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Institutional Ownership · SEC Form 13F

Who owns VRP (VRP)


Which tracked institutional funds hold VRP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VRP 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.

259
Institutional holders
54,256,715
Shares held (tracked funds)

How the tape is positioned

38 tracked funds added or opened VRP while 27 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

VRP’s largest tracked holder by dollar value, MORGAN STANLEY, 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 VRP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VRP 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 259 tracked filers holding VRP, 124 increased or opened the position and 110 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 VRP 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 10

  • Matthew Goff Investment Advisor, LLC$10M
  • LeClair Wealth Partners LLC$7M
  • Avior Wealth Management, LLC$5M
  • JANE STREET GROUP, LLC$4M
  • CreativeOne Wealth, LLC$3M
  • Apella Capital, LLC$3M

Full exits 5

  • COMERICA BANK$2M
  • Global Retirement Partners, LLC$1M
  • LFG Wealth Partners, LLC$1M
  • MGB Wealth Management, LLC$755K
  • Corient Private Wealth LLC$616K

Largest adds

  • MORGAN STANLEY$12M
  • LPL Financial LLC$5M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
  • AMERIPRISE FINANCIAL INC$4M
  • Mariner, LLC$3M
  • Gotham Asset Management, LLC$2M

Largest trims

  • BANK OF AMERICA CORP /DE/$12M
  • Spectrum Asset Management, Inc.$11M
  • JPMORGAN CHASE & CO$8M
  • Mader & Shannon Wealth Management, Inc.$4M
  • Advisory Alpha, LLC$3M
  • ROYAL BANK OF CANADA$2M

