Who owns VUSE
Which tracked institutional funds hold VUSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VUSE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
5 tracked funds added or opened VUSE while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VUSE’s largest tracked holder by dollar value, Blue Trust, Inc., sizes it at 6.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VUSE 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 2026-Q1 and 2026-Q2, across 35 tracked filers holding VUSE, 16 increased or opened the position and 17 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 VUSE between the 2026-Q1 and 2026-Q2 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 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 2
- CITADEL ADVISORS LLC$1M
- JPMORGAN CHASE & CO$514K
Largest adds
- Blue Trust, Inc.$77M
- Vident Advisory, LLC$10M
- GOLDMAN SACHS GROUP INC$951K
- OSAIC HOLDINGS, INC.$299K
Largest trims
- Ethos Capital Management, Inc.$259K
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 |
|---|---|---|---|---|
| Blue Trust, Inc. added | 7,850,198 | $568M | 87.0% | 2026-Q2 |
| Vident Advisory, LLC added | 852,245 | $62M | 9.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 100,000 | $7M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 33,047 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,499 | $1M | 0.2% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 13,897 | $1M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 13,133 | $950K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 12,240 | $885K | 0.1% | 2026-Q2 |
| Ethos Capital Management, Inc. trimmed | 9,783 | $707K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 8,503 | $615K | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 6,651 | $481K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,383 | $462K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 6,347 | $459K | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 5,533 | $400K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 5,035 | $364K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,479 | $324K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 4,411 | $319K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC | 3,458 | $250K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 3,197 | $231K | 0.0% | 2026-Q2 |
| Orgel Wealth Management, LLC new | 3,058 | $221K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 2,855 | $206K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,611 | $189K | 0.0% | 2026-Q2 |
| Virginia Estate & Retirement Planning Advisors Inc. new | 917 | $148K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC | 1,635 | $118K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 1,443 | $104K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 1,208 | $87K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC | 1,105 | $80K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 478 | $35K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 248 | $18K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 239 | $17K | 0.0% | 2026-Q2 |
| 4Thought Financial Group Inc. trimmed | 173 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 166 | $12K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 146 | $11K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 46 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $65 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,511 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 8,400 | $514K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TrustWell Financial Advisors, LLC added | 4,733 | $297K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Stewardship Advisors, LLC trimmed | 3,201 | $201K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 2,692 | $169K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 720 | $45K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 231 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 3,061 | $204K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,004 | $132K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,346 | $589K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.