Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
64 tracked funds added or opened VOX while 47 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 486 tracked filers holding VOX, 196 increased or opened the position and 217 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 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 10
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$3M
- NewEdge Advisors, LLC$2M
- J. M. Brown & Associates Inc.$2M
- WOODWARD DIVERSIFIED CAPITAL, LLC$913K
- Kesler, Norman & Wride, LLC$877K
- Diversify Advisory Services, LLC$735K
Full exits 16
- Janney Montgomery Scott LLC$25M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$18M
- HighTower Advisors, LLC$13M
- Clear Point Advisors Inc.$7M
- PEAPACK GLADSTONE FINANCIAL CORP$6M
- Cambridge Investment Research Advisors, Inc.$4M
Largest adds
- BANK OF AMERICA CORP /DE/$86M
- JPMORGAN CHASE & CO$68M
- AMERIPRISE FINANCIAL INC$31M
- PGIM Custom Harvest LLC$25M
- Ameritas Advisory Services, LLC$14M
- RAYMOND JAMES FINANCIAL INC$14M
Largest trims
- GOLDMAN SACHS GROUP INC$119M
- MORGAN STANLEY$8M
- CITADEL ADVISORS LLC$5M
- Retirement Planning Group, LLC$4M
- Praetorian Wealth Management, Inc.$4M
- Richmond Brothers, Inc.$4M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,443,141 | $449M | 15.6% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 2,096,665 | $386M | 13.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,422,902 | $263M | 9.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 989,123 | $182M | 6.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 777,340 | $143M | 5.0% | 2026-Q2 |
| UBS Group AG added | 742,288 | $137M | 4.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 716,133 | $132M | 4.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 470,925 | $87M | 3.0% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 464,202 | $85M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 410,936 | $76M | 2.6% | 2026-Q2 |
| ASSETMARK, INC added | 365,421 | $67M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 346,099 | $64M | 2.2% | 2026-Q2 |
| Empower Advisory Group, LLC added | 254,010 | $47M | 1.6% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC added | 252,428 | $46M | 1.6% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 191,215 | $35M | 1.2% | 2026-Q2 |
| Lido Advisors, LLC added | 188,381 | $35M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 177,268 | $33M | 1.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 171,378 | $32M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 131,149 | $24M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 122,772 | $23M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 118,669 | $22M | 0.8% | 2026-Q2 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV added | 113,728 | $21M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 110,217 | $20M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 108,607 | $20M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 105,020 | $19M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 100,004 | $18M | 0.6% | 2026-Q2 |
| Morningstar Investment Management LLC | 94,391 | $17M | 0.6% | 2026-Q2 |
| M&T Bank Corp trimmed | 88,929 | $16M | 0.6% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 88,438 | $16M | 0.6% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 78,207 | $14M | 0.5% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 75,602 | $14M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 74,710 | $14M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 73,419 | $14M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 66,857 | $12M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 59,333 | $11M | 0.4% | 2026-Q2 |
| Mason & Associates Inc added | 58,465 | $11M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 54,637 | $10M | 0.3% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 53,539 | $10M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 47,611 | $9M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 47,319 | $9M | 0.3% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 42,609 | $8M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 42,575 | $8M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 41,985 | $8M | 0.3% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 40,597 | $7M | 0.3% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 37,234 | $7M | 0.2% | 2026-Q2 |
| Gibraltar Capital Management, Inc. added | 37,098 | $7M | 0.2% | 2026-Q2 |
| Quaker Wealth Management, LLC added | 35,784 | $7M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 33,258 | $6M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 32,719 | $6M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 32,655 | $6M | 0.2% | 2026-Q2 |
| WBH ADVISORY INC added | 31,097 | $6M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 27,644 | $5M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 26,769 | $5M | 0.2% | 2026-Q2 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 26,696 | $5M | 0.2% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 25,983 | $5M | 0.2% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT Co added | 25,735 | $5M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 25,587 | $5M | 0.2% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ trimmed | 24,462 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 24,092 | $4M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 23,280 | $4M | 0.1% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT added | 22,917 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,613 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,251 | $4M | 0.1% | 2026-Q2 |
| Narus Financial Partners, LLC added | 21,329 | $4M | 0.1% | 2026-Q2 |
| Trinity Legacy Partners, LLC added | 20,646 | $4M | 0.1% | 2026-Q2 |
| Altura Wealth Advisors Inc. added | 20,570 | $4M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 20,163 | $4M | 0.1% | 2026-Q2 |
| Praetorian Wealth Management, Inc. trimmed | 19,944 | $4M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 19,802 | $4M | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC trimmed | 18,556 | $3M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 18,260 | $3M | 0.1% | 2026-Q2 |
| Joule Financial, LLC trimmed | 17,987 | $3M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,929 | $3M | 0.1% | 2026-Q2 |
| Tranquilli Financial Advisor LLC added | 17,830 | $3M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 17,386 | $3M | 0.1% | 2026-Q2 |
| Campion Asset Management added | 16,735 | $3M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 16,676 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 16,627 | $3M | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 16,506 | $3M | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. trimmed | 16,315 | $3M | 0.1% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 15,907 | $3M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 15,807 | $3M | 0.1% | 2026-Q2 |
| Elm Partners Management LLC added | 15,034 | $3M | 0.1% | 2026-Q2 |
| Prostatis Group LLC trimmed | 14,600 | $3M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA | 14,320 | $3M | 0.1% | 2026-Q2 |
| Bank of Marin | 13,934 | $3M | 0.1% | 2026-Q2 |
| FMR LLC added | 13,871 | $3M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 13,775 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 13,774 | $3M | 0.1% | 2026-Q2 |
| Crews Bank & Trust trimmed | 13,657 | $3M | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA trimmed | 13,591 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 13,573 | $2M | 0.1% | 2026-Q2 |
| Royal Fund Management, LLC trimmed | 13,548 | $2M | 0.1% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC added | 13,524 | $2M | 0.1% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 13,381 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 13,140 | $2M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 12,883 | $2M | 0.1% | 2026-Q2 |
| First Bancorp, Inc /ME/ | 12,056 | $2M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 12,001 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 11,899 | $2M | 0.1% | 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.