% of shares outstanding is not shown for VYMI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for VYMI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,436,0276.4M | $607M | — | ADD 15% |
| 2 | BANK OF AMERICA CORP /DE/ | 6,173,2586.2M | $582M | — | ADD 11% |
| 3 | UBS Group AG | 3,447,2693.4M | $325M | — | ADD 152% |
| 4 | Orgel Wealth Management, LLC | 3,064,4123.1M | $289M | — | ADD 22% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 2,656,0272.7M | $250M | — | ADD 4% |
| 6 | LPL Financial LLC | 2,506,3732.5M | $236M | — | ADD 13% |
| 7 | WELLS FARGO & COMPANY/MN | 2,368,6952.4M | $223M | — | ADD 8% |
| 8 | AMERIPRISE FINANCIAL INC | 2,327,2482.3M | $219M | — | ADD 31% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2,295,2182.3M | $216M | — | ADD 15% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 2,193,1182.2M | $201M | — | ADD 27% |
| 11 | JANE STREET GROUP, LLC | 1,852,3081.9M | $175M | — | ADD 68% |
| 12 | ROYAL BANK OF CANADA | 1,839,9121.8M | $173M | — | ADD 19% |
| 13 | RAYMOND JAMES FINANCIAL INC | 1,493,4371.5M | $141M | — | ADD 9% |
| 14 | Confluence Wealth Services, Inc. | 1,357,1801.4M | $128M | — | — |
| 15 | Hamilton Wealth, LLC | 966,063966,063 | $91M | — | ADD 202% |
| 16 | Mariner, LLC | 959,383959,383 | $90M | — | ADD 8% |
| 17 | HighTower Advisors, LLC | 804,663804,663 | $76M | — | ADD 3% |
| 18 | Creative Planning | 704,278704,278 | $66M | — | ADD 3% |
| 19 | CWM, LLC | 673,221673,221 | $63M | — | ADD 9% |
| 20 | Summit Financial Wealth Advisors, LLC | 637,700637,700 | $60M | — | ADD 7% |
| 21 | Cetera Investment Advisers | 637,186637,186 | $60M | — | ADD 7% |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 596,921596,921 | $56M | — | ADD 12% |
| 23 | Equitable Holdings, Inc. | 600,454600,454 | $54M | — | ADD 19% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 556,228556,228 | $52M | — | ADD 8% |
| 25 | OSAIC HOLDINGS, INC. | 487,857487,857 | $46M | — | ADD 24% |
| 26 | JPMORGAN CHASE & CO | 466,042466,042 | $43M | — | ADD 3% |
| 27 | LS Investment Advisors, LLC | 421,380421,380 | $40M | — | ADD 6% |
| 28 | Capital Advantage, Inc. | 414,165414,165 | $39M | — | — |
| 29 | Barry Investment Advisors, LLC | 412,284412,284 | $39M | — | — |
| 30 | ASSETMARK, INC | 397,650397,650 | $37M | — | — |
| 31 | Focus Partners Wealth | 380,660380,660 | $36M | — | — |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 361,291361,291 | $34M | — | TRIM -41% |
| 33 | SEI INVESTMENTS CO | 341,416341,416 | $32M | — | TRIM -2% |
| 34 | BURNS J W & CO INC/NY | 333,846333,846 | $31M | — | ADD 9% |
| 35 | NorthRock Partners, LLC | 323,544323,544 | $30M | — | TRIM -4% |
| 36 | FIRST HAWAIIAN BANK | 312,109312,109 | $29M | — | — |
| 37 | CITADEL ADVISORS LLC | 308,975308,975 | $29M | — | ADD 151% |
