Institutional Holders (2026 Q1)
178 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VIOG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Dougherty Wealth Advisers LLC | 7.55% | 95,578 | $11.9M |
| 2 | Code Waechter LLC | 4.06% | 54,907 | $6.8M |
| 3 | Del-Sette Capital Management, LLC | 3.78% | 50,820 | $6.3M |
| 4 | Strategic Advocates LLC | 3.59% | 6,515 | $811K |
| 5 | Alliance Wealth Advisors, LLC /UT | 2.64% | 98,113 | $12.2M |
| 6 | Kieckhefer Group LLC | 2.38% | 40,538 | $5.0M |
| 7 | Lowery Thomas, LLC | 1.77% | 24,854 | $3.1M |
| 8 | LMG Wealth Partners, LLC | 1.34% | 59,208 | $7.4M |
| 9 | Crescent Sterling, Ltd. | 1.06% | 8,794 | $1.1M |
| 10 | Capital Wealth Management, LLC | 0.54% | 16,036 | $2.0M |
| 11 | Junk Investment Group, LLC | 0.50% | 7,629 | $949K |
| 12 | SpringVest Wealth Management LLC | 0.43% | 5,066 | $631K |
| 13 | Viawealth, LLC | 0.41% | 5,913 | $736K |
| 14 | Alexander Labrunerie & CO., INC. | 0.38% | 8,196 | $1.0M |
| 15 | Studio Investment Management LLC | 0.37% | 16,693 | $2.0M |
| 16 | Bank of New Hampshire | 0.37% | 12,917 | $1.6M |
| 17 | Livet Wealth, LLC | 0.31% | 3,904 | $486K |
| 18 | Tempo Wealth, LLC | 0.29% | 13,153 | $1.6M |
| 19 | Pacific Sun Financial Corp | 0.27% | 4,547 | $566K |
| 20 | MidFirst Bank | 0.24% | 23,072 | $2.9M |
| 21 | ProVise Management Group, LLC | 0.24% | 26,421 | $3.3M |
| 22 | Brand Asset Management Group, Inc. | 0.22% | 6,851 | $853K |
| 23 | Ackerman Capital Advisors, LLC | 0.21% | 8,139 | $1.0M |
| 24 | Financial Planning Hawaii, Inc. | 0.19% | 2,570 | $320K |
| 25 | Bonfire Financial | 0.18% | 1,959 | $244K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|