Who owns VOXR
Which tracked institutional funds hold VOXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOXR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 VOXR is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 9 trimmed or exited — on balance accumulating.
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
VOXR’s largest tracked holder by dollar value, Ascentis Wealth Management, LLC, sizes it at 12.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VOXR 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 116 tracked filers holding VOXR, 63 increased or opened the position and 55 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 VOXR 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 7
- Ascentis Wealth Management, LLC$61M
- VAN ECK ASSOCIATES CORP$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- Uniplan Investment Counsel, Inc.$1M
- MARSHALL WACE, LLP$1M
- Manatuck Hill Partners, LLC$1M
Full exits 4
- ORG Partners LLC$56M
- Extract Advisors LLC$3M
- Alyeska Investment Group, L.P.$2M
- VANGUARD GROUP INC$2M
Largest adds
- ASHFORD CAPITAL MANAGEMENT INC$4M
- BlackRock, Inc.$4M
- CDC Financial, Inc.$3M
- Russell Investments Group, Ltd.$2M
- U S GLOBAL INVESTORS INC$1M
- STATE STREET CORP$1M
Largest trims
- Walleye Capital LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- Ancora Advisors LLC$711K
- LOS ANGELES CAPITAL MANAGEMENT LLC$532K
- BARCLAYS PLC$377K
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 |
|---|---|---|---|---|
| Ascentis Wealth Management, LLC new | 11,678,143 | $61M | 22.4% | 2026-Q1 |
| BlackRock, Inc. added | 6,154,826 | $32M | 11.8% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC added | 3,586,900 | $19M | 6.9% | 2026-Q1 |
| U S GLOBAL INVESTORS INC added | 1,662,000 | $9M | 3.2% | 2026-Q1 |
| CDC Financial, Inc. added | 1,657,304 | $9M | 3.2% | 2026-Q1 |
| SANDERS MORRIS HARRIS LLC | 1,400,903 | $7M | 2.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP new | 1,379,220 | $7M | 2.7% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 800,000 | $4M | 1.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 747,459 | $4M | 1.4% | 2026-Q1 |
| STATE STREET CORP added | 733,163 | $4M | 1.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 686,438 | $4M | 1.3% | 2026-Q1 |
| McAlvany Wealth Management LLC added | 733,415 | $4M | 1.3% | 2026-Q1 |
| Hodges Capital Management Inc. added | 609,600 | $3M | 1.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 558,988 | $3M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 444,204 | $2M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 351,978 | $2M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 320,111 | $2M | 0.6% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. trimmed | 286,826 | $2M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 286,460 | $2M | 0.6% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 251,304 | $1M | 0.5% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 240,637 | $1M | 0.5% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. new | 222,486 | $1M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 200,302 | $1M | 0.4% | 2026-Q1 |
| Manatuck Hill Partners, LLC added | 200,000 | $1M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 198,716 | $1M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 186,332 | $976K | 0.4% | 2026-Q1 |
| Meixler Investment Management, Ltd. trimmed | 168,192 | $885K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 149,420 | $783K | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 134,400 | $702K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 131,631 | $690K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 124,554 | $653K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 122,876 | $644K | 0.2% | 2026-Q1 |
| Arbiter Partners Capital Management LLC | 121,920 | $639K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 112,945 | $592K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 111,146 | $582K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 109,318 | $573K | 0.2% | 2026-Q1 |
| Creative Planning added | 109,095 | $572K | 0.2% | 2026-Q1 |
| Papamarkou Wellner Asset Management inc. added | 107,750 | $565K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 97,548 | $511K | 0.2% | 2026-Q1 |
| UBS Group AG added | 84,792 | $444K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 68,462 | $359K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 63,185 | $331K | 0.1% | 2026-Q1 |
| Walleye Capital LLC trimmed | 62,326 | $327K | 0.1% | 2026-Q1 |
| Caption Management, LLC new | 61,299 | $321K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 58,000 | $304K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 57,828 | $303K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 54,264 | $284K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 51,747 | $271K | 0.1% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. trimmed | 49,920 | $262K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 47,594 | $249K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 40,038 | $210K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 37,757 | $198K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 34,887 | $183K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 34,457 | $181K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 33,660 | $176K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 29,550 | $155K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 28,310 | $148K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 27,713 | $145K | 0.1% | 2026-Q1 |
| LPL Financial LLC new | 27,610 | $145K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 24,370 | $125K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 24,525 | $117K | 0.0% | 2026-Q1 |
| Castleview Partners, LLC new | 21,800 | $114K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 21,612 | $113K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 20,296 | $106K | 0.0% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 18,532 | $97K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 17,823 | $93K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 19,600 | $93K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 17,500 | $92K | 0.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 17,500 | $92K | 0.0% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 17,159 | $90K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 16,581 | $87K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 16,015 | $84K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 15,745 | $83K | 0.0% | 2026-Q1 |
| State of Alaska, Department of Revenue | 13,562 | $71K | 0.0% | 2026-Q1 |
| Rathbones Group PLC new | 13,200 | $69K | 0.0% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC new | 11,737 | $62K | 0.0% | 2026-Q1 |
| ORG Partners LLC trimmed | 11,758,052 | $56M | 20.4% | 2025-Q4 stale |
| Extract Advisors LLC new | 652,114 | $3M | 1.1% | 2025-Q4 stale |
| NewGen Asset Management Ltd new | 617,500 | $3M | 1.0% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. | 425,000 | $2M | 0.7% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP trimmed | 672,034 | $2M | 0.7% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 402,231 | $2M | 0.7% | 2025-Q4 stale |
| MOON CAPITAL MANAGEMENT LP new | 180,000 | $774K | 0.3% | 2025-Q3 stale |
| MEDICI CAPITAL LLC trimmed | 113,400 | $488K | 0.2% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 69,493 | $329K | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 67,371 | $319K | 0.1% | 2025-Q4 stale |
| Eschler Asset Management LLP | 64,200 | $304K | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 60,082 | $285K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 60,403 | $260K | 0.1% | 2025-Q3 stale |
| Perritt Capital Management Inc added | 50,000 | $215K | 0.1% | 2025-Q3 stale |
| Virtu Financial LLC added | 39,040 | $185K | 0.1% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 38,252 | $184K | 0.1% | 2025-Q4 stale |
| Quantbot Technologies LP new | 37,055 | $176K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 29,744 | $141K | 0.1% | 2025-Q4 stale |
| AXQ CAPITAL, LP new | 27,627 | $131K | 0.0% | 2025-Q4 stale |
| BANK OF MONTREAL /CAN/ new | 24,122 | $116K | 0.0% | 2025-Q4 stale |
| Campbell & CO Investment Adviser LLC new | 20,909 | $99K | 0.0% | 2025-Q4 stale |
| SPROTT INC. | 30,500 | $96K | 0.0% | 2025-Q2 stale |
| Engineers Gate Manager LP new | 17,831 | $85K | 0.0% | 2025-Q4 stale |
| O'Brien Greene & Co. Inc new | 15,000 | $65K | 0.0% | 2025-Q2 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.