AI Holders Summary · Q2 2026

373 institutions reported VCTR in Q2 2026. BlackRock, Inc. leads at 19.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$585M7.0M0.01%Q2 2026 02

BAHL & GAYNOR INC

CIK 0000872259

$256M3.0M1.18%Q2 2026 03

Amundi

CIK 0001330387

$249M3.0M0.06%Q2 2026 04

Van Berkom & Associates Inc.

CIK 0001524408

$204M3.1M3.34%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$185M2.2M0.00%Q2 2026 06

Crestview Partners II GP, L.P.

CIK 0001505639

$168M2.0M71.46%Q2 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$166M2.0M0.01%Q2 2026 08

Capital World Investors

CIK 0001422849

$164M2.0M0.02%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$159M1.9M0.03%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$159M1.9M0.00%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$101M1.2M0.01%Q2 2026 12

Granahan Investment Management, LLC

CIK 0001026710

$85M1.0M3.04%Q2 2026 13

FMR LLC

CIK 0000315066

$85M1.0M0.00%Q2 2026 14

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$84M1.0M0.04%Q2 2026 15

FRANKLIN RESOURCES INC

CIK 0000038777

$75M892K0.02%Q2 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$69M819K0.00%Q2 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$58M687K0.01%Q2 2026 18

LSV ASSET MANAGEMENT

CIK 0001050470

$49M750K0.11%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$49M583K0.01%Q2 2026 20

Annex Advisory Services, LLC

CIK 0001542287

$49M582K0.84%Q2 2026

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