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
MORGAN STANLEY added9,401,780$225M17.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed8,901,423$213M16.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,491,647$84M6.5%2026-Q1
LPL Financial LLC added2,894,070$69M5.4%2026-Q1
UBS Group AG added2,239,794$54M4.2%2026-Q1
JPMORGAN CHASE & CO trimmed1,659,543$40M3.1%2026-Q1
Advisors Capital Management, LLC added1,483,199$36M2.8%2026-Q1
STEPHENS INC /AR/ added1,478,797$35M2.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,434,840$34M2.7%2026-Q1
HighTower Advisors, LLC added1,190,638$29M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added829,674$20M1.5%2026-Q1
Mader & Shannon Wealth Management, Inc. trimmed722,589$17M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed721,841$17M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added652,466$16M1.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed534,639$13M1.0%2026-Q1
BENJAMIN EDWARDS INC trimmed512,278$12M1.0%2026-Q1
Evolution Wealth Advisors, LLC added469,296$11M0.9%2026-Q1
STIFEL FINANCIAL CORP added453,481$11M0.8%2026-Q1
Sanctuary Advisors, LLC added417,981$10M0.8%2026-Q1
Matthew Goff Investment Advisor, LLC trimmed404,841$10M0.8%2026-Q1
Janney Montgomery Scott LLC added393,325$9M0.7%2026-Q1
MAI Capital Management added391,636$9M0.7%2026-Q1
Cordoba Advisory Partners LLC added383,645$9M0.7%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed383,416$9M0.7%2026-Q1
Westover Capital Advisors, LLC added382,846$9M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed380,367$9M0.7%2026-Q1
PARK AVENUE SECURITIES LLC trimmed365,552$9M0.7%2026-Q1
Windsor Capital Management, LLC added340,990$8M0.6%2026-Q1
Nilsine Partners, LLC added300,767$7M0.6%2026-Q1
LeClair Wealth Partners LLC new291,785$7M0.5%2026-Q1
Blue Water Asset Management added291,785$7M0.5%2026-Q1
Wealthcare Advisory Partners LLC added277,988$7M0.5%2026-Q1
BOSTON FAMILY OFFICE LLC added256,877$6M0.5%2026-Q1
Meridian Wealth Management, LLC added256,434$6M0.5%2026-Q1
Invesco Ltd. trimmed241,427$6M0.4%2026-Q1
Baird Financial Group, Inc. added232,011$6M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added215,045$5M0.4%2026-Q1
FCA CORP /TX added212,397$5M0.4%2026-Q1
Cetera Investment Advisers added201,026$5M0.4%2026-Q1
Advisory Alpha, LLC trimmed200,705$5M0.4%2026-Q1
CITIGROUP INC trimmed189,699$5M0.4%2026-Q1
Avior Wealth Management, LLC new187,744$5M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed181,729$4M0.3%2026-Q1
Private Advisor Group, LLC added179,784$4M0.3%2026-Q1
Good Harbor Advisors, Inc. trimmed179,197$4M0.3%2026-Q1
FRANKLIN RESOURCES INC added177,345$4M0.3%2026-Q1
RPg Family Wealth Advisory, LLC added175,990$4M0.3%2026-Q1
WESBANCO BANK INC added175,249$4M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added160,983$4M0.3%2026-Q1
Addison Capital Co added156,177$4M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed148,252$4M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed147,691$4M0.3%2026-Q1
Mariner, LLC added146,959$4M0.3%2026-Q1
WHITTIER TRUST CO trimmed143,642$3M0.3%2026-Q1
Gotham Asset Management, LLC added141,754$3M0.3%2026-Q1
Elmwood Wealth Management, Inc. trimmed133,038$3M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added126,143$3M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed125,808$3M0.2%2026-Q1
NTV Asset Management LLC added125,206$3M0.2%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC trimmed124,948$3M0.2%2026-Q1
CWM, LLC added123,457$3M0.2%2026-Q1
CreativeOne Wealth, LLC added118,234$3M0.2%2026-Q1
Apella Capital, LLC new115,606$3M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. added116,794$3M0.2%2026-Q1
Cadent Capital Advisors, LLC added107,828$3M0.2%2026-Q1
Spectrum Asset Management, Inc. trimmed106,122$3M0.2%2026-Q1
DUNCKER STREETT & CO INC trimmed99,701$2M0.2%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added99,417$2M0.2%2026-Q1
Accel Wealth Management added98,926$2M0.2%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added92,012$2M0.2%2026-Q1
Ranch Capital Advisors Inc. added91,805$2M0.2%2026-Q1
FIFTH THIRD BANCORP added91,709$2M0.2%2026-Q1
Oder Investment Management, LLC trimmed90,550$2M0.2%2026-Q1
Seed Wealth Management, Inc.89,925$2M0.2%2026-Q1
Fosun International Ltd new88,582$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed88,181$2M0.2%2026-Q1
HUB Investment Partners, LLC added86,015$2M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed84,850$2M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed82,241$2M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added79,392$2M0.1%2026-Q1
Advisory Resource Group added76,386$2M0.1%2026-Q1
WEDBUSH SECURITIES INC trimmed73,139$2M0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed73,093$2M0.1%2026-Q1
IFP Advisors, Inc added73,018$2M0.1%2026-Q1
&PARTNERS added70,597$2M0.1%2026-Q1
DEARBORN PARTNERS LLC trimmed69,020$2M0.1%2026-Q1
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added67,880$2M0.1%2026-Q1
Waverly Advisors, LLC trimmed66,352$2M0.1%2026-Q1
Migdal Insurance & Financial Holdings Ltd.400,000$10M0.8%2025-Q2 stale
Estate Counselors, LLC added378,990$9M0.7%2025-Q1 stale
Williams Financial, LLC new341,196$8M0.6%2025-Q1 stale
SeaBridge Investment Advisors LLC added259,445$6M0.5%2025-Q2 stale
FIRST NATIONAL CORP /MA/ /ADV added128,319$3M0.2%2025-Q3 stale
Atria Investments, Inc added98,313$2M0.2%2025-Q2 stale
Beta Wealth Group, Inc. added93,078$2M0.2%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed89,125$2M0.2%2025-Q1 stale
Proficio Capital Partners LLC added1,935,255$2M0.2%2025-Q2 stale
StoneCrest Wealth Management, Inc. added77,637$2M0.1%2025-Q3 stale
Goldstone Financial Group, LLC added74,809$2M0.1%2025-Q2 stale
Synergy Asset Management, LLC added65,550$2M0.1%2025-Q3 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