Who owns VRIG
Which tracked institutional funds hold VRIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VRIG 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
48 tracked funds added or opened VRIG while 32 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
VRIG’s largest tracked holder by dollar value, Invesco Ltd., 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 VRIG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VRIG 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 165 tracked filers holding VRIG, 102 increased or opened the position and 75 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 VRIG 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 11
- MONEY CONCEPTS CAPITAL CORP$2M
- Balefire, LLC$2M
- &PARTNERS$1M
- Sigma Planning Corp$1M
- Atria Investments, Inc$1M
- Algorithmic Investment Models, LLC$1M
Full exits 12
- Cambridge Investment Research Advisors, Inc.$7M
- HighTower Advisors, LLC$7M
- Signal Advisors Wealth, LLC$4M
- Ascentis Independent Advisors$3M
- Leo Wealth, LLC$3M
- GUARDIAN WEALTH ADVISORS, LLC / NC$3M
Largest adds
- ASSETMARK, INC$75M
- LPL Financial LLC$27M
- MORGAN STANLEY$16M
- Cetera Investment Advisers$11M
- Invesco Ltd.$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
Largest trims
- OSAIC HOLDINGS, INC.$11M
- Concurrent Investment Advisors, LLC$6M
- Arkadios Wealth Advisors$4M
- Elequin Capital, LP$2M
- Asset Allocation Strategies LLC$2M
- Total Clarity Wealth Management, Inc.$2M
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 |
|---|---|---|---|---|
| Invesco Ltd. added | 13,500,757 | $338M | 28.5% | 2026-Q2 |
| LPL Financial LLC added | 6,248,391 | $157M | 13.2% | 2026-Q2 |
| MORGAN STANLEY added | 3,498,471 | $88M | 7.4% | 2026-Q2 |
| ASSETMARK, INC added | 3,138,758 | $79M | 6.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,781,249 | $45M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,006,054 | $25M | 2.1% | 2026-Q2 |
| Schorn Wealth LLC added | 1,001,872 | $25M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 975,384 | $24M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 955,291 | $24M | 2.0% | 2026-Q2 |
| Harfst & Associates, Inc. added | 902,765 | $23M | 1.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 838,755 | $21M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 677,390 | $17M | 1.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 645,234 | $16M | 1.4% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. trimmed | 628,797 | $16M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 592,776 | $15M | 1.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 536,030 | $13M | 1.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 489,131 | $12M | 1.0% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 473,030 | $12M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 473,020 | $12M | 1.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 396,473 | $10M | 0.8% | 2026-Q2 |
| Vectors Research Management, LLC added | 350,539 | $9M | 0.7% | 2026-Q2 |
| Auour Investments LLC added | 328,793 | $8M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 292,513 | $7M | 0.6% | 2026-Q2 |
| E6 Portfolios, LLC added | 282,785 | $7M | 0.6% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 268,607 | $7M | 0.6% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 266,688 | $7M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 255,183 | $6M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 251,287 | $6M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 251,012 | $6M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 241,832 | $6M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 229,701 | $6M | 0.5% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 210,244 | $5M | 0.4% | 2026-Q2 |
| Mayflower Financial Advisors, LLC added | 207,550 | $5M | 0.4% | 2026-Q2 |
| Thayer Financial, L.L.C. added | 191,503 | $5M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 187,210 | $5M | 0.4% | 2026-Q2 |
| Wagner Wealth Management, LLC trimmed | 179,396 | $4M | 0.4% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 179,378 | $4M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 172,265 | $4M | 0.4% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV added | 169,142 | $4M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 165,935 | $4M | 0.4% | 2026-Q2 |
| Regal Investment Advisors LLC added | 155,792 | $4M | 0.3% | 2026-Q2 |
| Worth Asset Management, LLC added | 154,229 | $4M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 145,371 | $4M | 0.3% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 141,432 | $4M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 136,145 | $3M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 135,374 | $3M | 0.3% | 2026-Q2 |
| Blue Capital, Inc. trimmed | 128,369 | $3M | 0.3% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 121,119 | $3M | 0.3% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 115,644 | $3M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 114,049 | $3M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 113,727 | $3M | 0.2% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 105,998 | $3M | 0.2% | 2026-Q2 |
| HOLDERNESS INVESTMENTS CO added | 93,381 | $2M | 0.2% | 2026-Q2 |
| Inspire Advisors, LLC added | 91,015 | $2M | 0.2% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 90,666 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 88,703 | $2M | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp added | 86,305 | $2M | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC added | 86,304 | $2M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 86,272 | $2M | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP new | 85,706 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 81,921 | $2M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 77,598 | $2M | 0.2% | 2026-Q2 |
| Balefire, LLC new | 67,467 | $2M | 0.1% | 2026-Q2 |
| 9823 Capital, L.P. trimmed | 60,808 | $2M | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC trimmed | 59,959 | $2M | 0.1% | 2026-Q2 |
| Sunflower Bank, N.A. trimmed | 56,664 | $1M | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC added | 56,370 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 56,143 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 56,135 | $1M | 0.1% | 2026-Q2 |
| Cottage Street Advisors LLC added | 55,497 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 54,482 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS new | 54,289 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 51,917 | $1M | 0.1% | 2026-Q2 |
| Algorithmic Investment Models, LLC trimmed | 48,297 | $1M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC new | 46,265 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 42,684 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 39,576 | $992K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 38,032 | $953K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 33,880 | $849K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 31,958 | $801K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 31,735 | $796K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 30,744 | $771K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 30,721 | $770K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 30,004 | $752K | 0.1% | 2026-Q2 |
| LAFFER TENGLER INVESTMENTS, INC. trimmed | 29,514 | $740K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 29,057 | $729K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 27,550 | $691K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 27,550 | $691K | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 27,021 | $677K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 26,975 | $676K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 26,855 | $673K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 26,492 | $664K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 26,462 | $663K | 0.1% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 26,332 | $660K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC added | 25,569 | $641K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 24,378 | $611K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 23,606 | $592K | 0.0% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 22,092 | $554K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 21,640 | $543K | 0.0% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 20,807 | $522K | 0.0% | 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.
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.