Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
The tracked-fund tape on VFLO is one-sided between 2026-Q1 and 2026-Q2: 159 added or opened and 27 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 299 tracked filers holding VFLO, 192 increased or opened the position and 108 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 2026-Q1 and 2026-Q2 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 21
- Kirkwood Financial Services$18M
- SILVER OAK SECURITIES, INCORPORATED$11M
- MKP Capital Management, L.L.C.$10M
- Simplicity Wealth,LLC$8M
- FIDUCIARY FINANCIAL ADVISORS$3M
- Global Retirement Partners, LLC$2M
Full exits 15
- HighTower Advisors, LLC$119M
- Cambridge Investment Research Advisors, Inc.$21M
- Sowa Financial Group, Inc.$13M
- CORRECT CAPITAL WEALTH MANAGEMENT$5M
- Sunbelt Securities, Inc.$5M
- Janney Montgomery Scott LLC$4M
Largest adds
- MORGAN STANLEY$189M
- BANK OF AMERICA CORP /DE/$118M
- LPL Financial LLC$113M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$72M
- WELLS FARGO & COMPANY/MN$71M
- RAYMOND JAMES FINANCIAL INC$66M
Largest trims
- Allworth Financial LP$24M
- Annex Advisory Services, LLC$18M
- Mariner, LLC$11M
- GOLDMAN SACHS GROUP INC$10M
- KICKSTAND VENTURES, LLC.$8M
- Goldstein Advisors, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 16,355,994 | $748M | 12.3% | 2026-Q2 |
| MORGAN STANLEY added | 14,967,074 | $685M | 11.3% | 2026-Q2 |
| LPL Financial LLC added | 14,069,290 | $644M | 10.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,323,610 | $381M | 6.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,117,217 | $371M | 6.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,415,921 | $294M | 4.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 5,111,150 | $234M | 3.8% | 2026-Q2 |
| UBS Group AG added | 4,249,954 | $194M | 3.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 3,224,520 | $148M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,120,465 | $143M | 2.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 2,789,021 | $128M | 2.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 2,504,123 | $115M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,494,324 | $114M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,414,494 | $110M | 1.8% | 2026-Q2 |
| Composition Wealth, LLC added | 2,273,385 | $104M | 1.7% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 2,167,764 | $99M | 1.6% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,975,690 | $90M | 1.5% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,742,062 | $80M | 1.3% | 2026-Q2 |
| Krilogy Financial LLC added | 1,714,245 | $78M | 1.3% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 1,219,257 | $56M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,138,388 | $52M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,119,059 | $51M | 0.8% | 2026-Q2 |
| Keystone Financial Group added | 1,112,874 | $51M | 0.8% | 2026-Q2 |
| StoneX Group Inc. added | 1,065,482 | $49M | 0.8% | 2026-Q2 |
| RVW Wealth, LLC added | 1,018,265 | $47M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,008,371 | $46M | 0.8% | 2026-Q2 |
| Madison Asset Management, LLC added | 1,003,856 | $46M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 888,000 | $41M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 848,053 | $39M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 611,590 | $28M | 0.5% | 2026-Q2 |
| Wilkerson Advisory Group LLC added | 589,559 | $27M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 587,368 | $27M | 0.4% | 2026-Q2 |
| Sepio Capital, LP added | 545,660 | $25M | 0.4% | 2026-Q2 |
| Ledyard National Bank added | 516,246 | $24M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 510,082 | $24M | 0.4% | 2026-Q2 |
| Marble Wealth, LLC added | 484,517 | $22M | 0.4% | 2026-Q2 |
| Financial Enhancement Group LLC added | 473,000 | $22M | 0.4% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 468,265 | $21M | 0.4% | 2026-Q2 |
| Atlas Wealth LLC added | 463,243 | $21M | 0.3% | 2026-Q2 |
| Allen Capital Group, LLC added | 444,975 | $20M | 0.3% | 2026-Q2 |
| Landmark Wealth Management, LLC trimmed | 431,865 | $20M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 418,856 | $19M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 417,093 | $19M | 0.3% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 414,220 | $19M | 0.3% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 411,381 | $19M | 0.3% | 2026-Q2 |
| Kirkwood Financial Services new | 387,737 | $18M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 383,126 | $18M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 378,775 | $17M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 364,333 | $17M | 0.3% | 2026-Q2 |
| CFO4Life Group, LLC added | 353,353 | $16M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 351,115 | $16M | 0.3% | 2026-Q2 |
| Fort Point Capital Partners LLC added | 323,512 | $14M | 0.2% | 2026-Q2 |
| Hudock, Inc. added | 304,086 | $14M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 295,002 | $13M | 0.2% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 276,620 | $13M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 273,376 | $13M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 266,044 | $12M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 264,998 | $13M | 0.2% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 247,922 | $11M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 245,410 | $11M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 243,330 | $11M | 0.2% | 2026-Q2 |
| Weil Company, Inc. trimmed | 242,305 | $11M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 229,827 | $11M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 227,047 | $10M | 0.2% | 2026-Q2 |
| MKP Capital Management, L.L.C. new | 219,000 | $10M | 0.2% | 2026-Q2 |
| Financial Designs Corp trimmed | 216,677 | $10M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 209,302 | $10M | 0.2% | 2026-Q2 |
| GERBER, LLC added | 204,726 | $9M | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 188,512 | $9M | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC added | 183,185 | $8M | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 182,519 | $8M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 179,819 | $8M | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 176,838 | $8M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 176,424 | $8M | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 168,238 | $8M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 158,038 | $7M | 0.1% | 2026-Q2 |
| OneAscent Wealth Management LLC added | 158,010 | $7M | 0.1% | 2026-Q2 |
| &PARTNERS added | 156,509 | $7M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 154,293 | $7M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 153,810 | $7M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 152,996 | $7M | 0.1% | 2026-Q2 |
| ATLANTIC FAMILY WEALTH, LLC added | 146,408 | $7M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 139,162 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 138,433 | $6M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 138,140 | $6M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 135,666 | $6M | 0.1% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 132,598 | $6M | 0.1% | 2026-Q2 |
| McGowan Group Asset Management, Inc. added | 129,421 | $6M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 106,605 | $5M | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 104,421 | $5M | 0.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 103,813 | $5M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 100,861 | $5M | 0.1% | 2026-Q2 |
| Legacy Capital Group California, Inc. trimmed | 97,216 | $4M | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC added | 92,993 | $4M | 0.1% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 91,987 | $4M | 0.1% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 89,838 | $4M | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 88,355 | $4M | 0.1% | 2026-Q2 |
| Mechanics Bank Trust Department added | 87,002 | $4M | 0.1% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 85,992 | $4M | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 85,126 | $4M | 0.1% | 2026-Q2 |
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.