VPLS

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$76.45

-0.25 (-0.33%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding VPLS · 2026-Q1 methodology → sources →

146 holders

% of shares outstanding held

—

Shares held (13F)

8,900,194

Reporting holders

146

Top holders

largest 100 of 146 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	1,624,7631.6M	$126M	—	ADD 37%
2	LPL Financial LLC	643,847643,847	$50M	—	TRIM -2%
3	OSAIC HOLDINGS, INC.	367,565367,565	$29M	—	ADD 507%
4	WNY Asset Management, LLC	366,563366,563	$28M	—	NEW
5	Insight Wealth Strategies, LLC	343,106343,106	$27M	—	NEW
6	Keystone Financial Group, Inc.	272,896272,896	$21M	—	ADD 50%
7	Summit Financial, LLC	249,107249,107	$19M	—	ADD 5%
8	First Commonwealth Financial Corp /PA/	220,342220,342	$17M	—	ADD 22%
9	Diversified Portfolios, Inc.	193,358193,358	$15M	—	ADD 5%
10	Balance Wealth, LLC	189,573189,573	$15M	—	—
11	Betterment LLC	176,641176,641	$14M	—	NEW
12	Mariner, LLC	168,900168,900	$13M	—	ADD 400%
13	RAYMOND JAMES FINANCIAL INC	167,350167,350	$13M	—	ADD 886%
14	JONES FINANCIAL COMPANIES LLLP	159,745159,745	$12M	—	ADD 62%
15	LEAVELL INVESTMENT MANAGEMENT, INC.	150,222150,222	$12M	—	ADD 21%
16	COMMONWEALTH EQUITY SERVICES, LLC	149,516149,516	$12M	—	ADD 17%
17	Pasadena Private Wealth, LLC	133,918133,918	$10M	—	NEW
18	NavPoint Financial, Inc.	132,233132,233	$10M	—	ADD 52%
19	Landmark Wealth Management, LLC	116,034116,034	$9M	—	ADD 26%
20	R. W. Roge & Company, Inc.	107,275107,275	$8M	—	ADD 1691%
21	Roehl & Yi Investment Advisors, LLC	104,492104,492	$8M	—	ADD 20%
22	VICUS CAPITAL	97,15497,154	$8M	—	ADD 130%
23	FAGAN ASSOCIATES, INC.	93,64193,641	$7M	—	—
24	EVOLVE PRIVATE WEALTH, LLC	93,28693,286	$7M	—	NEW
25	ROYAL BANK OF CANADA	90,63690,636	$7M	—	TRIM -56%
26	PANORAMIC INVESTMENT ADVISORS, LLC	88,45688,456	$7M	—	ADD 3%
27	Lakewood Asset Management LLC	88,09088,090	$7M	—	ADD 25%
28	HOWARD FINANCIAL SERVICES, LTD.	86,42886,428	$7M	—	ADD 132%
29	Dynamic Advisor Solutions LLC	86,13686,136	$7M	—	ADD 5%
30	Harbor Group, Inc.	84,31684,316	$7M	—	ADD 57%
31	UNITED CAPITAL FINANCIAL ADVISORS, LLC	83,40783,407	$6M	—	ADD 8%
32	Ausdal Financial Partners, Inc.	82,72582,725	$6M	—	ADD 175%
33	North Star Investment Management Corp.	82,36382,363	$6M	—	ADD 33%
34	MorganRosel Wealth Management, LLC	82,22082,220	$6M	—	TRIM -34%
35	Integrity Wealth Solutions LLC	81,72281,722	$6M	—	ADD 11%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	76,91876,918	$6M	—	ADD 32%
37	CITADEL ADVISORS LLC	74,73574,735	$6M	—	NEW
38	Janney Montgomery Scott LLC	65,80865,808	$5M	—	NEW
39	SILVER OAK SECURITIES, INCORPORATED	62,60662,606	$5M	—	ADD 14%
40	Farther Finance Advisors, LLC	57,03457,034	$4M	—	ADD 491%
41	CFO4Life Group, LLC	55,05955,059	$4M	—	ADD 4%
42	Beaird Harris Wealth Management, LLC	54,09254,092	$4M	—	NEW
43	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	51,60051,600	$4M	—	ADD 11%
44	Beacon Pointe Advisors, LLC	49,18549,185	$4M	—	ADD 30%
45	Investment Advisory Group, LLC	47,15747,157	$4M	—	ADD 19%
46	Grant Street Asset Management, Inc.	46,61046,610	$4M	—	—
47	Red Mountain Financial, LLC	46,48346,483	$4M	—	ADD 117%
48	Focus Partners Advisor Solutions, LLC	37,85037,850	$3M	—	NEW
