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-Q2 13F filings (latest filed 2026-08-19). 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 VIOG is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 8 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
VIOG’s largest tracked holder by dollar value, MORGAN STANLEY, 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 2026-Q1 and 2026-Q2, across 193 tracked filers holding VIOG, 97 increased or opened the position and 62 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 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 5
- Global Retirement Partners, LLC$9M
- Veratis Advisors, Inc.$3M
- Vantus Wealth LLC$1M
- Advisor Resource Council$586K
- WASHINGTON CAPITAL MANAGEMENT, INC$537K
Full exits 6
- ProVise Management Group, LLC$3M
- Janney Montgomery Scott LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$570K
- CWM, LLC$526K
- SIGNET FINANCIAL MANAGEMENT, LLC$512K
Largest adds
- St. Louis Trust Co$10M
- BALANCED WEALTH GROUP LLC$8M
- MORGAN STANLEY$7M
- LPL Financial LLC$6M
- RAYMOND JAMES FINANCIAL INC$6M
- Alliance Wealth Advisors, LLC /UT$5M
Largest trims
- Del-Sette Capital Management, LLC$5M
- Equitable Holdings, Inc.$815K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 222,727 | $34M | 8.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 222,272 | $34M | 8.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 170,087 | $26M | 6.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 122,394 | $19M | 4.7% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT added | 110,686 | $17M | 4.2% | 2026-Q2 |
| Legacies Wealth LLC added | 100,694 | $15M | 3.8% | 2026-Q2 |
| Mariner, LLC added | 90,168 | $14M | 3.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 80,275 | $12M | 3.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 77,527 | $12M | 3.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 60,595 | $9M | 2.3% | 2026-Q2 |
| LMG Wealth Partners, LLC trimmed | 58,265 | $9M | 2.2% | 2026-Q2 |
| Code Waechter LLC added | 57,143 | $9M | 2.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC added | 51,756 | $8M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 51,076 | $8M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 50,000 | $8M | 1.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 49,852 | $8M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 42,651 | $7M | 1.6% | 2026-Q2 |
| KIECKHEFER GROUP LLC trimmed | 40,429 | $6M | 1.5% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 40,081 | $6M | 1.5% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 33,778 | $5M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 33,396 | $5M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 33,194 | $5M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 32,531 | $5M | 1.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 29,404 | $5M | 1.1% | 2026-Q2 |
| PFG Advisors added | 27,059 | $4M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 25,138 | $4M | 1.0% | 2026-Q2 |
| LOWERY THOMAS, LLC added | 25,110 | $4M | 1.0% | 2026-Q2 |
| MidFirst Bank added | 24,465 | $4M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 22,716 | $3M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 21,053 | $3M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,254 | $3M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,723 | $3M | 0.7% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 17,158 | $3M | 0.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 17,140 | $3M | 0.7% | 2026-Q2 |
| Veratis Advisors, Inc. trimmed | 17,027 | $3M | 0.7% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC trimmed | 15,942 | $2M | 0.6% | 2026-Q2 |
| Strategic Blueprint, LLC added | 15,046 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,449 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 14,265 | $2M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 13,406 | $2M | 0.5% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 13,127 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,681 | $2M | 0.5% | 2026-Q2 |
| St. Louis Trust Co | 12,290 | $11M | 2.8% | 2026-Q2 |
| Diversified Enterprises, LLC added | 12,226 | $2M | 0.5% | 2026-Q2 |
| Bank of New Hampshire trimmed | 11,395 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 11,231 | $2M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,725 | $2M | 0.4% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 10,583 | $2M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 10,564 | $2M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 10,148 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,207 | $1M | 0.4% | 2026-Q2 |
| Crescent Sterling, Ltd. added | 9,207 | $1M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 9,089 | $1M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,051 | $1M | 0.3% | 2026-Q2 |
| Del-Sette Capital Management, LLC trimmed | 8,435 | $1M | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 8,298 | $1M | 0.3% | 2026-Q2 |
| ALEXANDER LABRUNERIE & CO., INC. | 8,196 | $1M | 0.3% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 8,095 | $1M | 0.3% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 7,958 | $1M | 0.3% | 2026-Q2 |
| Summit Asset Management, LLC | 7,936 | $1M | 0.3% | 2026-Q2 |
| Vantus Wealth LLC added | 7,808 | $1M | 0.3% | 2026-Q2 |
| Junk Investment Group, LLC added | 7,635 | $1M | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 7,621 | $1M | 0.3% | 2026-Q2 |
| Sierra Capital LLC added | 7,374 | $1M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,146 | $1M | 0.3% | 2026-Q2 |
| Brand Asset Management Group, Inc. added | 6,856 | $1M | 0.3% | 2026-Q2 |
| Strategic Advocates LLC trimmed | 6,483 | $995K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 6,360 | $976K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 5,860 | $899K | 0.2% | 2026-Q2 |
| VIAWEALTH, LLC trimmed | 5,802 | $890K | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC | 5,778 | $886K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 5,277 | $810K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 5,126 | $712K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,086 | $780K | 0.2% | 2026-Q2 |
| SpringVest Wealth Management LLC | 5,066 | $777K | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 5,055 | $776K | 0.2% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 4,789 | $735K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC | 4,704 | $722K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp added | 4,597 | $705K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4,564 | $700K | 0.2% | 2026-Q2 |
| Cannell & Spears LLC | 4,365 | $670K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 4,209 | $646K | 0.2% | 2026-Q2 |
| Vanguard National Trust Co | 4,203 | $645K | 0.2% | 2026-Q2 |
| Livet Wealth, LLC added | 3,911 | $600K | 0.1% | 2026-Q2 |
| Advisor Resource Council new | 3,855 | $586K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 3,763 | $577K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 3,650 | $560K | 0.1% | 2026-Q2 |
| &PARTNERS | 3,614 | $554K | 0.1% | 2026-Q2 |
| WASHINGTON CAPITAL MANAGEMENT, INC | 3,500 | $537K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 3,470 | $532K | 0.1% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 3,212 | $493K | 0.1% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC | 3,185 | $489K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 3,170 | $486K | 0.1% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 3,155 | $484K | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. | 3,045 | $467K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 2,895 | $444K | 0.1% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 2,809 | $431K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 2,802 | $430K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 2,616 | $401K | 0.1% | 2026-Q2 |
| Financial Planning Hawaii, Inc. | 2,570 | $394K | 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.