Who owns VPLS (VPLS)
Which tracked institutional funds hold VPLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VPLS 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
The tracked-fund tape on VPLS is one-sided between 2025-Q4 and 2026-Q1: 63 added or opened and 13 trimmed or exited — on balance accumulating.
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
VPLS’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes VPLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VPLS 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 146 tracked filers holding VPLS, 110 increased or opened the position and 41 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 VPLS 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 20
- WNY Asset Management, LLC$28M
- Insight Wealth Strategies, LLC$27M
- Betterment LLC$14M
- Pasadena Private Wealth, LLC$10M
- EVOLVE PRIVATE WEALTH, LLC$7M
- CITADEL ADVISORS LLC$6M
Full exits 8
- Thrivent Financial for Lutherans$7M
- Janney Capital Management LLC$5M
- Catalyst Investment Management LLC$4M
- RIA Advisory Group LLC$4M
- JANE STREET GROUP, LLC$4M
- FLOW TRADERS U.S. LLC$3M
Largest adds
- BANK OF AMERICA CORP /DE/$33M
- OSAIC HOLDINGS, INC.$24M
- RAYMOND JAMES FINANCIAL INC$12M
- Mariner, LLC$10M
- R. W. Roge & Company, Inc.$8M
- Keystone Financial Group, Inc.$7M
Largest trims
- ROYAL BANK OF CANADA$9M
- MorganRosel Wealth Management, LLC$3M
- LPL Financial LLC$1M
- Cambridge Investment Research Advisors, Inc.$821K
- Ashton Thomas Private Wealth, LLC$705K
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 | 1,624,763 | $126M | 17.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 643,847 | $50M | 6.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 367,565 | $29M | 4.0% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 366,563 | $28M | 4.0% | 2026-Q1 |
| Insight Wealth Strategies, LLC new | 343,106 | $27M | 3.7% | 2026-Q1 |
| Keystone Financial Group, Inc. added | 272,896 | $21M | 2.9% | 2026-Q1 |
| Summit Financial, LLC added | 249,107 | $19M | 2.7% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 220,342 | $17M | 2.4% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 193,358 | $15M | 2.1% | 2026-Q1 |
| Balance Wealth, LLC added | 189,573 | $15M | 2.0% | 2026-Q1 |
| Betterment LLC new | 176,641 | $14M | 1.9% | 2026-Q1 |
| Mariner, LLC added | 168,900 | $13M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 167,350 | $13M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 159,745 | $12M | 1.7% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 150,222 | $12M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 149,516 | $12M | 1.6% | 2026-Q1 |
| Pasadena Private Wealth, LLC new | 133,918 | $10M | 1.4% | 2026-Q1 |
| NavPoint Financial, Inc. added | 132,233 | $10M | 1.4% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 116,034 | $9M | 1.3% | 2026-Q1 |
| R. W. Roge & Company, Inc. added | 107,275 | $8M | 1.2% | 2026-Q1 |
| Roehl & Yi Investment Advisors, LLC added | 104,492 | $8M | 1.1% | 2026-Q1 |
| VICUS CAPITAL added | 97,154 | $8M | 1.0% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. trimmed | 93,641 | $7M | 1.0% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 93,286 | $7M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 90,636 | $7M | 1.0% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 88,456 | $7M | 1.0% | 2026-Q1 |
| Lakewood Asset Management LLC added | 88,090 | $7M | 0.9% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 86,428 | $7M | 0.9% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 86,136 | $7M | 0.9% | 2026-Q1 |
| Harbor Group, Inc. added | 84,316 | $7M | 0.9% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 83,407 | $6M | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 82,725 | $6M | 0.9% | 2026-Q1 |
| North Star Investment Management Corp. added | 82,363 | $6M | 0.9% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 82,220 | $6M | 0.9% | 2026-Q1 |
| Integrity Wealth Solutions LLC added | 81,722 | $6M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 76,918 | $6M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 74,735 | $6M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 65,808 | $5M | 0.7% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 62,606 | $5M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 57,034 | $4M | 0.6% | 2026-Q1 |
