VCRB

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$76.08

-0.15 (-0.20%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding VCRB · 2026-Q1 methodology → sources →

273 holders

% of shares outstanding held

—

Shares held (13F)

68,861,161

Reporting holders

273

Top holders

largest 100 of 273 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	HBK Sorce Advisory LLC	11,048,18411.0M	$854M	—	ADD 19%
2	SIGNATUREFD, LLC	5,446,4615.4M	$421M	—	ADD 8%
3	Advance Capital Management, Inc.	3,721,6953.7M	$288M	—	ADD 13%
4	Bank of New York Mellon Corp	3,446,1193.4M	$267M	—	ADD 9299%
5	BANK OF AMERICA CORP /DE/	2,425,5472.4M	$188M	—	ADD 20%
6	NEPC LLC	2,331,7002.3M	$180M	—	NEW
7	Forvis Mazars Wealth Advisors, LLC	2,051,1102.1M	$159M	—	ADD 20%
8	Martel Wealth Advisors LLC	1,580,7801.6M	$122M	—	ADD 5%
9	ASSETMARK, INC	1,384,8761.4M	$107M	—	—
10	Diversified Portfolios, Inc.	1,194,6831.2M	$92M	—	ADD 6%
11	Smith & Howard Wealth Management, LLC	1,088,8241.1M	$84M	—	ADD 7%
12	LPL Financial LLC	1,064,0841.1M	$82M	—	ADD 15%
13	Financial Engines Advisors L.L.C.	982,681982,681	$76M	—	ADD 6%
14	BLB&B Advisors, LLC	955,426955,426	$74M	—	ADD 9%
15	ALERUS FINANCIAL NA	948,779948,779	$73M	—	—
16	Orion Porfolio Solutions, LLC	891,844891,844	$69M	—	TRIM -6%
17	ORRSTOWN FINANCIAL SERVICES INC	883,723883,723	$68M	—	ADD 8%
18	Heartland Bank & Trust Co	823,649823,649	$64M	—	NEW
19	Magnolia Wealth Management, LLC	643,201643,201	$50M	—	—
20	ENVESTNET ASSET MANAGEMENT INC	628,017628,017	$49M	—	ADD 12%
21	BOK Financial Private Wealth, Inc.	610,668610,668	$47M	—	NEW
22	New England Capital Financial Advisors LLC	590,874590,874	$46M	—	ADD 812%
23	Tilson Financial Group, Inc.	559,754559,754	$43M	—	ADD 8%
24	Envestnet Portfolio Solutions, Inc.	534,429534,429	$41M	—	—
25	Zhang Financial LLC	525,359525,359	$41M	—	ADD 120%
26	HUB Investment Partners, LLC	513,210513,210	$40M	—	ADD 17%
27	Tull Financial Group, Inc.	482,044482,044	$37M	—	—
28	EVOLVE PRIVATE WEALTH, LLC	466,879466,879	$36M	—	NEW
29	Essex LLC	464,036464,036	$36M	—	ADD 10%
30	Mills Wealth Advisors LLC	455,705455,705	$35M	—	ADD 7%
31	First Citizens Asset Management, Inc.	455,264455,264	$35M	—	—
32	Meeder Advisory Services, Inc.	453,083453,083	$35M	—	ADD 5%
33	SJS Investment Consulting Inc.	437,209437,209	$34M	—	ADD 14%
34	AMI INVESTMENT MANAGEMENT INC	424,563424,563	$33M	—	ADD 3%
35	Alaethes Wealth, LLC	413,112413,112	$32M	—	—
36	SACHEM HILL LLC	405,398405,398	$31M	—	ADD 5%
37	Verum Partners LLC	404,177404,177	$31M	—	ADD 24%
38	Leonard Rickey Investment Advisors P.L.L.C.	380,816380,816	$29M	—	ADD 229%
39	SoundView Advisors Inc.	380,462380,462	$29M	—	NEW
40	Momentous Wealth Management, Inc.	380,075380,075	$29M	—	ADD 3%
41	COMMONWEALTH EQUITY SERVICES, LLC	377,773377,773	$29M	—	ADD 76%
42	Quantum Financial Planning Services, Inc.	369,041369,041	$29M	—	ADD 3%
43	Investment Planning Advisors, Inc.	365,078365,078	$28M	—	ADD 26%
44	Mariner, LLC	359,635359,635	$28M	—	—
45	NewEdge Wealth, LLC	350,850350,850	$27M	—	ADD 6%
46	BCR Wealth Strategies, LLC	343,078343,078	$27M	—	ADD 13%
47	RESOLUTE CAPITAL, LLC	339,178339,178	$26M	—	—
48	Cornerstone Wealth Group, LLC	332,723332,723	$26M	—	ADD 10%
49	SVB WEALTH LLC	323,211323,211	$25M	—	ADD 17%
50	CGN Advisors LLC	320,687320,687	$25M	—	ADD 15%
51	McIlrath & Eck, LLC	307,236307,236	$24M	—	ADD 37%
