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Institutional Ownership · SEC Form 13F

Who owns VFLO (VFLO)


Which tracked institutional funds hold VFLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VFLO company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

277
Institutional holders
131,248,931
Shares held (tracked funds)

How the tape is positioned

101 tracked funds added or opened VFLO while 36 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VFLO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes VFLO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VFLO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 277 tracked filers holding VFLO, 194 increased or opened the position and 74 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VFLO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • Wilkerson Advisory Group LLC$23M
  • Legacy Financial Advisors, Inc.$10M
  • EXCHANGE TRADED CONCEPTS, LLC$9M
  • Clarity Asset Management, Inc.$7M
  • Cornerstone Wealth Group, LLC$7M
  • FIFTH THIRD BANCORP$6M

Full exits 8

  • Vantage Financial Partners, LLC$32M
  • Pine Valley Investments Ltd Liability Co$6M
  • COMERICA BANK$5M
  • Global Retirement Partners, LLC$3M
  • Keel Point, LLC$2M
  • Sequent Asset Management, LLC$1M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$299M
  • WELLS FARGO & COMPANY/MN$65M
  • BANK OF AMERICA CORP /DE/$60M
  • Parallel Advisors, LLC$56M
  • ENVESTNET ASSET MANAGEMENT INC$54M
  • LPL Financial LLC$47M

