VFQY — Institutionelle Eigentümer (13F)

99 Einreicher · $185.2M gesamt · Stand 30. September 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
Armbruster Capital Management, Inc. $32.653.756 191.754 17,63% Aktien
Foundations Investment Advisors, LLC $26.345.703 154.711 14,23% Aktien
Pure Financial Advisors, LLC $23.556.403 138.331 12,72% Aktien
Focus Partners Wealth $12.767.049 74.972 6,89% Aktien
Genesis Wealth Advisors, LLC $10.387.020 60.996 5,61% Aktien
OSAIC HOLDINGS, INC. $6.957.245 40.824 3,76% Aktien
LPL Financial LLC $6.162.796 36.190 3,33% Aktien
Wealthspire Advisors, LLC $5.845.263 34.325 3,16% Aktien
Cannon Wealth Management Services, LLC $5.336.378 31.337 2,88% Aktien
Medallion Wealth Advisors, LLC $4.896.566 28.760 2,64% Aktien
BEACON FINANCIAL PLANNING, INC $4.420.361 25.958 2,39% Aktien
RAYMOND JAMES FINANCIAL INC $3.552.383 20.861 1,92% Aktien
Royal Fund Management, LLC $3.107.249 18.246 1,68% Aktien
Corient Private Wealth LP $2.917.769 17.134 1,58% Aktien
BANK OF AMERICA CORP /DE/ $2.865.129 16.825 1,55% Aktien
Coastline Trust Co $2.293.116 13.466 1,24% Aktien
Root Financial Partners, LLC $2.230.814 13.100 1,20% Aktien
Vise Technologies, Inc. $1.959.219 11.505 1,06% Aktien
Chicago Partners Investment Group LLC $1.949.413 11.543 1,05% Aktien
Integrated Wealth Concepts LLC $1.514.041 8.891 0,82% Aktien
TWO SIGMA INVESTMENTS, LP $1.464.494 8.600 0,79% Aktien
INTERACTIVE FINANCIAL ADVISORS, INC. $1.366.453 8.024 0,74% Aktien
Caitlin John, LLC $1.324.670 7.779 0,72% Aktien
Hobart Private Capital, LLC $1.027.531 6.034 0,55% Aktien
D.A. DAVIDSON & CO. $838.167 4.922 0,45% Aktien
National Philanthropic Trust $827.950 4.862 0,45% Aktien
AE Wealth Management LLC $745.870 4.380 0,40% Aktien
Kathmere Capital Management, LLC $740.591 4.349 0,40% Aktien
Arrowroot Family Office, LLC $737.107 4.329 0,40% Aktien
GSG Advisors LLC $733.427 4.307 0,40% Aktien
WealthCare Investment Partners, LLC $701.215 4.118 0,38% Aktien
Envestnet Portfolio Solutions, Inc. $644.201 3.783 0,35% Aktien
Sanctuary Advisors, LLC $602.239 3.537 0,33% Aktien
Creative Planning $588.194 3.454 0,32% Aktien
NWAM LLC $570.344 3.349 0,31% Aktien
Security Financial Services, INC. $561.237 3.296 0,30% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $543.161 3.168 0,29% Aktien
Kraft, Davis & Associates, LLC $524.084 3.120 0,28% Aktien
BIP Wealth, LLC $523.738 3.076 0,28% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $514.570 3.022 0,28% Aktien
ROYAL BANK OF CANADA $502.000 2.947 0,27% Aktien
Private Advisor Group, LLC $478.855 2.812 0,26% Aktien
Cerity Partners LLC $467.105 2.743 0,25% Aktien
Professional Financial Advisors, LLC $404.120 2.373 0,22% Aktien
Walkner Condon Financial Advisors LLC $402.736 2.365 0,22% Aktien
Dynamic Advisor Solutions LLC $372.084 2.185 0,20% Aktien
