Who owns VVR
Which tracked institutional funds hold VVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VVR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
15 tracked funds added or opened VVR while 17 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
VVR’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VVR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VVR 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 136 tracked filers holding VVR, 57 increased or opened the position and 60 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 VVR 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 4
- EP Wealth Advisors, LLC$6M
- LOOMIS SAYLES & CO L P$3M
- ICON ADVISERS INC/CO$2M
- Verity Asset Management, Inc.$760K
Full exits 2
- J.W. COLE ADVISORS, INC.$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
Largest adds
- Bramshill Investments, LLC$7M
- MORGAN STANLEY$3M
- ABSOLUTE INVESTMENT ADVISERS, LLC$1M
- Quarry LP$796K
- Byrne Asset Management LLC$751K
- RAYMOND JAMES FINANCIAL INC$685K
Largest trims
- WELLS FARGO & COMPANY/MN$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3M
- Logan Stone Capital, LLC$2M
- UBS Group AG$1M
- Penserra Capital Management LLC$1M
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 | 10,727,133 | $35M | 17.3% | 2026-Q1 |
| Bramshill Investments, LLC added | 6,721,458 | $22M | 10.8% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 4,196,161 | $14M | 6.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,272,933 | $11M | 5.3% | 2026-Q1 |
| Solutions 4 Wealth, Ltd trimmed | 2,822,329 | $9M | 4.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,741,741 | $9M | 4.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,022,311 | $7M | 3.3% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 1,912,308 | $6M | 3.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,738,909 | $6M | 2.8% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 1,475,186 | $5M | 2.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,346,055 | $4M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,236,868 | $4M | 2.0% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 1,098,421 | $4M | 1.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,076,638 | $3M | 1.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 1,017,485 | $3M | 1.6% | 2026-Q1 |
| ADVISORS MANAGEMENT GROUP INC /ADV trimmed | 991,731 | $3M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 940,365 | $3M | 1.5% | 2026-Q1 |
| COHEN & STEERS, INC. added | 921,433 | $3M | 1.5% | 2026-Q1 |
| Quarry LP added | 655,830 | $2M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 654,405 | $2M | 1.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 637,401 | $2M | 1.0% | 2026-Q1 |
| Matisse Capital added | 600,000 | $2M | 1.0% | 2026-Q1 |
| Byrne Asset Management LLC added | 534,640 | $2M | 0.9% | 2026-Q1 |
| ICON ADVISERS INC/CO new | 518,888 | $2M | 0.8% | 2026-Q1 |
| Ionic Capital Management LLC trimmed | 391,950 | $1M | 0.6% | 2026-Q1 |
| 1607 Capital Partners, LLC | 379,461 | $1M | 0.6% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 372,073 | $1M | 0.6% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC | 309,238 | $996K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 285,590 | $920K | 0.5% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 281,274 | $920K | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 283,862 | $914K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 282,796 | $911K | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 264,157 | $851K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 261,849 | $843K | 0.4% | 2026-Q1 |
| Verity Asset Management, Inc. added | 236,116 | $760K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 226,642 | $730K | 0.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 217,606 | $701K | 0.4% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 203,173 | $654K | 0.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 200,239 | $646K | 0.3% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 191,247 | $616K | 0.3% | 2026-Q1 |
| Gridiron Partners, LLC added | 190,285 | $613K | 0.3% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC | 175,000 | $564K | 0.3% | 2026-Q1 |
| Illumine Investment Management, LLC added | 169,395 | $545K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 160,877 | $518K | 0.3% | 2026-Q1 |
| Camelot Portfolios, LLC added | 160,162 | $516K | 0.3% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 152,209 | $490K | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 154,502 | $481K | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC | 139,356 | $449K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 137,295 | $442K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 132,841 | $434K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 132,700 | $427K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 129,620 | $417K | 0.2% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 118,682 | $382K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC new | 109,581 | $353K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 104,434 | $336K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 103,626 | $334K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 102,971 | $332K | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 102,771 | $331K | 0.2% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 97,027 | $303K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 89,292 | $288K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 88,102 | $284K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 87,969 | $283K | 0.1% | 2026-Q1 |
| Everstar Asset Management, LLC | 82,855 | $267K | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 75,000 | $242K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 69,372 | $223K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 66,327 | $214K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC | 59,175 | $191K | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 57,833 | $186K | 0.1% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 55,081 | $177K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 52,596 | $169K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 53,000 | $168K | 0.1% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 48,876 | $157K | 0.1% | 2026-Q1 |
| Alteri Wealth LLC | 47,875 | $154K | 0.1% | 2026-Q1 |
| BANK OZK | 46,385 | $149K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 42,123 | $136K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 37,481 | $121K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 114,977 | $115K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 34,683 | $112K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 34,070 | $110K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 33,689 | $108K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC new | 737,599 | $3M | 1.3% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 479,082 | $2M | 0.8% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 454,137 | $1M | 0.7% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 349,244 | $1M | 0.7% | 2025-Q2 stale |
| Mirador Capital Partners LP trimmed | 322,688 | $1M | 0.6% | 2025-Q3 stale |
| MANCHESTER FINANCIAL INC added | 220,028 | $761K | 0.4% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 141,980 | $491K | 0.2% | 2025-Q3 stale |
| North Ground Capital trimmed | 126,360 | $480K | 0.2% | 2025-Q2 stale |
| NINE MASTS CAPITAL Ltd trimmed | 122,007 | $399K | 0.2% | 2025-Q4 stale |
| Sterneck Capital Management, LLC new | 100,963 | $379K | 0.2% | 2025-Q1 stale |
| QTR Family Wealth, LLC new | 100,000 | $346K | 0.2% | 2025-Q3 stale |
| Shaker Financial Services, LLC trimmed | 97,091 | $317K | 0.2% | 2025-Q4 stale |
| Marex Group plc added | 84,393 | $276K | 0.1% | 2025-Q4 stale |
| Cullen/Frost Bankers, Inc. | 82,285 | $269K | 0.1% | 2025-Q4 stale |
| GC Wealth Management RIA, LLC new | 69,684 | $228K | 0.1% | 2025-Q4 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 54,196 | $206K | 0.1% | 2025-Q2 stale |
| Claro Advisors LLC trimmed | 43,386 | $165K | 0.1% | 2025-Q2 stale |
| Mariner, LLC trimmed | 46,441 | $161K | 0.1% | 2025-Q3 stale |
| Almitas Capital LLC trimmed | 43,310 | $142K | 0.1% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 40,915 | $142K | 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.