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Institutional Ownership · SEC Form 13F

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.

377
Institutional holders
13,684,239
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Orgel Wealth Management, LLC added1,086,768$125M8.5%2026-Q1
BANK OF AMERICA CORP /DE/ added881,389$101M6.9%2026-Q1
MORGAN STANLEY added787,869$90M6.2%2026-Q1
Mariner, LLC trimmed616,991$71M4.8%2026-Q1
AMERIPRISE FINANCIAL INC added455,413$52M3.6%2026-Q1
Cerity Partners LLC trimmed446,747$51M3.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed380,369$44M3.0%2026-Q1
WELLS FARGO & COMPANY/MN added378,219$43M3.0%2026-Q1
ROYAL BANK OF CANADA added363,191$42M2.8%2026-Q1
UBS Group AG trimmed356,739$41M2.8%2026-Q1
Pathstone Holdings, LLC added353,948$41M2.8%2026-Q1
JPMORGAN CHASE & CO added351,267$39M2.7%2026-Q1
GOLDMAN SACHS GROUP INC added285,466$33M2.2%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added258,983$30M2.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed251,267$29M2.0%2026-Q1
LPL Financial LLC added242,537$28M1.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added238,561$27M1.9%2026-Q1
Cetera Investment Advisers trimmed224,498$26M1.8%2026-Q1
Warwick Investment Management, Inc. added203,512$23M1.6%2026-Q1
Savant Capital, LLC trimmed202,865$23M1.6%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added196,805$23M1.5%2026-Q1
OLD NATIONAL BANCORP /IN/ trimmed173,583$20M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed169,409$19M1.3%2026-Q1
Wiser Wealth Management, Inc added154,363$18M1.2%2026-Q1
TCV Trust & Wealth Management, Inc. trimmed149,822$17M1.2%2026-Q1
One Day In July LLC trimmed145,773$17M1.1%2026-Q1
AdvisorNet Financial, Inc added140,292$16M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added137,808$16M1.1%2026-Q1
Moss Adams Wealth Advisors LLC trimmed117,816$14M0.9%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV107,981$12M0.8%2026-Q1
Janney Montgomery Scott LLC added98,228$11M0.8%2026-Q1
Pinnacle Financial Partners, Inc. added94,978$11M0.7%2026-Q1
Berman McAleer LLC trimmed93,456$11M0.7%2026-Q1
Corient Private Wealth LLC added88,279$10M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added82,106$9M0.6%2026-Q1
Marble Harbor Investment Counsel, LLC trimmed78,247$9M0.6%2026-Q1
New Insight Wealth Advisors trimmed76,908$9M0.6%2026-Q1
Concurrent Investment Advisors, LLC trimmed76,766$9M0.6%2026-Q1
Mitsubishi UFJ Asset Management (UK) Ltd.74,800$9M0.6%2026-Q1
PERRYMAN FINANCIAL ADVISORY INC /AD added73,788$8M0.6%2026-Q1
STIFEL FINANCIAL CORP added72,612$8M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added122,335$8M0.6%2026-Q1
MAI Capital Management added68,115$8M0.5%2026-Q1
Visionary Wealth Advisors added55,331$6M0.4%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed50,849$6M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added48,952$6M0.4%2026-Q1
SCS Capital Management LLC trimmed47,731$5M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added47,617$5M0.4%2026-Q1
Bryant Woods Investment Advisors, LLC trimmed44,675$5M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed42,501$5M0.3%2026-Q1
Private Advisor Group, LLC added41,654$5M0.3%2026-Q1
FIDELITY D & D BANCORP INC added41,590$5M0.3%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added40,048$5M0.3%2026-Q1
F/m Investments LLC39,922$5M0.3%2026-Q1
Creative Planning trimmed39,137$4M0.3%2026-Q1
HighTower Advisors, LLC trimmed39,023$4M0.3%2026-Q1
HARBOR ADVISORY CORP /MA/38,986$4M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added38,904$4M0.3%2026-Q1
EP Wealth Advisors, LLC trimmed36,082$4M0.3%2026-Q1
BLAIR WILLIAM & CO/IL added35,817$4M0.3%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed35,274$4M0.3%2026-Q1
CERTUITY, LLC added34,807$4M0.3%2026-Q1
Philadelphia Investment Partners, LLC new33,328$4M0.3%2026-Q1
Betterment LLC added32,152$4M0.3%2026-Q1
HBK Sorce Advisory LLC trimmed28,412$4M0.2%2026-Q1
BCS Wealth Management trimmed29,448$3M0.2%2026-Q1
Valmark Advisers, Inc. trimmed29,359$3M0.2%2026-Q1
Flower City Capital added28,842$3M0.2%2026-Q1
Keystone Financial Group trimmed26,738$3M0.2%2026-Q1
Fairway Wealth LLC trimmed25,871$3M0.2%2026-Q1
REBALANCE, LLC trimmed25,843$3M0.2%2026-Q1
Lido Advisors, LLC added25,666$3M0.2%2026-Q1
Kestra Advisory Services, LLC added24,654$3M0.2%2026-Q1
Sierra Capital LLC trimmed24,313$3M0.2%2026-Q1
JANE STREET GROUP, LLC added23,592$3M0.2%2026-Q1
Kastel Capital Advisors, LLC23,848$3M0.2%2026-Q1
FIRST AMERICAN BANK trimmed22,603$3M0.2%2026-Q1
Bank of New York Mellon Corp trimmed22,425$3M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed22,357$3M0.2%2026-Q1
EQ LLC trimmed21,694$2M0.2%2026-Q1
Capital Asset Advisory Services LLC trimmed19,773$2M0.2%2026-Q1
Verum Partners LLC trimmed21,370$2M0.2%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC trimmed21,249$2M0.2%2026-Q1
Base Wealth Management LLC trimmed21,050$2M0.2%2026-Q1
PFG Advisors trimmed20,501$2M0.2%2026-Q1
Kropog Financial Group, LLC new20,004$2M0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP19,691$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,607$2M0.1%2026-Q1
Valpey Financial Services, LLC trimmed18,472$2M0.1%2026-Q1
Clearstead Advisors, LLC added18,275$2M0.1%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed18,061$2M0.1%2026-Q1
CRA Financial Services, LLC added17,032$2M0.1%2026-Q1
Pinnacle Financial Partners Inc trimmed87,266$10M0.7%2025-Q3 stale
CAROLINAS WEALTH CONSULTING LLC trimmed144,663$9M0.6%2025-Q1 stale
Private Advisory Group LLC added61,723$6M0.4%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC added46,013$5M0.3%2025-Q4 stale
Sebold Capital Management, Inc. trimmed42,403$4M0.3%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added28,697$3M0.2%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP added20,900$2M0.1%2025-Q1 stale
Kathleen S. Wright Associates Inc.17,938$2M0.1%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.

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