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Business Summary
Filings
Ownership
Valuation
Ownership — VCTR
Institutional Holdings
Insider Transactions
US Institutional Ownership
73.8%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
6.96M
$585.0M
11.31%
-5.8K
2026-06-30
Amundi
2.96M
$248.0M
4.81%
-94.9K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
2.20M
$185.0M
3.58%
-39.7K
2026-06-30
Crestview Partners II GP, L.P.
2.00M
$167.0M
3.24%
-2.10M
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
1.97M
$165.0M
3.20%
-15.1K
2026-06-30
Capital World Investors
1.95M
$164.0M
3.17%
-466.2K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
1.89M
$159.0M
3.08%
+149.9K
2026-06-30
STATE STREET CORP
1.89M
$158.0M
3.07%
+45.9K
2026-06-30
Van Berkom & Associates Inc.
1.22M
$102.0M
1.99%
-330.3K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
1.20M
$100.0M
1.95%
+30.5K
2026-06-30
Granahan Investment Management, LLC
1.02M
$85.0M
1.65%
-72.0K
2026-06-30
FMR LLC
1.01M
$84.0M
1.64%
+193.5K
2026-06-30
AMERICAN CENTURY COMPANIES INC
1.00M
$84.0M
1.63%
+679.9K
2026-06-30
FRANKLIN RESOURCES INC
892.2K
$74.0M
1.45%
-101.0K
2026-06-30
BANK OF AMERICA CORP /DE/
819.4K
$68.0M
1.33%
-188.0K
2026-06-30
GOLDMAN SACHS GROUP INC
686.9K
$57.0M
1.12%
+138.7K
2026-06-30
LSV ASSET MANAGEMENT
634.2K
$53.0M
1.03%
-115.4K
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
583.0K
$49.0M
0.95%
-5.4K
2026-06-30
Sixth Street Partners Management Company, L.P.
583.0K
$49.0M
0.95%
--
2026-06-30
Annex Advisory Services, LLC
582.0K
$48.0M
0.95%
-9.9K
2026-06-30
ROYCE & ASSOCIATES LP
529.2K
$44.0M
0.86%
-54.1K
2026-06-30
Impax Asset Management Group plc
525.0K
$44.0M
0.85%
-125.0K
2026-06-30
Bank of New York Mellon Corp
500.1K
$42.0M
0.81%
+5.0K
2026-06-30
NORTHERN TRUST CORP
496.7K
$41.0M
0.81%
+31.4K
2026-06-30
MORGAN STANLEY
459.0K
$38.0M
0.75%
+153.7K
2026-06-30
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