Who owns VSS (VSS)
Which tracked institutional funds hold VSS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VSS 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
106 tracked funds added or opened VSS while 73 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
VSS’s largest tracked holder by dollar value, Empower Advisory Group, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VSS 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 691 tracked filers holding VSS, 272 increased or opened the position and 293 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 VSS 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 19
- BlueSky Wealth Advisors, LLC$15M
- FLOW TRADERS U.S. LLC$9M
- OLD MISSION CAPITAL LLC$8M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7M
- Aletheian Wealth Advisors LLC$5M
- DRW Securities, LLC$3M
Full exits 17
- Strategic Financial Planning, Inc.$11M
- CoreFirst Bank & Trust$3M
- CIBC Private Wealth Group LLC$2M
- Blue Barn Wealth, LLC$2M
- SOL Capital Management CO$1M
- Concurrent Investment Advisors, LLC$1M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$272M
- Bank of New York Mellon Corp$117M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53M
- VICTORY CAPITAL MANAGEMENT INC$21M
- Empower Advisory Group, LLC$20M
- MORGAN STANLEY$18M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$40M
- JANE STREET GROUP, LLC$16M
- STATE STREET CORP$16M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$13M
- Pacific Life Fund Advisors LLC$10M
- MERCER GLOBAL ADVISORS INC /ADV$10M
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 |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 4,998,653 | $729M | 14.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,718,482 | $387M | 7.7% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 1,905,214 | $278M | 5.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 1,815,974 | $265M | 5.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,698,248 | $248M | 4.9% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 1,512,875 | $221M | 4.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 1,467,778 | $214M | 4.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,099,303 | $160M | 3.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 813,491 | $119M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 765,596 | $112M | 2.2% | 2026-Q1 |
| ASSETMARK, INC added | 742,771 | $108M | 2.2% | 2026-Q1 |
| Creative Planning added | 735,168 | $107M | 2.1% | 2026-Q1 |
| WIT, LLC | 658,548 | $96M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 619,635 | $90M | 1.8% | 2026-Q1 |
| UBS Group AG added | 521,955 | $76M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 475,989 | $69M | 1.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 458,577 | $67M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 405,256 | $59M | 1.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 349,644 | $51M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 334,623 | $49M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 319,984 | $47M | 0.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 313,974 | $46M | 0.9% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 287,330 | $42M | 0.8% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 287,104 | $42M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 274,375 | $40M | 0.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 272,361 | $40M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 253,689 | $37M | 0.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 253,524 | $37M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 221,200 | $32M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 218,510 | $32M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 208,276 | $30M | 0.6% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 206,351 | $30M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 206,124 | $30M | 0.6% | 2026-Q1 |
| Wedmont Private Capital trimmed | 180,872 | $28M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 186,312 | $27M | 0.5% | 2026-Q1 |
| Apella Capital, LLC trimmed | 167,852 | $27M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 181,224 | $26M | 0.5% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC trimmed | 179,696 | $26M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 178,921 | $26M | 0.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 175,578 | $26M | 0.5% | 2026-Q1 |
| Vontobel Holding Ltd. | 160,000 | $23M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 158,674 | $23M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 144,798 | $21M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 144,563 | $21M | 0.4% | 2026-Q1 |
| MATHER GROUP, LLC. added | 136,332 | $20M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 137,691 | $19M | 0.4% | 2026-Q1 |
| Portland Global Advisors LLC added | 123,899 | $18M | 0.4% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 119,598 | $17M | 0.3% | 2026-Q1 |
| MilWealth Group LLC trimmed | 117,741 | $17M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 116,383 | $17M | 0.3% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 109,193 | $16M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 107,069 | $16M | 0.3% | 2026-Q1 |
| Partners in Financial Planning trimmed | 105,728 | $15M | 0.3% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 103,581 | $15M | 0.3% | 2026-Q1 |
| Redwood Investment Management, LLC trimmed | 101,322 | $15M | 0.3% | 2026-Q1 |
| BlueSky Wealth Advisors, LLC trimmed | 100,324 | $15M | 0.3% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 92,943 | $14M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 92,420 | $13M | 0.3% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 87,524 | $13M | 0.3% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 85,655 | $12M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 83,641 | $12M | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 83,522 | $12M | 0.2% | 2026-Q1 |
| Family CFO Inc trimmed | 82,905 | $12M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 80,766 | $12M | 0.2% | 2026-Q1 |
| Columbus Macro, LLC added | 77,512 | $11M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. added | 75,834 | $11M | 0.2% | 2026-Q1 |
| 25 LLC trimmed | 75,262 | $11M | 0.2% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 74,611 | $11M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 73,365 | $11M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 71,845 | $10M | 0.2% | 2026-Q1 |
| PRESILIUM PRIVATE WEALTH, LLC added | 70,841 | $10M | 0.2% | 2026-Q1 |
| IFG Advisors, LLC trimmed | 70,413 | $10M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 69,521 | $10M | 0.2% | 2026-Q1 |
| Grove Street Fiduciary, LLC trimmed | 68,039 | $10M | 0.2% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 68,016 | $10M | 0.2% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 67,810 | $10M | 0.2% | 2026-Q1 |
| Johnson Financial Group, LLC trimmed | 67,703 | $10M | 0.2% | 2026-Q1 |
| Newton One Investments LLC added | 67,197 | $10M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 66,342 | $10M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 65,399 | $10M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 65,035 | $9M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 63,595 | $9M | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 63,006 | $9M | 0.2% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 62,922 | $9M | 0.2% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 62,813 | $9M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 62,476 | $9M | 0.2% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC added | 62,165 | $9M | 0.2% | 2026-Q1 |
| Brooklyn FI, LLC trimmed | 61,141 | $9M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 60,996 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 60,057 | $9M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 58,557 | $9M | 0.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 58,151 | $8M | 0.2% | 2026-Q1 |
| Full Sail Capital, LLC trimmed | 301,868 | $43M | 0.9% | 2025-Q3 stale |
| PrairieView Partners, LLC trimmed | 253,342 | $34M | 0.7% | 2025-Q2 stale |
| LINCOLN NATIONAL CORP added | 294,135 | $34M | 0.7% | 2025-Q1 stale |
| NISA INVESTMENT ADVISORS, LLC trimmed | 210,000 | $24M | 0.5% | 2025-Q1 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 132,000 | $18M | 0.4% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 130,272 | $18M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 79,517 | $11M | 0.2% | 2025-Q3 stale |
| Strategic Financial Planning, Inc. added | 78,498 | $11M | 0.2% | 2025-Q4 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.