52	Rise Advisors, LLC	301,439301,439	$23M	—	ADD 5%
53	Burton Enright Welch	292,700292,700	$23M	—	ADD 11%
54	Acropolis Investment Management, LLC	289,865289,865	$22M	—	ADD 30%
55	San Luis Wealth Advisors LLC	286,690286,690	$22M	—	ADD 15%
56	SMITHBRIDGE ASSET MANAGEMENT INC/DE	285,481285,481	$22M	—	TRIM -46%
57	NorthLanding Financial Partners, LLC	275,164275,164	$21M	—	ADD 100%
58	Gross & Hartman Investments LLC	268,309268,309	$21M	—	ADD 27%
59	Lansing Street Advisors	257,291257,291	$20M	—	ADD 32%
60	WELLS FARGO & COMPANY/MN	253,047253,047	$20M	—	ADD 522%
61	Foundations Investment Advisors, LLC	251,328251,328	$19M	—	ADD 15%
62	Crusonia Wealth Advisors LLC	246,198246,198	$19M	—	ADD 35%
63	D'Orazio & Associates, Inc.	244,642244,642	$19M	—	ADD 19%
64	SCOTIA CAPITAL INC.	240,096240,096	$19M	—	—
65	Blume Capital Management, Inc.	231,850231,850	$18M	—	ADD 633%
66	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	224,174224,174	$17M	—	ADD 4%
67	Conservest Capital Advisors, Inc.	209,080209,080	$16M	—	ADD 140%
68	Safe Harbor Family Capital, LLC	195,826195,826	$15M	—	ADD 21%
69	HighTower Advisors, LLC	191,741191,741	$15M	—	ADD 4%
70	Wolff Financial Management LLC	189,887189,887	$15M	—	ADD 9%
71	Compton Wealth Advisory Group, LLC	188,341188,341	$15M	—	ADD 6%
72	Central Pacific Bank - Trust Division	187,617187,617	$15M	—	NEW
73	ShankerValleau Wealth Advisors, Inc.	182,035182,035	$14M	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	178,863178,863	$14M	—	NEW
75	Addison Advisors LLC	176,465176,465	$14M	—	ADD 6%
76	Chicago Partners Investment Group LLC	174,038174,038	$14M	—	ADD 21%
77	Olde Wealth Management, LLC	172,746172,746	$13M	—	—
78	ROYAL BANK OF CANADA	169,173169,173	$13M	—	ADD 124%
79	CFO4Life Group, LLC	165,869165,869	$13M	—	—
80	Private Advisor Group, LLC	164,695164,695	$13M	—	ADD 15%
81	INVENIO WEALTH PARTNERS LLC	163,644163,644	$13M	—	—
82	Boston Standard Wealth Management, LLC	149,695149,695	$12M	—	NEW
83	AJ Advisors, LLC	142,747142,747	$11M	—	ADD 3%
84	Barry Investment Advisors, LLC	140,730140,730	$11M	—	ADD 16%
85	TFO Wealth Partners, LLC	140,480140,480	$11M	—	ADD 170%
86	PRINCIPAL SECURITIES, INC.	134,993134,993	$10M	—	ADD 3%
87	Madrid Wealth Management, LLC	132,551132,551	$10M	—	ADD 11%
88	Strategic Family Wealth Counselors, L.L.C.	127,505127,505	$10M	—	ADD 17%
89	Kaizen Financial Strategies	127,046127,046	$10M	—	—
90	Gutierrez Wealth Advisory, LLC	124,728124,728	$10M	—	ADD 2%
91	CreativeOne Wealth, LLC	121,754121,754	$9M	—	ADD 23%
92	TRUIST FINANCIAL CORP	120,763120,763	$9M	—	ADD 5%
93	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	120,396120,396	$9M	—	ADD 32%
94	GEN Financial Management, INC.	108,509108,509	$8M	—	ADD 6%
95	MISSION WEALTH MANAGEMENT, LP	104,373104,373	$8M	—	ADD 29%
96	Tandem Investment Partners LLC	104,073104,073	$8M	—	ADD 10%
97	Cetera Investment Advisers	102,705102,705	$8M	—	ADD 10%
98	MML INVESTORS SERVICES, LLC	102,277102,277	$8M	—	ADD 31%
99	Cambridge Investment Research Advisors, Inc.	98,34998,349	$8M	—	ADD 5%
100	Englebert Financial Advisers, LLC	97,52597,525	$8M	—	ADD 10%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

HBK Sorce Advisory LLC

7.2M

8.0M

8.2M

8.6M

9.3M

11.0M

$854M

SIGNATUREFD, LLC

—

3.5M

4.6M

4.8M

5.0M

5.4M

$421M

Advance Capital Management, Inc.

