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$84.43 +0.56 (+0.67%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $5,066,379
Total Shares: 61,530

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
82.9%
Mar 2020 → Jun 2026 · range 56.4% – 100.0%
−9.7 pts
Top 5
100.0%
Mar 2020 → Jun 2026 · range 71.2% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 81.0% – 100.0%
0.0 pts
HHI
7,151
Mar 2020 → Jun 2026 · range 3,272 – 10,000
Highly concentrated−1,468

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +575.6%
Shares held: +488.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +744 10,418

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TUCKER ASSET MANAGEMENT LLC −647 133

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 50,979 $4,197,610

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 1 Reduced 1 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VSGX $4,197,610 82.85% 50,979
Range Advisory, LLC VSGX $857,818 16.93% 10,418
TUCKER ASSET MANAGEMENT LLC VSGX $10,951 0.22% 133