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Institutional Ownership · SEC Form 13F

Who owns VFMO (VFMO)


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

169
Institutional holders
3,236,725
Shares held (tracked funds)

How the tape is positioned

40 tracked funds added or opened VFMO while 14 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

VFMO’s largest tracked holder by dollar value, RITHOLTZ WEALTH MANAGEMENT, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VFMO 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 169 tracked filers holding VFMO, 101 increased or opened the position and 59 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 VFMO 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 7

  • BUILDER INVESTMENT GROUP INC /ADV$2M
  • Archford Capital Strategies, LLC$2M
  • FIFTH THIRD BANCORP$1M
  • Elevation Capital Advisory, LLC$1M
  • HRT FINANCIAL LP$909K
  • DIVERSIFY WEALTH MANAGEMENT, LLC$755K

Full exits 8

  • NewEdge Advisors, LLC$6M
  • Thrivent Financial for Lutherans$6M
  • Tidal Investments LLC$2M
  • COMERICA BANK$2M
  • OPPENHEIMER & CO INC$1M
  • Global Retirement Partners, LLC$906K

Largest adds

  • RITHOLTZ WEALTH MANAGEMENT$15M
  • WIN ADVISORS, INC$8M
  • RAYMOND JAMES FINANCIAL INC$8M
  • Cambridge Investment Research Advisors, Inc.$5M
  • ROYAL BANK OF CANADA$3M
  • LPL Financial LLC$3M

Largest trims

  • DAVIDSON INVESTMENT ADVISORS$9M
  • Payne Capital LLC$2M
  • Strategic Financial Services, Inc.$2M
  • Cetera Investment Advisers$1M
  • OSAIC HOLDINGS, INC.$920K
  • Wealthcare Advisory Partners LLC$271K

