Who owns VRIG (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-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
41 tracked funds added or opened VRIG while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.1% 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 2025-Q4 and 2026-Q1, across 161 tracked filers holding VRIG, 109 increased or opened the position and 61 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 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
- Auour Investments LLC$7M
- Ascentis Independent Advisors$3M
- Leo Wealth, LLC$3M
- Synergy Asset Management, LLC$3M
- Tower Research Capital LLC (TRC)$2M
- CITADEL ADVISORS LLC$2M
Full exits 4
- ORG Partners LLC$3M
- Wilian Securities, LLC$1M
- Stratos Wealth Partners, LTD.$1M
- J.W. COLE ADVISORS, INC.$1M
Largest adds
- Bank of New York Mellon Corp$20M
- MORGAN STANLEY$16M
- Harfst & Associates, Inc.$11M
- OSAIC HOLDINGS, INC.$9M
- Concurrent Investment Advisors, LLC$7M
- RAYMOND JAMES FINANCIAL INC$6M
Largest trims
- LPL Financial LLC$12M
- Invesco Ltd.$6M
- HighTower Advisors, LLC$3M
- Beaumont Financial Advisors, LLC$2M
- LAFFER TENGLER INVESTMENTS, INC.$2M
- STIFEL FINANCIAL CORP$826K
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 |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 13,118,584 | $328M | 29.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,164,951 | $129M | 11.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,875,404 | $72M | 6.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,781,949 | $45M | 4.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,447,770 | $36M | 3.3% | 2026-Q1 |
| Fiduciary Planning LLC added | 989,787 | $25M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 838,914 | $21M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 811,540 | $20M | 1.8% | 2026-Q1 |
| Harfst & Associates, Inc. added | 789,727 | $20M | 1.8% | 2026-Q1 |
| Cherry Creek Investment Advisors, Inc. trimmed | 680,973 | $17M | 1.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 609,520 | $15M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 564,242 | $14M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 543,151 | $14M | 1.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 509,921 | $13M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 502,463 | $13M | 1.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 485,736 | $12M | 1.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 469,425 | $12M | 1.1% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 432,203 | $11M | 1.0% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 429,364 | $11M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 376,270 | $9M | 0.8% | 2026-Q1 |
| Vectors Research Management, LLC added | 344,900 | $9M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 295,403 | $7M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 294,700 | $7M | 0.7% | 2026-Q1 |
| Auour Investments LLC new | 293,991 | $7M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 290,844 | $7M | 0.7% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 281,604 | $7M | 0.6% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 244,728 | $6M | 0.6% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 236,800 | $6M | 0.5% | 2026-Q1 |
| E6 Portfolios, LLC added | 234,635 | $6M | 0.5% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 186,384 | $5M | 0.4% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 180,692 | $5M | 0.4% | 2026-Q1 |
| Thayer Financial, L.L.C. added | 179,020 | $4M | 0.4% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. trimmed | 178,084 | $4M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 175,804 | $4M | 0.4% | 2026-Q1 |
| Mayflower Financial Advisors, LLC added | 173,737 | $4M | 0.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 165,445 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 164,721 | $4M | 0.4% | 2026-Q1 |
| Blue Capital, Inc. added | 164,202 | $4M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 162,593 | $4M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 159,021 | $4M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 156,044 | $4M | 0.4% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 152,257 | $4M | 0.3% | 2026-Q1 |
| Milestone Investment Advisors LLC added | 145,554 | $4M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 144,210 | $4M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC | 141,838 | $4M | 0.3% | 2026-Q1 |
| Ascentis Independent Advisors new | 130,512 | $3M | 0.3% | 2026-Q1 |
| Leo Wealth, LLC new | 131,440 | $3M | 0.3% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 122,165 | $3M | 0.3% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT trimmed | 117,833 | $3M | 0.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 116,392 | $3M | 0.3% | 2026-Q1 |
| Synergy Asset Management, LLC added | 114,883 | $3M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 112,146 | $3M | 0.3% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 109,011 | $3M | 0.2% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 94,129 | $2M | 0.2% | 2026-Q1 |
| Elequin Capital, LP added | 46,037 | $2M | 0.2% | 2026-Q1 |
| Worth Asset Management, LLC added | 91,357 | $2M | 0.2% | 2026-Q1 |
| HOLDERNESS INVESTMENTS CO added | 89,624 | $2M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 89,196 | $2M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 88,375 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 88,278 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 86,175 | $2M | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC added | 85,782 | $2M | 0.2% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 83,881 | $2M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 82,985 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 81,280 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 78,451 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 78,338 | $2M | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 77,919 | $2M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 77,252 | $2M | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 74,113 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 73,339 | $2M | 0.2% | 2026-Q1 |
| 9823 Capital, L.P. added | 67,173 | $2M | 0.2% | 2026-Q1 |
| Redwood Financial Network Corp added | 65,700 | $2M | 0.1% | 2026-Q1 |
| Sunflower Bank, N.A. trimmed | 62,983 | $2M | 0.1% | 2026-Q1 |
| Verdence Capital Advisors LLC added | 61,977 | $2M | 0.1% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. trimmed | 60,064 | $2M | 0.1% | 2026-Q1 |
| PAX Financial Group, LLC added | 55,605 | $1M | 0.1% | 2026-Q1 |
| Cottage Street Advisors LLC added | 55,491 | $1M | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC added | 50,598 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 50,437 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 48,138 | $1M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 48,066 | $1M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 41,406 | $1M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 39,324 | $984K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 38,313 | $959K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 37,476 | $938K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 34,192 | $856K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 33,119 | $829K | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 1,074,077 | $27M | 2.4% | 2025-Q3 stale |
| Lunt Capital Management, Inc. trimmed | 776,471 | $19M | 1.7% | 2025-Q1 stale |
| Algorithmic Investment Models, LLC added | 147,869 | $4M | 0.3% | 2025-Q3 stale |
| ORG Partners LLC added | 129,264 | $3M | 0.3% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 105,200 | $3M | 0.2% | 2025-Q2 stale |
| Wilian Securities, LLC new | 57,964 | $1M | 0.1% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. added | 52,153 | $1M | 0.1% | 2025-Q4 stale |
| Heritage Family Offices, LLP added | 51,760 | $1M | 0.1% | 2025-Q3 stale |
| Pine Harbor Wealth Management, LLC trimmed | 51,300 | $1M | 0.1% | 2025-Q2 stale |
| Csenge Advisory Group trimmed | 46,631 | $1M | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 43,578 | $1M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 39,680 | $994K | 0.1% | 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.