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Institutional Ownership · SEC Form 13F

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.

108
Institutional holders
6M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
PNC Financial Services Group, Inc. added1,199,264$106M19.5%2026-Q2
Angeles Investment Advisors, LLC added889,414$78M14.5%2026-Q2
Fund Evaluation Group, LLC added512,574$45M8.3%2026-Q2
National Philanthropic Trust476,634$42M7.7%2026-Q2
GOLDMAN SACHS GROUP INC added391,401$35M6.4%2026-Q2
JPMORGAN CHASE & CO trimmed282,396$25M4.5%2026-Q2
Orion Porfolio Solutions, LLC added211,498$19M3.4%2026-Q2
Ethic Inc. trimmed194,114$17M3.2%2026-Q2
Dorsey & Whitney Trust CO LLC186,983$16M3.0%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed185,599$16M3.0%2026-Q2
ASPIRIANT, LLC added167,619$15M2.7%2026-Q2
Beacon Pointe Advisors, LLC trimmed160,262$14M2.6%2026-Q2
MORGAN STANLEY added141,392$12M2.3%2026-Q2
Mutual Advisors, LLC trimmed123,719$11M2.0%2026-Q2
Pathstone Holdings, LLC trimmed110,650$10M1.8%2026-Q2
Values Added Financial LLC added85,748$8M1.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added63,084$6M1.0%2026-Q2
Gateway Wealth Partners, LLC trimmed51,211$5M0.8%2026-Q2
Financial Insights, Inc. trimmed46,806$4M0.8%2026-Q2
Modern Wealth Management, LLC added46,340$4M0.8%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC added42,809$4M0.7%2026-Q2
A&I FINANCIAL SERVICES, LLC trimmed42,458$4M0.7%2026-Q2
Bank of New York Mellon Corp trimmed40,133$4M0.7%2026-Q2
Plum Street Advisors, LLC trimmed33,640$3M0.5%2026-Q2
Ballentine Partners, LLC29,820$3M0.5%2026-Q2
LPL Financial LLC trimmed27,607$2M0.4%2026-Q2
BRIGHTON JONES LLC added21,818$2M0.4%2026-Q2
Fairman Group, LLC added21,118$2M0.3%2026-Q2
Kestra Advisory Services, LLC added18,856$2M0.3%2026-Q2
SEEDS INVESTOR LLC added18,747$2M0.3%2026-Q2
Hirtle & Co., LLC16,911$1M0.3%2026-Q2
MISSION WEALTH MANAGEMENT, LP trimmed16,636$1M0.3%2026-Q2
Jordan Park Group LLC added16,522$1M0.3%2026-Q2
OSAIC HOLDINGS, INC. added16,255$1M0.3%2026-Q2
Phoenix Wealth Advisors trimmed16,024$1M0.3%2026-Q2
Tolleson Wealth Management, Inc. trimmed15,828$1M0.3%2026-Q2
Etesian Wealth Advisors, Inc. trimmed13,489$1M0.2%2026-Q2
Sonoma Allocations LLC added11,564$1M0.2%2026-Q2
Rockefeller Capital Management L.P.11,137$982K0.2%2026-Q2
Sage Advisory Services, Ltd.Co. trimmed10,361$914K0.2%2026-Q2
Breakwater Investment Management trimmed10,212$900K0.2%2026-Q2
Creative Planning trimmed10,126$893K0.2%2026-Q2
DIVERSIFIED TRUST CO9,578$844K0.2%2026-Q2
STIFEL FINANCIAL CORP added9,286$819K0.2%2026-Q2
Valeo Financial Advisors, LLC8,451$745K0.1%2026-Q2
Fiduciary Trust Co8,420$742K0.1%2026-Q2
Ashton Thomas Private Wealth, LLC trimmed8,309$733K0.1%2026-Q2
Advisor OS, LLC trimmed7,935$700K0.1%2026-Q2
MJP ASSOCIATES INC /ADV trimmed7,935$700K0.1%2026-Q2
ALPHA CAPITAL ADVISORS INC /ADV7,214$636K0.1%2026-Q2
FMR LLC added6,724$593K0.1%2026-Q2
CIBC Bancorp USA Inc.6,456$569K0.1%2026-Q2
Per Stirling Capital Management, LLC. trimmed5,899$520K0.1%2026-Q2
RAINIER FAMILY WEALTH INC5,420$478K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added5,054$446K0.1%2026-Q2
Focus Partners Advisor Solutions, LLC added5,043$445K0.1%2026-Q2
Pearl Planning LLC4,761$420K0.1%2026-Q2
Caprock Group, LLC added4,649$410K0.1%2026-Q2
RIDGECREST WEALTH PARTNERS, LLC trimmed4,110$362K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC3,892$343K0.1%2026-Q2
Sage Mountain Advisors LLC3,691$325K0.1%2026-Q2
Portland Global Advisors LLC trimmed3,621$319K0.1%2026-Q2
Krilogy Financial LLC added3,350$295K0.1%2026-Q2
DWR WEALTH MANAGEMENT, LLC added3,289$287K0.1%2026-Q2
Schneider Downs Wealth Management Advisors, LP3,175$280K0.1%2026-Q2
UBS Group AG added2,986$263K0.0%2026-Q2
Rossby Financial, LCC added2,935$259K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed2,752$243K0.0%2026-Q2
Arax Advisory Partners trimmed2,589$228K0.0%2026-Q2
EP Wealth Advisors, LLC new2,507$221K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed2,248$198K0.0%2026-Q2
Millstone Evans Group, LLC1,936$171K0.0%2026-Q2
WOLFF WIESE MAGANA LLC1,551$137K0.0%2026-Q2
AdvisorNet Financial, Inc added1,452$128K0.0%2026-Q2
Integrated Wealth Concepts LLC new1,451$128K0.0%2026-Q2
Farther Finance Advisors, LLC1,179$104K0.0%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$81K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed908$80K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added855$75K0.0%2026-Q2
SHP Wealth Management646$57K0.0%2026-Q2
AMERIFLEX GROUP, INC. new513$45K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/500$44K0.0%2026-Q2
Russell Investments Group, Ltd. trimmed425$37K0.0%2026-Q2
Napier Financial, LLC420$37K0.0%2026-Q2
Atlantic Union Bankshares Corp315$28K0.0%2026-Q2
Downshift Financial, LLC new252$22K0.0%2026-Q2
VANGUARD ADVISERS INC added248$22K0.0%2026-Q2
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$20K0.0%2026-Q2
MATHER GROUP, LLC.200$18K0.0%2026-Q2
MASECO LLP181$16K0.0%2026-Q2
ASSETMARK, INC added151$13K0.0%2026-Q2
GoalVest Advisory LLC135$12K0.0%2026-Q2
BLUELINE ADVISORS LLC117$10K0.0%2026-Q2
Bogart Wealth, LLC84$7K0.0%2026-Q2
US BANCORP \DE\50$4K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added44$4K0.0%2026-Q2
Brooklyn FI, LLC new43$4K0.0%2026-Q2
CoreCap Advisors, LLC new34$3K0.0%2026-Q2
JPL Wealth Management, LLC new24$2K0.0%2026-Q2
Transamerica Financial Advisors, LLC new13$1K0.0%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.

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