Who owns VYMI
Which tracked institutional funds hold VYMI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VYMI 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
The tracked-fund tape on VYMI is one-sided between 2026-Q1 and 2026-Q2: 246 added or opened and 76 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
VYMI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp gap the other way — the median holder sizes VYMI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VYMI 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 853 tracked filers holding VYMI, 522 increased or opened the position and 275 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 VYMI 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 33
- Hilton Capital Management, LLC$46M
- NewEdge Advisors, LLC$14M
- Markowski Investments$13M
- FIDUCIARY FINANCIAL ADVISORS$12M
- Angeles Investment Advisors, LLC$9M
- Gradient Investments LLC$5M
Full exits 37
- JANE STREET GROUP, LLC$175M
- HighTower Advisors, LLC$76M
- CWM, LLC$63M
- Janney Montgomery Scott LLC$28M
- Cambridge Investment Research Advisors, Inc.$27M
- MACKENZIE FINANCIAL CORP$24M
Largest adds
- UBS Group AG$94M
- JONES FINANCIAL COMPANIES LLLP$73M
- ENVESTNET ASSET MANAGEMENT INC$59M
- MORGAN STANLEY$48M
- LPL Financial LLC$47M
- BANK OF AMERICA CORP /DE/$42M
Largest trims
- CAPTRUST FINANCIAL ADVISORS$72M
- Hamilton Wealth, LLC$60M
- CITADEL ADVISORS LLC$27M
- ASSETMARK, INC$7M
- SURIENCE PRIVATE WEALTH LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 6,660,700 | $654M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,351,629 | $624M | 10.0% | 2026-Q2 |
| UBS Group AG added | 4,269,527 | $419M | 6.8% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 3,084,964 | $303M | 4.9% | 2026-Q2 |
| LPL Financial LLC added | 2,888,314 | $284M | 4.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,800,924 | $275M | 4.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,797,471 | $274M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,491,771 | $245M | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,335,889 | $229M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,983,451 | $195M | 3.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,813,467 | $178M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,709,221 | $168M | 2.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 1,530,507 | $150M | 2.4% | 2026-Q2 |
| Mariner, LLC added | 962,375 | $95M | 1.5% | 2026-Q2 |
| Creative Planning added | 721,215 | $71M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 675,900 | $66M | 1.1% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 670,311 | $66M | 1.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 653,380 | $64M | 1.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 622,475 | $61M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 568,850 | $56M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 478,114 | $47M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 477,136 | $47M | 0.8% | 2026-Q2 |
| Hilton Capital Management, LLC new | 467,617 | $46M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 458,817 | $45M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 428,595 | $42M | 0.7% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 425,601 | $42M | 0.7% | 2026-Q2 |
| Capital Advantage, Inc. added | 415,485 | $41M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 377,479 | $37M | 0.6% | 2026-Q2 |
| LS Investment Advisors, LLC trimmed | 370,210 | $36M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 352,577 | $35M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 345,385 | $34M | 0.5% | 2026-Q2 |
| BURNS J W & CO INC/NY added | 334,655 | $33M | 0.5% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 328,775 | $32M | 0.5% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 315,871 | $31M | 0.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 312,298 | $31M | 0.5% | 2026-Q2 |
| FIRST HAWAIIAN BANK trimmed | 304,625 | $30M | 0.5% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 299,797 | $29M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 290,148 | $28M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 288,795 | $28M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 286,697 | $28M | 0.5% | 2026-Q2 |
| BANK OF HAWAII added | 284,828 | $28M | 0.5% | 2026-Q2 |
| SWAN Capital LLC added | 283,514 | $28M | 0.4% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 253,656 | $25M | 0.4% | 2026-Q2 |
| Main Line Retirement Advisors, LLC trimmed | 247,065 | $24M | 0.4% | 2026-Q2 |
| AAF Wealth Management, LLC trimmed | 241,414 | $24M | 0.4% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 241,179 | $25M | 0.4% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 233,051 | $23M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 227,139 | $22M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 222,710 | $22M | 0.4% | 2026-Q2 |
| KWMG, LLC added | 221,556 | $22M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 214,812 | $21M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 213,770 | $21M | 0.3% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 209,764 | $21M | 0.3% | 2026-Q2 |
| American Investment Services, Inc. trimmed | 206,897 | $20M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 200,019 | $20M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 192,187 | $19M | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 189,310 | $19M | 0.3% | 2026-Q2 |
| Vanguard National Trust Co added | 188,025 | $18M | 0.3% | 2026-Q2 |
| Tull Financial Group, Inc. added | 185,302 | $18M | 0.3% | 2026-Q2 |
| Clarity Wealth Advisors, LLC added | 178,258 | $18M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 177,024 | $17M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 172,421 | $17M | 0.3% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 168,070 | $17M | 0.3% | 2026-Q2 |
| Meeder Advisory Services, Inc. trimmed | 167,842 | $16M | 0.3% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 165,256 | $16M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 163,055 | $16M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 161,663 | $16M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 160,656 | $16M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 160,564 | $16M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 160,130 | $16M | 0.3% | 2026-Q2 |
| Human Investing LLC | 158,584 | $15M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC added | 158,397 | $16M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 153,037 | $15M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC added | 152,168 | $15M | 0.2% | 2026-Q2 |
| WEST BANCORPORATION INC added | 147,657 | $14M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 146,556 | $14M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 145,328 | $14M | 0.2% | 2026-Q2 |
| Prentice Wealth Management LLC added | 144,123 | $14M | 0.2% | 2026-Q2 |
| REGIMEN WEALTH, LLC added | 143,731 | $14M | 0.2% | 2026-Q2 |
| Financial Perspectives, Inc added | 143,597 | $14M | 0.2% | 2026-Q2 |
| Buska Wealth Management, LLC added | 142,542 | $14M | 0.2% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 141,832 | $14M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 141,191 | $14M | 0.2% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 140,798 | $14M | 0.2% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 139,946 | $14M | 0.2% | 2026-Q2 |
| Wedmont Private Capital added | 138,786 | $14M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 138,316 | $14M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 137,666 | $14M | 0.2% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 137,555 | $14M | 0.2% | 2026-Q2 |
| Unison Advisors LLC added | 136,603 | $13M | 0.2% | 2026-Q2 |
| Markowski Investments new | 136,539 | $13M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 131,662 | $13M | 0.2% | 2026-Q2 |
| EQUITABLE TRUST CO trimmed | 131,252 | $13M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 129,933 | $13M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 125,854 | $12M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 125,110 | $12M | 0.2% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC trimmed | 123,648 | $12M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 123,211 | $12M | 0.2% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 122,274 | $13M | 0.2% | 2026-Q2 |
| CROBAN added | 120,219 | $12M | 0.2% | 2026-Q2 |
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.