% of shares outstanding is not shown for VIMAX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for VIMAX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 176,938176,938 | $63M | — | TRIM -2% |
| 2 | Fulton Bank, N.A. | 111,393111,393 | $40M | — | TRIM -2% |
| 3 | Grey Fox Wealth Advisors, LLC | 4,3444,344 | $2M | — | ADD 3% |
| 4 | NORTH STAR ASSET MANAGEMENT INC | 2,9452,945 | $1M | — | — |
| 5 | Williams Jones Wealth Management, LLC. | 1,6711,671 | $594,403 | — | — |
| 6 | Arvest Bank Trust Division | 907907 | $323,177 | — | TRIM -20% |
| 7 | Violich Capital Management, Inc. | 604604 | $214,937 | — | NEW |
| 8 | OAKWORTH CAPITAL, INC. | 355355 | $126,333 | — | — |
| 9 | McIlrath & Eck, LLC | 217217 | $77,203 | — | NEW |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 172K | 171K | 172K | 177K | 181K | 177K | $63M |
| Fulton Bank, N.A. | 120K | 121K | 114K | 112K | 114K | 111K | $40M |
| Grey Fox Wealth Advisors, LLC | 3K | 3K | 4K | 9K | 4K | 4K | $2M |
| NORTH STAR ASSET MANAGEMENT INC | 3K | 3K | 3K | 3K | 3K | 3K | $1M |
| Williams Jones Wealth Management, LLC. | 2K | 2K | 2K | 2K | 2K | 2K | $594,403 |
| Arvest Bank Trust Division | 2K | 2K | 1K | 1K | 1K | 907 | $323,177 |
| Violich Capital Management, Inc. | 663 | 663 | — | — | — | 604 | $214,937 |
| OAKWORTH CAPITAL, INC. | — | — | — | 130 | 354 | 355 | $126,333 |
| McIlrath & Eck, LLC | — | — | — | — | — | 217 | $77,203 |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Violich Capital Management, Inc. | +604 | $214,879 | OPEN |
| McIlrath & Eck, LLC | +217 | $77,200 | OPEN |
| Grey Fox Wealth Advisors, LLC | +127 | $45,182 | ADD |
| NORTH STAR ASSET MANAGEMENT INC | +43 | $15,298 | — |
| OAKWORTH CAPITAL, INC. | +1 | $356 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FIRST MERCHANTS CORP | −4,206 | $1M | TRIM |
| Fulton Bank, N.A. | −2,531 | $900,429 | TRIM |
| Kohmann Bosshard Financial Services, LLC | −1,229 | $437,229 | CLOSE |
| RFP Financial Group LLC | −841 | $299,194 | CLOSE |
| Arvest Bank Trust Division | −220 | $78,267 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 9 | 299,374 | — | $107M |
| 2025-Q4 | 9 | 307,409 | — | $110M |
| 2025-Q3 | 8 | 307,438 | — | $110M |
| 2025-Q2 | 9 | 303,069 | — | $105M |
| 2025-Q1 | 14 | 308,746 | — | $99M |
| 2024-Q4 | 12 | 311,770 | — | $102M |
| 2024-Q3 | 11 | 308,050 | — | $101M |
| 2024-Q2 | 12 | 313,081 | — | $94M |
| 2024-Q1 | 11 | 143,511 | — | $44M |
| 2023-Q4 | 12 | 140,743 | — | $41M |
| 2023-Q3 | 11 | 166,224 | — | $43M |
| 2023-Q2 | 10 | 145,713 | — | $40M |
| 2023-Q1 | 8 | 144,923 | — | $38M |
| 2022-Q4 | 9 | 151,559 | — | $38M |
| 2022-Q3 | 9 | 156,292 | — | $36M |
| 2022-Q2 | 9 | 158,407 | — | $39M |
| 2022-Q1 | 8 | 159,430 | — | $47M |
| 2021-Q4 | 12 | 232,476 | — | $73M |
| 2021-Q3 | 11 | 230,603 | — | $68M |
| 2021-Q2 | 14 | 234,038 | — | $69M |
| 2021-Q1 | 12 | 227,913 | — | $62M |
| 2020-Q4 | 10 | 208,734 | — | $54M |
| 2020-Q3 | 8 | 257,052 | — | $56M |
| 2020-Q2 | 10 | 265,559 | — | $54M |
| 2020-Q1 | 11 | 286,445 | — | $47M |
| 2019-Q4 | 12 | 278,214 | — | $61M |
| 2019-Q3 | 11 | 153,161 | — | $32M |
| 2019-Q2 | 9 | 268,518 | — | $56M |
| 2019-Q1 | 9 | 258,138 | — | $51M |
| 2018-Q4 | 10 | 333,078 | — | $57M |
| 2018-Q3 | 10 | 144,094 | — | $29M |
| 2018-Q2 | 7 | 100,859 | — | $20M |
| 2018-Q1 | 9 | 147,339 | — | $28M |
| 2017-Q4 | 10 | 145,210 | — | $28M |
| 2017-Q3 | 7 | 144,413 | — | $26M |
| 2017-Q2 | 6 | 149,413 | — | $26M |
| 2017-Q1 | 6 | 139,986 | — | $24M |
| 2016-Q4 | 5 | 83,066 | — | $14M |
| 2016-Q3 | 5 | 63,764 | — | $10M |
| 2016-Q2 | 4 | 54,953 | — | $8M |
| 2016-Q1 | 5 | 60,697 | — | $9M |
| 2015-Q4 | 4 | 66,840 | — | $10M |
| 2015-Q3 | 4 | 62,583 | — | $9M |
| 2015-Q2 | 5 | 56,667 | — | $9M |
| 2015-Q1 | 5 | 54,412 | — | $9M |
| 2014-Q4 | 5 | 49,554 | — | $8M |
| 2014-Q3 | 3 | 26,113 | — | $4M |
| 2014-Q2 | 2 | 5,551 | — | $816,000 |
