Who owns VTHR (VTHR)
Which tracked institutional funds hold VTHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTHR 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
32 tracked funds added or opened VTHR while 50 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
VTHR’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.0% 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 VTHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTHR 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 232 tracked filers holding VTHR, 100 increased or opened the position and 82 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 VTHR 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 9
- Kingsview Wealth Management, LLC$7M
- PARK AVENUE SECURITIES LLC$1M
- SHELTON CAPITAL MANAGEMENT$1M
- Tortoise Investment Management, LLC$949K
- Avidian Wealth Enterprises, LLC$861K
- Fulton Bank, N.A.$707K
Full exits 12
- John S. & James L. Knight Foundation, Inc.$46M
- NewEdge Advisors, LLC$16M
- FLOW TRADERS U.S. LLC$6M
- Stratos Wealth Advisors, LLC$6M
- Tolleson Wealth Management, Inc.$5M
- Pallas Capital Advisors LLC$5M
Largest adds
- UBS Group AG$42M
- GOLDMAN SACHS GROUP INC$39M
- MORGAN STANLEY$16M
- AMERIPRISE FINANCIAL INC$10M
- ENVESTNET ASSET MANAGEMENT INC$6M
- PENNINGTON PARTNERS & CO., LLC$5M
Largest trims
- BANK OF AMERICA CORP /DE/$13M
- Mariner, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- AQR CAPITAL MANAGEMENT LLC$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- Callan Family Office, LLC$5M
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 610,686 | $176M | 10.8% | 2026-Q1 |
| MORGAN STANLEY added | 509,964 | $147M | 9.0% | 2026-Q1 |
| LINCOLN NATIONAL CORP added | 462,641 | $133M | 8.2% | 2026-Q1 |
| TOMPKINS FINANCIAL CORP added | 299,463 | $86M | 5.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 231,938 | $67M | 4.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 222,633 | $64M | 3.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 220,374 | $63M | 3.9% | 2026-Q1 |
| Cliffwater LLC | 205,503 | $59M | 3.6% | 2026-Q1 |
| UBS Group AG added | 195,846 | $56M | 3.5% | 2026-Q1 |
| Cerity Partners LLC added | 100,849 | $29M | 1.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 90,295 | $26M | 1.6% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 87,111 | $25M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 84,069 | $24M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 80,595 | $23M | 1.4% | 2026-Q1 |
| Diversified Trust Co added | 80,229 | $23M | 1.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 66,252 | $19M | 1.2% | 2026-Q1 |
| PENNINGTON PARTNERS & CO., LLC added | 63,762 | $18M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 58,279 | $17M | 1.0% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 57,183 | $16M | 1.0% | 2026-Q1 |
| Gotham Asset Management, LLC added | 52,916 | $15M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 51,979 | $15M | 0.9% | 2026-Q1 |
| AlphaCore Capital LLC added | 47,798 | $14M | 0.8% | 2026-Q1 |
| Mariner, LLC trimmed | 47,363 | $14M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 46,050 | $13M | 0.8% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 41,052 | $12M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 38,755 | $11M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,304 | $10M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 35,684 | $10M | 0.6% | 2026-Q1 |
| ADIRONDACK TRUST CO added | 32,632 | $9M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 32,551 | $9M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 30,807 | $9M | 0.5% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 29,644 | $9M | 0.5% | 2026-Q1 |
| COMMERCE BANK trimmed | 29,215 | $8M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 26,455 | $8M | 0.5% | 2026-Q1 |
| Pitcairn Wealth Advisors LLC | 25,272 | $8M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 25,446 | $7M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 25,230 | $7M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 24,509 | $7M | 0.4% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 24,326 | $7M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 23,129 | $7M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 23,155 | $7M | 0.4% | 2026-Q1 |
| IEQ CAPITAL, LLC | 22,910 | $7M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 22,189 | $6M | 0.4% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 21,100 | $6M | 0.4% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 19,968 | $6M | 0.4% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 19,331 | $6M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 19,182 | $6M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 18,417 | $5M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 17,268 | $5M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 16,131 | $5M | 0.3% | 2026-Q1 |
| Creative Planning added | 14,748 | $4M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 14,565 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,536 | $4M | 0.3% | 2026-Q1 |
| DB Fitzpatrick & Co, Inc added | 14,494 | $4M | 0.3% | 2026-Q1 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 14,276 | $4M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 13,913 | $4M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 13,805 | $4M | 0.2% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 12,778 | $4M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 12,126 | $3M | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 11,064 | $3M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 11,300 | $3M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 11,200 | $3M | 0.2% | 2026-Q1 |
| Coastline Trust Co | 11,192 | $3M | 0.2% | 2026-Q1 |
| FSA Investment Group, LLC added | 10,311 | $3M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10,046 | $3M | 0.2% | 2026-Q1 |
| Embree Financial Group added | 9,647 | $3M | 0.2% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 9,510 | $3M | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. | 9,435 | $3M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 9,334 | $3M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 8,925 | $3M | 0.2% | 2026-Q1 |
| Verus Financial Partners, Inc. trimmed | 7,833 | $2M | 0.1% | 2026-Q1 |
| Hardy Reed LLC | 6,674 | $2M | 0.1% | 2026-Q1 |
| Silver Coast Investments LLC added | 6,511 | $2M | 0.1% | 2026-Q1 |
| Investment Advisory Group, LLC added | 6,483 | $2M | 0.1% | 2026-Q1 |
| Wedmont Private Capital added | 5,848 | $2M | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 5,802 | $2M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO | 5,660 | $2M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 5,701 | $2M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 5,350 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 5,260 | $2M | 0.1% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC trimmed | 5,159 | $1M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 221,829 | $65M | 4.0% | 2025-Q3 stale |
| John S. & James L. Knight Foundation, Inc. new | 153,749 | $46M | 2.8% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 52,604 | $16M | 1.0% | 2025-Q4 stale |
| Family Firm, Inc. added | 41,713 | $11M | 0.7% | 2025-Q2 stale |
| LOWE BROCKENBROUGH & CO INC new | 36,664 | $10M | 0.6% | 2025-Q2 stale |
| Wealthstream Advisors, Inc. trimmed | 31,114 | $9M | 0.6% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 19,089 | $6M | 0.4% | 2025-Q4 stale |
| Stratos Wealth Advisors, LLC added | 19,041 | $6M | 0.4% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 18,078 | $5M | 0.3% | 2025-Q3 stale |
| Tolleson Wealth Management, Inc. trimmed | 16,221 | $5M | 0.3% | 2025-Q4 stale |
| Pallas Capital Advisors LLC | 15,055 | $5M | 0.3% | 2025-Q4 stale |
| PITCAIRN CO trimmed | 13,521 | $4M | 0.2% | 2025-Q3 stale |
| Christopher J. Hasenberg, Inc trimmed | 12,886 | $4M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 11,311 | $3M | 0.2% | 2025-Q4 stale |
| EVOKE WEALTH, LLC trimmed | 7,614 | $2M | 0.1% | 2025-Q4 stale |
| PBMares Wealth Management LLC trimmed | 7,392 | $2M | 0.1% | 2025-Q3 stale |
| NorthCrest Asset Manangement, LLC | 6,348 | $2M | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 6,049 | $2M | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 5,120 | $2M | 0.1% | 2025-Q4 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.