Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (−2.0%).
23 tracked 13F filers disclose a position in VTN as of the latest SEC 13F filings, a combined $21.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 510K | $5.9M | ▼−2.0% Reduced · −11K sh | Q2 2026 | |
| 2 | Guggenheim Capital LLC | 281K | $3.1M | ▲+10% Added · +26K sh | Q1 2026 | |
| 3 | Indivisible Partners | 263K | $3.1M | ▲+3.1% Added · +8K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 164K | $1.8M | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 5 | Ashton Thomas Securities, LLC | 141K | $1.6M | —Held | Q2 2026 | |
| 6 | Morgan Stanley | 103K | $1.1M | ▼−9.7% Reduced · −11K sh | Q1 2026 | |
| 7 | Lido Advisors, LLC | 100K | $1.2M | —Held | Q2 2026 | |
| 8 | Bank Of America Corp | 88K | $966K | ▼−18% Reduced · −20K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 48K | $525K | ▲+19% Added · +8K sh | Q1 2026 | |
| 10 | Stifel Financial Corp | 48K | $521K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 11 | Shufro Rose & Co LLC | 26K | $301K | —Held | Q2 2026 | |
| 12 | Wells Fargo & Company | 25K | $278K | ▲+19% Added · +4K sh | Q1 2026 | |
| 13 | MML Investors Services, LLC | 22K | $259K | ▲New +22K sh | Q2 2026 | |
| 14 | UBS Group AG | 17K | $187K | ▼−8.6% Reduced · −2K sh | Q1 2026 | |
| 15 | Horizon Kinetics Asset Management LLC | 15K | $171K | —Held | Q2 2026 | |
| 16 | Herold Advisors, Inc. | 13K | $156K | ▲New +13K sh | Q2 2026 | |
| 17 | &Partners | 13K | $150K | ▲+1.2% Added · +152 sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 11K | $122K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 8K | $83K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 20 | Aventura Private Wealth, LLC | 4K | $46K | —Held | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | 2K | $24K | ▲+1.9% Added · +40 sh | Q1 2026 | |
| 22 | Advisory Services Network, LLC | 500 | $5K | ▲New +500 sh | Q1 2026 | |
| 23 | Highline Wealth Partners LLC | 420 | $5K | —Held | Q2 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, 2 funds opened a new position in VTN and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $772.6M |
| Apple IncAAPL | 8 funds | $750.6M |
| Microsoft CorpMSFT | 8 funds | $513.8M |
| Amazon.com IncAMZN | 8 funds | $414.6M |
| Alphabet Inc-CL AGOOGL | 8 funds | $364.4M |
| Broadcom IncAVGO | 8 funds | $355.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $232.6M |
| JPMorgan Chase & CoJPM | 8 funds | $195.0M |
| Cisco Systems IncCSCO | 8 funds | $172.0M |
| Kla CorpKLAC | 8 funds | $142.9M |
| Merck & Co. Inc.MRK | 8 funds | $135.2M |
| Qualcomm IncQCOM | 8 funds | $133.6M |
Ranked by how many of VTN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VTN.
Connected entities for VTN
This ETF 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/VTN/capital-change-brief"
Use Arkolith's capital_change_brief for VTN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VTN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.