Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 VIOO is one-sided between 2026-Q1 and 2026-Q2: 115 added or opened and 23 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
VIOO’s largest tracked holder by dollar value, Orgel Wealth Management, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.8pp 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 2026-Q1 and 2026-Q2, across 389 tracked filers holding VIOO, 148 increased or opened the position and 162 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 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 7
- Odyssey Group, LLC$9M
- AXXCESS WEALTH MANAGEMENT, LLC$7M
- Bluespring Wealth Management, LLC$3M
- Diversify Advisory Services, LLC$1M
- HUB Investment Partners, LLC$730K
- ADVISORTRUST PARTNERS, LLC$679K
Full exits 20
- HANTZ FINANCIAL SERVICES, INC.$23M
- Cambridge Investment Research Advisors, Inc.$16M
- Janney Montgomery Scott LLC$11M
- Mitsubishi UFJ Asset Management (UK) Ltd.$9M
- HighTower Advisors, LLC$4M
- Betterment LLC$4M
Largest adds
- RAYMOND JAMES FINANCIAL INC$38M
- Orgel Wealth Management, LLC$29M
- Savant Capital, LLC$26M
- MORGAN STANLEY$23M
- BANK OF AMERICA CORP /DE/$18M
- MONETA GROUP INVESTMENT ADVISORS LLC$17M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$638K
- COMMONWEALTH EQUITY SERVICES, LLC$392K
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 |
|---|---|---|---|---|
| Orgel Wealth Management, LLC added | 1,115,920 | $153M | 8.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 867,438 | $119M | 6.8% | 2026-Q2 |
| MORGAN STANLEY added | 825,868 | $114M | 6.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 594,078 | $82M | 4.7% | 2026-Q2 |
| Mariner, LLC trimmed | 591,038 | $81M | 4.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 442,935 | $61M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 430,671 | $59M | 3.4% | 2026-Q2 |
| Savant Capital, LLC added | 394,894 | $50M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 378,299 | $52M | 3.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 363,428 | $50M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 361,491 | $49M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 355,333 | $49M | 2.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 350,597 | $48M | 2.8% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 338,693 | $47M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 304,644 | $42M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 268,540 | $37M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 264,227 | $36M | 2.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 231,279 | $32M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 225,666 | $31M | 1.8% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 215,237 | $30M | 1.7% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 172,006 | $24M | 1.4% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 160,011 | $22M | 1.3% | 2026-Q2 |
| Wiser Wealth Management, Inc trimmed | 153,116 | $21M | 1.2% | 2026-Q2 |
| TCV Trust & Wealth Management, Inc. trimmed | 148,330 | $20M | 1.2% | 2026-Q2 |
| One Day In July LLC trimmed | 140,861 | $19M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 138,590 | $19M | 1.1% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC trimmed | 99,440 | $14M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 96,027 | $13M | 0.8% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 95,378 | $13M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 93,215 | $13M | 0.7% | 2026-Q2 |
| Corient Private Wealth LP added | 93,114 | $13M | 0.7% | 2026-Q2 |
| Berman McAleer LLC trimmed | 92,161 | $13M | 0.7% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 85,513 | $12M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 82,629 | $11M | 0.6% | 2026-Q2 |
| Marble Harbor Investment Counsel, LLC added | 79,432 | $11M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 78,715 | $11M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 75,508 | $10M | 0.6% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 74,800 | $10M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 71,829 | $10M | 0.6% | 2026-Q2 |
| New Insight Wealth Advisors trimmed | 69,874 | $10M | 0.5% | 2026-Q2 |
| Odyssey Group, LLC new | 63,866 | $9M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 56,442 | $8M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 52,315 | $7M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 52,126 | $7M | 0.4% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added | 50,942 | $7M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 50,221 | $7M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 48,798 | $7M | 0.4% | 2026-Q2 |
| SCS Capital Management LLC | 47,731 | $7M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 47,337 | $7M | 0.4% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 46,504 | $6M | 0.4% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC trimmed | 44,096 | $6M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 43,971 | $6M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 43,428 | $6M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 43,322 | $6M | 0.3% | 2026-Q2 |
| F/m Investments LLC | 39,922 | $5M | 0.3% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ trimmed | 38,346 | $5M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 38,140 | $5M | 0.3% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 35,274 | $5M | 0.3% | 2026-Q2 |
| CERTUITY, LLC trimmed | 34,787 | $5M | 0.3% | 2026-Q2 |
| Philadelphia Investment Partners, LLC trimmed | 33,038 | $5M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 30,925 | $4M | 0.2% | 2026-Q2 |
| BCS Wealth Management trimmed | 29,263 | $4M | 0.2% | 2026-Q2 |
| Flower City Capital trimmed | 28,781 | $4M | 0.2% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 28,323 | $4M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 27,976 | $4M | 0.2% | 2026-Q2 |
| Fairway Wealth LLC added | 26,169 | $4M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 25,600 | $4M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 25,563 | $4M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 25,493 | $4M | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 25,164 | $3M | 0.2% | 2026-Q2 |
| REBALANCE, LLC trimmed | 24,464 | $3M | 0.2% | 2026-Q2 |
| Sierra Capital LLC | 24,313 | $3M | 0.2% | 2026-Q2 |
| Kastel Capital Advisors, LLC added | 24,136 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 23,508 | $3M | 0.2% | 2026-Q2 |
| Colter Lewis Investment Partners LLC added | 22,637 | $3M | 0.2% | 2026-Q2 |
| FIRST AMERICAN BANK | 22,603 | $3M | 0.2% | 2026-Q2 |
| PFG Advisors added | 21,993 | $3M | 0.2% | 2026-Q2 |
| Town Capital LLC added | 21,901 | $3M | 0.2% | 2026-Q2 |
| Base Wealth Management LLC trimmed | 20,951 | $3M | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 20,548 | $3M | 0.2% | 2026-Q2 |
| EQ LLC trimmed | 20,543 | $3M | 0.2% | 2026-Q2 |
| Kropog Financial Group, LLC added | 20,178 | $3M | 0.2% | 2026-Q2 |
| Verum Partners LLC trimmed | 20,002 | $3M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,956 | $3M | 0.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 19,334 | $3M | 0.2% | 2026-Q2 |
| Councilor Wealth, LLC added | 18,793 | $3M | 0.1% | 2026-Q2 |
| Valpey Financial Services, LLC trimmed | 17,357 | $2M | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 16,996 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 16,957 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 16,747 | $2M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 15,517 | $2M | 0.1% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 15,096 | $2M | 0.1% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 15,045 | $2M | 0.1% | 2026-Q2 |
| Breakwater Capital Group trimmed | 14,650 | $2M | 0.1% | 2026-Q2 |
| True North Advisors, LLC trimmed | 14,028 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 14,004 | $2M | 0.1% | 2026-Q2 |
| Presper Financial Architects, LLC | 13,730 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 13,369 | $2M | 0.1% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC | 13,294 | $2M | 0.1% | 2026-Q2 |
| ROMANO BROTHERS AND COMPANY | 13,160 | $2M | 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.