ETF Series Solutions - VBND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Trust, Inc. | History | Added to | 10,649,856 | 470,404 | 5.32% | 5.11% | 1 | +356,074 | 3.46% | Q4 2025 | Jan 16, 2026 |
| WorthPointe, LLC | History | New | 41,360 | 1,826 | 0.48% | — | 2 | +41,360 | New | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | Added to | 20,640 | 911 | 0.01% | 0.01% | 3 | +6,780 | 48.92% | Q4 2025 | Feb 18, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 19,859 | 877 | 0.12% | 0.15% | 4 | +8,999 | 82.86% | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 12,432 | 547 | 0.53% | — | 5 | +12,432 | New | Q4 2025 | Feb 17, 2026 |
| 5T Wealth, LLC | History | Added to | 8,422 | 371 | 0.15% | 0.14% | 6 | +1,052 | 14.27% | Q4 2025 | Jan 27, 2026 |
| Plan A Wealth LLC | History | Reduced | 8,241 | 364 | 0.18% | 0.28% | 7 | -4,030 | -32.84% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | No change | 8,165 | 360 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,947 | 351 | 0.0% | 0.0% | 9 | +45 | 0.57% | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,780 | 299 | 0.02% | 0.01% | 10 | +46 | 0.68% | Q4 2025 | Jan 30, 2026 |
| Crumly & Associates Inc. | History | No change | 6,608 | 291 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 4,922 | 217 | 0.05% | 0.06% | 12 | -1,040 | -17.44% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Reduced | 1,861 | 82 | 0.0% | 0.0% | 13 | -94 | -4.81% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | No change | 1,277 | 56 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 839 | 37 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 318 | 14 | 0.0% | — | 16 | +318 | New | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 130 | 5 | 0.0% | — | 17 | +130 | New | Q4 2025 | Feb 17, 2026 |
| Garner Asset Management Corp | History | New | 100 | 4 | 0.0% | — | 18 | +100 | New | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |