$79.59

+0.45 (+0.57%)

Weekly Expected Move ±1.4%

$77 $78 $80 $81 $82

ETF AMEX · AUM $220.3B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — VO

2,563

Institutional Holders

+68 vs prior quarter

0.0%

Ownership

+0.00pp

74B

Total Invested

193

New Positions

2255

Increased

103

Reduced

Closed

1.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (2668 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JONES FINANCIAL COMPANIES LLLP	110,769,908	8.8B	+84,497,745	+321.6%	26Q	SEC ↗
2	WELLS FARGO & COMPANY/MN	109,705,786	8.7B	+81,931,002	+295.0%	85Q	SEC ↗
3	BANK OF AMERICA CORP /DE	73,987,186	5.9B	+55,856,111	+308.1%	15Q	SEC ↗
4	UBS Group AG	55,523,351	4.4B	+42,124,285	+314.4%	47Q	SEC ↗
5	MORGAN STANLEY	36,272,342	2.9B	+27,637,821	+320.1%	60Q	SEC ↗
6	Creative Planning	32,713,198	2.6B	+24,402,309	+293.6%	59Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	31,257,030	2.5B	+23,741,538	+315.9%	7Q	SEC ↗
8	ENVESTNET ASSET MANAGEMENT INC	24,776,718	2.0B	+18,882,295	+320.3%	77Q	SEC ↗
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	24,385,742	1.9B	+18,076,710	+286.5%	75Q	SEC ↗
10	US BANCORP \DE	22,846,853	1.8B	+17,432,291	+322.0%	89Q	SEC ↗
11	NATIXIS ADVISORS, LLC	17,885,016	1.4B	+13,851,949	+343.5%	43Q	SEC ↗
12	LPL Financial LLC	14,368,916	1.1B	+10,791,479	+301.7%	54Q	SEC ↗
13	AMERIPRISE FINANCIAL INC	12,400,387	987M	+9,182,815	+285.4%	16Q	SEC ↗
14	CIBC Bancorp USA Inc.	10,483,935	834M	+8,024,338	+326.2%	2Q	SEC ↗
15	MONETA GROUP INVESTMENT ADVISORS LLC	10,059,496	801M	+112,663	+1.1%	36Q	SEC ↗
16	PNC Financial Services Group, Inc.	9,616,046	765M	+7,257,179	+307.7%	15Q	SEC ↗
17	Mariner, LLC	8,738,252	695M	+6,604,321	+309.5%	45Q	SEC ↗
18	JPMORGAN CHASE & CO	8,628,563	687M	+6,507,581	+306.8%	71Q	SEC ↗
19	ROYAL BANK OF CANADA	6,796,573	541M	+5,113,961	+303.9%	70Q	SEC ↗
20	Cerity Partners LLC	5,787,723	461M	+4,455,714	+334.5%	35Q	SEC ↗
21	Cetera Investment Advisers	5,696,979	453M	+4,312,223	+311.4%	43Q	SEC ↗
22	JMG Financial Group, Ltd.	5,646,613	449M	+4,249,996	+304.3%	71Q	SEC ↗
23	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	5,399,546	430M	+4,024,687	+292.7%	2Q	SEC ↗
24	Allworth Financial LP	5,151,020	410M	+3,618,496	+236.1%	46Q	SEC ↗
25	Nicholas Hoffman & Company, LLC.	4,774,432	380M	+3,588,532	+302.6%	41Q	SEC ↗
26	Bank of New York Mellon Corp	4,445,488	354M	+3,313,207	+292.6%	76Q	SEC ↗
27	HighTower Advisors, LLC	4,367,572	348M	+3,281,369	+302.1%	22Q	SEC ↗
