Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VOE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stephens Group Asset Management, LLC | 13.66% | 1,223,159 | $241.7M |
| 2 | Diesslin Group, Inc. | 11.86% | 155,553 | $30.7M |
| 3 | Grove Street Fiduciary, LLC | 10.59% | 126,898 | $25.1M |
| 4 | Legacies Wealth LLC | 10.31% | 95,248 | $18.8M |
| 5 | Clayton Financial Group LLC | 9.53% | 87,231 | $17.2M |
| 6 | BHK Investment Advisors, LLC | 9.09% | 154,011 | $30.4M |
| 7 | SYM FINANCIAL Corp | 9.04% | 569,031 | $112.4M |
| 8 | Gladwyn Financial Advisors, Inc. | 7.60% | 61,465 | $12.1M |
| 9 | Marotta Asset Management | 7.13% | 216,004 | $42.8M |
| 10 | Berman McAleer LLC | 6.97% | 304,687 | $60.2M |
| 11 | Rodgers & Associates, LTD | 6.70% | 373,683 | $73.8M |
| 12 | Shah Wealth Advisors, LLC | 6.25% | 136,988 | $27.1M |
| 13 | Shakespeare Wealth Management, LLC | 6.12% | 117,058 | $23.1M |
| 14 | Diversified Management Inc | 6.12% | 144,951 | $28.6M |
| 15 | Inspirion Wealth Advisors, LLC | 5.95% | 262,126 | $52.0M |
| 16 | OLIO Financial Planning | 5.03% | 102,577 | $20.3M |
| 17 | Conquis Financial LLC | 4.85% | 30,441 | $6.0M |
| 18 | Presilium Private Wealth, LLC | 4.66% | 153,517 | $30.3M |
| 19 | Trust Co | 4.64% | 260,508 | $51.5M |
| 20 | Roberts Financial Services LLC | 4.46% | 77,001 | $15.2M |
| 21 | Pension & Wealth Management Advisors, INC. | 4.42% | 38,181 | $5.2M |
| 22 | Meramec Financial Planners, LLC | 4.28% | 57,072 | $11.7M |
| 23 | HFG Advisors, Inc. | 4.21% | 34,148 | $6.7M |
| 24 | Zeit Capital LLC | 4.18% | 35,128 | $6.9M |
| 25 | Hegarty Advisors, LLC | 4.18% | 30,727 | $6.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|