49	OMNI 360 Wealth, Inc.	37,85037,850	$3M	—	ADD 34%
50	Cerity Partners LLC	36,38036,380	$3M	—	ADD 29%
51	Kaizen Financial Strategies	35,66735,667	$3M	—	ADD 170%
52	SAGE RHINO CAPITAL LLC	35,05335,053	$3M	—	NEW
53	IAMS WEALTH MANAGEMENT, LLC	33,95333,953	$3M	—	ADD 11%
54	IFP Advisors, Inc	33,61333,613	$3M	—	ADD 874%
55	Triumph Capital Management	31,30131,301	$2M	—	ADD 13%
56	U.S. Capital Wealth Advisors, LLC	30,33930,339	$2M	—	NEW
57	OneDigital Investment Advisors LLC	28,55628,556	$2M	—	NEW
58	Cogent Private Wealth, Inc.	28,26728,267	$2M	—	—
59	Advyzon Investment Management, LLC	27,87127,871	$2M	—	NEW
60	Strategic Family Wealth Counselors, L.L.C.	27,74627,746	$2M	—	TRIM -3%
61	Stonebridge Financial Planning Group, LLC	26,36626,366	$2M	—	ADD 16%
62	HighTower Advisors, LLC	25,33125,331	$2M	—	ADD 16%
63	DAHRING \| CUSMANO LLC	23,76523,765	$2M	—	NEW
64	D.A. DAVIDSON & CO.	21,86521,865	$2M	—	—
65	Confluence Wealth Services, Inc.	20,12120,121	$2M	—	ADD 384%
66	Integrated Advisors Network LLC	18,92118,921	$1M	—	NEW
67	Centurion Wealth Management LLC	18,71818,718	$1M	—	—
68	Burton Enright Welch	18,34918,349	$1M	—	ADD 93%
69	XY Planning Network, Inc.	16,90216,902	$1M	—	ADD 4%
70	Private Advisor Group, LLC	15,38215,382	$1M	—	ADD 16%
71	BROOKS, MOORE & ASSOCIATES, INC.	15,14615,146	$1M	—	ADD 41%
72	NATIXIS ADVISORS, LLC	14,70314,703	$1M	—	NEW
73	StoneX Group Inc.	11,76211,762	$912,601	—	ADD 7%
74	Cambridge Investment Research Advisors, Inc.	11,52311,523	$894,000	—	TRIM -48%
75	Westwind Capital	11,31611,316	$878,000	—	ADD 6%
76	ROBERTS GLORE & CO INC /IL/	9,9559,955	$772,408	—	ADD 6%
77	Wealthspire Advisors, LLC	9,8989,898	$767,975	—	NEW
78	GSG Advisors LLC	9,5419,541	$740,259	—	ADD 27%
79	Merit Financial Group, LLC	8,3428,342	$647,247	—	NEW
80	Verum Partners LLC	7,9877,987	$619,670	—	—
81	BARNES PETTEY FINANCIAL ADVISORS, LLC	7,8497,849	$608,995	—	NEW
82	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	7,5167,516	$583,158	—	—
83	AQR CAPITAL MANAGEMENT LLC	6,8006,800	$527,605	—	—
84	FIRST AMERICAN BANK	6,7616,761	$524,580	—	NEW
85	Breakwater Capital Group	6,6116,611	$512,940	—	TRIM -2%
86	Topsail Wealth Management, LLC	6,3886,388	$495,638	—	NEW
87	Financial Insights, Inc.	6,3526,352	$492,845	—	ADD 22%
88	Embree Financial Group	6,3186,318	$490,207	—	NEW
89	Wilmington Savings Fund Society, FSB	6,2806,280	$487,258	—	—
90	Firestone Capital Management	5,9325,932	$460,237	—	TRIM -6%
91	Eldridge Investment Advisors, Inc.	5,5455,545	$428,629	—	ADD 9%
92	ADVISORTRUST PARTNERS, LLC	5,2365,236	$406,255	—	NEW
93	Creative Planning	5,2075,207	$404,019	—	ADD 43%
94	Platt Wealth Management LLC	5,2055,205	$403,000	—	ADD 53%
95	Yukon Wealth Management, Inc.	4,9884,988	$387,013	—	—
96	ENVESTNET ASSET MANAGEMENT INC	4,9824,982	$386,540	—	ADD 42%
97	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	4,9634,963	$385,109	—	ADD 37%
98	STEPH & CO	4,8894,889	$379,332	—	TRIM -4%
99	Keystone Financial Group	4,8134,813	$373,447	—	—
100	Parallel Advisors, LLC	4,7954,795	$372,102	—	ADD 16%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

—

358K

498K

813K

1.2M

1.6M

$126M

LPL Financial LLC

20K

258K

345K

442K

658K

644K

$50M

OSAIC HOLDINGS, INC.

