VOE Institutional Ownership
Who owns VOE and what the big funds did with it last quarter, from every SEC 13F filing. 1,245 funds reported holding VOE at Jun 30, 2026.
- ●518 buying vs 468 selling
- ●Shares held by funds +0.7%
- ▲Funds holding +14
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,245 | 1,231 | +1.1% |
| In funds' top 10 | 62 | 66 | −6.1% |
| 13F shares | 74.4M | 73.9M | +0.7% |
| Held by funds | – | – | – |
| New positions | 76 | 87 | −12.6% |
| Increased | 442 | 446 | −0.9% |
| Reduced | 408 | 410 | −0.5% |
| Sold out | 60 | 54 | +11.1% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VOE
All superinvestors →
Who owns VOE
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds68.0%
- Banks and brokers31.7%
- Pensions, insurers and other0.2%
The top 10 holders own 42.7% of all VOE shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
869 funds changed their position- Assetmark, IncTrimmed−352K sh
- Tiaa-Cref Individual & Institutional Services, LLCTrimmed−286K sh
- Private Advisor Group, LLCAdded+261K sh
- Jones Financial Companies LllpAdded+215K sh
- Osaic Holdings, Inc.Trimmed−200K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 4.9M | $966M | +128K |
| 2 | EP Wealth Advisors, LLC | – | 4.5M | $887M | +349K |
| 3 | Assetmark, Inc | – | 4.4M | $875M | +93K |
| 4 | Betterment LLC | – | 3.5M | $693M | −235K |
| 5 | Jones Financial Companies Lllp | – | 3.4M | $672M | +244K |
| 6 | Bank of America Corp /de/ | – | 3.1M | $616M | +74K |
| 7 | Wells Fargo & Company/mn | – | 2.7M | $539M | +38K |
| 8 | Royal Bank of Canada | – | 2.3M | $450M | −143K |
| 9 | UBS Group AG | – | 1.5M | $304M | +72K |
| 10 | PNC Financial Services Group, Inc. | – | 1.4M | $284M | −22K |
- EP Wealth Advisors, LLC+349K sh+$68.9M
- Everhart Financial Group, Inc.+257K sh+$50.7M
- Jones Financial Companies Lllp+244K sh+$48.6M
- Cambridge Investment Research Advisors, Inc.+179K sh+$35.3M
- Morgan Stanley+128K sh+$25.4M
- Assetmark, Inc+93K sh+$18.5M
- Kestra Advisory Services, LLC+82K sh+$16.3M
- Bank of America Corp /de/+74K sh+$14.6M
- Tiaa-Cref Individual & Institutional Services, LLC−241K sh−$47.5M
- Betterment LLC−235K sh−$46.4M
- Private Advisor Group, LLC−222K sh−$43.9M
- Avior Wealth Management, LLC−192K sh−$38M
- Equitable Holdings, Inc.−150K sh−$29.7M
- Royal Bank of Canada−143K sh−$28.3M
- Ameriprise Financial Inc−129K sh−$25.6M
- Shakespeare Wealth Management, LLC−64K sh−$12.7M
VOE institutional ownership FAQ
Who owns the most VOE stock?
In Q2 2026 13F filings the largest holder of VOE was Morgan Stanley, followed by EP Wealth Advisors, LLC and Assetmark, Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of VOE is owned by institutions?
1,245 funds reported holding 74.4M VOE shares at Jun 30, 2026.
Are hedge funds buying VOE?
In Q2 2026, 518 funds bought VOE (76 of them new positions) and 468 sold (60 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for VOE is neutral.
What is VOE's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this VOE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.