Who owns VIOO (VIOO)
Which tracked institutional funds hold VIOO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIOO 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
61 tracked funds added or opened VIOO while 22 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
VIOO’s largest tracked holder by dollar value, Orgel Wealth Management, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIOO 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 377 tracked filers holding VIOO, 154 increased or opened the position and 148 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 VIOO 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 12
- Philadelphia Investment Partners, LLC$4M
- Kropog Financial Group, LLC$2M
- HRT FINANCIAL LP$2M
- May Barnhard Investments LLC$1M
- Colter Lewis Investment Partners LLC$1M
- Sanchez Gaunt Capital Management, LLC$1M
Full exits 3
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- GATEWAY INVESTMENT ADVISERS LLC$2M
- COMERICA BANK$659K
Largest adds
- Pathstone Holdings, LLC$35M
- AMERIPRISE FINANCIAL INC$13M
- BANK OF AMERICA CORP /DE/$12M
- ROYAL BANK OF CANADA$11M
- Pinnacle Financial Partners, Inc.$10M
- Orgel Wealth Management, LLC$10M
Largest trims
- Valpey Financial Services, LLC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Total Clarity Wealth Management, Inc.$3M
- BCS Wealth Management$2M
- HighTower Advisors, LLC$2M
- New Insight Wealth Advisors$792K
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 |
|---|---|---|---|---|
| Orgel Wealth Management, LLC added | 1,086,768 | $125M | 8.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 881,389 | $101M | 6.9% | 2026-Q1 |
| MORGAN STANLEY added | 787,869 | $90M | 6.2% | 2026-Q1 |
| Mariner, LLC trimmed | 616,991 | $71M | 4.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 455,413 | $52M | 3.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 446,747 | $51M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 380,369 | $44M | 3.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 378,219 | $43M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 363,191 | $42M | 2.8% | 2026-Q1 |
| UBS Group AG trimmed | 356,739 | $41M | 2.8% | 2026-Q1 |
| Pathstone Holdings, LLC added | 353,948 | $41M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 351,267 | $39M | 2.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 285,466 | $33M | 2.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 258,983 | $30M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 251,267 | $29M | 2.0% | 2026-Q1 |
| LPL Financial LLC added | 242,537 | $28M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 238,561 | $27M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 224,498 | $26M | 1.8% | 2026-Q1 |
| Warwick Investment Management, Inc. added | 203,512 | $23M | 1.6% | 2026-Q1 |
| Savant Capital, LLC trimmed | 202,865 | $23M | 1.6% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 196,805 | $23M | 1.5% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 173,583 | $20M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,409 | $19M | 1.3% | 2026-Q1 |
| Wiser Wealth Management, Inc added | 154,363 | $18M | 1.2% | 2026-Q1 |
| TCV Trust & Wealth Management, Inc. trimmed | 149,822 | $17M | 1.2% | 2026-Q1 |
| One Day In July LLC trimmed | 145,773 | $17M | 1.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 140,292 | $16M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 137,808 | $16M | 1.1% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC trimmed | 117,816 | $14M | 0.9% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 107,981 | $12M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 98,228 | $11M | 0.8% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 94,978 | $11M | 0.7% | 2026-Q1 |
| Berman McAleer LLC trimmed | 93,456 | $11M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC added | 88,279 | $10M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 82,106 | $9M | 0.6% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC trimmed | 78,247 | $9M | 0.6% | 2026-Q1 |
| New Insight Wealth Advisors trimmed | 76,908 | $9M | 0.6% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 76,766 | $9M | 0.6% | 2026-Q1 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 74,800 | $9M | 0.6% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 73,788 | $8M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 72,612 | $8M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 122,335 | $8M | 0.6% | 2026-Q1 |
| MAI Capital Management added | 68,115 | $8M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors added | 55,331 | $6M | 0.4% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 50,849 | $6M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 48,952 | $6M | 0.4% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 47,731 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 47,617 | $5M | 0.4% | 2026-Q1 |
| Bryant Woods Investment Advisors, LLC trimmed | 44,675 | $5M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 42,501 | $5M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 41,654 | $5M | 0.3% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 41,590 | $5M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 40,048 | $5M | 0.3% | 2026-Q1 |
| F/m Investments LLC | 39,922 | $5M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 39,137 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 39,023 | $4M | 0.3% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ | 38,986 | $4M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 38,904 | $4M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 36,082 | $4M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 35,817 | $4M | 0.3% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 35,274 | $4M | 0.3% | 2026-Q1 |
| CERTUITY, LLC added | 34,807 | $4M | 0.3% | 2026-Q1 |
| Philadelphia Investment Partners, LLC new | 33,328 | $4M | 0.3% | 2026-Q1 |
| Betterment LLC added | 32,152 | $4M | 0.3% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 28,412 | $4M | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 29,448 | $3M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 29,359 | $3M | 0.2% | 2026-Q1 |
| Flower City Capital added | 28,842 | $3M | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 26,738 | $3M | 0.2% | 2026-Q1 |
| Fairway Wealth LLC trimmed | 25,871 | $3M | 0.2% | 2026-Q1 |
| REBALANCE, LLC trimmed | 25,843 | $3M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 25,666 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 24,654 | $3M | 0.2% | 2026-Q1 |
| Sierra Capital LLC trimmed | 24,313 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 23,592 | $3M | 0.2% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 23,848 | $3M | 0.2% | 2026-Q1 |
| FIRST AMERICAN BANK trimmed | 22,603 | $3M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 22,425 | $3M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 22,357 | $3M | 0.2% | 2026-Q1 |
| EQ LLC trimmed | 21,694 | $2M | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 19,773 | $2M | 0.2% | 2026-Q1 |
| Verum Partners LLC trimmed | 21,370 | $2M | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 21,249 | $2M | 0.2% | 2026-Q1 |
| Base Wealth Management LLC trimmed | 21,050 | $2M | 0.2% | 2026-Q1 |
| PFG Advisors trimmed | 20,501 | $2M | 0.2% | 2026-Q1 |
| Kropog Financial Group, LLC new | 20,004 | $2M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 19,691 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,607 | $2M | 0.1% | 2026-Q1 |
| Valpey Financial Services, LLC trimmed | 18,472 | $2M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 18,275 | $2M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 18,061 | $2M | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC added | 17,032 | $2M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners Inc trimmed | 87,266 | $10M | 0.7% | 2025-Q3 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 144,663 | $9M | 0.6% | 2025-Q1 stale |
| Private Advisory Group LLC added | 61,723 | $6M | 0.4% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 46,013 | $5M | 0.3% | 2025-Q4 stale |
| Sebold Capital Management, Inc. trimmed | 42,403 | $4M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 28,697 | $3M | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 20,900 | $2M | 0.1% | 2025-Q1 stale |
| Kathleen S. Wright Associates Inc. | 17,938 | $2M | 0.1% | 2025-Q3 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.