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Institutional Ownership · SEC Form 13F

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.

215
Institutional holders
5,980,218
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added389,990$40M6.2%2026-Q1
ASPIRIANT, LLC trimmed306,744$31M4.9%2026-Q1
UBS Group AG trimmed300,143$31M4.8%2026-Q1
N.E.W. Advisory Services LLC trimmed296,722$30M4.7%2026-Q1
Concurrent Investment Advisors, LLC added192,669$20M3.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added162,719$17M2.6%2026-Q1
CAPITAL ADVISORS INC/OK added150,795$15M2.4%2026-Q1
Cannon Financial Strategists, Inc. trimmed149,072$15M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ added145,056$15M2.3%2026-Q1
Gallagher Fiduciary Advisors, LLC trimmed144,690$15M2.3%2026-Q1
Atria Investments, Inc trimmed142,489$14M2.3%2026-Q1
One Day In July LLC trimmed130,981$13M2.1%2026-Q1
LPL Financial LLC added129,348$13M2.1%2026-Q1
Savant Capital, LLC trimmed119,120$12M1.9%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed118,748$12M1.9%2026-Q1
Avior Wealth Management, LLC added118,424$12M1.9%2026-Q1
SYM FINANCIAL Corp trimmed116,656$12M1.9%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed116,297$12M1.9%2026-Q1
RIVERSEDGE ADVISORS, LLC trimmed100,236$10M1.6%2026-Q1
Legend Financial Advisors, Inc. added99,795$10M1.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed98,392$10M1.6%2026-Q1
Mokosak Advisory Group, LLC added95,072$10M1.5%2026-Q1
ROYAL BANK OF CANADA added88,966$9M1.4%2026-Q1
Silver Oak Advisory Group, Inc. trimmed87,681$9M1.4%2026-Q1
First Bank & Trust78,422$8M1.3%2026-Q1
Code Waechter LLC added76,087$8M1.2%2026-Q1
CWM, LLC trimmed72,749$7M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed67,507$7M1.1%2026-Q1
Pathstone Holdings, LLC trimmed65,407$7M1.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed61,187$6M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed61,179$6M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added61,049$6M1.0%2026-Q1
WELLS FARGO & COMPANY/MN added59,617$6M1.0%2026-Q1
Mutual Advisors, LLC added56,840$6M0.9%2026-Q1
MidFirst Bank added52,837$5M0.8%2026-Q1
D.A. DAVIDSON & CO. added52,380$5M0.8%2026-Q1
Independent Advisor Alliance added51,954$5M0.8%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC trimmed41,316$4M0.7%2026-Q1
Hegarty Advisors, LLC added39,797$4M0.6%2026-Q1
RFG Holdings, Inc. trimmed39,533$4M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed37,301$4M0.6%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC added35,192$4M0.6%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC trimmed33,571$3M0.5%2026-Q1
SAXON INTERESTS, INC. trimmed32,482$3M0.5%2026-Q1
Mariner, LLC added32,274$3M0.5%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added30,880$3M0.5%2026-Q1
Cambridge Financial Group, LLC trimmed29,485$3M0.5%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added28,095$3M0.5%2026-Q1
Red Door Wealth Management, LLC added27,982$3M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed25,346$3M0.4%2026-Q1
World Investment Advisors trimmed25,345$3M0.4%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC trimmed25,342$3M0.4%2026-Q1
EP Wealth Advisors, LLC trimmed25,085$3M0.4%2026-Q1
Inman Jager Wealth Management, LLC trimmed24,479$2M0.4%2026-Q1
JPMORGAN CHASE & CO added24,792$2M0.4%2026-Q1
STUDIO INVESTMENT MANAGEMENT LLC23,587$2M0.4%2026-Q1
Diversified Enterprises, LLC new21,423$2M0.3%2026-Q1
Spire Wealth Management added19,765$2M0.3%2026-Q1
CIBC WORLD MARKET INC. trimmed19,651$2M0.3%2026-Q1
CIBC Bancorp USA Inc. new19,482$2M0.3%2026-Q1
Evensky & Katz LLC trimmed19,066$2M0.3%2026-Q1
BROWN ADVISORY INC18,014$2M0.3%2026-Q1
AMERICAN FINANCIAL & TAX STRATEGIES INC17,848$2M0.3%2026-Q1
Ackerman Capital Advisors, LLC added17,127$2M0.3%2026-Q1
Cetera Investment Advisers trimmed16,734$2M0.3%2026-Q1
St. Louis Trust Co16,300$2M0.3%2026-Q1
Composition Wealth, LLC16,225$2M0.3%2026-Q1
Private Advisor Group, LLC trimmed15,127$2M0.2%2026-Q1
Employees' Retirement Fund of the City of Fort Worth new14,368$1M0.2%2026-Q1
Financial Strategies Group, Inc. trimmed13,047$1M0.2%2026-Q1
Wellington Grp LLC12,850$1M0.2%2026-Q1
Naviter Wealth, LLC12,814$1M0.2%2026-Q1
Rodgers & Associates, LTD12,070$1M0.2%2026-Q1
Wealth Architects, LLC12,070$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed11,789$1M0.2%2026-Q1
Focus Partners Advisor Solutions, LLC added11,772$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed11,215$1M0.2%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed11,096$1M0.2%2026-Q1
Corient Private Wealth LLC added11,142$1M0.2%2026-Q1
Cerity Partners LLC new10,886$1M0.2%2026-Q1
Pacific Sun Financial Corp trimmed10,884$1M0.2%2026-Q1
Junk Investment Group, LLC new10,674$1M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed10,649$1M0.2%2026-Q1
FAMILY WEALTH PARTNERS, LLC added10,559$1M0.2%2026-Q1
Ocean Park Asset Management, LLC new10,559$1M0.2%2026-Q1
ASSETMARK, INC added9,931$1M0.2%2026-Q1
Integrated Investment Consultants, LLC added126,053$12M1.9%2025-Q4 stale
ASSET PLANNING CORPORATION added126,165$12M1.9%2025-Q3 stale
VAN ECK ASSOCIATES CORP added78,531$7M1.2%2025-Q3 stale
Jefferies Financial Group Inc. trimmed75,000$6M1.0%2025-Q2 stale
FSA Investment Group, LLC added69,485$6M0.9%2025-Q1 stale
Global Retirement Partners, LLC added40,995$4M0.6%2025-Q4 stale
INTEGRATED CAPITAL MANAGEMENT, INC. trimmed39,364$3M0.5%2025-Q2 stale
MARQUETTE ASSOCIATES, INC. new38,278$3M0.5%2025-Q2 stale
CITADEL ADVISORS LLC added27,618$3M0.4%2025-Q3 stale
Veratis Advisors, Inc. new20,753$2M0.3%2025-Q4 stale
CIBC Private Wealth Group LLC added17,931$2M0.3%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed15,941$2M0.2%2025-Q4 stale
Total Clarity Wealth Management, Inc. trimmed15,570$2M0.2%2025-Q4 stale
ALLIANCEBERNSTEIN L.P.11,210$1M0.2%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.

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