Who owns VTEC
Which tracked institutional funds hold VTEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTEC 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
The tracked-fund tape on VTEC is one-sided between 2025-Q4 and 2026-Q1: 53 added or opened and 10 trimmed or exited — on balance accumulating.
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
VTEC’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VTEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTEC 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 180 tracked filers holding VTEC, 122 increased or opened the position and 29 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 VTEC 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 16
- Pasadena Private Wealth, LLC$14M
- Integrated Advisors Network LLC$4M
- CITADEL ADVISORS LLC$3M
- Bernzott Capital Advisors$3M
- Focus Partners Advisor Solutions, LLC$2M
- Manhattan West Asset Management, LLC$2M
Full exits 4
- OLD MISSION CAPITAL LLC$5M
- Diversify Advisory Services, LLC$2M
- VANGUARD GROUP INC$704K
- J.W. COLE ADVISORS, INC.$501K
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$31M
- LPL Financial LLC$8M
- Composition Wealth, LLC$6M
- GUGGENHEIM CAPITAL LLC$6M
- Ballast Rock Private Wealth LLC$4M
- Wedmont Private Capital$3M
Largest trims
- JANE STREET GROUP, LLC$20M
- Cetera Investment Advisers$2M
- SteelPeak Wealth, LLC$811K
- Bridgewater Advisors Inc.$664K
- EVOKE WEALTH, LLC$622K
- OSAIC HOLDINGS, INC.$265K
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,435,298 | $439M | 50.8% | 2026-Q1 |
| Composition Wealth, LLC added | 636,348 | $63M | 7.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 336,901 | $33M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 252,836 | $25M | 2.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 209,694 | $21M | 2.4% | 2026-Q1 |
| Wedmont Private Capital added | 194,623 | $19M | 2.2% | 2026-Q1 |
| LPL Financial LLC added | 187,339 | $19M | 2.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 178,692 | $18M | 2.0% | 2026-Q1 |
| Pasadena Private Wealth, LLC new | 139,033 | $14M | 1.6% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 94,940 | $9M | 1.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 92,431 | $9M | 1.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 65,276 | $6M | 0.7% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 64,475 | $6M | 0.7% | 2026-Q1 |
| Creative Planning added | 64,366 | $6M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 62,600 | $6M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 59,835 | $6M | 0.7% | 2026-Q1 |
| Brio Consultants, LLC added | 57,691 | $6M | 0.7% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 57,477 | $6M | 0.7% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 55,484 | $5M | 0.6% | 2026-Q1 |
| Altiora Financial Group, LLC | 50,000 | $5M | 0.6% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 49,652 | $5M | 0.6% | 2026-Q1 |
| PFG Advisors added | 47,737 | $5M | 0.5% | 2026-Q1 |
| Bell Investment Advisors, Inc added | 46,244 | $5M | 0.5% | 2026-Q1 |
| Luminvest Wealth Management LLC added | 45,647 | $5M | 0.5% | 2026-Q1 |
| Integrated Advisors Network LLC new | 43,285 | $4M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 42,418 | $4M | 0.5% | 2026-Q1 |
| NDWM LLC added | 41,802 | $4M | 0.5% | 2026-Q1 |
| Gotham Asset Management, LLC | 39,612 | $4M | 0.5% | 2026-Q1 |
| Root Financial Partners, LLC added | 35,913 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 33,334 | $3M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 30,803 | $3M | 0.4% | 2026-Q1 |
| Bernzott Capital Advisors new | 30,215 | $3M | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 26,276 | $3M | 0.3% | 2026-Q1 |
| FLC Capital Advisors added | 26,015 | $3M | 0.3% | 2026-Q1 |
| DeLarme Wealth Management, Inc. added | 25,885 | $3M | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 25,380 | $3M | 0.3% | 2026-Q1 |
| Fort Point Capital Partners LLC added | 25,160 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 24,734 | $2M | 0.3% | 2026-Q1 |
| Manhattan West Asset Management, LLC new | 24,634 | $2M | 0.3% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 24,361 | $2M | 0.3% | 2026-Q1 |
| FF Advisors,LLC new | 22,979 | $2M | 0.3% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 22,972 | $2M | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 22,611 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,074 | $2M | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 19,947 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 20,034 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 19,941 | $2M | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 19,834 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 19,717 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 18,824 | $2M | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 17,005 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 16,285 | $2M | 0.2% | 2026-Q1 |
| Synergy Financial Group, LTD new | 15,453 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 15,207 | $2M | 0.2% | 2026-Q1 |
| Ducere Wealth Management LLC added | 15,094 | $1M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 14,547 | $1M | 0.2% | 2026-Q1 |
| Freestone Capital Holdings, LLC new | 14,402 | $1M | 0.2% | 2026-Q1 |
| Ariston Services Group trimmed | 0 | $1M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 12,445 | $1M | 0.1% | 2026-Q1 |
| Platt Wealth Management LLC new | 12,140 | $1M | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 12,096 | $1M | 0.1% | 2026-Q1 |
| Values Added Financial LLC added | 11,991 | $1M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC | 11,725 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 11,029 | $1M | 0.1% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 10,821 | $1M | 0.1% | 2026-Q1 |
| Geometric Wealth Advisors added | 10,697 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 10,135 | $1M | 0.1% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 85,906 | $983K | 0.1% | 2026-Q1 |
| Integrity Investment Advisors, LLC added | 9,800 | $971K | 0.1% | 2026-Q1 |
| Elequin Capital, LP added | 9,716 | $963K | 0.1% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 9,489 | $940K | 0.1% | 2026-Q1 |
| CATALYST PRIVATE WEALTH, LLC added | 9,472 | $938K | 0.1% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC added | 8,999 | $892K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 8,685 | $860K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 8,604 | $852K | 0.1% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 8,450 | $845K | 0.1% | 2026-Q1 |
| North Berkeley Wealth Management, LLC | 8,322 | $825K | 0.1% | 2026-Q1 |
| VAN STRUM & TOWNE INC. added | 7,650 | $758K | 0.1% | 2026-Q1 |
| Vanguard National Trust Co new | 7,023 | $696K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC added | 6,878 | $681K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 6,830 | $677K | 0.1% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 6,657 | $660K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,426 | $637K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,930 | $588K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 5,700 | $565K | 0.1% | 2026-Q1 |
| FMR LLC added | 5,693 | $564K | 0.1% | 2026-Q1 |
| Stone Summit Wealth LLC added | 5,668 | $562K | 0.1% | 2026-Q1 |
| NavPoint Financial, Inc. added | 5,597 | $555K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 5,500 | $545K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 5,436 | $539K | 0.1% | 2026-Q1 |
| Westside Investment Management, Inc. | 45,185 | $518K | 0.1% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 5,222 | $517K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 50,436 | $5M | 0.6% | 2025-Q4 stale |
| Diversify Advisory Services, LLC | 19,805 | $2M | 0.2% | 2025-Q4 stale |
| Blue Oak Capital, LLC added | 19,091 | $2M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 14,844 | $1M | 0.2% | 2025-Q3 stale |
| HIGHLINE WEALTH PARTNERS LLC new | 9,063 | $904K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,487 | $747K | 0.1% | 2025-Q3 stale |
| VANGUARD GROUP INC | 7,023 | $704K | 0.1% | 2025-Q4 stale |
| Opes Wealth Management LLC | 5,650 | $556K | 0.1% | 2025-Q1 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.