Who owns VIOV (VIOV)
Which tracked institutional funds hold VIOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIOV 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
39 tracked funds added or opened VIOV while 21 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
VIOV’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VIOV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VIOV 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 215 tracked filers holding VIOV, 88 increased or opened the position and 98 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 VIOV 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 9
- Independent Advisor Alliance$5M
- Diversified Enterprises, LLC$2M
- CIBC Bancorp USA Inc.$2M
- Employees' Retirement Fund of the City of Fort Worth$1M
- Cerity Partners LLC$1M
- Junk Investment Group, LLC$1M
Full exits 6
- Integrated Investment Consultants, LLC$12M
- Global Retirement Partners, LLC$4M
- Veratis Advisors, Inc.$2M
- CIBC Private Wealth Group LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Total Clarity Wealth Management, Inc.$2M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$10M
- ROYAL BANK OF CANADA$6M
- MORGAN STANLEY$5M
- Concurrent Investment Advisors, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- UBS Group AG$1M
Largest trims
- Savant Capital, LLC$12M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$3M
- Gallagher Fiduciary Advisors, LLC$2M
- Atria Investments, Inc$2M
- Cambridge Investment Research Advisors, Inc.$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 389,990 | $40M | 6.2% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 306,744 | $31M | 4.9% | 2026-Q1 |
| UBS Group AG trimmed | 300,143 | $31M | 4.8% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 296,722 | $30M | 4.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 192,669 | $20M | 3.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 162,719 | $17M | 2.6% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 150,795 | $15M | 2.4% | 2026-Q1 |
| Cannon Financial Strategists, Inc. trimmed | 149,072 | $15M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 145,056 | $15M | 2.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 144,690 | $15M | 2.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 142,489 | $14M | 2.3% | 2026-Q1 |
| One Day In July LLC trimmed | 130,981 | $13M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 129,348 | $13M | 2.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 119,120 | $12M | 1.9% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 118,748 | $12M | 1.9% | 2026-Q1 |
| Avior Wealth Management, LLC added | 118,424 | $12M | 1.9% | 2026-Q1 |
| SYM FINANCIAL Corp trimmed | 116,656 | $12M | 1.9% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 116,297 | $12M | 1.9% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC trimmed | 100,236 | $10M | 1.6% | 2026-Q1 |
| Legend Financial Advisors, Inc. added | 99,795 | $10M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 98,392 | $10M | 1.6% | 2026-Q1 |
| Mokosak Advisory Group, LLC added | 95,072 | $10M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 88,966 | $9M | 1.4% | 2026-Q1 |
| Silver Oak Advisory Group, Inc. trimmed | 87,681 | $9M | 1.4% | 2026-Q1 |
| First Bank & Trust | 78,422 | $8M | 1.3% | 2026-Q1 |
| Code Waechter LLC added | 76,087 | $8M | 1.2% | 2026-Q1 |
| CWM, LLC trimmed | 72,749 | $7M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 67,507 | $7M | 1.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 65,407 | $7M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 61,187 | $6M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 61,179 | $6M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 61,049 | $6M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 59,617 | $6M | 1.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 56,840 | $6M | 0.9% | 2026-Q1 |
| MidFirst Bank added | 52,837 | $5M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 52,380 | $5M | 0.8% | 2026-Q1 |
| Independent Advisor Alliance added | 51,954 | $5M | 0.8% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 41,316 | $4M | 0.7% | 2026-Q1 |
| Hegarty Advisors, LLC added | 39,797 | $4M | 0.6% | 2026-Q1 |
| RFG Holdings, Inc. trimmed | 39,533 | $4M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 37,301 | $4M | 0.6% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 35,192 | $4M | 0.6% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 33,571 | $3M | 0.5% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 32,482 | $3M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 32,274 | $3M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 30,880 | $3M | 0.5% | 2026-Q1 |
| Cambridge Financial Group, LLC trimmed | 29,485 | $3M | 0.5% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 28,095 | $3M | 0.5% | 2026-Q1 |
| Red Door Wealth Management, LLC added | 27,982 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,346 | $3M | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 25,345 | $3M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 25,342 | $3M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 25,085 | $3M | 0.4% | 2026-Q1 |
| Inman Jager Wealth Management, LLC trimmed | 24,479 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,792 | $2M | 0.4% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 23,587 | $2M | 0.4% | 2026-Q1 |
| Diversified Enterprises, LLC new | 21,423 | $2M | 0.3% | 2026-Q1 |
| Spire Wealth Management added | 19,765 | $2M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 19,651 | $2M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 19,482 | $2M | 0.3% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 19,066 | $2M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC | 18,014 | $2M | 0.3% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 17,848 | $2M | 0.3% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 17,127 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 16,734 | $2M | 0.3% | 2026-Q1 |
| St. Louis Trust Co | 16,300 | $2M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC | 16,225 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 15,127 | $2M | 0.2% | 2026-Q1 |
| Employees' Retirement Fund of the City of Fort Worth new | 14,368 | $1M | 0.2% | 2026-Q1 |
| Financial Strategies Group, Inc. trimmed | 13,047 | $1M | 0.2% | 2026-Q1 |
| Wellington Grp LLC | 12,850 | $1M | 0.2% | 2026-Q1 |
| Naviter Wealth, LLC | 12,814 | $1M | 0.2% | 2026-Q1 |
| Rodgers & Associates, LTD | 12,070 | $1M | 0.2% | 2026-Q1 |
| Wealth Architects, LLC | 12,070 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 11,789 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 11,772 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,215 | $1M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 11,096 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 11,142 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC new | 10,886 | $1M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 10,884 | $1M | 0.2% | 2026-Q1 |
| Junk Investment Group, LLC new | 10,674 | $1M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 10,649 | $1M | 0.2% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 10,559 | $1M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 10,559 | $1M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 9,931 | $1M | 0.2% | 2026-Q1 |
| Integrated Investment Consultants, LLC added | 126,053 | $12M | 1.9% | 2025-Q4 stale |
| ASSET PLANNING CORPORATION added | 126,165 | $12M | 1.9% | 2025-Q3 stale |
| VAN ECK ASSOCIATES CORP added | 78,531 | $7M | 1.2% | 2025-Q3 stale |
| Jefferies Financial Group Inc. trimmed | 75,000 | $6M | 1.0% | 2025-Q2 stale |
| FSA Investment Group, LLC added | 69,485 | $6M | 0.9% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 40,995 | $4M | 0.6% | 2025-Q4 stale |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 39,364 | $3M | 0.5% | 2025-Q2 stale |
| MARQUETTE ASSOCIATES, INC. new | 38,278 | $3M | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 27,618 | $3M | 0.4% | 2025-Q3 stale |
| Veratis Advisors, Inc. new | 20,753 | $2M | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 17,931 | $2M | 0.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 15,941 | $2M | 0.2% | 2025-Q4 stale |
| Total Clarity Wealth Management, Inc. trimmed | 15,570 | $2M | 0.2% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. | 11,210 | $1M | 0.2% | 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.