| 38 | Janney Montgomery Scott LLC | 299,291299,291 | $28M | — | ADD 29% |
| 39 | Baird Financial Group, Inc. | 283,665283,665 | $27M | — | ADD 5% |
| 40 | SWAN Capital LLC | 282,677282,677 | $27M | — | — |
| 41 | Cambridge Investment Research Advisors, Inc. | 282,089282,089 | $27M | — | ADD 2% |
| 42 | BANK OF HAWAII | 277,792277,792 | $26M | — | — |
| 43 | STIFEL FINANCIAL CORP | 258,202258,202 | $24M | — | ADD 20% |
| 44 | MACKENZIE FINANCIAL CORP | 257,891257,891 | $24M | — | ADD 3% |
| 45 | TRUIST FINANCIAL CORP | 255,579255,579 | $24M | — | ADD 9% |
| 46 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 254,409254,409 | $24M | — | ADD 23% |
| 47 | Main Line Retirement Advisors, LLC | 251,586251,586 | $24M | — | ADD 2% |
| 48 | Strategic Point Investment Advisors, LLC | 250,651250,651 | $24M | — | — |
| 49 | Ackerman Capital Advisors, LLC | 248,782248,782 | $23M | — | TRIM -5% |
| 50 | Beacon Pointe Advisors, LLC | 246,296246,296 | $23M | — | ADD 324% |
| 51 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 244,253244,253 | $23M | — | TRIM -2% |
| 52 | AAF Wealth Management, LLC | 241,541241,541 | $23M | — | — |
| 53 | MML INVESTORS SERVICES, LLC | 235,182235,182 | $22M | — | TRIM -11% |
| 54 | New England Private Wealth Advisors LLC | 218,352218,352 | $21M | — | ADD 14% |
| 55 | American Investment Services, Inc. | 217,344217,344 | $20M | — | TRIM -3% |
| 56 | KWMG, LLC | 214,672214,672 | $20M | — | — |
| 57 | Pathstone Holdings, LLC | 207,712207,712 | $20M | — | — |
| 58 | FLOW TRADERS U.S. LLC | 206,471206,471 | $19M | — | NEW |
| 59 | CITIGROUP INC | 201,524201,524 | $19M | — | ADD 5% |
| 60 | Capital Investment Advisors, LLC | 192,059192,059 | $18M | — | TRIM -3% |
| 61 | Joel Isaacson & Co., LLC | 189,170189,170 | $18M | — | ADD 43% |
| 62 | Waverly Advisors, LLC | 183,568183,568 | $17M | — | ADD 30% |
| 63 | Rockefeller Capital Management L.P. | 183,330183,330 | $17M | — | ADD 12% |
| 64 | Meeder Advisory Services, Inc. | 179,533179,533 | $17M | — | ADD 8% |
| 65 | Tull Financial Group, Inc. | 179,016179,016 | $17M | — | ADD 3% |
| 66 | SEGALL BRYANT & HAMILL, LLC | 172,500172,500 | $16M | — | — |
| 67 | Arkos Global Advisors | 172,053172,053 | $16M | — | ADD 3% |
| 68 | Capital Advisors Wealth Management, LLC | 164,228164,228 | $15M | — | ADD 2% |
| 69 | Clarity Wealth Advisors, LLC | 162,067162,067 | $15M | — | ADD 13% |
| 70 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 161,598161,598 | $15M | — | — |
| 71 | Gotham Asset Management, LLC | 161,496161,496 | $15M | — | ADD 141% |
| 72 | Pinnacle Financial Group, LLC / IL | 159,569159,569 | $15M | — | ADD 3% |
| 73 | Human Investing LLC | 158,584158,584 | $15M | — | TRIM -3% |
