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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT added | 707,199 | $139M | 21.2% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 285,538 | $56M | 8.6% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 160,647 | $32M | 4.8% | 2026-Q1 |
| LPL Financial LLC added | 151,875 | $30M | 4.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 150,035 | $30M | 4.5% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 117,522 | $23M | 3.5% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 114,226 | $23M | 3.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 109,211 | $22M | 3.3% | 2026-Q1 |
| Systelligence, LLC trimmed | 103,048 | $20M | 3.1% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 127,332 | $19M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 91,848 | $18M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 75,468 | $15M | 2.3% | 2026-Q1 |
| WIN ADVISORS, INC added | 55,549 | $11M | 1.7% | 2026-Q1 |
| Financial Partners Group, Inc added | 52,775 | $10M | 1.6% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 49,616 | $10M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,177 | $9M | 1.3% | 2026-Q1 |
| UBS Group AG added | 43,329 | $9M | 1.3% | 2026-Q1 |
| &PARTNERS added | 39,411 | $8M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 33,399 | $7M | 1.0% | 2026-Q1 |
| Hobart Private Capital, LLC added | 32,046 | $6M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 30,167 | $6M | 0.9% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 27,371 | $5M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 26,556 | $5M | 0.8% | 2026-Q1 |
| LINCOLN CAPITAL CORP trimmed | 25,711 | $5M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,844 | $5M | 0.7% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 22,012 | $4M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 20,818 | $4M | 0.6% | 2026-Q1 |
| Betterment LLC trimmed | 20,581 | $4M | 0.6% | 2026-Q1 |
| UMB Bank, n.a. added | 19,478 | $4M | 0.6% | 2026-Q1 |
| Financial Freedom, LLC added | 19,229 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 16,073 | $3M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,773 | $3M | 0.4% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC added | 14,242 | $3M | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 14,144 | $3M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,691 | $3M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 13,470 | $3M | 0.4% | 2026-Q1 |
| Nova R Wealth, Inc. trimmed | 12,037 | $2M | 0.4% | 2026-Q1 |
| BUILDER INVESTMENT GROUP INC /ADV new | 11,918 | $2M | 0.4% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 10,368 | $2M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 10,163 | $2M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 10,086 | $2M | 0.3% | 2026-Q1 |
| Aspect Partners, LLC added | 9,823 | $2M | 0.3% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 9,348 | $2M | 0.3% | 2026-Q1 |
| Archford Capital Strategies, LLC new | 9,204 | $2M | 0.3% | 2026-Q1 |
| Valued Retirements, Inc. added | 8,627 | $2M | 0.3% | 2026-Q1 |
| Caitlin John, LLC trimmed | 8,216 | $2M | 0.2% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 8,119 | $2M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 7,799 | $2M | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 7,718 | $2M | 0.2% | 2026-Q1 |
| BLB&B Advisors, LLC | 7,250 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 7,171 | $1M | 0.2% | 2026-Q1 |
| PFG Advisors added | 6,933 | $1M | 0.2% | 2026-Q1 |
| TFB Advisors LLC added | 6,925 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 5,881 | $1M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 5,874 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 5,978 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,734 | $1M | 0.2% | 2026-Q1 |
| Elevation Capital Advisory, LLC new | 5,679 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 5,675 | $1M | 0.2% | 2026-Q1 |
| Odyssey Capital Advisors, Inc. trimmed | 5,018 | $989K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 4,994 | $984K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 4,725 | $931K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,613 | $909K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,394 | $866K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 4,159 | $820K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 4,062 | $801K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC | 3,842 | $757K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 3,464 | $755K | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 3,750 | $739K | 0.1% | 2026-Q1 |
| Redwood Family Wealth LLC trimmed | 3,750 | $739K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 3,700 | $729K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 3,617 | $713K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 3,564 | $702K | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 3,504 | $691K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 3,488 | $688K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 3,382 | $667K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC | 3,303 | $651K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 3,265 | $643K | 0.1% | 2026-Q1 |
| Creative Planning added | 3,183 | $627K | 0.1% | 2026-Q1 |
| LAZARI CAPITAL MANAGEMENT, INC. | 3,083 | $608K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 2,943 | $580K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,898 | $571K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 2,815 | $555K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC | 2,520 | $497K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,475 | $488K | 0.1% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 2,438 | $481K | 0.1% | 2026-Q1 |
| Schulz Wealth, LTD. added | 86,511 | $13M | 2.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 33,307 | $6M | 1.0% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 29,592 | $6M | 0.9% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 29,300 | $5M | 0.8% | 2025-Q2 stale |
| Tidal Investments LLC trimmed | 10,470 | $2M | 0.3% | 2025-Q4 stale |
| Certus Wealth Management, LLC trimmed | 9,080 | $2M | 0.3% | 2025-Q3 stale |
| COMERICA BANK | 8,158 | $2M | 0.2% | 2025-Q4 stale |
| FULLCIRCLE WEALTH LLC trimmed | 8,046 | $1M | 0.2% | 2025-Q2 stale |
| OPPENHEIMER & CO INC added | 6,634 | $1M | 0.2% | 2025-Q4 stale |
| Northwest Capital Management Inc new | 6,515 | $1M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 6,415 | $1M | 0.2% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 4,735 | $906K | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 3,671 | $759K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 2,971 | $568K | 0.1% | 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.
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.