28	Border to Coast Pensions Partnership L	4,072,748	324M	+3,054,561	+300.0%	8Q	SEC ↗
29	COMMONWEALTH EQUITY SERVICES, LLC	3,928,916	313M	+2,923,289	+290.7%	35Q	SEC ↗
30	Midwest Trust Co	3,620,231	288M	+2,592,532	+252.3%	5Q	SEC ↗
31	GOLDMAN SACHS GROUP INC	3,614,235	288M	+2,713,045	+301.1%	15Q	SEC ↗
32	BANK OF MONTREAL /CAN	3,516,510	280M	+2,636,620	+299.7%	53Q	SEC ↗
33	OSAIC HOLDINGS, INC.	3,445,858	274M	+2,712,999	+370.2%	26Q	SEC ↗
34	Rockefeller Capital Management L.P.	3,338,684	266M	+2,539,963	+318.0%	34Q	SEC ↗
35	REGIONS FINANCIAL CORP	3,271,741	260M	+2,215,901	+209.9%	49Q	SEC ↗
36	Beacon Pointe Advisors, LLC	3,154,240	251M	+2,412,043	+325.0%	30Q	SEC ↗
37	STIFEL FINANCIAL CORP	2,923,303	233M	+2,197,703	+302.9%	48Q	SEC ↗
38	Clearstead Advisors, LLC	2,833,612	226M	+2,123,863	+299.2%	27Q	SEC ↗
39	SigFig Wealth Management, LLC	2,511,036	200M	+1,895,628	+308.0%	31Q	SEC ↗
40	Baird Financial Group, Inc.	2,499,328	199M	+1,872,643	+298.8%	45Q	SEC ↗
41	FIFTH THIRD BANCORP	2,448,570	195M	+1,829,220	+295.3%	26Q	SEC ↗
42	Pathstone Holdings, LLC	2,401,779	191M	+1,803,819	+301.7%	11Q	SEC ↗
43	Wealthspire Advisors, LLC	2,345,040	187M	+1,726,532	+279.1%	26Q	SEC ↗
44	FMR LLC	2,278,245	181M	+1,720,695	+308.6%	69Q	SEC ↗
45	Corient Private Wealth LP	2,182,308	174M	+1,687,429	+341.0%	15Q	SEC ↗
46	1832 Asset Management L.P.	2,157,381	172M	+1,607,665	+292.5%	18Q	SEC ↗
47	TRUIST FINANCIAL CORP	1,961,465	156M	+1,497,843	+323.1%	53Q	SEC ↗
48	Joel Isaacson & Co., LLC	1,933,766	154M	+1,458,467	+306.9%	55Q	SEC ↗
49	Bleakley Financial Group, LLC	1,927,108	153M	+1,454,404	+307.7%	15Q	SEC ↗
50	MassMutual Private Wealth & Trust, FSB	1,791,507	143M	+1,277,118	+248.3%	39Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	1,080,918	86M
Fi3 FINANCIAL ADVISORS, LLC	671,664	53M
Copper Harbor Investment Advisors,	336,762	27M
Seven Bridges Advisors LLC	260,902	21M
J.W. COLE ADVISORS, INC.	207,364	17M
Global Retirement Partners, LLC	204,373	16M
Diversify Advisory Services, LLC	161,082	13M
WELLINGTON MANAGEMENT GROUP LLP	155,239	12M
Odyssey Group, LLC	149,810	12M
CANANDAIGUA NATIONAL BANK & TRUST C	136,457	11M
MARS JEWETT FINANCIAL GROUP, INC.	107,072	9M
FIDUCIARY FINANCIAL ADVISORS	94,016	7M
Harpswell Capital Advisors, LLC	88,164	7M
Rose Capital Advisors LLC	82,236	7M
Security National Bank	68,820	5M
Bellars Harris Wealth Management, L	55,649	4M
Evergreen Wealth Management, LLC	52,579	4M
CITY NATIONAL BANK OF FLORIDA /MSD	45,994	4M
TRUST CO OF VERMONT	45,368	4M
49 WEALTH MANAGEMENT, LLC	42,308	3M