—

3.3M

3.7M

$288M

Bank of New York Mellon Corp

—

27K

25K

34K

37K

3.4M

$267M

BANK OF AMERICA CORP /DE/

—

208K

704K

1.1M

2.0M

2.4M

$188M

NEPC LLC

—

2.3M

$180M

Forvis Mazars Wealth Advisors, LLC

176K

485K

828K

1.3M

1.7M

2.1M

$159M

Martel Wealth Advisors LLC

1.1M

1.4M

1.5M

1.6M

$122M

ASSETMARK, INC

—

132K

1.1M

1.3M

1.4M

$107M

Diversified Portfolios, Inc.

560K

773K

892K

1.0M

1.1M

1.2M

$92M

Smith & Howard Wealth Management, LLC

—

873K

937K

1.0M

1.1M

$84M

LPL Financial LLC

19K

305K

483K

831K

926K

1.1M

$82M

Financial Engines Advisors L.L.C.

760K

797K

826K

875K

929K

983K

$76M

BLB&B Advisors, LLC

—

676K

873K

955K

$74M

ALERUS FINANCIAL NA

—

911K

937K

949K

$73M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	273	68,861,161	—	$5.3B
2025-Q4	244	52,602,976	—	$4.1B
2025-Q3	201	42,403,745	—	$3.3B
2025-Q2	169	32,738,947	—	$2.5B
2025-Q1	136	26,387,634	—	$2.0B
2024-Q4	92	15,719,524	—	$1.2B
2024-Q3	56	11,676,540	—	$925M
2024-Q2	44	2,799,101	—	$213M
2024-Q1	24	643,124	—	$49M
2023-Q4	5	34,317	—	$3M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding VCRB · 2026-Q1 methodology → sources →

273 holders

% of shares outstanding held

—

Shares held (13F)

