% of shares outstanding is not shown for VKI: 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 VKI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 939K | 1.0M | 1.0M | 882K | 787K | 1.0M | $9M |
| BANK OF AMERICA CORP /DE/ | 533K | 601K | 703K | 799K | 903K | 902K | $8M |
| UBS Group AG | 878K | 889K | 938K | 926K | 894K | 844K | $7M |
| MORGAN STANLEY | 561K | 583K | 676K | 715K | 701K | 753K | $7M |
| Advisors Asset Management, Inc. | 203K | 199K | 331K | 458K | 666K | 650K | $6M |
| LeConte Wealth Management, LLC | — | 734K | 700K | 719K | 642K | 584K | $5M |
| Hennion & Walsh Asset Management, Inc. | 739K | 477K | 475K | 603K | 269K | 499K | $4M |
| WELLS FARGO & COMPANY/MN | 295K | 388K | 416K | 442K | 474K | 480K | $4M |
| LPL Financial LLC | 375K | 396K | 30K | 694K | 771K | 400K | $3M |
| SIT INVESTMENT ASSOCIATES INC | 639K | 615K | 615K | 608K | 540K | 314K | $3M |
| VAN ECK ASSOCIATES CORP | 330K | 221K | 271K | 230K | 253K | 255K | $2M |
| STIFEL FINANCIAL CORP | 167K | 175K | 185K | 164K | 164K | 173K | $1M |
| RAYMOND JAMES FINANCIAL INC | 131K | 116K | 130K | 149K | 148K | 139K | $1M |
| Whipplewood Advisors, LLC | 106K | 76K | 109K | 115K | 114K | 114K | $983,637 |
| Indivisible Partners | — | — | — | — | 87K | 90K | $782,063 |
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 | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +253,255 | $2M | ADD |
| Hennion & Walsh Asset Management, Inc. | +229,710 | $2M | ADD |
| MORGAN STANLEY | +52,347 | $453,325 | ADD |
| Wealth Care LLC | +50,000 | $433,000 | OPEN |
| HARBOUR INVESTMENTS, INC. | +23,053 | $199,639 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | −453,981 | $4M | CLOSE |
| LPL Financial LLC | −370,702 | $3M | TRIM |
| SIT INVESTMENT ASSOCIATES INC | −225,763 | $2M | TRIM |
| North Ground Capital | −95,443 | $826,536 | CLOSE |
| MACKAY SHIELDS LLC | −60,448 | $523,480 | 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 | 65 | 8,391,071 | — | $73M |
| 2025-Q4 | 67 | 9,231,278 | — | $84M |
| 2025-Q3 | 72 | 10,162,908 | — | $89M |
| 2025-Q2 | 73 | 10,981,972 | — | $92M |
| 2025-Q1 | 71 | 10,940,331 | — | $94M |
| 2024-Q4 | 77 | 11,425,119 | — | $100M |
| 2024-Q3 | 79 | 11,076,708 | — | $103M |
| 2024-Q2 | 73 | 12,326,426 | — | $109M |
| 2024-Q1 | 77 | 14,009,873 | — | $119M |
| 2023-Q4 | 79 | 12,899,795 | — | $109M |
| 2023-Q3 | 65 | 10,718,698 | — | $80M |
| 2023-Q2 | 60 | 9,758,140 | — | $82M |
| 2023-Q1 | 63 | 9,283,879 | — | $83M |
| 2022-Q4 | 64 | 9,239,061 | — | $79M |
| 2022-Q3 | 66 | 7,688,598 | — | $62M |
| 2022-Q2 | 56 | 7,183,356 | — | $68M |
| 2022-Q1 | 54 | 7,320,954 | — | $97M |
| 2021-Q4 | 56 | 7,038,110 | — | $108M |
| 2021-Q3 | 51 | 6,742,004 | — | $103M |
| 2021-Q2 | 56 | 7,093,389 | — | $87M |
| 2021-Q1 | 64 | 7,278,378 | — | $86M |
| 2020-Q4 | 59 | 7,553,289 | — | $86M |
| 2020-Q3 | 64 | 7,561,706 | — | $82M |
| 2020-Q2 | 64 | 8,263,781 | — | $87M |
| 2020-Q1 | 61 | 7,262,598 | — | $75M |
| 2019-Q4 | 57 | 7,019,889 | — | $78M |
| 2019-Q3 | 58 | 7,089,325 | — | $80M |
| 2019-Q2 | 56 | 6,185,367 | — | $68M |
| 2019-Q1 | 59 | 6,237,247 | — | $67M |
| 2018-Q4 | 67 | 6,216,623 | — | $61M |
| 2018-Q3 | 52 | 5,595,035 | — | $59M |
| 2018-Q2 | 58 | 5,977,918 | — | $69M |
| 2018-Q1 | 54 | 5,092,793 | — | $54M |
| 2017-Q4 | 57 | 4,724,507 | — | $54M |
| 2017-Q3 | 52 | 4,192,539 | — | $48M |
| 2017-Q2 | 48 | 4,572,940 | — | $52M |
| 2017-Q1 | 58 | 5,722,688 | — | $62M |
| 2016-Q4 | 62 | 5,489,719 | — | $62M |
| 2016-Q3 | 56 | 3,436,282 | — | $42M |
| 2016-Q2 | 48 | 2,952,262 | — | $39M |
| 2016-Q1 | 49 | 3,280,019 | — | $40M |
| 2015-Q4 | 55 | 4,268,846 | — | $50M |
| 2015-Q3 | 50 | 4,537,716 | — | $51M |
| 2015-Q2 | 52 | 4,324,527 | — | $47M |
| 2015-Q1 | 49 | 4,280,118 | — | $51M |
| 2014-Q4 | 52 | 4,770,771 | — | $55M |
| 2014-Q3 | 52 | 4,801,986 | — | $54M |
| 2014-Q2 | 48 | 4,937,208 | — | $56M |
| 2014-Q1 | 49 | 4,600,308 | — | $50M |
| 2013-Q4 | 49 | 4,543,446 | — | $47M |
| 2013-Q3 | 38 | 2,950,415 | — | $31M |
| 2013-Q2 | 30 | 1,858,549 | — | $21M |
| 2013-Q1 | 1 | 11,451 | — | $146,000 |
