Who owns VOX (VOX)
Which tracked institutional funds hold VOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOX 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
The tracked-fund tape on VOX is one-sided between 2025-Q4 and 2026-Q1: 29 added or opened and 103 trimmed or exited — on balance reducing.
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
VOX’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VOX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VOX 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 495 tracked filers holding VOX, 191 increased or opened the position and 233 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 VOX 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 8
- Morningstar Investment Management LLC$17M
- CITADEL ADVISORS LLC$9M
- Clear Point Advisors Inc.$7M
- GTS SECURITIES LLC$2M
- Junk Investment Group, LLC$2M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$2M
Full exits 17
- Marks Wealth, LLC$41M
- Harel Insurance Investments & Financial Services Ltd.$20M
- TUDOR INVESTMENT CORP ET AL$9M
- COMERICA BANK$8M
- Cornerstone Wealth Group, LLC$6M
- Kinloch Capital, LLC$5M
Largest adds
- ASSETMARK, INC$25M
- BANK OF AMERICA CORP /DE/$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
- GOLDMAN SACHS GROUP INC$11M
- FIFTH THIRD BANCORP$3M
- Prostatis Group LLC$3M
Largest trims
- JPMORGAN CHASE & CO$44M
- Beacon Capital Management, Inc.$43M
- ENVESTNET ASSET MANAGEMENT INC$33M
- PGIM Custom Harvest LLC$27M
- AMERIPRISE FINANCIAL INC$20M
- MORGAN STANLEY$18M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,022,457 | $364M | 12.5% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 2,005,336 | $361M | 12.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,124,259 | $195M | 6.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,054,757 | $190M | 6.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 785,641 | $141M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 777,972 | $140M | 4.8% | 2026-Q1 |
| UBS Group AG added | 734,936 | $132M | 4.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 557,506 | $100M | 3.5% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 408,080 | $73M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 406,961 | $73M | 2.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 358,166 | $64M | 2.2% | 2026-Q1 |
| ASSETMARK, INC added | 342,932 | $62M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 278,346 | $50M | 1.7% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 248,024 | $45M | 1.5% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 239,298 | $43M | 1.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 188,182 | $34M | 1.2% | 2026-Q1 |
| Lido Advisors, LLC added | 187,528 | $34M | 1.2% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 186,325 | $34M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 140,973 | $25M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 136,855 | $25M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 129,025 | $23M | 0.8% | 2026-Q1 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed | 112,783 | $22M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 114,990 | $21M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 106,012 | $19M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 105,770 | $19M | 0.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 99,339 | $18M | 0.6% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 97,790 | $18M | 0.6% | 2026-Q1 |
| Morningstar Investment Management LLC added | 94,391 | $17M | 0.6% | 2026-Q1 |
| M&T Bank Corp trimmed | 91,832 | $17M | 0.6% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 89,296 | $16M | 0.6% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 79,257 | $14M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 73,696 | $13M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 73,518 | $13M | 0.5% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 73,241 | $13M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 73,315 | $12M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 64,659 | $12M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 57,455 | $10M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 57,345 | $10M | 0.4% | 2026-Q1 |
| Mason & Associates Inc added | 58,380 | $10M | 0.3% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 54,339 | $10M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 50,286 | $9M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,004 | $9M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 48,652 | $9M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 48,158 | $9M | 0.3% | 2026-Q1 |
| Asset One Wealth Management LLC trimmed | 42,648 | $8M | 0.3% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 44,257 | $7M | 0.3% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 40,597 | $7M | 0.3% | 2026-Q1 |
| Clear Point Advisors Inc. new | 45,012 | $7M | 0.2% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 36,626 | $7M | 0.2% | 2026-Q1 |
| Gibraltar Capital Management, Inc. added | 36,158 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 37,147 | $6M | 0.2% | 2026-Q1 |
| Quaker Wealth Management, LLC added | 35,035 | $6M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 34,620 | $6M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 33,635 | $6M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 32,796 | $6M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,107 | $6M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 31,499 | $6M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 31,138 | $6M | 0.2% | 2026-Q1 |
| WBH ADVISORY INC added | 29,877 | $5M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 29,368 | $5M | 0.2% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 27,555 | $5M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 26,875 | $5M | 0.2% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 26,068 | $5M | 0.2% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 25,770 | $5M | 0.2% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT Co | 25,685 | $5M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 25,232 | $5M | 0.2% | 2026-Q1 |
| FIRST FINANCIAL CORP /IN/ added | 24,506 | $4M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 23,843 | $4M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,600 | $4M | 0.1% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 22,356 | $4M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 21,796 | $4M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 21,322 | $4M | 0.1% | 2026-Q1 |
| Trinity Legacy Partners, LLC trimmed | 19,503 | $4M | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC added | 20,921 | $4M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 20,288 | $4M | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC added | 19,758 | $4M | 0.1% | 2026-Q1 |
| Prostatis Group LLC added | 19,409 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 18,603 | $3M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 18,392 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,302 | $3M | 0.1% | 2026-Q1 |
| Marks Wealth, LLC new | 212,223 | $41M | 1.4% | 2025-Q4 stale |
| Harel Insurance Investments & Financial Services Ltd. | 102,700 | $20M | 0.7% | 2025-Q4 stale |
| Full Sail Capital, LLC trimmed | 102,856 | $19M | 0.7% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 56,900 | $11M | 0.4% | 2025-Q3 stale |
| FIL Ltd | 54,552 | $10M | 0.4% | 2025-Q3 stale |
| Nan Shan Life Insurance Co., Ltd. | 55,000 | $9M | 0.3% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 47,772 | $9M | 0.3% | 2025-Q4 stale |
| Callan Capital, LLC trimmed | 59,214 | $9M | 0.3% | 2025-Q1 stale |
| Exchange Capital Management, Inc. trimmed | 50,313 | $9M | 0.3% | 2025-Q2 stale |
| COMERICA BANK trimmed | 39,481 | $8M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 43,788 | $7M | 0.3% | 2025-Q2 stale |
| Cornerstone Wealth Group, LLC new | 32,658 | $6M | 0.2% | 2025-Q4 stale |
| Invst, LLC trimmed | 32,317 | $6M | 0.2% | 2025-Q2 stale |
| Kinloch Capital, LLC added | 28,059 | $5M | 0.2% | 2025-Q4 stale |
| Curran Financial Partners, LLC added | 26,176 | $5M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 25,229 | $5M | 0.2% | 2025-Q3 stale |
| Blue Chip Partners, LLC new | 23,868 | $5M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC added | 25,692 | $4M | 0.2% | 2025-Q2 stale |
| Astor Investment Management LLC trimmed | 21,572 | $4M | 0.1% | 2025-Q2 stale |
| Axiom Financial Strategies, LLC trimmed | 19,022 | $4M | 0.1% | 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.