Largest trims

  • Annex Advisory Services, LLC$34M
  • Goldstein Advisors, LLC$21M
  • Cambridge Investment Research Advisors, Inc.$14M
  • CORRECT CAPITAL WEALTH MANAGEMENT$14M
  • Concurrent Investment Advisors, LLC$9M
  • TRAPHAGEN INVESTMENT ADVISORS LLC$8M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added15,967,468$630M12.1%2026-Q1
LPL Financial LLC added13,442,573$531M10.2%2026-Q1
MORGAN STANLEY added12,552,172$496M9.5%2026-Q1
WELLS FARGO & COMPANY/MN added7,851,476$310M5.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added7,573,083$299M5.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added5,753,478$227M4.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added5,011,150$198M3.8%2026-Q1
UBS Group AG added3,603,381$142M2.7%2026-Q1
Allworth Financial LP trimmed3,516,446$139M2.7%2026-Q1
HighTower Advisors, LLC added3,022,125$119M2.3%2026-Q1
Merit Financial Group, LLC added2,822,537$111M2.1%2026-Q1
AMERIPRISE FINANCIAL INC added2,554,196$101M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,399,831$95M1.8%2026-Q1
Modern Wealth Management, LLC added2,362,996$94M1.8%2026-Q1
TRAPHAGEN INVESTMENT ADVISORS LLC trimmed2,181,802$86M1.7%2026-Q1
Composition Wealth, LLC trimmed2,166,552$86M1.6%2026-Q1
ROYAL BANK OF CANADA added2,143,575$85M1.6%2026-Q1
Krilogy Financial LLC added1,689,273$70M1.3%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added1,635,846$65M1.2%2026-Q1
Goldstein Advisors, LLC trimmed1,540,805$61M1.2%2026-Q1
Parallel Advisors, LLC added1,538,447$61M1.2%2026-Q1
Sanctuary Advisors, LLC added1,108,323$44M0.8%2026-Q1
Keystone Financial Group added1,079,697$43M0.8%2026-Q1
StoneX Group Inc. trimmed1,056,800$42M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,044,352$41M0.8%2026-Q1
RVW Wealth, LLC added1,000,618$40M0.8%2026-Q1
Private Advisor Group, LLC added916,635$36M0.7%2026-Q1
OSAIC HOLDINGS, INC. added838,190$33M0.6%2026-Q1
Orion Porfolio Solutions, LLC trimmed631,653$25M0.5%2026-Q1
Wilkerson Advisory Group LLC new585,147$23M0.4%2026-Q1
Cetera Investment Advisers trimmed575,489$23M0.4%2026-Q1
Sepio Capital, LP added542,434$21M0.4%2026-Q1
Beacon Capital Management, Inc. added530,264$21M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed529,732$21M0.4%2026-Q1
Annex Advisory Services, LLC trimmed528,167$21M0.4%2026-Q1
Rockefeller Capital Management L.P. added528,153$21M0.4%2026-Q1
Financial Enhancement Group LLC added468,187$20M0.4%2026-Q1
Madison Asset Management, LLC added476,720$19M0.4%2026-Q1
Ledyard National Bank added474,117$19M0.4%2026-Q1
Marble Wealth, LLC trimmed466,127$18M0.4%2026-Q1
Atlas Wealth LLC added453,010$18M0.3%2026-Q1
Landmark Wealth Management, LLC added450,707$18M0.3%2026-Q1
Allen Capital Group, LLC added429,047$17M0.3%2026-Q1
ADAPT WEALTH ADVISORS, LLC added420,502$17M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added412,251$16M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed393,200$16M0.3%2026-Q1
Gotham Asset Management, LLC added365,534$14M0.3%2026-Q1
Summit Financial, LLC trimmed360,315$14M0.3%2026-Q1
CFO4Life Group, LLC trimmed352,701$14M0.3%2026-Q1
STIFEL FINANCIAL CORP added342,792$14M0.3%2026-Q1
Foundations Investment Advisors, LLC added340,300$13M0.3%2026-Q1
OneAscent Financial Services LLC added330,926$13M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added330,290$13M0.2%2026-Q1
Sowa Financial Group, Inc. added320,901$13M0.2%2026-Q1
TRUIST FINANCIAL CORP added317,483$13M0.2%2026-Q1
Mariner, LLC added316,363$12M0.2%2026-Q1
Hudock, Inc. added301,693$12M0.2%2026-Q1
Western Wealth Management, LLC added268,567$11M0.2%2026-Q1
Legacy Financial Advisors, Inc. new262,945$10M0.2%2026-Q1
Advance Capital Management, Inc. added248,988$10M0.2%2026-Q1
Weil Company, Inc. added247,065$10M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC new234,151$9M0.2%2026-Q1
Atria Investments, Inc added229,338$9M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added228,303$9M0.2%2026-Q1
Financial Designs Corp trimmed225,352$9M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added214,962$9M0.2%2026-Q1
KICKSTAND VENTURES, LLC. added216,522$9M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added208,789$8M0.2%2026-Q1
GERBER, LLC added190,632$8M0.1%2026-Q1
Clarity Asset Management, Inc. new186,548$7M0.1%2026-Q1
Cornerstone Wealth Group, LLC new173,014$7M0.1%2026-Q1
Bank of New York Mellon Corp trimmed163,714$6M0.1%2026-Q1
Fort Point Capital Partners LLC added161,756$6M0.1%2026-Q1
Huntleigh Advisors, Inc. trimmed158,180$6M0.1%2026-Q1
Ausdal Financial Partners, Inc. added155,650$6M0.1%2026-Q1
FIFTH THIRD BANCORP added151,964$6M0.1%2026-Q1
JPMORGAN CHASE & CO added150,826$6M0.1%2026-Q1
&PARTNERS trimmed145,702$6M0.1%2026-Q1
OneAscent Wealth Management LLC added142,604$6M0.1%2026-Q1
Aptus Capital Advisors, LLC added137,987$5M0.1%2026-Q1
ATLANTIC FAMILY WEALTH, LLC added136,165$5M0.1%2026-Q1
Maridea Wealth Management LLC trimmed135,980$5M0.1%2026-Q1
Financial Guidance Group, Inc. added134,919$5M0.1%2026-Q1
CORRECT CAPITAL WEALTH MANAGEMENT trimmed129,460$5M0.1%2026-Q1
Sunbelt Securities, Inc. added128,069$5M0.1%2026-Q1
Goldstone Financial Group, LLC trimmed124,360$5M0.1%2026-Q1
McGowan Group Asset Management, Inc. added120,635$5M0.1%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC trimmed112,692$4M0.1%2026-Q1
Smith Anglin Financial, LLC added2,720,743$96M1.8%2025-Q2 stale
Vantage Financial Partners, LLC added802,562$32M0.6%2025-Q4 stale
Astor Investment Management LLC trimmed479,584$17M0.3%2025-Q2 stale
Orion Portfolio Solutions, LLC new470,976$16M0.3%2025-Q1 stale
JANE STREET GROUP, LLC added273,489$9M0.2%2025-Q1 stale
Procyon Advisors, LLC new269,061$9M0.2%2025-Q1 stale
Duncan Williams Asset Management, LLC new221,503$8M0.2%2025-Q2 stale
Lifestyle Asset Management, Inc. added196,863$7M0.1%2025-Q2 stale
Advisor Resource Council new202,710$7M0.1%2025-Q1 stale
Pine Valley Investments Ltd Liability Co added153,138$6M0.1%2025-Q4 stale
COMERICA BANK added122,375$5M0.1%2025-Q4 stale
SimpliFi, Inc. trimmed134,260$5M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership