VCV — Institutionelle Eigentümer (13F)

56 Einreicher · $84.4M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
MORGAN STANLEY $30.711.498 2.846.292 36,37% Aktien
Advisors Asset Management, Inc. $12.802.394 1.150.260 15,16% Aktien
GUGGENHEIM CAPITAL LLC $10.801.686 1.001.083 12,79% Aktien
WELLS FARGO & COMPANY/MN $6.004.224 556.462 7,11% Aktien
LPL Financial LLC $4.175.661 386.994 4,94% Aktien
UBS Group AG $2.687.455 249.069 3,18% Aktien
BANK OF AMERICA CORP /DE/ $1.916.513 177.619 2,27% Aktien
OSAIC HOLDINGS, INC. $1.609.415 149.155 1,91% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $1.349.890 125.105 1,60% Aktien
AMERIPRISE FINANCIAL INC $836.778 77.551 0,99% Aktien
Cypress Wealth Services, LLC $773.499 71.687 0,92% Aktien
D.A. DAVIDSON & CO. $727.237 67.399 0,86% Aktien
Sanctuary Advisors, LLC $654.405 60.649 0,77% Aktien
MAI Capital Management $628.488 58.247 0,74% Aktien
Pacific Wealth Strategies Group, Inc. $500.872 46.420 0,59% Aktien
Western Wealth Management, LLC $484.561 44.908 0,57% Aktien
RAYMOND JAMES FINANCIAL INC $482.551 44.722 0,57% Aktien
Core Wealth Partners LLC $440.944 40.866 0,52% Aktien
Argyle Capital Partners, LLC $435.528 40.364 0,52% Aktien
ProCore Advisors, LLC $394.633 36.574 0,47% Aktien
Kestra Advisory Services, LLC $390.751 36.214 0,46% Aktien
ROYAL BANK OF CANADA $367.000 34.040 0,43% Aktien
DEBUSSY CAPITAL MANAGEMENT LP $360.805 34.560 0,43% Aktien
Mirador Capital Partners LP $315.930 29.280 0,37% Aktien
Clay Northam Wealth Management, LLC $315.188 29.211 0,37% Aktien
Rockefeller Capital Management L.P. $291.865 27.049 0,35% Aktien
Cetera Investment Advisers $291.614 27.026 0,35% Aktien
JANE STREET GROUP, LLC $287.457 26.641 0,34% Aktien
Stratos Wealth Partners, LTD. $266.513 24.700 0,32% Aktien
Creative Planning $244.972 22.704 0,29% Aktien
STIFEL FINANCIAL CORP $226.131 20.958 0,27% Aktien
Vanguard Capital Wealth Advisors $215.800 20.000 0,26% Aktien
XTX Topco Ltd $205.755 19.069 0,24% Aktien
NWF Advisory Services Inc. $197.458 18.300 0,23% Aktien
Savvy Advisors, Inc. $183.752 17.030 0,22% Aktien
EVERETT HARRIS & CO /CA/ $173.277 16.059 0,21% Aktien
ENVESTNET ASSET MANAGEMENT INC $172.338 15.972 0,20% Aktien
SteelPeak Wealth, LLC $170.482 15.800 0,20% Aktien
TCFG Investment Advisors, LLC $145.194 13.456 0,17% Aktien
TCFG WEALTH MANAGEMENT, LLC $140.484 13.456 0,17% Aktien
Kercheville Advisors, LLC $140.270 13.000 0,17% Aktien
RB Capital Management, LLC $139.652 12.943 0,17% Aktien
WestHill Financial Advisors, Inc. $128.671 11.925 0,15% Aktien
Tiller Private Wealth, Inc. $128.337 11.894 0,15% Aktien
TriaGen Wealth Management LLC $111.137 10.300 0,13% Aktien
ECLECTIC ASSOCIATES INC /ADV $110.641 10.254 0,13% Aktien
MATHER GROUP, LLC. $94.294 8.739 0,11% Aktien
US BANCORP \DE\ $93.873 8.700 0,11% Aktien
HOLLENCREST CAPITAL MANAGEMENT $55.740 5.166 0,07% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22.722 2.100 0,03% Aktien
JPMORGAN CHASE & CO $15.626 1.450 0,02% Aktien
ORG Partners LLC $11.130 1.000 0,01% Aktien
HIGHLINE WEALTH PARTNERS LLC $4.316 400 0,01% Aktien
Institute for Wealth Management, LLC. $2.158 200 0,00% Aktien
Allworth Financial LP $2.115 196 0,00% Aktien
WEDBUSH SECURITIES INC $764 70.801 0,00% Aktien