| 74 | Cerity Partners LLC | 152,932152,932 | $14M | — | ADD 13% |
| 75 | Regal Investment Advisors LLC | 151,870151,870 | $14M | — | TRIM -5% |
| 76 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 150,754150,754 | $14M | — | — |
| 77 | Procyon Advisors, LLC | 148,262148,262 | $14M | — | TRIM -7% |
| 78 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 147,939147,939 | $14M | — | ADD 469% |
| 79 | Wedmont Private Capital | 138,036138,036 | $14M | — | — |
| 80 | Kraft, Davis & Associates, LLC | 136,491136,491 | $14M | — | ADD 4% |
| 81 | Family Investment Center, Inc. | 141,738141,738 | $13M | — | — |
| 82 | REGIMEN WEALTH, LLC | 140,093140,093 | $13M | — | TRIM -5% |
| 83 | Prentice Wealth Management LLC | 139,512139,512 | $13M | — | TRIM -18% |
| 84 | Cedar Mountain Advisors, LLC | 138,642138,642 | $13M | — | — |
| 85 | Sanctuary Advisors, LLC | 138,069138,069 | $13M | — | ADD 14% |
| 86 | Financial Perspectives, Inc | 137,698137,698 | $13M | — | ADD 3% |
| 87 | RTD Financial Advisors, Inc. | 136,583136,583 | $13M | — | TRIM -5% |
| 88 | Unison Advisors LLC | 136,447136,447 | $13M | — | TRIM -11% |
| 89 | WEST BANCORPORATION INC | 133,241133,241 | $13M | — | ADD 25% |
| 90 | Moran Wealth Management, LLC | 132,834132,834 | $13M | — | ADD 43% |
| 91 | Envestnet Portfolio Solutions, Inc. | 132,740132,740 | $13M | — | — |
| 92 | EQUITABLE TRUST CO | 132,656132,656 | $13M | — | — |
| 93 | Vanguard National Trust Co | 132,590132,590 | $12M | — | NEW |
| 94 | NATIXIS ADVISORS, LLC | 131,551131,551 | $12M | — | ADD 41% |
| 95 | COURIER CAPITAL LLC | 131,345131,345 | $12M | — | ADD 8% |
| 96 | Strategic Wealth Investment Group, LLC | 128,960128,960 | $12M | — | — |
| 97 | STEPHENS INC /AR/ | 128,102128,102 | $12M | — | ADD 4% |
| 98 | Private Advisor Group, LLC | 120,682120,682 | $11M | — | TRIM -9% |
| 99 | PRINCIPAL SECURITIES, INC. | 120,420120,420 | $11M | — | ADD 8% |
| 100 | CROBAN | 119,150119,150 | $11M | — | — |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.5M | 4.8M | 5.3M | 5.5M | 5.6M | 6.4M | $607M |
| BANK OF AMERICA CORP /DE/ | 3.6M | 4.0M | 4.5M | 5.1M | 5.6M | 6.2M | $582M |
| UBS Group AG | 1.1M | 1.2M | 1.3M | 1.3M | 1.4M | 3.4M | $325M |
| Orgel Wealth Management, LLC | 2.6M | 2.6M | 2.5M | 2.5M | 2.5M | 3.1M | $289M |
| CAPTRUST FINANCIAL ADVISORS | 1.8M | 1.9M | 2.3M | 2.4M | 2.6M | 2.7M | $250M |
| LPL Financial LLC | 1.4M | 1.5M | 1.6M | 2.0M | 2.2M | 2.5M | $236M |
| WELLS FARGO & COMPANY/MN | 1.8M | 1.8M | 1.9M | 2.1M | 2.2M | 2.4M | $223M |
| AMERIPRISE FINANCIAL INC | 1.5M | 1.4M | 1.6M | 1.4M | 1.8M | 2.3M | $219M |
| ENVESTNET ASSET MANAGEMENT INC | 1.7M | 1.7M | 1.9M | 1.9M | 2.0M | 2.3M | $216M |
| JONES FINANCIAL COMPANIES LLLP | 726K | 931K | 1.2M | 1.5M | 1.7M | 2.2M | $201M |
