Who owns VTC
Which tracked institutional funds hold VTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
24 tracked funds added or opened VTC while 15 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
VTC’s largest tracked holder by dollar value, NEPC LLC, sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTC 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 138 tracked filers holding VTC, 73 increased or opened the position and 56 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 VTC 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 7
- Pathstone Holdings, LLC$75M
- AXXCESS WEALTH MANAGEMENT, LLC$56M
- SAX WEALTH ADVISORS, LLC$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- Concurrent Investment Advisors, LLC$10M
- SUCCESSION FINANCIAL, INC.$10M
Full exits 4
- Mill Creek Capital Advisors, LLC$72M
- LOOMIS SAYLES & CO L P$6M
- Cambridge Investment Research Advisors, Inc.$1M
- PFG Investments, LLC$780K
Largest adds
- CITADEL ADVISORS LLC$29M
- NEPC LLC$20M
- Warwick Investment Management, Inc.$13M
- Wedmont Private Capital$7M
- JANE STREET GROUP, LLC$5M
- MML INVESTORS SERVICES, LLC$3M
Largest trims
- North Dakota State Investment Board$20M
- UBS Group AG$3M
- STIFEL FINANCIAL CORP$2M
- OneDigital Investment Advisors LLC$2M
- JPMORGAN CHASE & CO$2M
- ROYAL BANK OF CANADA$1M
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 |
|---|---|---|---|---|
| NEPC LLC added | 4,943,439 | $380M | 36.3% | 2026-Q2 |
| Wedmont Private Capital added | 1,469,754 | $112M | 10.7% | 2026-Q2 |
| Pathstone Holdings, LLC new | 979,361 | $75M | 7.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 735,952 | $57M | 5.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 732,637 | $56M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 565,786 | $43M | 4.2% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 517,656 | $40M | 3.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 416,368 | $32M | 3.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 336,814 | $26M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 194,820 | $15M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 189,689 | $15M | 1.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 172,305 | $13M | 1.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 163,219 | $13M | 1.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 140,829 | $11M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 139,635 | $11M | 1.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 136,096 | $10M | 1.0% | 2026-Q2 |
| SUCCESSION FINANCIAL, INC. new | 135,694 | $10M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 117,355 | $9M | 0.9% | 2026-Q2 |
| North Dakota State Investment Board trimmed | 98,039 | $8M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 93,243 | $7M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 83,219 | $6M | 0.6% | 2026-Q2 |
| Drucker Wealth 3.0, LLC trimmed | 77,049 | $6M | 0.6% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 72,409 | $6M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 70,908 | $5M | 0.5% | 2026-Q2 |
| Smartleaf Asset Management LLC | 57,056 | $4M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 52,618 | $4M | 0.4% | 2026-Q2 |
| BFSG, LLC added | 51,631 | $4M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 48,263 | $4M | 0.4% | 2026-Q2 |
| Marble Wealth, LLC trimmed | 42,753 | $3M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 40,069 | $3M | 0.3% | 2026-Q2 |
| Valpey Financial Services, LLC added | 38,411 | $3M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 34,466 | $3M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 32,347 | $2M | 0.2% | 2026-Q2 |
| Raine Group LLC trimmed | 32,347 | $2M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 28,596 | $2M | 0.2% | 2026-Q2 |
| Fort Point Capital Partners LLC added | 25,816 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 25,044 | $2M | 0.2% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 24,633 | $2M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 22,803 | $2M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 21,196 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 20,050 | $2M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 18,648 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 17,914 | $1M | 0.1% | 2026-Q2 |
| GDS Wealth Management trimmed | 16,672 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 16,056 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 15,217 | $1M | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 15,007 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,877 | $1M | 0.1% | 2026-Q2 |
| Topsail Wealth Management, LLC added | 14,851 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 14,108 | $1M | 0.1% | 2026-Q2 |
| Hamilton Capital, LLC | 14,001 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 13,598 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS added | 12,323 | $946K | 0.1% | 2026-Q2 |
| Kelsey Financial, LLC added | 11,796 | $906K | 0.1% | 2026-Q2 |
| Nicholas Wealth, LLC. added | 10,644 | $817K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 10,564 | $811K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 9,875 | $758K | 0.1% | 2026-Q2 |
| Breakwater Investment Management trimmed | 9,525 | $732K | 0.1% | 2026-Q2 |
| Note Advisors, LLC | 9,310 | $715K | 0.1% | 2026-Q2 |
| Rare Wolf Capital LLC added | 9,198 | $706K | 0.1% | 2026-Q2 |
| Axis Wealth Partners, LLC added | 9,087 | $698K | 0.1% | 2026-Q2 |
| Legacy Edge Advisors, LLC added | 7,795 | $603K | 0.1% | 2026-Q2 |
| Pinnacle Bancorp, Inc. trimmed | 7,391 | $568K | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC added | 6,945 | $533K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,742 | $518K | 0.0% | 2026-Q2 |
| John W. Brooker & Co., CPAs new | 6,648 | $511K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 6,377 | $490K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 6,239 | $479K | 0.0% | 2026-Q2 |
| Fiera Capital Corp | 5,902 | $453K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 5,849 | $449K | 0.0% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 5,673 | $436K | 0.0% | 2026-Q2 |
| ALTFEST L J & CO INC added | 5,352 | $411K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 5,263 | $404K | 0.0% | 2026-Q2 |
| OneAscent Wealth Management LLC added | 4,971 | $382K | 0.0% | 2026-Q2 |
| GUIDANCE CAPITAL, INC new | 4,927 | $374K | 0.0% | 2026-Q2 |
| Tempo Wealth, LLC added | 4,847 | $372K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 4,683 | $360K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 4,629 | $355K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,288 | $329K | 0.0% | 2026-Q2 |
| DiPaolo Financial Group, Inc. added | 4,006 | $308K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 3,989 | $306K | 0.0% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 3,870 | $297K | 0.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 3,846 | $295K | 0.0% | 2026-Q2 |
| Busey Bank | 3,825 | $294K | 0.0% | 2026-Q2 |
| Peachtree Investment Partners, LLC | 3,632 | $279K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,625 | $278K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,604 | $278K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 3,529 | $271K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 3,318 | $255K | 0.0% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 3,282 | $252K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,257 | $250K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 3,254 | $250K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 3,103 | $238K | 0.0% | 2026-Q2 |
| American Investment Services, Inc. added | 3,011 | $231K | 0.0% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC | 2,996 | $230K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 2,924 | $225K | 0.0% | 2026-Q2 |
| Kraft, Davis & Associates, LLC | 2,813 | $214K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ | 2,750 | $211K | 0.0% | 2026-Q2 |
| Texas Yale Capital Corp. added | 2,725 | $209K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 2,642 | $203K | 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.