Who Owns FINANCIALS (VFH)? -- Institutional Holders (2026-06-30)

810 institutions reported holding $6.59B of FINANCIALS (VFH) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.79B), MORGAN STANLEY ($490.8M), UBS Group AG ($255.1M), WELLS FARGO & COMPANY/MN ($238.4M), PGIM Custom Harvest LLC ($221.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$2.79B21.2MTrimmed
2MORGAN STANLEY$490.8M3.7MAdded
3UBS Group AG$255.1M1.9MAdded
4WELLS FARGO & COMPANY/MN$238.4M1.8MTrimmed
5PGIM Custom Harvest LLC$221.9M1.7MAdded
6RAYMOND JAMES FINANCIAL INC$160.8M1.2MTrimmed
7LPL Financial LLC$127.0M964,920Added
8FMR LLC$122.5M930,485Trimmed
9AMERIPRISE FINANCIAL INC$97.8M742,857Trimmed
10Royal Bank of Canada$84.1M639,191Added
11TWO SIGMA INVESTMENTS, LP$79.6M605,000Trimmed
12ENVESTNET ASSET MANAGEMENT INC$63.8M485,154Added
13Beacon Capital Management, Inc.$62.9M478,035Trimmed
14STIFEL FINANCIAL CORP$59.4M451,392Trimmed
15JPMORGAN CHASE & CO$57.3M435,273Trimmed
16Cetera Investment Advisers$56.6M430,033Added
17Lido Advisors, LLC$45.3M344,493Added
18OSAIC HOLDINGS, INC.$39.9M303,034Added
19Allianz SE$35.2M267,713Hold
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32.1M243,922Trimmed
21Rockefeller Capital Management L.P.$32.0M242,805Trimmed
22M&T Bank Corp$31.2M236,897Trimmed
23TD Waterhouse Canada Inc.$29.7M221,005Added
24Pinnacle Financial Partners, Inc.$27.9M212,066Trimmed
25KCM INVESTMENT ADVISORS LLC$26.4M200,509Added

Source: SEC Form 13F filings · as of 2026-06-30