KINGSWOOD WEALTH ADVISORS, LLC $340.580 2.000 0,18% Aktien
JPMORGAN CHASE & CO $317.007 1.871 0,17% Aktien
Aptus Capital Advisors, LLC $268.377 1.576 0,14% Aktien
MML INVESTORS SERVICES, LLC $263.347 1.546 0,14% Aktien
MELFA WEALTH MANAGEMENT, INC. $261.501 1.536 0,14% Aktien
MERCER GLOBAL ADVISORS INC /ADV $259.002 1.521 0,14% Aktien
Blackston Financial Advisory Group, LLC $243.261 1.429 0,13% Aktien
United Advisor Group, LLC $235.017 1.380 0,13% Aktien
Quotient Wealth Partners, LLC $220.526 1.295 0,12% Aktien
Tidemark, LLC $214.565 1.260 0,12% Aktien
Zhang Financial LLC $212.352 1.247 0,11% Aktien
Apollon Wealth Management, LLC $209.286 1.229 0,11% Aktien
Kestra Advisory Services, LLC $205.790 1.208 0,11% Aktien
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $200.593 1.330 0,11% Aktien
Global Retirement Partners, LLC $189.362 1.112 0,10% Aktien
PNC Financial Services Group, Inc. $170.290 1.000 0,09% Aktien
Center for Financial Planning, Inc. $153.261 900 0,08% Aktien
IFP Advisors, Inc $125.333 736 0,07% Aktien
SALEM INVESTMENT COUNSELORS INC $107.964 634 0,06% Aktien
HARBOUR INVESTMENTS, INC. $94.852 557 0,05% Aktien
COMERICA BANK $88.978 580 0,05% Aktien
Glass Jacobson Investment Advisors llc $75.269 442 0,04% Aktien
UBS Group AG $69.649 409 0,04% Aktien
FIRST COMMUNITY TRUST NA $67.155 450 0,04% Aktien
FIFTH THIRD BANCORP $66.073 388 0,04% Aktien
MORGAN STANLEY $57.047 335 0,03% Aktien
FIDUCIARY FINANCIAL ADVISORS $51.429 302 0,03% Aktien
Beaird Harris Wealth Management, LLC $51.428 302 0,03% Aktien
McIlrath & Eck, LLC $40.890 274 0,02% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37.123 218 0,02% Aktien
CWM, LLC $36.562 245 0,02% Aktien
MATHER GROUP, LLC. $36.277 213 0,02% Aktien
SIGNATUREFD, LLC $35.186 207 0,02% Aktien
Farther Finance Advisors, LLC $34.739 204 0,02% Aktien
BLAIR WILLIAM & CO/IL $28.949 170 0,02% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27.417 161 0,01% Aktien
Horizon Investments, LLC $22.478 132 0,01% Aktien
Raleigh Capital Management Inc. $22.049 129 0,01% Aktien
City State Bank $17.029 100 0,01% Aktien
VANGUARD ADVISERS INC $17.006 114 0,01% Aktien
WELLS FARGO & COMPANY/MN $13.879 82 0,01% Aktien
AdvisorNet Financial, Inc $11.433 67 0,01% Aktien
Allworth Financial LP $9.877 58 0,01% Aktien
LRI Investments, LLC $8.486 50 0,00% Aktien
Rockefeller Capital Management L.P. $7.152 42 0,00% Aktien
Triumph Capital Management $6.301 37 0,00% Aktien
TD Capital Management LLC $6.109 36 0,00% Aktien
FSA Wealth Management LLC $4.861 26 0,00% Aktien
Capital Advisors, Ltd. LLC $3.578 21.013 0,00% Aktien
Steward Partners Investment Advisory, LLC $1.192 7 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $705 4.139 0,00% Aktien
THOROUGHBRED FINANCIAL SERVICES, LLC $288 1.695 0,00% Aktien
BlackRock, Inc. $156 1 0,00% Aktien