11K

15K

37K

61K

368K

$29M

WNY Asset Management, LLC

—

471K

—

367K

$28M

Insight Wealth Strategies, LLC

—

343K

$27M

Keystone Financial Group, Inc.

45K

85K

125K

162K

181K

273K

$21M

Summit Financial, LLC

—

224K

238K

249K

$19M

First Commonwealth Financial Corp /PA/

—

153K

181K

220K

$17M

Diversified Portfolios, Inc.

105K

134K

160K

172K

184K

193K

$15M

Balance Wealth, LLC

—

52K

116K

183K

189K

190K

$15M

Betterment LLC

—

177K

$14M

Mariner, LLC

—

29K

34K

169K

$13M

RAYMOND JAMES FINANCIAL INC

—

11K

19K

18K

17K

167K

$13M

JONES FINANCIAL COMPANIES LLLP

26K

36K

57K

98K

160K

$12M

LEAVELL INVESTMENT MANAGEMENT, INC.

23K

45K

61K

86K

125K

150K

$12M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	146	8,900,194	—	$690M
2025-Q4	129	5,897,204	—	$461M
2025-Q3	102	4,754,406	—	$373M
2025-Q2	86	3,197,472	—	$249M
2025-Q1	74	2,211,750	—	$171M
2024-Q4	52	1,155,656	—	$88M
2024-Q3	32	650,754	—	$52M
2024-Q2	23	358,811	—	$27M
2024-Q1	17	170,298	—	$13M
2023-Q4	3	23,788	—	$2M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding VPLS · 2026-Q1 methodology → sources →

146 holders

% of shares outstanding held

—

Shares held (13F)

