Who owns VIS (VIS)
Which tracked institutional funds hold VIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIS 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
97 tracked funds added or opened VIS while 40 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
VIS’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIS 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 594 tracked filers holding VIS, 257 increased or opened the position and 209 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 VIS 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 16
- Main Management LLC$52M
- Kinloch Capital, LLC$10M
- J. Safra Sarasin Holding AG$10M
- Addison Capital Co$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Tandem Wealth Advisors LLC$3M
Full exits 10
- Polianta Ltd$9M
- Axiom Financial Strategies, LLC$3M
- COMERICA BANK$3M
- Keel Point, LLC$1M
- NewEdge Advisors, LLC$1M
- Concorde Asset Management, LLC$636K
Largest adds
- BANK OF AMERICA CORP /DE/$58M
- WELLS FARGO & COMPANY/MN$29M
- PGIM Custom Harvest LLC$25M
- UBS Group AG$21M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
- RAYMOND JAMES FINANCIAL INC$15M
Largest trims
- MORGAN STANLEY$19M
- Empower Advisory Group, LLC$14M
- Federation des caisses Desjardins du Quebec$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- Beacon Capital Management, Inc.$4M
- Retirement Planning Group, LLC$4M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 3,925,230 | $1.2B | 33.9% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 1,007,346 | $315M | 8.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 855,771 | $267M | 7.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 642,774 | $201M | 5.5% | 2026-Q1 |
| UBS Group AG added | 374,919 | $117M | 3.2% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 325,178 | $102M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 292,995 | $91M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 271,238 | $85M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 252,861 | $79M | 2.2% | 2026-Q1 |
| Main Management LLC new | 166,564 | $52M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 158,699 | $50M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 149,005 | $47M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 147,830 | $46M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 145,483 | $45M | 1.3% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 142,342 | $44M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 135,481 | $41M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 118,045 | $37M | 1.0% | 2026-Q1 |
| Lido Advisors, LLC added | 110,050 | $34M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 99,976 | $31M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 93,357 | $29M | 0.8% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 86,833 | $27M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 77,875 | $24M | 0.7% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 73,426 | $23M | 0.6% | 2026-Q1 |
| Harfst & Associates, Inc. added | 72,380 | $23M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 63,682 | $20M | 0.6% | 2026-Q1 |
| M&T Bank Corp added | 60,766 | $19M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 58,192 | $18M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 51,636 | $16M | 0.4% | 2026-Q1 |
| Capital Advantage, Inc. trimmed | 51,484 | $16M | 0.4% | 2026-Q1 |
| Cadent Capital Advisors, LLC trimmed | 49,596 | $15M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 49,292 | $15M | 0.4% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 44,218 | $14M | 0.4% | 2026-Q1 |
| Trinity Legacy Partners, LLC trimmed | 40,108 | $14M | 0.4% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 40,792 | $13M | 0.4% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 38,225 | $12M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 37,574 | $12M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 37,532 | $12M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 36,731 | $11M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 36,725 | $11M | 0.3% | 2026-Q1 |
| Kinloch Capital, LLC added | 33,590 | $10M | 0.3% | 2026-Q1 |
| J. Safra Sarasin Holding AG new | 33,235 | $10M | 0.3% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 32,114 | $10M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 30,842 | $9M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 27,684 | $9M | 0.2% | 2026-Q1 |
| Strengthening Families & Communities, LLC trimmed | 25,831 | $8M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 25,539 | $8M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 24,976 | $8M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 24,341 | $8M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 24,202 | $8M | 0.2% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 23,826 | $7M | 0.2% | 2026-Q1 |
| &PARTNERS added | 23,001 | $7M | 0.2% | 2026-Q1 |
| FMR LLC added | 22,621 | $7M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,602 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 22,287 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 22,351 | $7M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,755 | $7M | 0.2% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 21,940 | $7M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 21,725 | $7M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 21,223 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 20,000 | $6M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 19,441 | $6M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 19,319 | $6M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC trimmed | 17,934 | $6M | 0.2% | 2026-Q1 |
| FINANCIAL ADVISORY PARTNERS, LLC added | 17,750 | $6M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,662 | $6M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 17,282 | $5M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 17,192 | $5M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 17,124 | $5M | 0.1% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 17,083 | $5M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 16,728 | $5M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 16,812 | $5M | 0.1% | 2026-Q1 |
| Quaker Wealth Management, LLC added | 15,908 | $5M | 0.1% | 2026-Q1 |
| Altura Wealth Advisors Inc. trimmed | 15,312 | $5M | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 15,072 | $5M | 0.1% | 2026-Q1 |
| Creative Planning added | 14,988 | $5M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 14,946 | $5M | 0.1% | 2026-Q1 |
| BAILARD, INC. trimmed | 14,903 | $5M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 14,159 | $4M | 0.1% | 2026-Q1 |
| Bonfire Financial trimmed | 13,484 | $4M | 0.1% | 2026-Q1 |
| Crown Wealth Group, LLC added | 13,308 | $4M | 0.1% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 13,245 | $4M | 0.1% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 12,767 | $4M | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 12,855 | $4M | 0.1% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 11,990 | $4M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 12,715 | $4M | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 12,666 | $4M | 0.1% | 2026-Q1 |
| Curran Financial Partners, LLC trimmed | 12,134 | $4M | 0.1% | 2026-Q1 |
| Sierra Capital LLC | 11,995 | $4M | 0.1% | 2026-Q1 |
| Berkeley Capital Partners, LLC trimmed | 11,757 | $4M | 0.1% | 2026-Q1 |
| Addison Capital Co new | 11,692 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,598 | $4M | 0.1% | 2026-Q1 |
| Tranquilli Financial Advisor LLC trimmed | 11,566 | $4M | 0.1% | 2026-Q1 |
| Anchor Investment Management, LLC added | 11,247 | $4M | 0.1% | 2026-Q1 |
| Joule Financial, LLC trimmed | 11,115 | $3M | 0.1% | 2026-Q1 |
| Exchange Capital Management, Inc. added | 35,523 | $10M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 31,808 | $9M | 0.2% | 2025-Q2 stale |
| Polianta Ltd added | 29,900 | $9M | 0.2% | 2025-Q4 stale |
| Proquility Private Wealth Partners, LLC trimmed | 27,583 | $7M | 0.2% | 2025-Q1 stale |
| Full Sail Capital, LLC trimmed | 17,201 | $5M | 0.1% | 2025-Q3 stale |
| Callan Capital, LLC trimmed | 16,693 | $4M | 0.1% | 2025-Q1 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.