Institutional Holders (2026 Q1)
10 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VEXC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Marotta Asset Management | 0.24% | 16,031 | $1.3M |
| 2 | Ethic Inc. | 0.23% | 131,998 | $14.8M |
| 3 | Sage Capital Advisors,llc | 0.16% | 8,553 | $696K |
| 4 | Matthew Goff Investment Advisor, LLC | 0.15% | 16,153 | $873K |
| 5 | Summit Global Investments | 0.09% | 18,653 | $2K |
| 6 | Clark Asset Management, LLC | 0.02% | 2,806 | $228K |
| 7 | Fairway Wealth LLC | 0.00% | 148 | $12K |
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 0.00% | 438 | $36K |
| 9 | AdvisorNet Financial, Inc | 0.00% | 185 | $15K |
| 10 | Steward Partners Investment Advisory, LLC | 0.00% | 344 | $28K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|