New Positions
1 managers initiated
Top five by reported value
Vivos Therapeutics Inc NASDAQ NMS - GLOBAL MARKET:VVOS
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new6 added12 reduced5 exited
Total Institutional Holders
19
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$617.4K
Largest QoQ Increase
VANGUARD GROUP INC
+212,700 sh
Largest QoQ Decrease
Connective Capital Management, LLC
-200,000 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 14,776 | +14,776 | $30.0K | +$30.0K | — |
Added To(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 304,161 | +212,700 | $617.4K | +$333.9K | 232.6% |
| DRW Securities, LLC | 115,907 | +74,441 | $235.3K | +$106.7K | 179.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 56,287 | +2,998 | $114.3K | -$50.9K | 5.6% |
| UBS Group AG | 12,677 | +12,575 | $25.7K | +$25.4K | 12328.4% |
| Tower Research Capital LLC (TRC) | 2,965 | +171 | $6.0K | -$2.6K | 6.1% |
| BANK OF AMERICA CORP /DE/ | 132 | +15 | $267 | -$96 | 12.8% |
Reduced(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 40,500 | -500 | $82.2K | +$82.1K | -1.2% |
| Royal Bank of Canada | 4 | -18,004 | $0 | -$51.0K | -100.0% |
| B. Riley Wealth Advisors, Inc. | 43,531 | 0 | $88.4K | -$46.6K | 0.0% |
| BlackRock, Inc. | 27,817 | 0 | $56.5K | -$29.8K | 0.0% |
| STATE STREET CORP | 24,922 | 0 | $50.6K | -$26.7K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 1,143 | -5,410 | $2.3K | -$18.4K | -82.5% |
| NORTHERN TRUST CORP | 12,511 | 0 | $25.4K | -$13.4K | 0.0% |
| MORGAN STANLEY | 7 | -1,058 | $14 | -$3.3K | -99.3% |
| SIGNATUREFD, LLC | 547 | 0 | $1.1K | -$586 | 0.0% |
| Ronald Blue Trust, Inc. | 160 | 0 | $325 | -$171 | 0.0% |
| Kozak & Associates, Inc. | 49 | 0 | $101 | -$16 | 0.0% |
| CITIGROUP INC | 1 | 0 | $2 | -$1 | 0.0% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Connective Capital Management, LLC | 0 | -200,000 | $0 | -$620.0K | — |
| Strategic Wealth Investment Group, LLC | 0 | -100,000 | $0 | -$310.0K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -39,279 | $0 | -$121.8K | — |
| FMR LLC | 0 | -40 | $0 | -$124 | — |
| Global Retirement Partners, LLC | 0 | -23 | $0 | -$71 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 304,161 | $617.4K | +212,700 | 232.6% |
| DRW Securities, LLC | 115,907 | $235.3K | +74,441 | 179.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 56,287 | $114.3K | +2,998 | 5.6% |
| B. Riley Wealth Advisors, Inc. | 43,531 | $88.4K | 0 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 40,500 | $82.2K | -500 | -1.2% |
| BlackRock, Inc. | 27,817 | $56.5K | 0 | 0.0% |
| STATE STREET CORP | 24,922 | $50.6K | 0 | 0.0% |
| Acorn Wealth Advisors, LLC | 14,776 | $30.0K | +14,776 | — |
| UBS Group AG | 12,677 | $25.7K | +12,575 | 12328.4% |
| NORTHERN TRUST CORP | 12,511 | $25.4K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 2,965 | $6.0K | +171 | 6.1% |
| ADVISOR GROUP HOLDINGS, INC. | 1,143 | $2.3K | -5,410 | -82.5% |
| SIGNATUREFD, LLC | 547 | $1.1K | 0 | 0.0% |
| Ronald Blue Trust, Inc. | 160 | $325 | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 132 | $267 | +15 | 12.8% |
| Kozak & Associates, Inc. | 49 | $101 | 0 | 0.0% |
| MORGAN STANLEY | 7 | $14 | -1,058 | -99.3% |
| CITIGROUP INC | 1 | $2 | 0 | 0.0% |
| Royal Bank of Canada | 4 | $0 | -18,004 | -100.0% |
New & Closed Positions this quarter
Closed Positions
5 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for VVOS against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.