$UVIX

$36.55 -$1.27 (3.36%) Close

$UVIX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 102.5M shares outstanding

Who owns UVIX?

By type of holder

Institutions 5.1% Everyone else 94.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 4.4%

Morgan Stanley 1.1% · Hamilton Wealth, LLC 1.0%

Institutional ownership

5.1%

+0.2 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

+155.5K

by institutions in Q2 2026

New / sold out

9 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Primoris Wealth Advisors, LLC NEW +655.0K
Morgan Stanley +597.8K

Biggest sellers in Q2 2026

Jane Street Group, LLC −892.4K
Jump Financial, LLC SOLD OUT −718.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for VS Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for VS Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years22% 1–3 years14% Under 1 year64%

Quarterly turnover

61.9%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting UVIX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.1M	1.07%	+597.8K (+120.8%)	2022	0.0%
Shares held by quarter Peak holding1.1M (Q2'26) Change over 8 quarters+955.5K Share of the company1.070% Morgan Stanley's full portfolio →
HW Hamilton Wealth, LLC	1.0M	0.99%	+534.9K (+110.4%)	Q1 '26	0.6%
Shares held by quarter Peak holding1.0M (Q2'26) Change over 8 quarters+1.0M Share of the company0.990% Hamilton Wealth, LLC's full portfolio →

Morgan Stanley

1.1M

% of company

1.07%

Change vs last qtr

+597.8K (+120.8%)

Held since

2022

Hamilton Wealth, LLC

1.0M

% of company

0.99%

Change vs last qtr

+534.9K (+110.4%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding VS Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UVIX on Form N-PORT; together they hold 0.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
CH Clough Hedged Equity ETF Elevation Series Trust	$977K	184.7K	0.18%	1.84%	April 30, 2026
CS Clough Select Equity ETF Elevation Series Trust	$870K	164.6K	0.16%	1.82%	April 30, 2026

Clough Hedged Equity ETF

Elevation Series Trust

Position value

$977K

% of company

0.18%

% of the fund

1.84%

As of

April 30, 2026

Clough Select Equity ETF

Elevation Series Trust

Position value

$870K

% of company

0.16%

% of the fund

1.82%

As of

April 30, 2026

1 more funds behind a free account

See every fund holding VS Trust and how much of the fund the position is.

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