68,861,161

Reporting holders

273

Top holders

largest 100 of 273 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	HBK Sorce Advisory LLC	11,048,18411.0M	$854M	—	ADD 19%
2	SIGNATUREFD, LLC	5,446,4615.4M	$421M	—	ADD 8%
3	Advance Capital Management, Inc.	3,721,6953.7M	$288M	—	ADD 13%
4	Bank of New York Mellon Corp	3,446,1193.4M	$267M	—	ADD 9299%
5	BANK OF AMERICA CORP /DE/	2,425,5472.4M	$188M	—	ADD 20%
6	NEPC LLC	2,331,7002.3M	$180M	—	NEW
7	Forvis Mazars Wealth Advisors, LLC	2,051,1102.1M	$159M	—	ADD 20%
8	Martel Wealth Advisors LLC	1,580,7801.6M	$122M	—	ADD 5%
9	ASSETMARK, INC	1,384,8761.4M	$107M	—	—
10	Diversified Portfolios, Inc.	1,194,6831.2M	$92M	—	ADD 6%
11	Smith & Howard Wealth Management, LLC	1,088,8241.1M	$84M	—	ADD 7%
12	LPL Financial LLC	1,064,0841.1M	$82M	—	ADD 15%
13	Financial Engines Advisors L.L.C.	982,681982,681	$76M	—	ADD 6%
14	BLB&B Advisors, LLC	955,426955,426	$74M	—	ADD 9%
15	ALERUS FINANCIAL NA	948,779948,779	$73M	—	—
16	Orion Porfolio Solutions, LLC	891,844891,844	$69M	—	TRIM -6%
17	ORRSTOWN FINANCIAL SERVICES INC	883,723883,723	$68M	—	ADD 8%
18	Heartland Bank & Trust Co	823,649823,649	$64M	—	NEW
19	Magnolia Wealth Management, LLC	643,201643,201	$50M	—	—
20	ENVESTNET ASSET MANAGEMENT INC	628,017628,017	$49M	—	ADD 12%
21	BOK Financial Private Wealth, Inc.	610,668610,668	$47M	—	NEW
22	New England Capital Financial Advisors LLC	590,874590,874	$46M	—	ADD 812%
23	Tilson Financial Group, Inc.	559,754559,754	$43M	—	ADD 8%
24	Envestnet Portfolio Solutions, Inc.	534,429534,429	$41M	—	—
25	Zhang Financial LLC	525,359525,359	$41M	—	ADD 120%
26	HUB Investment Partners, LLC	513,210513,210	$40M	—	ADD 17%
27	Tull Financial Group, Inc.	482,044482,044	$37M	—	—
28	EVOLVE PRIVATE WEALTH, LLC	466,879466,879	$36M	—	NEW
29	Essex LLC	464,036464,036	$36M	—	ADD 10%
30	Mills Wealth Advisors LLC	455,705455,705	$35M	—	ADD 7%
31	First Citizens Asset Management, Inc.	455,264455,264	$35M	—	—
32	Meeder Advisory Services, Inc.	453,083453,083	$35M	—	ADD 5%
33	SJS Investment Consulting Inc.	437,209437,209	$34M	—	ADD 14%
34	AMI INVESTMENT MANAGEMENT INC	424,563424,563	$33M	—	ADD 3%
35	Alaethes Wealth, LLC	413,112413,112	$32M	—	—
36	SACHEM HILL LLC	405,398405,398	$31M	—	ADD 5%
37	Verum Partners LLC	404,177404,177	$31M	—	ADD 24%
38	Leonard Rickey Investment Advisors P.L.L.C.	380,816380,816	$29M	—	ADD 229%
39	SoundView Advisors Inc.	380,462380,462	$29M	—	NEW
40	Momentous Wealth Management, Inc.	380,075380,075	$29M	—	ADD 3%
41	COMMONWEALTH EQUITY SERVICES, LLC	377,773377,773	$29M	—	ADD 76%
42	Quantum Financial Planning Services, Inc.	369,041369,041	$29M	—	ADD 3%
43	Investment Planning Advisors, Inc.	365,078365,078	$28M	—	ADD 26%
44	Mariner, LLC	359,635359,635	$28M	—	—
45	NewEdge Wealth, LLC	350,850350,850	$27M	—	ADD 6%
46	BCR Wealth Strategies, LLC	343,078343,078	$27M	—	ADD 13%
47	RESOLUTE CAPITAL, LLC	339,178339,178	$26M	—	—
48	Cornerstone Wealth Group, LLC	332,723332,723	$26M	—	ADD 10%
49	SVB WEALTH LLC	323,211323,211	$25M	—	ADD 17%
50	CGN Advisors LLC	320,687320,687	$25M	—	ADD 15%
51	McIlrath & Eck, LLC	307,236307,236	$24M	—	ADD 37%
52	Rise Advisors, LLC	301,439301,439	$23M	—	ADD 5%
53	Burton Enright Welch	292,700292,700	$23M	—	ADD 11%
54	Acropolis Investment Management, LLC	289,865289,865	$22M	—	ADD 30%
55	San Luis Wealth Advisors LLC	286,690286,690	$22M	—	ADD 15%
56	SMITHBRIDGE ASSET MANAGEMENT INC/DE	285,481285,481	$22M	—	TRIM -46%
57	NorthLanding Financial Partners, LLC	275,164275,164	$21M	—	ADD 100%
58	Gross & Hartman Investments LLC	268,309268,309	$21M	—	ADD 27%
59	Lansing Street Advisors	257,291257,291	$20M	—	ADD 32%
60	WELLS FARGO & COMPANY/MN	253,047253,047	$20M	—	ADD 522%
61	Foundations Investment Advisors, LLC	251,328251,328	$19M	—	ADD 15%
62	Crusonia Wealth Advisors LLC	246,198246,198	$19M	—	ADD 35%
63	D'Orazio & Associates, Inc.	244,642244,642	$19M	—	ADD 19%
64	SCOTIA CAPITAL INC.	240,096240,096	$19M	—	—
65	Blume Capital Management, Inc.	231,850231,850	$18M	—	ADD 633%
66	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	224,174224,174	$17M	—	ADD 4%
67	Conservest Capital Advisors, Inc.	209,080209,080	$16M	—	ADD 140%
68	Safe Harbor Family Capital, LLC	195,826195,826	$15M	—	ADD 21%
69	HighTower Advisors, LLC	191,741191,741	$15M	—	ADD 4%
70	Wolff Financial Management LLC	189,887189,887	$15M	—	ADD 9%
71	Compton Wealth Advisory Group, LLC	188,341188,341	$15M	—	ADD 6%
72	Central Pacific Bank - Trust Division	187,617187,617	$15M	—	NEW
73	ShankerValleau Wealth Advisors, Inc.	182,035182,035	$14M	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	178,863178,863	$14M	—	NEW
75	Addison Advisors LLC	176,465176,465	$14M	—	ADD 6%
76	Chicago Partners Investment Group LLC	174,038174,038	$14M	—	ADD 21%
77	Olde Wealth Management, LLC	172,746172,746	$13M	—	—
78	ROYAL BANK OF CANADA	169,173169,173	$13M	—	ADD 124%
79	CFO4Life Group, LLC	165,869165,869	$13M	—	—
80	Private Advisor Group, LLC	164,695164,695	$13M	—	ADD 15%
81	INVENIO WEALTH PARTNERS LLC	163,644163,644	$13M	—	—
82	Boston Standard Wealth Management, LLC	149,695149,695	$12M	—	NEW
83	AJ Advisors, LLC	142,747142,747	$11M	—	ADD 3%
84	Barry Investment Advisors, LLC	140,730140,730	$11M	—	ADD 16%
85	TFO Wealth Partners, LLC	140,480140,480	$11M	—	ADD 170%
86	PRINCIPAL SECURITIES, INC.	134,993134,993	$10M	—	ADD 3%
87	Madrid Wealth Management, LLC	132,551132,551	$10M	—	ADD 11%
88	Strategic Family Wealth Counselors, L.L.C.	127,505127,505	$10M	—	ADD 17%
89	Kaizen Financial Strategies	127,046127,046	$10M	—	—
90	Gutierrez Wealth Advisory, LLC	124,728124,728	$10M	—	ADD 2%
91	CreativeOne Wealth, LLC	121,754121,754	$9M	—	ADD 23%
92	TRUIST FINANCIAL CORP	120,763120,763	$9M	—	ADD 5%
93	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	120,396120,396	$9M	—	ADD 32%
94	GEN Financial Management, INC.	108,509108,509	$8M	—	ADD 6%
95	MISSION WEALTH MANAGEMENT, LP	104,373104,373	$8M	—	ADD 29%
96	Tandem Investment Partners LLC	104,073104,073	$8M	—	ADD 10%
97	Cetera Investment Advisers	102,705102,705	$8M	—	ADD 10%
98	MML INVESTORS SERVICES, LLC	102,277102,277	$8M	—	ADD 31%
99	Cambridge Investment Research Advisors, Inc.	98,34998,349	$8M	—	ADD 5%
100	Englebert Financial Advisers, LLC	97,52597,525	$8M	—	ADD 10%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

