Who owns VIXY (VIXY)
Which tracked institutional funds hold VIXY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIXY 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
13 tracked funds added or opened VIXY while 6 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
VIXY’s largest tracked holder by dollar value, SILVERCREST ASSET MANAGEMENT GROUP LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIXY 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 44 tracked filers holding VIXY, 23 increased or opened the position and 22 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 VIXY 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 3
- Mercuria Capital Strategies, LLC$5M
- IMC-Chicago, LLC$2M
- JPMORGAN CHASE & CO$1M
Full exits 1
- Point72 Asset Management, L.P.$1M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MORGAN STANLEY$2M
- FLOW TRADERS U.S. LLC$1M
- SMA Capital LLC$841K
- Gruss & Co., LLC$646K
- SIMPLEX TRADING, LLC$600K
Largest trims
- Schonfeld Strategic Advisors LLC$1M
- JANE STREET GROUP, LLC$1M
- GOLDMAN SACHS GROUP INC$846K
- Diametric Capital, LP$775K
- UBS Group AG$771K
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 |
|---|---|---|---|---|
| Mercuria Capital Strategies, LLC new | 150,000 | $5M | 6.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 104,440 | $4M | 4.4% | 2026-Q1 |
| UG Investment Advisers Ltd. trimmed | 88,730 | $3M | 3.8% | 2026-Q1 |
| MORGAN STANLEY added | 87,513 | $3M | 3.7% | 2026-Q1 |
| SMA Capital LLC added | 84,105 | $3M | 3.6% | 2026-Q1 |
| Diametric Capital, LP trimmed | 73,228 | $3M | 3.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 66,813 | $2M | 2.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 61,662 | $2M | 2.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 50,000 | $2M | 2.1% | 2026-Q1 |
| Jump Financial, LLC added | 49,619 | $2M | 2.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 43,927 | $2M | 1.9% | 2026-Q1 |
| DRW Securities, LLC added | 37,402 | $1M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 32,990 | $1M | 1.5% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 33,447 | $1M | 1.4% | 2026-Q1 |
| Gruss & Co., LLC added | 30,000 | $1M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 21,263 | $730K | 0.9% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 21,037 | $723K | 0.9% | 2026-Q1 |
| Alamea Verwaltungs GmbH | 20,000 | $687K | 0.8% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 17,683 | $607K | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors | 17,500 | $601K | 0.7% | 2026-Q1 |
| BARCLAYS PLC | 12,500 | $429K | 0.5% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 12,031 | $413K | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 9,536 | $327K | 0.4% | 2026-Q1 |
| Verity Asset Management, Inc. trimmed | 9,342 | $321K | 0.4% | 2026-Q1 |
| DEARBORN PARTNERS LLC new | 9,300 | $319K | 0.4% | 2026-Q1 |
| World Investment Advisors added | 8,275 | $284K | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 8,050 | $277K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 8,006 | $275K | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 7,300 | $251K | 0.3% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 5,845 | $201K | 0.2% | 2026-Q1 |
| Clean Yield Group | 3,200 | $110K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ new | 2,400 | $82K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 774 | $27K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 400 | $14K | 0.0% | 2026-Q1 |
| WFA of San Diego, LLC trimmed | 200 | $7K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 100 | $3K | 0.0% | 2026-Q1 |
| Maytree Asset Management Ltd | 48 | $2K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 48 | $2K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 30 | $1K | 0.0% | 2026-Q1 |
| Kilter Group LLC | 23 | $791 | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 12 | $412 | 0.0% | 2026-Q1 |
| Independence Bank of Kentucky new | 3 | $103 | 0.0% | 2026-Q1 |
| Key Capital Management, INC new | 3 | $103 | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 1 | $34 | 0.0% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 225,000 | $11M | 14.0% | 2025-Q1 stale |
| BANK OF MONTREAL /CAN/ new | 119,322 | $6M | 7.4% | 2025-Q1 stale |
| Canal Insurance CO added | 160,000 | $5M | 6.4% | 2025-Q3 stale |
| Quadrature Capital Ltd new | 119,876 | $4M | 4.8% | 2025-Q3 stale |
| SCALAR GAUGE MANAGEMENT, LLC new | 50,000 | $3M | 3.1% | 2025-Q1 stale |
| CANTOR FITZGERALD, L. P. added | 43,959 | $1M | 1.8% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 50,000 | $1M | 1.6% | 2025-Q4 stale |
| FNY Investment Advisers, LLC added | 34,500 | $1M | 1.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 16,993 | $797K | 1.0% | 2025-Q2 stale |
| Eschler Asset Management LLP trimmed | 13,652 | $686K | 0.8% | 2025-Q1 stale |
| OPPENHEIMER & CO INC trimmed | 20,074 | $648K | 0.8% | 2025-Q3 stale |
| EHP Funds Inc. new | 20,000 | $646K | 0.8% | 2025-Q3 stale |
| Avos Capital Management, LLC new | 15,075 | $487K | 0.6% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 13,403 | $434K | 0.5% | 2025-Q3 stale |
| Integrated Advisors Network LLC trimmed | 15,000 | $385K | 0.5% | 2025-Q4 stale |
| Belvedere Trading LLC added | 11,053 | $357K | 0.4% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 11,742 | $301K | 0.4% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 10,647 | $273K | 0.3% | 2025-Q4 stale |
| XTX Topco Ltd new | 8,287 | $268K | 0.3% | 2025-Q3 stale |
| Corient Private Wealth LLC new | 5,390 | $253K | 0.3% | 2025-Q2 stale |
| Beacon Harbor Wealth Advisors, Inc. new | 5,000 | $251K | 0.3% | 2025-Q1 stale |
| BOURGEON CAPITAL MANAGEMENT LLC new | 7,500 | $242K | 0.3% | 2025-Q3 stale |
| waypoint wealth counsel new | 4,750 | $239K | 0.3% | 2025-Q1 stale |
| Cetera Investment Advisers new | 7,175 | $232K | 0.3% | 2025-Q3 stale |
| EFG International AG new | 9,000 | $231K | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 7,726 | $198K | 0.2% | 2025-Q4 stale |
| Arax Advisory Partners new | 5,680 | $183K | 0.2% | 2025-Q3 stale |
| SG Americas Securities, LLC | 2,500 | $117K | 0.1% | 2025-Q2 stale |
| GROUP ONE TRADING LLC new | 3,854 | $99K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 1,833 | $47K | 0.1% | 2025-Q4 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 1,100 | $34K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 411 | $21K | 0.0% | 2025-Q1 stale |
| DV Trading LLC new | 300 | $8K | 0.0% | 2025-Q4 stale |
| 1248 Management, LLC new | 300 | $8K | 0.0% | 2025-Q4 stale |
| Financial Management Professionals, Inc. new | 80 | $3K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | $47 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.