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
RITHOLTZ WEALTH MANAGEMENT added707,199$139M21.2%2026-Q1
Strategic Financial Services, Inc. added285,538$56M8.6%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added160,647$32M4.8%2026-Q1
LPL Financial LLC added151,875$30M4.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added150,035$30M4.5%2026-Q1
CABOT WEALTH MANAGEMENT INC added117,522$23M3.5%2026-Q1
ANDERSON HOAGLAND & CO added114,226$23M3.4%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added109,211$22M3.3%2026-Q1
Systelligence, LLC trimmed103,048$20M3.1%2026-Q1
DAVIDSON INVESTMENT ADVISORS trimmed127,332$19M2.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added91,848$18M2.8%2026-Q1
Cetera Investment Advisers trimmed75,468$15M2.3%2026-Q1
WIN ADVISORS, INC added55,549$11M1.7%2026-Q1
Financial Partners Group, Inc added52,775$10M1.6%2026-Q1
Armbruster Capital Management, Inc. added49,616$10M1.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added44,177$9M1.3%2026-Q1
UBS Group AG added43,329$9M1.3%2026-Q1
&PARTNERS added39,411$8M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added33,399$7M1.0%2026-Q1
Hobart Private Capital, LLC added32,046$6M1.0%2026-Q1
Private Advisor Group, LLC trimmed30,167$6M0.9%2026-Q1
Stratos Wealth Advisors, LLC added27,371$5M0.8%2026-Q1
Merit Financial Group, LLC trimmed26,556$5M0.8%2026-Q1
LINCOLN CAPITAL CORP trimmed25,711$5M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added23,844$5M0.7%2026-Q1
Redhawk Wealth Advisors, Inc. trimmed22,012$4M0.7%2026-Q1
ROYAL BANK OF CANADA added20,818$4M0.6%2026-Q1
Betterment LLC trimmed20,581$4M0.6%2026-Q1
UMB Bank, n.a. added19,478$4M0.6%2026-Q1
Financial Freedom, LLC added19,229$4M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed16,073$3M0.5%2026-Q1
Farther Finance Advisors, LLC added14,773$3M0.4%2026-Q1
Wilkins Miller Wealth Management, LLC added14,242$3M0.4%2026-Q1
WEDBUSH SECURITIES INC added14,144$3M0.4%2026-Q1
Kestra Advisory Services, LLC added13,691$3M0.4%2026-Q1
Mariner, LLC added13,470$3M0.4%2026-Q1
Nova R Wealth, Inc. trimmed12,037$2M0.4%2026-Q1
BUILDER INVESTMENT GROUP INC /ADV new11,918$2M0.4%2026-Q1
Compass Ion Advisors, LLC added10,368$2M0.3%2026-Q1
Janney Montgomery Scott LLC added10,163$2M0.3%2026-Q1
IEQ CAPITAL, LLC added10,086$2M0.3%2026-Q1
Aspect Partners, LLC added9,823$2M0.3%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added9,348$2M0.3%2026-Q1
Archford Capital Strategies, LLC new9,204$2M0.3%2026-Q1
Valued Retirements, Inc. added8,627$2M0.3%2026-Q1
Caitlin John, LLC trimmed8,216$2M0.2%2026-Q1
IAM Advisory, LLC trimmed8,119$2M0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added7,799$2M0.2%2026-Q1
Nova Wealth Management, Inc. trimmed7,718$2M0.2%2026-Q1
BLB&B Advisors, LLC7,250$1M0.2%2026-Q1
FIFTH THIRD BANCORP new7,171$1M0.2%2026-Q1
PFG Advisors added6,933$1M0.2%2026-Q1
TFB Advisors LLC added6,925$1M0.2%2026-Q1
Quantinno Capital Management LP added5,881$1M0.2%2026-Q1
Clearstead Advisors, LLC trimmed5,874$1M0.2%2026-Q1
Equitable Holdings, Inc. added5,978$1M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added5,734$1M0.2%2026-Q1
Elevation Capital Advisory, LLC new5,679$1M0.2%2026-Q1
Focus Partners Advisor Solutions, LLC added5,675$1M0.2%2026-Q1
Odyssey Capital Advisors, Inc. trimmed5,018$989K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added4,994$984K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added4,725$931K0.1%2026-Q1
HRT FINANCIAL LP new4,613$909K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added4,394$866K0.1%2026-Q1
Apollon Wealth Management, LLC added4,159$820K0.1%2026-Q1
JANE STREET GROUP, LLC added4,062$801K0.1%2026-Q1
Kathmere Capital Management, LLC3,842$757K0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new3,464$755K0.1%2026-Q1
Breakwater Capital Group added3,750$739K0.1%2026-Q1
Redwood Family Wealth LLC trimmed3,750$739K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed3,700$729K0.1%2026-Q1
Wealthcare Advisory Partners LLC trimmed3,617$713K0.1%2026-Q1
BENJAMIN EDWARDS INC new3,564$702K0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added3,504$691K0.1%2026-Q1
Belpointe Asset Management LLC added3,488$688K0.1%2026-Q1
SMITH, MOORE & CO. trimmed3,382$667K0.1%2026-Q1
United Advisor Group, LLC3,303$651K0.1%2026-Q1
OneDigital Investment Advisors LLC trimmed3,265$643K0.1%2026-Q1
Creative Planning added3,183$627K0.1%2026-Q1
LAZARI CAPITAL MANAGEMENT, INC.3,083$608K0.1%2026-Q1
Signal Advisors Wealth, LLC trimmed2,943$580K0.1%2026-Q1
Advisory Services Network, LLC added2,898$571K0.1%2026-Q1
Cerity Partners LLC added2,815$555K0.1%2026-Q1
CreativeOne Wealth, LLC2,520$497K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,475$488K0.1%2026-Q1
PARTNERS WEALTH MANAGEMENT, LLC trimmed2,438$481K0.1%2026-Q1
Schulz Wealth, LTD. added86,511$13M2.0%2025-Q1 stale
NewEdge Advisors, LLC added33,307$6M1.0%2025-Q4 stale
Thrivent Financial for Lutherans added29,592$6M0.9%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP new29,300$5M0.8%2025-Q2 stale
Tidal Investments LLC trimmed10,470$2M0.3%2025-Q4 stale
Certus Wealth Management, LLC trimmed9,080$2M0.3%2025-Q3 stale
COMERICA BANK8,158$2M0.2%2025-Q4 stale
FULLCIRCLE WEALTH LLC trimmed8,046$1M0.2%2025-Q2 stale
OPPENHEIMER & CO INC added6,634$1M0.2%2025-Q4 stale
Northwest Capital Management Inc new6,515$1M0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added6,415$1M0.2%2025-Q2 stale
Global Retirement Partners, LLC trimmed4,735$906K0.1%2025-Q4 stale
Diversify Advisory Services, LLC added3,671$759K0.1%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed2,971$568K0.1%2025-Q4 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