| JANE STREET GROUP, LLC | 858K | 637K | 312K | 400K | 1.1M | 1.9M | $175M |
| ROYAL BANK OF CANADA | 1.0M | 1.1M | 2.5M | 1.4M | 1.5M | 1.8M | $173M |
| RAYMOND JAMES FINANCIAL INC | 746K | 778K | 849K | 966K | 1.4M | 1.5M | $141M |
| Confluence Wealth Services, Inc. | 1.1M | 1.2M | 1.2M | 1.3M | 1.3M | 1.4M | $128M |
| Hamilton Wealth, LLC | 4K | — | 297K | 304K | 320K | 966K | $91M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | +2,077,926 | $196M | ADD |
| MORGAN STANLEY | +819,306 | $77M | ADD |
| JANE STREET GROUP, LLC | +752,308 | $71M | ADD |
| Hamilton Wealth, LLC | +646,107 | $61M | ADD |
| BANK OF AMERICA CORP /DE/ | +596,348 | $56M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Align Financial, LLC | −1,017,870 | $96M | TRIM |
| Corient Private Wealth LLC | −369,487 | $35M | TRIM |
| Arlington Trust Co LLC | −293,039 | $28M | TRIM |
| MERCER GLOBAL ADVISORS INC /ADV | −248,325 | $23M | TRIM |
| Integrated Advisors Network LLC | −149,486 | $14M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 820 | 76,571,459 | — | $7.2B |
| 2025-Q4 | 765 | 67,927,889 | — | $6.0B |
| 2025-Q3 | 677 | 62,343,967 | — | $5.3B |
| 2025-Q2 | 636 | 60,991,725 | — | $4.7B |
| 2025-Q1 | 585 | 53,787,438 | — | $4.0B |
| 2024-Q4 | 579 | 51,806,328 | — | $3.5B |
| 2024-Q3 | 529 | 48,647,328 | — | $3.5B |
| 2024-Q2 | 511 | 49,049,003 | — | $3.4B |
| 2024-Q1 | 507 | 55,323,452 | — | $3.8B |
| 2023-Q4 | 503 | 53,729,326 | — | $3.6B |
| 2023-Q3 | 455 | 47,226,682 | — | $2.9B |
| 2023-Q2 | 443 | 43,820,307 | — | $2.8B |
| 2023-Q1 | 415 | 40,700,934 | — | $2.5B |
| 2022-Q4 | 379 | 36,720,757 | — | $2.2B |
| 2022-Q3 | 325 | 31,853,912 | — | $1.7B |
| 2022-Q2 | 337 | 28,982,629 | — | $1.7B |
| 2022-Q1 | 304 | 24,255,240 | — | $1.6B |
| 2021-Q4 | 273 | 21,900,488 | — | $1.5B |
| 2021-Q3 | 230 | 16,802,361 | — | $1.1B |
| 2021-Q2 | 214 | 14,756,742 | — | $1.0B |
| 2021-Q1 | 193 | 15,612,889 | — | $924M |
| 2020-Q4 | 160 | 11,251,302 | — | $686M |
| 2020-Q3 | 140 | 10,774,941 | — | $567M |
| 2020-Q2 | 126 | 9,774,885 | — | $507M |
| 2020-Q1 | 127 | 10,602,402 | — | $465M |
| 2019-Q4 | 141 | 9,701,643 | — | $620M |
| 2019-Q3 | 112 | 8,621,927 | — | $515M |
| 2019-Q2 | 107 | 7,728,061 | — | $478M |
| 2019-Q1 | 102 | 7,459,809 | — | $457M |
| 2018-Q4 | 91 | 6,681,392 | — | $376M |
| 2018-Q3 | 94 | 6,614,089 | — | $414M |
| 2018-Q2 | 82 | 6,541,532 | — | $406M |
| 2018-Q1 | 81 | 5,071,187 | — | $337M |
| 2017-Q4 | 64 | 3,701,540 | — | $248M |
| 2017-Q3 | 50 | 2,579,257 | — | $169M |
| 2017-Q2 | 45 | 2,077,805 | — | $130M |
| 2017-Q1 | 35 | 1,322,519 | — | $80M |
| 2016-Q4 | 24 | 767,203 | — | $44M |
| 2016-Q3 | 18 | 727,263 | — | $41M |
| 2016-Q2 | 10 | 376,154 | — | $20M |
| 2016-Q1 | 9 | 256,101 | — | $14M |