Sold Out (20)

Holder	Prev Shares	Prev Value
Axiom Financial Strategies, LLC	39,206	3M
Henson-Edgewater Management, LLC	36,770	3M
ABOUND FINANCIAL, LLC	36,412	3M
Select Equity Group, L.P.	29,726	2M
M Holdings Securities, Inc.	23,313	2M
Motley Fool Wealth Management, LLC	21,590	2M
Ameraudi Asset Management, Inc.	14,651	1M
FLOW TRADERS U.S. LLC	14,178	1M
EVOKE WEALTH, LLC	11,603	923K
GAMCO INVESTORS, INC. ET AL	10,859	864K
Ascentis Independent Advisors	7,470	595K
Baer Investment Advisory LLC	7,336	584K
Capital Advisory Group Advisory Ser	6,674	531K
Keystone Global Partners, LLC	5,431	432K
EHRLICH FINANCIAL GROUP	4,694	374K
Cerity Partners Retirement Plan Adv	4,649	370K
Payne Capital LLC	4,361	347K
Second Line Capital, LLC	3,982	317K
Lexington Hill Partners, LLC	3,478	277K
Sachetta, LLC	3,103	247K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JONES FINANCIAL COMPANIES LLLP	+84,497,745	+321.6%	110,769,908
WELLS FARGO & COMPANY/MN	+81,931,002	+295.0%	109,705,786
BANK OF AMERICA CORP /DE	+55,856,111	+308.1%	73,987,186
UBS Group AG	+42,124,285	+314.4%	55,523,351
MORGAN STANLEY	+27,637,821	+320.1%	36,272,342
Creative Planning	+24,402,309	+293.6%	32,713,198
RAYMOND JAMES FINANCIAL INC	+23,741,538	+315.9%	31,257,030
ENVESTNET ASSET MANAGEMENT INC	+18,882,295	+320.3%	24,776,718
NORTHWESTERN MUTUAL WEALTH MANAGEME	+18,076,710	+286.5%	24,385,742
US BANCORP \DE	+17,432,291	+322.0%	22,846,853
NATIXIS ADVISORS, LLC	+13,851,949	+343.5%	17,885,016
LPL Financial LLC	+10,791,479	+301.7%	14,368,916
AMERIPRISE FINANCIAL INC	+9,182,815	+285.4%	12,400,387
CIBC Bancorp USA Inc.	+8,024,338	+326.2%	10,483,935
PNC Financial Services Group, Inc.	+7,257,179	+307.7%	9,616,046
Mariner, LLC	+6,604,321	+309.5%	8,738,252
JPMORGAN CHASE & CO	+6,507,581	+306.8%	8,628,563
ROYAL BANK OF CANADA	+5,113,961	+303.9%	6,796,573
Cerity Partners LLC	+4,455,714	+334.5%	5,787,723
Cetera Investment Advisers	+4,312,223	+311.4%	5,696,979

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
UBS AM, a distinct business unit of	-423,101	-25.4%	1,241,259
Independent Advisor Alliance	-56,890	-89.2%	6,920
SOL Capital Management CO	-44,600	-47.8%	48,801
SHP Wealth Management	-40,308	-48.2%	43,401
McIlrath & Eck, LLC	-29,462	-33.6%	58,175
Cordgrass Capital Advisors, LLC	-25,903	-43.6%	33,491
Rooted Wealth Advisors, Inc.	-18,929	-15.1%	106,801
WELLINGTON-ALTUS USA INC.	-7,545	-76.5%	2,315
COMPASS CAPITAL CORP /MA/ /ADV	-6,248	-56.5%	4,804
Capital Asset Advisory Services LLC	-6,219	-0.6%	1,014,936
Qube Research & Technologies Ltd	-5,121	-30.4%	11,742
SeaCrest Wealth Management, LLC	-4,277	-33.9%	8,358
Mittelman Wealth Management	-3,735	-22.8%	12,621
Calamos Advisors LLC	-3,310	-16.2%	17,156
Virginia Estate & Retirement Planni	-3,295	-98.3%	56
SUSQUEHANNA INTERNATIONAL GROUP, LL	-3,133	-34.1%	6,054
RAFFA WEALTH MANAGEMENT, LLC	-2,302	-57.7%	1,685
DIVERSIFY WEALTH MANAGEMENT, LLC	-1,277	-0.8%	161,082
World Investment Advisors	-1,096	-1.6%	67,067
VESTOR CAPITAL, LLC	-995	-77.1%	295

VO Institutional Ownership

Institutional Ownership — VO

Ownership Trends

Top Institutional Holders (2668 total)

Recent Activity

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