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Institutional Ownership · SEC Form 13F

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.

161
Institutional holders
42,765,671
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Invesco Ltd. trimmed13,118,584$328M29.5%2026-Q1
LPL Financial LLC trimmed5,164,951$129M11.6%2026-Q1
MORGAN STANLEY added2,875,404$72M6.5%2026-Q1
Bank of New York Mellon Corp added1,781,949$45M4.0%2026-Q1
OSAIC HOLDINGS, INC. added1,447,770$36M3.3%2026-Q1
Fiduciary Planning LLC added989,787$25M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added838,914$21M1.9%2026-Q1
STIFEL FINANCIAL CORP trimmed811,540$20M1.8%2026-Q1
Harfst & Associates, Inc. added789,727$20M1.8%2026-Q1
Cherry Creek Investment Advisors, Inc. trimmed680,973$17M1.5%2026-Q1
Equitable Holdings, Inc. added609,520$15M1.4%2026-Q1
WELLS FARGO & COMPANY/MN added564,242$14M1.3%2026-Q1
Cetera Investment Advisers added543,151$14M1.2%2026-Q1
Wealthcare Advisory Partners LLC trimmed509,921$13M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added502,463$13M1.1%2026-Q1
Concurrent Investment Advisors, LLC added485,736$12M1.1%2026-Q1
CALTON & ASSOCIATES, INC. trimmed469,425$12M1.1%2026-Q1
Cerro Pacific Wealth Advisors LLC added432,203$11M1.0%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI added429,364$11M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added376,270$9M0.8%2026-Q1
Vectors Research Management, LLC added344,900$9M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed295,403$7M0.7%2026-Q1
Arkadios Wealth Advisors added294,700$7M0.7%2026-Q1
Auour Investments LLC new293,991$7M0.7%2026-Q1
HighTower Advisors, LLC trimmed290,844$7M0.7%2026-Q1
COURIER CAPITAL LLC trimmed281,604$7M0.6%2026-Q1
Beaumont Financial Advisors, LLC trimmed244,728$6M0.6%2026-Q1
KMG FIDUCIARY PARTNERS, LLC added236,800$6M0.5%2026-Q1
E6 Portfolios, LLC added234,635$6M0.5%2026-Q1
Wagner Wealth Management, LLC added186,384$5M0.4%2026-Q1
JAMES INVESTMENT RESEARCH, INC. trimmed180,692$5M0.4%2026-Q1
Thayer Financial, L.L.C. added179,020$4M0.4%2026-Q1
Total Clarity Wealth Management, Inc. trimmed178,084$4M0.4%2026-Q1
Private Advisor Group, LLC added175,804$4M0.4%2026-Q1
Mayflower Financial Advisors, LLC added173,737$4M0.4%2026-Q1
Signal Advisors Wealth, LLC added165,445$4M0.4%2026-Q1
TRUIST FINANCIAL CORP added164,721$4M0.4%2026-Q1
Blue Capital, Inc. added164,202$4M0.4%2026-Q1
FIRST TRUST ADVISORS LP added162,593$4M0.4%2026-Q1
ASSETMARK, INC trimmed159,021$4M0.4%2026-Q1
Kestra Advisory Services, LLC added156,044$4M0.4%2026-Q1
Regal Investment Advisors LLC trimmed152,257$4M0.3%2026-Q1
Milestone Investment Advisors LLC added145,554$4M0.3%2026-Q1
Kovack Advisors, Inc. trimmed144,210$4M0.3%2026-Q1
Corient Private Wealth LLC141,838$4M0.3%2026-Q1
Ascentis Independent Advisors new130,512$3M0.3%2026-Q1
Leo Wealth, LLC new131,440$3M0.3%2026-Q1
Goldstone Financial Group, LLC trimmed122,165$3M0.3%2026-Q1
VISTA INVESTMENT MANAGEMENT trimmed117,833$3M0.3%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added116,392$3M0.3%2026-Q1
Synergy Asset Management, LLC added114,883$3M0.3%2026-Q1
IFP Advisors, Inc added112,146$3M0.3%2026-Q1
Asset Allocation Strategies LLC added109,011$3M0.2%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed94,129$2M0.2%2026-Q1
Elequin Capital, LP added46,037$2M0.2%2026-Q1
Worth Asset Management, LLC added91,357$2M0.2%2026-Q1
HOLDERNESS INVESTMENTS CO added89,624$2M0.2%2026-Q1
Gladstone Institutional Advisory LLC trimmed89,196$2M0.2%2026-Q1
Simplicity Wealth,LLC added88,375$2M0.2%2026-Q1
ROYAL BANK OF CANADA added88,278$2M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added86,175$2M0.2%2026-Q1
Centurion Wealth Management LLC added85,782$2M0.2%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC added83,881$2M0.2%2026-Q1
CreativeOne Wealth, LLC trimmed82,985$2M0.2%2026-Q1
Tower Research Capital LLC (TRC) added81,280$2M0.2%2026-Q1
Janney Montgomery Scott LLC added78,451$2M0.2%2026-Q1
CITADEL ADVISORS LLC added78,338$2M0.2%2026-Q1
B. Riley Wealth Advisors, Inc. added77,919$2M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added77,252$2M0.2%2026-Q1
Inspire Advisors, LLC added74,113$2M0.2%2026-Q1
JPMORGAN CHASE & CO added73,339$2M0.2%2026-Q1
9823 Capital, L.P. added67,173$2M0.2%2026-Q1
Redwood Financial Network Corp added65,700$2M0.1%2026-Q1
Sunflower Bank, N.A. trimmed62,983$2M0.1%2026-Q1
Verdence Capital Advisors LLC added61,977$2M0.1%2026-Q1
LAFFER TENGLER INVESTMENTS, INC. trimmed60,064$2M0.1%2026-Q1
PAX Financial Group, LLC added55,605$1M0.1%2026-Q1
Cottage Street Advisors LLC added55,491$1M0.1%2026-Q1
Stratos Investment Management, LLC added50,598$1M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added50,437$1M0.1%2026-Q1
JANE STREET GROUP, LLC added48,138$1M0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added48,066$1M0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed41,406$1M0.1%2026-Q1
Summit Financial, LLC added39,324$984K0.1%2026-Q1
Betterment LLC trimmed38,313$959K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed37,476$938K0.1%2026-Q1
IHT Wealth Management, LLC trimmed34,192$856K0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added33,119$829K0.1%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added1,074,077$27M2.4%2025-Q3 stale
Lunt Capital Management, Inc. trimmed776,471$19M1.7%2025-Q1 stale
Algorithmic Investment Models, LLC added147,869$4M0.3%2025-Q3 stale
ORG Partners LLC added129,264$3M0.3%2025-Q4 stale
INDEPENDENT FINANCIAL GROUP, LLC new105,200$3M0.2%2025-Q2 stale
Wilian Securities, LLC new57,964$1M0.1%2025-Q4 stale
Stratos Wealth Partners, LTD. added52,153$1M0.1%2025-Q4 stale
Heritage Family Offices, LLP added51,760$1M0.1%2025-Q3 stale
Pine Harbor Wealth Management, LLC trimmed51,300$1M0.1%2025-Q2 stale
Csenge Advisory Group trimmed46,631$1M0.1%2025-Q2 stale
J.W. COLE ADVISORS, INC. added43,578$1M0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed39,680$994K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership