Who owns VYMI (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-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 VYMI is one-sided between 2025-Q4 and 2026-Q1: 275 added or opened and 61 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 2025-Q4 and 2026-Q1, across 820 tracked filers holding VYMI, 516 increased or opened the position and 235 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 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 36
- FLOW TRADERS U.S. LLC$19M
- Vanguard National Trust Co$12M
- WNY Asset Management, LLC$7M
- Mayfair Advisory Group, LLC$7M
- CSM Advisors, LLC$6M
- Quantum Capital Management, LLC / NJ$6M
Full exits 24
- Integrated Advisors Network LLC$13M
- NewEdge Advisors, LLC$11M
- Tidal Investments LLC$9M
- VANGUARD GROUP INC$7M
- S. R. Schill & Associates$6M
- Spectrum Asset Management, Inc. (NB/CA)$6M
Largest adds
- UBS Group AG$202M
- MORGAN STANLEY$101M
- BANK OF AMERICA CORP /DE/$80M
- Hamilton Wealth, LLC$79M
- JANE STREET GROUP, LLC$76M
- Orgel Wealth Management, LLC$64M
Largest trims
- MERCER GLOBAL ADVISORS INC /ADV$28M
- Arlington Trust Co LLC$26M
- Corient Private Wealth LLC$13M
- TBH Global Asset Management, LLC$10M
- BCS Wealth Management$6M
- Qube Research & Technologies Ltd$3M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 6,436,027 | $607M | 10.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,173,258 | $582M | 9.7% | 2026-Q1 |
| UBS Group AG added | 3,447,269 | $325M | 5.4% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 3,064,412 | $289M | 4.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 2,656,027 | $250M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 2,506,373 | $236M | 3.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,368,695 | $223M | 3.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,327,248 | $219M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,295,218 | $216M | 3.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,193,118 | $201M | 3.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,852,308 | $175M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,839,912 | $173M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,493,437 | $141M | 2.3% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,357,180 | $128M | 2.1% | 2026-Q1 |
| Hamilton Wealth, LLC added | 966,063 | $91M | 1.5% | 2026-Q1 |
| Mariner, LLC added | 959,383 | $90M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 804,663 | $76M | 1.3% | 2026-Q1 |
| Creative Planning added | 704,278 | $66M | 1.1% | 2026-Q1 |
| CWM, LLC added | 673,221 | $63M | 1.1% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC added | 637,700 | $60M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 637,186 | $60M | 1.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 596,921 | $56M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 600,454 | $54M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 556,228 | $52M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 487,857 | $46M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 466,042 | $43M | 0.7% | 2026-Q1 |
| LS Investment Advisors, LLC added | 421,380 | $40M | 0.7% | 2026-Q1 |
| Capital Advantage, Inc. added | 414,165 | $39M | 0.7% | 2026-Q1 |
| Barry Investment Advisors, LLC added | 412,284 | $39M | 0.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 397,650 | $37M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 380,660 | $36M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 361,291 | $34M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 341,416 | $32M | 0.5% | 2026-Q1 |
| BURNS J W & CO INC/NY added | 333,846 | $31M | 0.5% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 323,544 | $30M | 0.5% | 2026-Q1 |
| FIRST HAWAIIAN BANK trimmed | 312,109 | $29M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 308,975 | $29M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 299,291 | $28M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 283,665 | $27M | 0.4% | 2026-Q1 |
| SWAN Capital LLC trimmed | 282,677 | $27M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 282,089 | $27M | 0.4% | 2026-Q1 |
| BANK OF HAWAII trimmed | 277,792 | $26M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 258,202 | $24M | 0.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 257,891 | $24M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 255,579 | $24M | 0.4% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 254,409 | $24M | 0.4% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 251,586 | $24M | 0.4% | 2026-Q1 |
| Strategic Point Investment Advisors, LLC trimmed | 250,651 | $24M | 0.4% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 248,782 | $23M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 246,296 | $23M | 0.4% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 244,253 | $23M | 0.4% | 2026-Q1 |
| AAF Wealth Management, LLC added | 241,541 | $23M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 235,182 | $22M | 0.4% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 218,352 | $21M | 0.3% | 2026-Q1 |
| American Investment Services, Inc. trimmed | 217,344 | $20M | 0.3% | 2026-Q1 |
| KWMG, LLC added | 214,672 | $20M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 207,712 | $20M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 206,471 | $19M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 201,524 | $19M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 192,059 | $18M | 0.3% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 189,170 | $18M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC added | 183,568 | $17M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 183,330 | $17M | 0.3% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 179,533 | $17M | 0.3% | 2026-Q1 |
| Tull Financial Group, Inc. added | 179,016 | $17M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC | 172,500 | $16M | 0.3% | 2026-Q1 |
| Arkos Global Advisors added | 172,053 | $16M | 0.3% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 164,228 | $15M | 0.3% | 2026-Q1 |
| Clarity Wealth Advisors, LLC added | 162,067 | $15M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 161,598 | $15M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 161,496 | $15M | 0.3% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL added | 159,569 | $15M | 0.3% | 2026-Q1 |
| Human Investing LLC trimmed | 158,584 | $15M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 152,932 | $14M | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 151,870 | $14M | 0.2% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 150,754 | $14M | 0.2% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 148,262 | $14M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 147,939 | $14M | 0.2% | 2026-Q1 |
| Wedmont Private Capital trimmed | 138,036 | $14M | 0.2% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 136,491 | $14M | 0.2% | 2026-Q1 |
| Family Investment Center, Inc. added | 141,738 | $13M | 0.2% | 2026-Q1 |
| REGIMEN WEALTH, LLC trimmed | 140,093 | $13M | 0.2% | 2026-Q1 |
| Prentice Wealth Management LLC trimmed | 139,512 | $13M | 0.2% | 2026-Q1 |
| Cedar Mountain Advisors, LLC trimmed | 138,642 | $13M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 138,069 | $13M | 0.2% | 2026-Q1 |
| Financial Perspectives, Inc added | 137,698 | $13M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 136,583 | $13M | 0.2% | 2026-Q1 |
| Unison Advisors LLC trimmed | 136,447 | $13M | 0.2% | 2026-Q1 |
| WEST BANCORPORATION INC added | 133,241 | $13M | 0.2% | 2026-Q1 |
| Moran Wealth Management, LLC added | 132,834 | $13M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 132,740 | $13M | 0.2% | 2026-Q1 |
| EQUITABLE TRUST CO added | 132,656 | $13M | 0.2% | 2026-Q1 |
| Vanguard National Trust Co new | 132,590 | $12M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 131,551 | $12M | 0.2% | 2026-Q1 |
| COURIER CAPITAL LLC added | 131,345 | $12M | 0.2% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC trimmed | 128,960 | $12M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 128,102 | $12M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 172,777 | $14M | 0.2% | 2025-Q2 stale |
| Integrated Advisors Network LLC added | 149,486 | $13M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 150,724 | $12M | 0.2% | 2025-Q2 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.