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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,401,780 | $225M | 17.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,901,423 | $213M | 16.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,491,647 | $84M | 6.5% | 2026-Q1 |
| LPL Financial LLC added | 2,894,070 | $69M | 5.4% | 2026-Q1 |
| UBS Group AG added | 2,239,794 | $54M | 4.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,659,543 | $40M | 3.1% | 2026-Q1 |
| Advisors Capital Management, LLC added | 1,483,199 | $36M | 2.8% | 2026-Q1 |
| STEPHENS INC /AR/ added | 1,478,797 | $35M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,434,840 | $34M | 2.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,190,638 | $29M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 829,674 | $20M | 1.5% | 2026-Q1 |
| Mader & Shannon Wealth Management, Inc. trimmed | 722,589 | $17M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 721,841 | $17M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 652,466 | $16M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 534,639 | $13M | 1.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 512,278 | $12M | 1.0% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 469,296 | $11M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 453,481 | $11M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 417,981 | $10M | 0.8% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC trimmed | 404,841 | $10M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 393,325 | $9M | 0.7% | 2026-Q1 |
| MAI Capital Management added | 391,636 | $9M | 0.7% | 2026-Q1 |
| Cordoba Advisory Partners LLC added | 383,645 | $9M | 0.7% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 383,416 | $9M | 0.7% | 2026-Q1 |
| Westover Capital Advisors, LLC added | 382,846 | $9M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 380,367 | $9M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 365,552 | $9M | 0.7% | 2026-Q1 |
| Windsor Capital Management, LLC added | 340,990 | $8M | 0.6% | 2026-Q1 |
| Nilsine Partners, LLC added | 300,767 | $7M | 0.6% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 291,785 | $7M | 0.5% | 2026-Q1 |
| Blue Water Asset Management added | 291,785 | $7M | 0.5% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 277,988 | $7M | 0.5% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 256,877 | $6M | 0.5% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 256,434 | $6M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 241,427 | $6M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 232,011 | $6M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 215,045 | $5M | 0.4% | 2026-Q1 |
| FCA CORP /TX added | 212,397 | $5M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 201,026 | $5M | 0.4% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 200,705 | $5M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 189,699 | $5M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC new | 187,744 | $5M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 181,729 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 179,784 | $4M | 0.3% | 2026-Q1 |
| Good Harbor Advisors, Inc. trimmed | 179,197 | $4M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 177,345 | $4M | 0.3% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 175,990 | $4M | 0.3% | 2026-Q1 |
| WESBANCO BANK INC added | 175,249 | $4M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 160,983 | $4M | 0.3% | 2026-Q1 |
| Addison Capital Co added | 156,177 | $4M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 148,252 | $4M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 147,691 | $4M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 146,959 | $4M | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 143,642 | $3M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 141,754 | $3M | 0.3% | 2026-Q1 |
| Elmwood Wealth Management, Inc. trimmed | 133,038 | $3M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 126,143 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 125,808 | $3M | 0.2% | 2026-Q1 |
| NTV Asset Management LLC added | 125,206 | $3M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 124,948 | $3M | 0.2% | 2026-Q1 |
| CWM, LLC added | 123,457 | $3M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 118,234 | $3M | 0.2% | 2026-Q1 |
| Apella Capital, LLC new | 115,606 | $3M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 116,794 | $3M | 0.2% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 107,828 | $3M | 0.2% | 2026-Q1 |
| Spectrum Asset Management, Inc. trimmed | 106,122 | $3M | 0.2% | 2026-Q1 |
| DUNCKER STREETT & CO INC trimmed | 99,701 | $2M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 99,417 | $2M | 0.2% | 2026-Q1 |
| Accel Wealth Management added | 98,926 | $2M | 0.2% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 92,012 | $2M | 0.2% | 2026-Q1 |
| Ranch Capital Advisors Inc. added | 91,805 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 91,709 | $2M | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC trimmed | 90,550 | $2M | 0.2% | 2026-Q1 |
| Seed Wealth Management, Inc. | 89,925 | $2M | 0.2% | 2026-Q1 |
| Fosun International Ltd new | 88,582 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 88,181 | $2M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 86,015 | $2M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 84,850 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 82,241 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 79,392 | $2M | 0.1% | 2026-Q1 |
| Advisory Resource Group added | 76,386 | $2M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 73,139 | $2M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 73,093 | $2M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 73,018 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS added | 70,597 | $2M | 0.1% | 2026-Q1 |
| DEARBORN PARTNERS LLC trimmed | 69,020 | $2M | 0.1% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 67,880 | $2M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 66,352 | $2M | 0.1% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 400,000 | $10M | 0.8% | 2025-Q2 stale |
| Estate Counselors, LLC added | 378,990 | $9M | 0.7% | 2025-Q1 stale |
| Williams Financial, LLC new | 341,196 | $8M | 0.6% | 2025-Q1 stale |
| SeaBridge Investment Advisors LLC added | 259,445 | $6M | 0.5% | 2025-Q2 stale |
| FIRST NATIONAL CORP /MA/ /ADV added | 128,319 | $3M | 0.2% | 2025-Q3 stale |
| Atria Investments, Inc added | 98,313 | $2M | 0.2% | 2025-Q2 stale |
| Beta Wealth Group, Inc. added | 93,078 | $2M | 0.2% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 89,125 | $2M | 0.2% | 2025-Q1 stale |
| Proficio Capital Partners LLC added | 1,935,255 | $2M | 0.2% | 2025-Q2 stale |
| StoneCrest Wealth Management, Inc. added | 77,637 | $2M | 0.1% | 2025-Q3 stale |
| Goldstone Financial Group, LLC added | 74,809 | $2M | 0.1% | 2025-Q2 stale |
| Synergy Asset Management, LLC added | 65,550 | $2M | 0.1% | 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.
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.