Who owns VIOG
Which tracked institutional funds hold VIOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIOG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
25 tracked funds added or opened VIOG while 15 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
VIOG’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VIOG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VIOG 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 179 tracked filers holding VIOG, 88 increased or opened the position and 65 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 VIOG 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 8
- Diversified Enterprises, LLC$1M
- Junk Investment Group, LLC$949K
- Kingsview Wealth Management, LLC$868K
- Brand Asset Management Group, Inc.$853K
- Summit Financial, LLC$642K
- Merit Financial Group, LLC$585K
Full exits 6
- Global Retirement Partners, LLC$7M
- Veratis Advisors, Inc.$2M
- Vantus Wealth LLC$812K
- VANGUARD GROUP INC$617K
- Virtu Financial LLC$600K
- CITADEL ADVISORS LLC$528K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- RAYMOND JAMES FINANCIAL INC$7M
- Alliance Wealth Advisors, LLC /UT$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Dougherty Wealth Advisers LLC$2M
- PRINCIPAL SECURITIES, INC.$2M
Largest trims
- Strategic Advocates LLC$18M
- MORGAN STANLEY$5M
- ROYAL BANK OF CANADA$4M
- AMERIPRISE FINANCIAL INC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$565K
- MONETA GROUP INVESTMENT ADVISORS LLC$564K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 225,019 | $28M | 8.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 215,586 | $27M | 8.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 164,429 | $20M | 6.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 118,279 | $15M | 4.6% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 98,113 | $12M | 3.8% | 2026-Q1 |
| Dougherty Wealth Advisers LLC added | 95,578 | $12M | 3.7% | 2026-Q1 |
| Mariner, LLC trimmed | 85,269 | $11M | 3.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 78,106 | $10M | 3.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 65,921 | $8M | 2.6% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 59,208 | $7M | 2.3% | 2026-Q1 |
| Code Waechter LLC added | 54,907 | $7M | 2.1% | 2026-Q1 |
| Del-Sette Capital Management, LLC added | 50,820 | $6M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 50,754 | $6M | 2.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 47,783 | $6M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 45,678 | $6M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 42,506 | $5M | 1.6% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 41,155 | $5M | 1.6% | 2026-Q1 |
| KIECKHEFER GROUP LLC trimmed | 40,538 | $5M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 40,155 | $5M | 1.6% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 34,581 | $4M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 31,969 | $4M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,139 | $4M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 29,349 | $4M | 1.1% | 2026-Q1 |
| ProVise Management Group, LLC added | 26,421 | $3M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 26,373 | $3M | 1.0% | 2026-Q1 |
| PFG Advisors added | 26,344 | $3M | 1.0% | 2026-Q1 |
| LOWERY THOMAS, LLC added | 24,854 | $3M | 1.0% | 2026-Q1 |
| MidFirst Bank added | 23,072 | $3M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 22,943 | $3M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 21,622 | $3M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,626 | $3M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO | 21,069 | $3M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,325 | $3M | 0.8% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 20,077 | $2M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 18,215 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,155 | $2M | 0.7% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 16,693 | $2M | 0.6% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 16,036 | $2M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 15,021 | $2M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,711 | $2M | 0.5% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 13,153 | $2M | 0.5% | 2026-Q1 |
| Bank of New Hampshire trimmed | 12,917 | $2M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 12,471 | $2M | 0.5% | 2026-Q1 |
| St. Louis Trust Co | 12,290 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 11,480 | $1M | 0.4% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 11,216 | $1M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 11,010 | $1M | 0.4% | 2026-Q1 |
| Diversified Enterprises, LLC new | 10,738 | $1M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 10,651 | $1M | 0.4% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 10,583 | $1M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,287 | $1M | 0.4% | 2026-Q1 |
| Sovran Advisors, LLC added | 7,987 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 8,909 | $1M | 0.3% | 2026-Q1 |
| Crescent Sterling, Ltd. added | 8,794 | $1M | 0.3% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. trimmed | 8,196 | $1M | 0.3% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 8,139 | $1M | 0.3% | 2026-Q1 |
| Summit Asset Management, LLC added | 7,936 | $988K | 0.3% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC added | 7,803 | $971K | 0.3% | 2026-Q1 |
| Junk Investment Group, LLC new | 7,629 | $949K | 0.3% | 2026-Q1 |
| Sierra Capital LLC trimmed | 7,371 | $917K | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 7,044 | $877K | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 6,975 | $868K | 0.3% | 2026-Q1 |
| Brand Asset Management Group, Inc. new | 6,851 | $853K | 0.3% | 2026-Q1 |
| Strategic Advocates LLC trimmed | 6,515 | $811K | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 6,377 | $794K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 6,250 | $778K | 0.2% | 2026-Q1 |
| VIAWEALTH, LLC trimmed | 5,913 | $736K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 5,933 | $720K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,782 | $720K | 0.2% | 2026-Q1 |
| Naviter Wealth, LLC | 5,778 | $719K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 5,669 | $706K | 0.2% | 2026-Q1 |
| Summit Financial, LLC new | 5,155 | $642K | 0.2% | 2026-Q1 |
| SpringVest Wealth Management LLC | 5,066 | $631K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 4,943 | $620K | 0.2% | 2026-Q1 |
| Rodgers & Associates, LTD added | 4,968 | $618K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 4,704 | $585K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,580 | $570K | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 4,547 | $566K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 4,522 | $563K | 0.2% | 2026-Q1 |
| Cannell & Spears LLC | 4,365 | $543K | 0.2% | 2026-Q1 |
| CWM, LLC added | 4,226 | $526K | 0.2% | 2026-Q1 |
| Vanguard National Trust Co new | 4,203 | $523K | 0.2% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 4,111 | $512K | 0.2% | 2026-Q1 |
| Livet Wealth, LLC | 3,904 | $486K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 3,614 | $450K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 3,533 | $440K | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 3,516 | $438K | 0.1% | 2026-Q1 |
| Global Retirement Partners, LLC added | 61,246 | $7M | 2.3% | 2025-Q4 stale |
| Veratis Advisors, Inc. new | 17,325 | $2M | 0.7% | 2025-Q4 stale |
| LexAurum Advisors, LLC added | 15,188 | $2M | 0.5% | 2025-Q2 stale |
| Keebeck Wealth Management trimmed | 11,488 | $1M | 0.4% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 10,043 | $1M | 0.3% | 2025-Q1 stale |
| Vantus Wealth LLC new | 6,699 | $812K | 0.3% | 2025-Q4 stale |
| ALERUS FINANCIAL NA new | 6,109 | $744K | 0.2% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 5,091 | $617K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC added | 4,944 | $600K | 0.2% | 2025-Q4 stale |
| Blue Barn Wealth, LLC trimmed | 4,684 | $570K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 4,350 | $528K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 4,275 | $521K | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 3,977 | $455K | 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.