Institutional Holders (2026 Q1)
151 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTEI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Unison Advisors LLC | 17.95% | 2,367,952 | $236.7M |
| 2 | Seed Wealth Management, Inc. | 3.43% | 49,885 | $5.0M |
| 3 | Aspire Private Capital, LLC | 2.66% | 117,819 | $11.8M |
| 4 | Seeds Investor LLC | 2.24% | 163,601 | $16.5M |
| 5 | S.A. Mason LLC | 2.07% | 55,286 | $5.5M |
| 6 | Frankly Finances, LLC | 1.34% | 14,819 | $1.5M |
| 7 | Oak Wealth Advisors LLC | 0.96% | 17,393 | $1.7M |
| 8 | Integrity Wealth Solutions LLC | 0.92% | 23,381 | $2.3M |
| 9 | Stone Loft Wealth Management LLC | 0.82% | 11,442 | $1.1M |
| 10 | Ferguson Wellman Capital Management, Inc | 0.79% | 580,080 | $58.0M |
| 11 | Stephen J. Garry & Associates, LLC | 0.79% | 9,775 | $977K |
| 12 | Joel Isaacson & Co., LLC | 0.77% | 231,552 | $23.1M |
| 13 | Sheridan Capital Management, LLC | 0.76% | 14,500 | $1.4M |
| 14 | Signal Tree Financial Partners LLC | 0.69% | 9,189 | $918K |
| 15 | Heartwood Wealth Advisors LLC | 0.63% | 72,593 | $7.3M |
| 16 | Keyvantage Wealth, LLC | 0.62% | 14,123 | $1.4M |
| 17 | First Financial Bank - Trust Division | 0.61% | 75,321 | $7.5M |
| 18 | Avantax Planning Partners, Inc. | 0.52% | 190,307 | $19.0M |
| 19 | WealthSpring Partners, LLC | 0.48% | 5,276 | $527K |
| 20 | Hassell Wealth Management, LLC | 0.47% | 13,996 | $1.4M |
| 21 | Sprinkle Financial Consultants LLC | 0.46% | 10,026 | $1.0M |
| 22 | Integrity Investment Advisors, LLC | 0.45% | 8,380 | $838K |
| 23 | Genesis Private Wealth, LLC | 0.43% | 13,744 | $1.4M |
| 24 | Freedom Investment Management, Inc. | 0.43% | 14,558 | $1.5M |
| 25 | Paragon Capital Management Ltd | 0.36% | 17,362 | $1.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|