Who owns VMO
Which tracked institutional funds hold VMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VMO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 VMO while 12 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
VMO’s largest tracked holder by dollar value, RIVERNORTH CAPITAL MANAGEMENT, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VMO 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 104 tracked filers holding VMO, 51 increased or opened the position and 40 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 VMO 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 2
- Fiera Capital Corp$2M
- Summit Trail Advisors, LLC$692K
Full exits 3
- Rareview Capital LLC$3M
- Bank of New York Mellon Corp$1M
- Concorde Asset Management, LLC$610K
Largest adds
- LPL Financial LLC$4M
- Garden State Investment Advisory Services LLC$3M
- Advisors Asset Management, Inc.$938K
- Kestra Advisory Services, LLC$784K
- Hennion & Walsh Asset Management, Inc.$532K
- MORGAN STANLEY$467K
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$13M
- AMERIPRISE FINANCIAL INC$5M
- ROBINSON CAPITAL MANAGEMENT, LLC$4M
- NewEdge Advisors, LLC$844K
- MACKAY SHIELDS LLC$764K
- UBS Group AG$739K
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 |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 2,732,276 | $26M | 14.2% | 2026-Q1 |
| LPL Financial LLC added | 1,533,417 | $15M | 8.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,525,658 | $15M | 7.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,501,325 | $14M | 7.8% | 2026-Q1 |
| UBS Group AG trimmed | 1,063,970 | $10M | 5.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 788,894 | $8M | 4.1% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 758,771 | $7M | 4.0% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 740,403 | $7M | 3.8% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 673,017 | $6M | 3.5% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC | 623,992 | $6M | 3.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 604,368 | $6M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 523,813 | $5M | 2.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 444,103 | $4M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 356,174 | $3M | 1.8% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 327,025 | $3M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 315,279 | $3M | 1.6% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 207,344 | $2M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 169,567 | $2M | 0.9% | 2026-Q1 |
| Fiera Capital Corp trimmed | 167,172 | $2M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 165,754 | $2M | 0.9% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC added | 145,969 | $1M | 0.8% | 2026-Q1 |
| Garner Asset Management Corp added | 135,921 | $1M | 0.7% | 2026-Q1 |
| MACKAY SHIELDS LLC trimmed | 126,255 | $1M | 0.7% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 108,644 | $1M | 0.6% | 2026-Q1 |
| PLANNING ALTERNATIVES LTD /ADV added | 103,000 | $980K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 91,907 | $874K | 0.5% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 86,318 | $821K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 81,119 | $771K | 0.4% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 78,605 | $748K | 0.4% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 72,805 | $692K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 68,010 | $647K | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 63,566 | $605K | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 62,924 | $598K | 0.3% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 57,915 | $551K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 50,962 | $485K | 0.3% | 2026-Q1 |
| Burford Brothers, Inc. added | 48,690 | $463K | 0.3% | 2026-Q1 |
| Live Oak Private Wealth LLC | 43,000 | $409K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 42,927 | $408K | 0.2% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. added | 42,804 | $407K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 42,274 | $402K | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 42,230 | $402K | 0.2% | 2026-Q1 |
| PURSUIT WEALTH STRATEGIES, LLC trimmed | 41,491 | $395K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 38,241 | $364K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 37,366 | $355K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 36,721 | $349K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 34,352 | $327K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 32,559 | $310K | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 31,678 | $301K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 29,896 | $284K | 0.2% | 2026-Q1 |
| Alaska Wealth Advisors, LLC | 28,550 | $272K | 0.1% | 2026-Q1 |
| CWM, LLC added | 28,329 | $269K | 0.1% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 28,016 | $266K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 27,994 | $266K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 26,761 | $254K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 25,834 | $246K | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 25,500 | $243K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 21,700 | $206K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 21,302 | $203K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 21,119 | $201K | 0.1% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT | 19,795 | $188K | 0.1% | 2026-Q1 |
| Kercheville Advisors, LLC | 18,567 | $177K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 17,600 | $167K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 16,987 | $162K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 16,363 | $156K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 15,983 | $152K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 15,680 | $149K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 15,411 | $147K | 0.1% | 2026-Q1 |
| Pinnacle Bancorp, Inc. | 15,000 | $143K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 14,400 | $137K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC | 13,500 | $128K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 126,875 | $127K | 0.1% | 2026-Q1 |
| Encompass More Asset Management | 12,630 | $120K | 0.1% | 2026-Q1 |
| River Street Advisors LLC | 12,547 | $119K | 0.1% | 2026-Q1 |
| Berkeley Capital Partners, LLC | 12,387 | $118K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 11,191 | $106K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 532,457 | $5M | 2.8% | 2025-Q1 stale |
| Rareview Capital LLC added | 286,911 | $3M | 1.4% | 2025-Q4 stale |
| Bank of New York Mellon Corp added | 124,443 | $1M | 0.6% | 2025-Q4 stale |
| Westchester Capital Management, LLC | 84,363 | $774K | 0.4% | 2025-Q2 stale |
| Concorde Asset Management, LLC added | 63,692 | $610K | 0.3% | 2025-Q4 stale |
| Karpus Management, Inc. trimmed | 61,249 | $592K | 0.3% | 2025-Q3 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 63,600 | $584K | 0.3% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 59,283 | $544K | 0.3% | 2025-Q2 stale |
| Dakota Wealth Management trimmed | 45,000 | $413K | 0.2% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ added | 42,075 | $407K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. added | 31,179 | $298K | 0.2% | 2025-Q4 stale |
| Quarry LP | 32,500 | $298K | 0.2% | 2025-Q2 stale |
| READYSTATE ASSET MANAGEMENT LP new | 29,719 | $282K | 0.2% | 2025-Q1 stale |
| Marex Group plc trimmed | 27,400 | $260K | 0.1% | 2025-Q1 stale |
| Ackerman Capital Advisors, LLC added | 27,917 | $256K | 0.1% | 2025-Q2 stale |
| RIVERBRIDGE PARTNERS LLC added | 26,289 | $241K | 0.1% | 2025-Q2 stale |
| Summit Financial Wealth Advisors, LLC | 21,500 | $204K | 0.1% | 2025-Q1 stale |
| Formidable Asset Management, LLC added | 21,650 | $199K | 0.1% | 2025-Q3 stale |
| SIMON QUICK ADVISORS, LLC added | 20,330 | $193K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 15,625 | $149K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 16,013 | $147K | 0.1% | 2025-Q2 stale |
| Permanent Capital Management, LP added | 14,549 | $141K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,798 | $132K | 0.1% | 2025-Q4 stale |
| Cerity Partners LLC | 12,964 | $125K | 0.1% | 2025-Q3 stale |
| MOODY NATIONAL BANK TRUST DIVISION | 11,372 | $110K | 0.1% | 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.