| 0.00% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 43K | $19K | 0.0% | 0.306% | 0.00% |
| 5 | B. Riley Wealth Advisors, Inc. | 38K | $19K | 0.0% | 0.274% | 0.00% |
| 6 | UBS Group AG | 39K | $18K | +254.5% | 0.282% | 0.00% |
| 7 | Centurion Wealth Management LLC | 36K | $16K | 0.0% | 0.257% | 0.00% |
| 8 | BlackRock, Inc. | 28K | $13K | 0.0% | 0.200% | 0.00% |
| 9 | STATE STREET CORP | 25K | $11K | 0.0% | 0.179% | 0.00% |
| 10 | Sequoia Financial Advisors, LLC | 24K | $11K | 0.0% | 0.173% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 23K | $11K | -24.0% | 0.169% | 0.00% |
| 12 | NORTHERN TRUST CORP | 21K | $9K | +66.0% | 0.149% | 0.00% |
| 13 | Acorn Wealth Advisors, LLC | 15K | $7K | 0.0% | 0.106% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10K | $5K | β | 0.072% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 5K | $2K | -29.5% | 0.037% | 0.00% |
| 16 | OSAIC HOLDINGS, INC. | 1K | $516 | 0.0% | 0.008% | 0.00% |
| 17 | SIGNATUREFD, LLC | 547 | $249 | 0.0% | 0.004% | 0.00% |
| 18 | Blue Trust, Inc. | 160 | $73 | 0.0% | 0.001% | 0.00% |
| 19 | Kozak & Associates, Inc. | 49 | $24 | 0.0% | 0.000% | 0.00% |
| 20 | Global Retirement Partners, LLC | 23 | $10 | β | 0.000% | 0.00% |
| 21 | MORGAN STANLEY | 7 | $3 | 0.0% | 0.000% | 0.00% |
| 22 | ROYAL BANK OF CANADA | 4 | $0 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VVOS β a direct measure of their conviction.
Institutions that fully closed their VVOS position in Q2 2026
| 3.77% |
| +1.12 pp |
| $2M |
| +19% |
| Q4 2024 | 20 | 17% | 2.65% | +0.89 pp | $1M | +154% |
| Q3 2024 | 24 | β | 1.76% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
1 institutions opened new positions in VVOS during Q2 2026, while 4 fully exited. 1 added to existing positions and 18 trimmed.
VVOS institutional ownership fell by 9.30 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 85.7% of all reported 13F value in VVOS, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.