Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Johnson Financial Group, LLC | 50.24% | 2,712,195 | $932.8M |
| 2 | Addis & Hill, Inc | 35.51% | 187,371 | $64.4M |
| 3 | Mason & Associates, LLC | 31.12% | 434,857 | $149.6M |
| 4 | Arbor Wealth Management LLC\AZ | 30.47% | 99,704 | $34.3M |
| 5 | Wealthquest Corp | 27.61% | 1,272,808 | $437.7M |
| 6 | Sfam, LLC | 24.31% | 86,648 | $29.8M |
| 7 | Voya Financial Advisors, Inc. | 23.55% | 783,877 | $267.5M |
| 8 | Financial Planning Navigators CORP | 23.25% | 180,597 | $62.1M |
| 9 | James Reed Financial Services, Inc. | 22.21% | 84,597 | $29.1M |
| 10 | MilWealth Group LLC | 22.10% | 301,376 | $103.6M |
| 11 | James J. Burns & Company, LLC | 18.06% | 484,908 | $166.8M |
| 12 | Koesten, Hirschmann & Crabtree, INC. | 17.70% | 123,599 | $42.5M |
| 13 | Latigo Investments, LLC | 16.70% | 108,982 | $37.5M |
| 14 | Box Hill Private Wealth LLC | 16.35% | 59,252 | $20.4M |
| 15 | Juncture Wealth Strategies, LLC | 16.25% | 181,619 | $62.5M |
| 16 | Sunflower Bank, N.A. | 15.26% | 185,626 | $63.8M |
| 17 | VSM Wealth Advisory, LLC | 15.25% | 166,932 | $57.4M |
| 18 | National Mutual Insurance Federation of Agricultural Cooperatives | 14.72% | 6,543,317 | $2.25B |
| 19 | Hurlow Wealth Management Group, Inc. | 13.90% | 194,273 | $66.8M |
| 20 | Capital Asset Advisory Services LLC | 12.66% | 1,017,512 | $349.9M |
| 21 | IF Advisors, LLC | 12.01% | 53,135 | $18.3M |
| 22 | Atmos Advisory, LLC | 11.68% | 64,964 | $22.3M |
| 23 | Kennicott Capital Management LLC | 11.18% | 70,189 | $24.1M |
| 24 | Farrell Financial LLC | 10.34% | 55,599 | $19.1M |
| 25 | Heartwood Wealth Advisors LLC | 10.07% | 377,107 | $129.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|