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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 15,967,468 | $630M | 12.1% | 2026-Q1 |
| LPL Financial LLC added | 13,442,573 | $531M | 10.2% | 2026-Q1 |
| MORGAN STANLEY added | 12,552,172 | $496M | 9.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,851,476 | $310M | 5.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,573,083 | $299M | 5.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,753,478 | $227M | 4.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 5,011,150 | $198M | 3.8% | 2026-Q1 |
| UBS Group AG added | 3,603,381 | $142M | 2.7% | 2026-Q1 |
| Allworth Financial LP trimmed | 3,516,446 | $139M | 2.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,022,125 | $119M | 2.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,822,537 | $111M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,554,196 | $101M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,399,831 | $95M | 1.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 2,362,996 | $94M | 1.8% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 2,181,802 | $86M | 1.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 2,166,552 | $86M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,143,575 | $85M | 1.6% | 2026-Q1 |
| Krilogy Financial LLC added | 1,689,273 | $70M | 1.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,635,846 | $65M | 1.2% | 2026-Q1 |
| Goldstein Advisors, LLC trimmed | 1,540,805 | $61M | 1.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 1,538,447 | $61M | 1.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,108,323 | $44M | 0.8% | 2026-Q1 |
| Keystone Financial Group added | 1,079,697 | $43M | 0.8% | 2026-Q1 |
| StoneX Group Inc. trimmed | 1,056,800 | $42M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,044,352 | $41M | 0.8% | 2026-Q1 |
| RVW Wealth, LLC added | 1,000,618 | $40M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 916,635 | $36M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 838,190 | $33M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 631,653 | $25M | 0.5% | 2026-Q1 |
| Wilkerson Advisory Group LLC new | 585,147 | $23M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 575,489 | $23M | 0.4% | 2026-Q1 |
| Sepio Capital, LP added | 542,434 | $21M | 0.4% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 530,264 | $21M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 529,732 | $21M | 0.4% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 528,167 | $21M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 528,153 | $21M | 0.4% | 2026-Q1 |
| Financial Enhancement Group LLC added | 468,187 | $20M | 0.4% | 2026-Q1 |
| Madison Asset Management, LLC added | 476,720 | $19M | 0.4% | 2026-Q1 |
| Ledyard National Bank added | 474,117 | $19M | 0.4% | 2026-Q1 |
| Marble Wealth, LLC trimmed | 466,127 | $18M | 0.4% | 2026-Q1 |
| Atlas Wealth LLC added | 453,010 | $18M | 0.3% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 450,707 | $18M | 0.3% | 2026-Q1 |
| Allen Capital Group, LLC added | 429,047 | $17M | 0.3% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 420,502 | $17M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 412,251 | $16M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 393,200 | $16M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 365,534 | $14M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 360,315 | $14M | 0.3% | 2026-Q1 |
| CFO4Life Group, LLC trimmed | 352,701 | $14M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 342,792 | $14M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 340,300 | $13M | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC added | 330,926 | $13M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 330,290 | $13M | 0.2% | 2026-Q1 |
| Sowa Financial Group, Inc. added | 320,901 | $13M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 317,483 | $13M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 316,363 | $12M | 0.2% | 2026-Q1 |
| Hudock, Inc. added | 301,693 | $12M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 268,567 | $11M | 0.2% | 2026-Q1 |
| Legacy Financial Advisors, Inc. new | 262,945 | $10M | 0.2% | 2026-Q1 |
| Advance Capital Management, Inc. added | 248,988 | $10M | 0.2% | 2026-Q1 |
| Weil Company, Inc. added | 247,065 | $10M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 234,151 | $9M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 229,338 | $9M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 228,303 | $9M | 0.2% | 2026-Q1 |
| Financial Designs Corp trimmed | 225,352 | $9M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 214,962 | $9M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 216,522 | $9M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 208,789 | $8M | 0.2% | 2026-Q1 |
| GERBER, LLC added | 190,632 | $8M | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 186,548 | $7M | 0.1% | 2026-Q1 |
| Cornerstone Wealth Group, LLC new | 173,014 | $7M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 163,714 | $6M | 0.1% | 2026-Q1 |
| Fort Point Capital Partners LLC added | 161,756 | $6M | 0.1% | 2026-Q1 |
| Huntleigh Advisors, Inc. trimmed | 158,180 | $6M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 155,650 | $6M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 151,964 | $6M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 150,826 | $6M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 145,702 | $6M | 0.1% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 142,604 | $6M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 137,987 | $5M | 0.1% | 2026-Q1 |
| ATLANTIC FAMILY WEALTH, LLC added | 136,165 | $5M | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 135,980 | $5M | 0.1% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 134,919 | $5M | 0.1% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT trimmed | 129,460 | $5M | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 128,069 | $5M | 0.1% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 124,360 | $5M | 0.1% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 120,635 | $5M | 0.1% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 112,692 | $4M | 0.1% | 2026-Q1 |
| Smith Anglin Financial, LLC added | 2,720,743 | $96M | 1.8% | 2025-Q2 stale |
| Vantage Financial Partners, LLC added | 802,562 | $32M | 0.6% | 2025-Q4 stale |
| Astor Investment Management LLC trimmed | 479,584 | $17M | 0.3% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 470,976 | $16M | 0.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 273,489 | $9M | 0.2% | 2025-Q1 stale |
| Procyon Advisors, LLC new | 269,061 | $9M | 0.2% | 2025-Q1 stale |
| Duncan Williams Asset Management, LLC new | 221,503 | $8M | 0.2% | 2025-Q2 stale |
| Lifestyle Asset Management, Inc. added | 196,863 | $7M | 0.1% | 2025-Q2 stale |
| Advisor Resource Council new | 202,710 | $7M | 0.1% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co added | 153,138 | $6M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 122,375 | $5M | 0.1% | 2025-Q4 stale |
| SimpliFi, Inc. trimmed | 134,260 | $5M | 0.1% | 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.
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.