155 tracked 13F filers disclose a position in VTEC as of the latest SEC 13F filings, a combined $810.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $439.4M | 4.4M | ▲+8.8% Added · +358K sh | Q1 2026 | |
| 2 | Composition Wealth, LLC | $63.8M | 634K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $33.4M | 337K | ▲+11% Added · +33K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $25.1M | 253K | ▼−7.5% Reduced · −21K sh | Q1 2026 | |
| 5 | Wedmont Private Capital | $19.4M | 195K | ▲+22% Added · +35K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $18.6M | 187K | ▲+78% Added · +82K sh | Q1 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $17.7M | 179K | ▲+50% Added · +60K sh | Q1 2026 | |
| 8 | EVOKE WEALTH, LLC | $9.4M | 95K | ▼−5.1% Reduced · −5K sh | Q1 2026 | |
| 9 | Concurrent Investment Advisors, LLC | $9.3M | 92K | ▼−0.3% Reduced · −317 sh | Q2 2026 | |
| 10 | ECLECTIC ASSOCIATES INC /ADV | $7.9M | 79K | ▲+22% Added · +14K sh | Q2 2026 | |
| 11 | Corient Private Wealth LLC | $6.5M | 65K | ▲+36% Added · +17K sh | Q1 2026 | |
| 12 | Creative Planning | $6.4M | 64K | ▲+8.8% Added · +5K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $6.2M | 63K | ▼−76% Reduced · −200K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $5.9M | 60K | ▲+51% Added · +20K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.5M | 55K | ▲+45% Added · +17K sh | Q1 2026 | |
| 16 | PFG Advisors | $4.9M | 49K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 17 | Integrated Advisors Network LLC | $4.3M | 43K | ▲New +43K sh | Q1 2026 | |
| 18 | NDWM LLC | $4.4M | 43K | ▲+3.5% Added · +1K sh | Q2 2026 | |
| 19 | BERNZOTT CAPITAL ADVISORS | $4.3M | 43K | ▲+41% Added · +12K sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $4.2M | 42K | ▲+101% Added · +21K sh | Q1 2026 | |
| 21 | Gotham Asset Management, LLC | $3.9M | 40K | —Held | Q1 2026 | |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.8M | 38K | ▲New +38K sh | Q2 2026 | |
| 23 | Joel Isaacson & Co., LLC | $3.7M | 36K | ▲+50% Added · +12K sh | Q2 2026 | |
| 24 | Luminvest Wealth Management LLC | $3.6M | 35K | ▼−23% Reduced · −10K sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $3.3M | 33K | ▲Added Added · +33K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in VTEC and 25 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 83 funds | $14.8B |
| MICROSOFT CORPMSFT | 83 funds | $9.8B |
| AMAZON.COM INCAMZN | 82 funds | $7.7B |
| ALPHABET INC-CL AGOOGL | 82 funds | $6.4B |
| NVIDIA CORPNVDA | 80 funds | $17.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 78 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 78 funds | $3.1B |
| ELI LILLY & COLLY | 78 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 76 funds | $3.0B |
Ranked by how many of VTEC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VTECthis pagemc | 155 funds | $810.1M |
| VCADXMutual Funds | 3 funds | $2.0M |
| 922021308OPEN END -NO LOAD FUND | 1 funds | $275K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VTEC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VTEC/capital-change-brief"
Use Arkolith's capital_change_brief for VTEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.