8,900,194

Reporting holders

146

Top holders

largest 100 of 146 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	1,624,7631.6M	$126M	—	ADD 37%
2	LPL Financial LLC	643,847643,847	$50M	—	TRIM -2%
3	OSAIC HOLDINGS, INC.	367,565367,565	$29M	—	ADD 507%
4	WNY Asset Management, LLC	366,563366,563	$28M	—	NEW
5	Insight Wealth Strategies, LLC	343,106343,106	$27M	—	NEW
6	Keystone Financial Group, Inc.	272,896272,896	$21M	—	ADD 50%
7	Summit Financial, LLC	249,107249,107	$19M	—	ADD 5%
8	First Commonwealth Financial Corp /PA/	220,342220,342	$17M	—	ADD 22%
9	Diversified Portfolios, Inc.	193,358193,358	$15M	—	ADD 5%
10	Balance Wealth, LLC	189,573189,573	$15M	—	—
11	Betterment LLC	176,641176,641	$14M	—	NEW
12	Mariner, LLC	168,900168,900	$13M	—	ADD 400%
13	RAYMOND JAMES FINANCIAL INC	167,350167,350	$13M	—	ADD 886%
14	JONES FINANCIAL COMPANIES LLLP	159,745159,745	$12M	—	ADD 62%
15	LEAVELL INVESTMENT MANAGEMENT, INC.	150,222150,222	$12M	—	ADD 21%
16	COMMONWEALTH EQUITY SERVICES, LLC	149,516149,516	$12M	—	ADD 17%
17	Pasadena Private Wealth, LLC	133,918133,918	$10M	—	NEW
18	NavPoint Financial, Inc.	132,233132,233	$10M	—	ADD 52%
19	Landmark Wealth Management, LLC	116,034116,034	$9M	—	ADD 26%
20	R. W. Roge & Company, Inc.	107,275107,275	$8M	—	ADD 1691%
21	Roehl & Yi Investment Advisors, LLC	104,492104,492	$8M	—	ADD 20%
22	VICUS CAPITAL	97,15497,154	$8M	—	ADD 130%
23	FAGAN ASSOCIATES, INC.	93,64193,641	$7M	—	—
24	EVOLVE PRIVATE WEALTH, LLC	93,28693,286	$7M	—	NEW
25	ROYAL BANK OF CANADA	90,63690,636	$7M	—	TRIM -56%
26	PANORAMIC INVESTMENT ADVISORS, LLC	88,45688,456	$7M	—	ADD 3%
27	Lakewood Asset Management LLC	88,09088,090	$7M	—	ADD 25%
28	HOWARD FINANCIAL SERVICES, LTD.	86,42886,428	$7M	—	ADD 132%
29	Dynamic Advisor Solutions LLC	86,13686,136	$7M	—	ADD 5%
30	Harbor Group, Inc.	84,31684,316	$7M	—	ADD 57%
31	UNITED CAPITAL FINANCIAL ADVISORS, LLC	83,40783,407	$6M	—	ADD 8%
32	Ausdal Financial Partners, Inc.	82,72582,725	$6M	—	ADD 175%
33	North Star Investment Management Corp.	82,36382,363	$6M	—	ADD 33%
34	MorganRosel Wealth Management, LLC	82,22082,220	$6M	—	TRIM -34%
35	Integrity Wealth Solutions LLC	81,72281,722	$6M	—	ADD 11%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	76,91876,918	$6M	—	ADD 32%
37	CITADEL ADVISORS LLC	74,73574,735	$6M	—	NEW
38	Janney Montgomery Scott LLC	65,80865,808	$5M	—	NEW
39	SILVER OAK SECURITIES, INCORPORATED	62,60662,606	$5M	—	ADD 14%
40	Farther Finance Advisors, LLC	57,03457,034	$4M	—	ADD 491%
41	CFO4Life Group, LLC	55,05955,059	$4M	—	ADD 4%
42	Beaird Harris Wealth Management, LLC	54,09254,092	$4M	—	NEW
43	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	51,60051,600	$4M	—	ADD 11%
44	Beacon Pointe Advisors, LLC	49,18549,185	$4M	—	ADD 30%
45	Investment Advisory Group, LLC	47,15747,157	$4M	—	ADD 19%
46	Grant Street Asset Management, Inc.	46,61046,610	$4M	—	—
47	Red Mountain Financial, LLC	46,48346,483	$4M	—	ADD 117%
48	Focus Partners Advisor Solutions, LLC	37,85037,850	$3M	—	NEW
49	OMNI 360 Wealth, Inc.	37,85037,850	$3M	—	ADD 34%
50	Cerity Partners LLC	36,38036,380	$3M	—	ADD 29%
51	Kaizen Financial Strategies	35,66735,667	$3M	—	ADD 170%
52	SAGE RHINO CAPITAL LLC	35,05335,053	$3M	—	NEW
53	IAMS WEALTH MANAGEMENT, LLC	33,95333,953	$3M	—	ADD 11%
54	IFP Advisors, Inc	33,61333,613	$3M	—	ADD 874%
55	Triumph Capital Management	31,30131,301	$2M	—	ADD 13%
56	U.S. Capital Wealth Advisors, LLC	30,33930,339	$2M	—	NEW
57	OneDigital Investment Advisors LLC	28,55628,556	$2M	—	NEW
58	Cogent Private Wealth, Inc.	28,26728,267	$2M	—	—
59	Advyzon Investment Management, LLC	27,87127,871	$2M	—	NEW
60	Strategic Family Wealth Counselors, L.L.C.	27,74627,746	$2M	—	TRIM -3%
61	Stonebridge Financial Planning Group, LLC	26,36626,366	$2M	—	ADD 16%
62	HighTower Advisors, LLC	25,33125,331	$2M	—	ADD 16%
63	DAHRING \| CUSMANO LLC	23,76523,765	$2M	—	NEW
64	D.A. DAVIDSON & CO.	21,86521,865	$2M	—	—
65	Confluence Wealth Services, Inc.	20,12120,121	$2M	—	ADD 384%
66	Integrated Advisors Network LLC	18,92118,921	$1M	—	NEW
67	Centurion Wealth Management LLC	18,71818,718	$1M	—	—
68	Burton Enright Welch	18,34918,349	$1M	—	ADD 93%
69	XY Planning Network, Inc.	16,90216,902	$1M	—	ADD 4%
70	Private Advisor Group, LLC	15,38215,382	$1M	—	ADD 16%
71	BROOKS, MOORE & ASSOCIATES, INC.	15,14615,146	$1M	—	ADD 41%
72	NATIXIS ADVISORS, LLC	14,70314,703	$1M	—	NEW
73	StoneX Group Inc.	11,76211,762	$912,601	—	ADD 7%
74	Cambridge Investment Research Advisors, Inc.	11,52311,523	$894,000	—	TRIM -48%
75	Westwind Capital	11,31611,316	$878,000	—	ADD 6%
76	ROBERTS GLORE & CO INC /IL/	9,9559,955	$772,408	—	ADD 6%
77	Wealthspire Advisors, LLC	9,8989,898	$767,975	—	NEW
78	GSG Advisors LLC	9,5419,541	$740,259	—	ADD 27%
79	Merit Financial Group, LLC	8,3428,342	$647,247	—	NEW
80	Verum Partners LLC	7,9877,987	$619,670	—	—
81	BARNES PETTEY FINANCIAL ADVISORS, LLC	7,8497,849	$608,995	—	NEW
82	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	7,5167,516	$583,158	—	—
83	AQR CAPITAL MANAGEMENT LLC	6,8006,800	$527,605	—	—
84	FIRST AMERICAN BANK	6,7616,761	$524,580	—	NEW
85	Breakwater Capital Group	6,6116,611	$512,940	—	TRIM -2%
86	Topsail Wealth Management, LLC	6,3886,388	$495,638	—	NEW
87	Financial Insights, Inc.	6,3526,352	$492,845	—	ADD 22%
88	Embree Financial Group	6,3186,318	$490,207	—	NEW
89	Wilmington Savings Fund Society, FSB	6,2806,280	$487,258	—	—
90	Firestone Capital Management	5,9325,932	$460,237	—	TRIM -6%
91	Eldridge Investment Advisors, Inc.	5,5455,545	$428,629	—	ADD 9%
92	ADVISORTRUST PARTNERS, LLC	5,2365,236	$406,255	—	NEW
93	Creative Planning	5,2075,207	$404,019	—	ADD 43%
94	Platt Wealth Management LLC	5,2055,205	$403,000	—	ADD 53%
95	Yukon Wealth Management, Inc.	4,9884,988	$387,013	—	—
96	ENVESTNET ASSET MANAGEMENT INC	4,9824,982	$386,540	—	ADD 42%
97	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	4,9634,963	$385,109	—	ADD 37%
98	STEPH & CO	4,8894,889	$379,332	—	TRIM -4%
99	Keystone Financial Group	4,8134,813	$373,447	—	—
100	Parallel Advisors, LLC	4,7954,795	$372,102	—	ADD 16%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

