VS Trust: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns VS Trust?
As of Jun 30, 2026, the largest holders reported on Form 13F were Hamilton Wealth (1.0 million shares), Morgan Stanley (992,596 shares) and Primoris Wealth Advisors (655,000 shares).
Which institutions hold the most VS Trust shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Hamilton Wealth: 1.0 million shares
- 2. Morgan Stanley: 992,596 shares
- 3. Primoris Wealth Advisors: 655,000 shares
- 4. Clough Capital Partners: 510,937 shares
- 5. Susquehanna International Group, LLP: 389,094 shares
- 6. Group One Trading: 113,933 shares
- 7. Quantitative Systems Ramsey: 108,000 shares
- 8. StoneX Group: 56,268 shares
- 9. Two Sigma Securities: 44,364 shares
- 10. Mariner: 39,591 shares
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- Hamilton Wealth1.0 MWealth adviser+582 K
- Morgan Stanley993 KBank or trading desk+598 K
- Primoris Wealth Advisors655 KWealth adviser+655 K
- Clough Capital Partners511 KInvestment firm+439 K
- Susquehanna International Group, LLP389 KBank or trading desk+119 K
- Group One Trading114 KBank or trading desk−182 K
- Quantitative Systems Ramsey108 KSingle-position portfolio+108 K
- StoneX Group56 KType not verified+56 K
- Two Sigma Securities44 KType not verified+24 K
- Mariner40 KWealth adviser+27 K
- Hamilton Wealth
- Shares
- 1.0 M
- Change
- +582 K
See more
- Type
- Wealth adviser
- Value
- $3.1M
- Shares
- 993 K
- Change
- +598 K
See more
- Type
- Bank or trading desk
- Value
- $3.1M
- Primoris Wealth Advisors
- Shares
- 655 K
- Change
- +655 K
See more
- Type
- Wealth adviser
- Value
- $2.0M
- Shares
- 511 K
- Change
- +439 K
See more
- Type
- Investment firm
- Value
- $1.6M
- Shares
- 389 K
- Change
- +119 K
See more
- Type
- Bank or trading desk
- Value
- $1.2M
- Shares
- 114 K
- Change
- −182 K
See more
- Type
- Bank or trading desk
- Value
- $352K
- Quantitative Systems Ramsey
- Shares
- 108 K
- Change
- +108 K
See more
- Type
- Single-position portfolio
- Value
- $334K
- Shares
- 56 K
- Change
- +56 K
See more
- Type
- Type not verified
- Value
- $252K
- Shares
- 44 K
- Change
- +24 K
See more
- Type
- Type not verified
- Value
- $137K
- Shares
- 40 K
- Change
- +27 K
See more
- Type
- Wealth adviser
- Value
- $122K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.