Which funds hold VMAX?

As of 2026-Q2, 1 institutional funds reported holding VMAX (LATTICE STRATEGIES TR) in SEC 13F filings, with a combined reported value of $62.

How many shares of VMAX do institutions own?

13F filers reported 1 shares of VMAX, worth $62 in aggregate at the end of 2026-Q2.

Is institutional ownership of VMAX rising or falling?

No prior-quarter baseline is available for a directional read.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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VMAX — LATTICE STRATEGIES TR

Reported value held$605

Funds holding (latest)2

Sector—

Funds holding (Q2 2026)1

Institutional value$62 · 1 sh

New / Add / Cut / Exit1 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 1 SEC-registered investment managers reported holding VMAX (LATTICE STRATEGIES TR) in their latest 13F filings, with a combined reported value of $62 across 1 shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Fidelity Management & Research (FMR) history	1	$62	0.00%	New

Q4 2025 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
UBS Group AG history	10	$543	0.00%	New

Q2 2025 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
UBS Group AG history	21	$1.05K	0.00%	New

New Positions (Q2 2026)

Fidelity Management & Research (FMR) 1 sh · $62

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

Fund	Q2 2026	Q4 2025	Q2 2025
Fidelity Management & Research (FMR)	1	—	—
UBS Group AG	—	10	21

Download holders (CSV)