—

358K

498K

813K

1.2M

1.6M

$126M

LPL Financial LLC

20K

258K

345K

442K

658K

644K

$50M

OSAIC HOLDINGS, INC.

11K

15K

37K

61K

368K

$29M

WNY Asset Management, LLC

—

471K

—

367K

$28M

Insight Wealth Strategies, LLC

—

343K

$27M

Keystone Financial Group, Inc.

45K

85K

125K

162K

181K

273K

$21M

Summit Financial, LLC

—

224K

238K

249K

$19M

First Commonwealth Financial Corp /PA/

—

153K

181K

220K

$17M

Diversified Portfolios, Inc.

105K

134K

160K

172K

184K

193K

$15M

Balance Wealth, LLC

—

52K

116K

183K

189K

190K

$15M

Betterment LLC

—

177K

$14M

Mariner, LLC

—

29K

34K

169K

$13M

RAYMOND JAMES FINANCIAL INC

—

11K

19K

18K

17K

167K

$13M

JONES FINANCIAL COMPANIES LLLP

26K

36K

57K

98K

160K

$12M

LEAVELL INVESTMENT MANAGEMENT, INC.

23K

45K

61K

86K

125K

150K

$12M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	146	8,900,194	—	$690M
2025-Q4	129	5,897,204	—	$461M
2025-Q3	102	4,754,406	—	$373M
2025-Q2	86	3,197,472	—	$249M
2025-Q1	74	2,211,750	—	$171M
2024-Q4	52	1,155,656	—	$88M
2024-Q3	32	650,754	—	$52M
2024-Q2	23	358,811	—	$27M
2024-Q1	17	170,298	—	$13M
2023-Q4	3	23,788	—	$2M

Short interest has its own tab now — open SI →

VPLS☆

Institutional ownership· 13F filers holding VPLS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding VPLS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

VPLS