249$14M2.1%2025-Q4 stale
Arax Advisory Partners added164,737$7M1.0%2025-Q3 stale
Tolleson Wealth Management, Inc. added67,303$5M0.8%2025-Q4 stale
Orion Portfolio Solutions, LLC added75,405$5M0.7%2025-Q1 stale
BRIGHTON JONES LLC added21,693$2M0.2%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP trimmed22,700$2M0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. added12,031$787K0.1%2025-Q1 stale
GTS SECURITIES LLC added8,833$709K0.1%2025-Q4 stale
SVB WEALTH LLC6,090$443K0.1%2025-Q2 stale
Stephens Consulting, LLC added5,724$416K0.1%2025-Q2 stale
Centric Wealth Management new4,844$317K0.0%2025-Q1 stale
Stark Wealth Management LLC3,480$279K0.0%2025-Q4 stale
Cetera Investment Advisers trimmed3,277$214K0.0%2025-Q1 stale
CIBC Private Wealth Group LLC1,000$80K0.0%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.

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