HBK Sorce Advisory LLC

7.2M

8.0M

8.2M

8.6M

9.3M

11.0M

$854M

SIGNATUREFD, LLC

—

3.5M

4.6M

4.8M

5.0M

5.4M

$421M

Advance Capital Management, Inc.

—

3.3M

3.7M

$288M

Bank of New York Mellon Corp

—

27K

25K

34K

37K

3.4M

$267M

BANK OF AMERICA CORP /DE/

—

208K

704K

1.1M

2.0M

2.4M

$188M

NEPC LLC

—

2.3M

$180M

Forvis Mazars Wealth Advisors, LLC

176K

485K

828K

1.3M

1.7M

2.1M

$159M

Martel Wealth Advisors LLC

1.1M

1.4M

1.5M

1.6M

$122M

ASSETMARK, INC

—

132K

1.1M

1.3M

1.4M

$107M

Diversified Portfolios, Inc.

560K

773K

892K

1.0M

1.1M

1.2M

$92M

Smith & Howard Wealth Management, LLC

—

873K

937K

1.0M

1.1M

$84M

LPL Financial LLC

19K

305K

483K

831K

926K

1.1M

$82M

Financial Engines Advisors L.L.C.

760K

797K

826K

875K

929K

983K

$76M

BLB&B Advisors, LLC

—

676K

873K

955K

$74M

ALERUS FINANCIAL NA

—

911K

937K

949K

$73M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	273	68,861,161	—	$5.3B
2025-Q4	244	52,602,976	—	$4.1B
2025-Q3	201	42,403,745	—	$3.3B
2025-Q2	169	32,738,947	—	$2.5B
2025-Q1	136	26,387,634	—	$2.0B
2024-Q4	92	15,719,524	—	$1.2B
2024-Q3	56	11,676,540	—	$925M
2024-Q2	44	2,799,101	—	$213M
2024-Q1	24	643,124	—	$49M
2023-Q4	5	34,317	—	$3M

Short interest has its own tab now — open SI →

VCRB☆

Institutional ownership· 13F filers holding VCRB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding VCRB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

VCRB