| CFO4Life Group, LLC added | 55,059 | $4M | 0.6% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC new | 54,092 | $4M | 0.6% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 51,600 | $4M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 49,185 | $4M | 0.5% | 2026-Q1 |
| Investment Advisory Group, LLC added | 47,157 | $4M | 0.5% | 2026-Q1 |
| Grant Street Asset Management, Inc. trimmed | 46,610 | $4M | 0.5% | 2026-Q1 |
| Red Mountain Financial, LLC added | 46,483 | $4M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC new | 37,850 | $3M | 0.4% | 2026-Q1 |
| OMNI 360 Wealth, Inc. added | 37,850 | $3M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 36,380 | $3M | 0.4% | 2026-Q1 |
| Kaizen Financial Strategies added | 35,667 | $3M | 0.4% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC new | 35,053 | $3M | 0.4% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 33,953 | $3M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 33,613 | $3M | 0.4% | 2026-Q1 |
| Triumph Capital Management added | 31,301 | $2M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC new | 30,339 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 28,556 | $2M | 0.3% | 2026-Q1 |
| Cogent Private Wealth, Inc. | 28,267 | $2M | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 27,871 | $2M | 0.3% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. trimmed | 27,746 | $2M | 0.3% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC added | 26,366 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 25,331 | $2M | 0.3% | 2026-Q1 |
| DAHRING | CUSMANO LLC new | 23,765 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 21,865 | $2M | 0.2% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 20,121 | $2M | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC new | 18,921 | $1M | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC added | 18,718 | $1M | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 18,349 | $1M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 16,902 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 15,382 | $1M | 0.2% | 2026-Q1 |
| BROOKS, MOORE & ASSOCIATES, INC. added | 15,146 | $1M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 14,703 | $1M | 0.2% | 2026-Q1 |
| StoneX Group Inc. added | 11,762 | $913K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,523 | $894K | 0.1% | 2026-Q1 |
| Westwind Capital added | 11,316 | $878K | 0.1% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ added | 9,955 | $772K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC new | 9,898 | $768K | 0.1% | 2026-Q1 |
| GSG Advisors LLC added | 9,541 | $740K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 8,342 | $647K | 0.1% | 2026-Q1 |
| Verum Partners LLC trimmed | 7,987 | $620K | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC new | 7,849 | $609K | 0.1% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 7,516 | $583K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 6,800 | $528K | 0.1% | 2026-Q1 |
| FIRST AMERICAN BANK new | 6,761 | $525K | 0.1% | 2026-Q1 |
| Breakwater Capital Group trimmed | 6,611 | $513K | 0.1% | 2026-Q1 |
| Topsail Wealth Management, LLC new | 6,388 | $496K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 90,827 | $7M | 1.0% | 2025-Q4 stale |
| Apexium Financial, LP added | 66,991 | $5M | 0.7% | 2025-Q3 stale |
| Janney Capital Management LLC trimmed | 66,218 | $5M | 0.7% | 2025-Q4 stale |
| PFG Private Wealth Management, LLC new | 62,410 | $5M | 0.7% | 2025-Q3 stale |
| Catalyst Investment Management LLC new | 53,981 | $4M | 0.6% | 2025-Q4 stale |
| RIA Advisory Group LLC added | 46,569 | $4M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 45,714 | $4M | 0.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 42,992 | $3M | 0.5% | 2025-Q4 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 23,100 | $2M | 0.3% | 2025-Q3 stale |
| Moser Wealth Advisors, LLC added | 11,810 | $919K | 0.1% | 2025-Q2 stale |
| INTEGRITY ALLIANCE, LLC. new | 11,119 | $869K | 0.1% | 2025-Q4 stale |
| CGN Advisors LLC new | 10,280 | $797K | 0.1% | 2025-Q1 stale |
| Yeomans Consulting Group, Inc. new | 8,176 | $639K | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC trimmed | 7,307 | $573K | 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.