VFVA — Institutionelle Eigentümer (13F)

100 Einreicher · $384.7M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $77.877.807 524.677 20,25% Aktien
Armbruster Capital Management, Inc. $64.089.254 431.781 16,66% Aktien
Equitable Holdings, Inc. $36.560.764 246.317 9,50% Aktien
ANDERSON HOAGLAND & CO $36.194.938 243.852 9,41% Aktien
BURRUS FINANCIAL SERVICES, INC. $28.943.952 195.002 7,52% Aktien
MENORA MIVTACHIM HOLDINGS LTD. $13.854.308 93.339 3,60% Aktien
BANK OF AMERICA CORP /DE/ $11.447.070 77.121 2,98% Aktien
RWA WEALTH PARTNERS, LLC $10.789.528 72.691 2,80% Aktien
LPL Financial LLC $10.473.831 70.564 2,72% Aktien
Sterling Manor Financial, LLC $7.957.740 59.117 2,07% Aktien
UMB Bank, n.a. $7.257.930 48.898 1,89% Aktien
Capital Advisors Wealth Management, LLC $6.337.341 42.696 1,65% Aktien
RAYMOND JAMES FINANCIAL INC $4.939.288 33.277 1,28% Aktien
EP Wealth Advisors, LLC $4.869.450 32.806 1,27% Aktien
Lebenthal Global Advisors, LLC $4.613.668 31.083 1,20% Aktien
Sequoia Financial Advisors, LLC $3.912.566 26.360 1,02% Aktien
ROYAL BANK OF CANADA $3.456.000 23.283 0,90% Aktien
OSAIC HOLDINGS, INC. $3.421.391 23.048 0,89% Aktien
Savant Capital, LLC $2.310.032 16.378 0,60% Aktien
TWO SIGMA INVESTMENTS, LP $2.092.863 14.100 0,54% Aktien
McIlrath & Eck, LLC $2.035.491 15.121 0,53% Aktien
Cerity Partners LLC $2.034.828 13.708 0,53% Aktien
Sovereign Financial Group, Inc. $1.891.147 12.741 0,49% Aktien
Compass Advisory Group LLC $1.667.377 11.233 0,43% Aktien
BROWN ADVISORY INC $1.600.596 10.784 0,42% Aktien
Seven Bridges Advisors LLC $1.501.322 10.115 0,39% Aktien
UBS Group AG $1.497.955 10.092 0,39% Aktien
Long Island Wealth Management, Inc. $1.466.342 9.879 0,38% Aktien
WHITTIER TRUST CO $1.373.170 9.091 0,36% Aktien
Visionary Wealth Advisors $1.349.609 9.093 0,35% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $1.328.590 8.951 0,35% Aktien
CoreFirst Bank & Trust $1.311.973 8.839 0,34% Aktien
Keystone Financial Group $1.308.372 8.815 0,34% Aktien
Hara Capital LLC $1.272.787 8.575 0,33% Aktien
Kathmere Capital Management, LLC $1.114.412 7.508 0,29% Aktien
Rockingstone Advisors LLC $1.066.766 7.187 0,28% Aktien
BANK OF MONTREAL /CAN/ $1.039.247 7.002 0,27% Aktien
Parkworth Wealth Management, Inc. $1.013.554 8.568 0,26% Aktien
STIFEL FINANCIAL CORP $935.407 6.302 0,24% Aktien
Mariner, LLC $891.415 6.006 0,23% Aktien
D.A. DAVIDSON & CO. $828.982 5.585 0,22% Aktien
Financial Engines Advisors L.L.C. $806.420 5.433 0,21% Aktien
Corient Private Wealth LP $794.210 5.351 0,21% Aktien
Financial Partners Group, Inc $776.544 5.232 0,20% Aktien
Stonehearth Capital Management, LLC $759.368 5.116 0,20% Aktien
Glenmede Investment Management, LP $741.007 5.810 0,19% Aktien
MERCER GLOBAL ADVISORS INC /ADV $667.563 4.497 0,17% Aktien
Essex Financial Services, Inc. $656.837 4.425 0,17% Aktien
Private Advisor Group, LLC $601.142 4.050 0,16% Aktien
Quantinno Capital Management LP $596.985 4.022 0,16% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $594.795 3.925 0,15% Aktien
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $462.954 3.119 0,12% Aktien
Sanctuary Advisors, LLC $451.730 3.043 0,12% Aktien
Sunbelt Securities, Inc. $449.867 3.342 0,12% Aktien
Orion Portfolio Solutions, LLC $413.592 3.628 0,11% Aktien
CIBC WORLD MARKET INC. $400.761 2.700 0,10% Aktien
Smart Money Group LLC $378.766 2.552 0,10% Aktien
Integrated Wealth Concepts LLC $368.709 2.484 0,10% Aktien
Orion Porfolio Solutions, LLC $359.052 2.419 0,09% Aktien
MELFA WEALTH MANAGEMENT, INC. $312.352 2.104 0,08% Aktien
Werba Rubin Papier Wealth Management $306.967 2.068 0,08% Aktien
MOSAIC FAMILY WEALTH PARTNERS, LLC $292.758 1.972 0,08% Aktien
JNB Advisors LLC $286.168 2.419 0,07% Aktien
Exit Wealth Advisors, LLC. $265.299 1.787 0,07% Aktien
Parkside Financial Bank & Trust $264.651 1.783 0,07% Aktien
MOTIVE WEALTH ADVISORS $262.424 1.768 0,07% Aktien
World Investment Advisors $239.606 1.780 0,06% Aktien
Leonard Rickey Investment Advisors P.L.L.C. $235.262 1.585 0,06% Aktien
Daviman Financial, LLC $229.770 1.548 0,06% Aktien
ENVESTNET ASSET MANAGEMENT INC $204.144 1.375 0,05% Aktien
Summit Financial, LLC $203.646 1.372 0,05% Aktien
LAM GROUP, INC. $194.511 1.445 0,05% Aktien
NATIONAL BANK OF CANADA /FI/ $155.109 1.045 0,04% Aktien
MANNING & NAPIER ADVISORS LLC $140.415 946 0,04% Aktien
MORGAN STANLEY $128.545 866 0,03% Aktien
ATLAS CAPITAL ADVISORS INC. $120.970 815 0,03% Aktien
JPMORGAN CHASE & CO $105.476 707 0,03% Aktien
Pacific Center for Financial Services $82.300 554 0,02% Aktien
VANGUARD ADVISERS INC $58.256 433 0,02% Aktien
INVESTMENT COUNSEL CO OF NEVADA $50.912 343 0,01% Aktien
HARBOUR INVESTMENTS, INC. $50.466 340 0,01% Aktien
True Wealth Design, LLC $46.311 312 0,01% Aktien
WELLS FARGO & COMPANY/MN $31.220 210 0,01% Aktien
Glass Jacobson Investment Advisors llc $30.353 204 0,01% Aktien
Steward Partners Investment Advisory, LLC $25.975 175 0,01% Aktien
US BANCORP \DE\ $25.975 175 0,01% Aktien
PRIVATE TRUST CO NA $22.265 150 0,01% Aktien
Farther Finance Advisors, LLC $15.882 107 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14.986 100 0,00% Aktien
SHP Wealth Management $14.843 100 0,00% Aktien
TD Waterhouse Canada Inc. $10.390 70 0,00% Aktien
Global Retirement Partners, LLC $9.648 65 0,00% Aktien
IFP Advisors, Inc $5.492 37 0,00% Aktien
DHJJ Financial Advisors, Ltd. $4.157 28 0,00% Aktien
Triumph Capital Management $1.484 10 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.459 9.827 0,00% Aktien
Central Pacific Bank - Trust Division $891 6 0,00% Aktien
CENTAURUS FINANCIAL, INC. $347 2.337 0,00% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $148 1 0,00% Aktien
CX Institutional $9 63 0,00% Aktien