VLU — Institutionelle Eigentümer (13F)

121 Einreicher · $463.5M 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
LPL Financial LLC $101.361.788 425.520 21,87% Aktien
AMERIPRISE FINANCIAL INC $34.241.380 143.736 7,39% Aktien
Nadler Financial Group, Inc. $31.362.347 131.660 6,77% Aktien
OSAIC HOLDINGS, INC. $25.261.895 106.043 5,45% Aktien
ENVESTNET ASSET MANAGEMENT INC $24.884.564 104.466 5,37% Aktien
RAYMOND JAMES FINANCIAL INC $24.708.685 103.727 5,33% Aktien
BANK OF AMERICA CORP /DE/ $16.572.537 69.572 3,58% Aktien
MORGAN STANLEY $15.891.010 66.710 3,43% Aktien
Systelligence, LLC $14.728.583 61.831 3,18% Aktien
RFG - Bristol Wealth Advisors, LLC $13.471.398 56.553 2,91% Aktien
MAI Capital Management $12.719.715 53.398 2,74% Aktien
Compass Financial Services Inc $11.660.459 48.951 2,52% Aktien
ABSOLUTE CAPITAL MANAGEMENT, LLC $11.303.708 47.453 2,44% Aktien
Graney & King, LLC $9.020.322 37.868 1,95% Aktien
Stratos Wealth Advisors, LLC $7.738.263 32.485 1,67% Aktien
JPMORGAN CHASE & CO $7.390.082 31.017 1,59% Aktien
ShoreHaven Wealth Partners, LLC $6.914.568 29.028 1,49% Aktien
Cetera Investment Advisers $6.656.239 27.943 1,44% Aktien
J.W. COLE ADVISORS, INC. $5.922.199 24.862 1,28% Aktien
ROYAL BANK OF CANADA $4.644.000 19.494 1,00% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4.351.139 18.266 0,94% Aktien
MML INVESTORS SERVICES, LLC $4.208.763 17.669 0,91% Aktien
Private Advisor Group, LLC $4.139.243 17.377 0,89% Aktien
Roger Wittlin Investment Advisory, LLC $3.091.153 12.976 0,67% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $2.929.447 12.298 0,63% Aktien
Creative Planning $2.682.231 11.260 0,58% Aktien
Stratos Wealth Partners, LTD. $2.595.501 10.895 0,56% Aktien
MONEY CONCEPTS CAPITAL CORP $2.319.867 9.739 0,50% Aktien
Ameritas Advisory Services, LLC $2.286.312 9.598 0,49% Aktien
FORONJY FINANCIAL LLC $2.085.448 8.755 0,45% Aktien
Merit Financial Group, LLC $1.995.402 8.377 0,43% Aktien
SHELTON CAPITAL MANAGEMENT $1.946.789 8.173 0,42% Aktien
Smartleaf Asset Management LLC $1.918.664 8.053 0,41% Aktien
H D Vest Advisory Services $1.849.693 9.626 0,40% Aktien
World Investment Advisors $1.769.205 8.119 0,38% Aktien
NewEdge Advisors, LLC $1.528.571 6.417 0,33% Aktien
GTS SECURITIES LLC $1.493.081 6.268 0,32% Aktien
TRUIST FINANCIAL CORP $1.480.675 6.216 0,32% Aktien
CoreCap Advisors, LLC $1.382.969 5.806 0,30% Aktien
STEPHENS INC /AR/ $1.224.623 5.141 0,26% Aktien
Aspire Capital Advisors LLC $1.197.705 5.028 0,26% Aktien
PNC Financial Services Group, Inc. $1.142.203 4.795 0,25% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.137.677 4.776 0,25% Aktien
Equitable Holdings, Inc. $1.133.756 4.760 0,24% Aktien
HighPoint Advisor Group LLC $1.096.481 4.603 0,24% Aktien
Global Retirement Partners, LLC $1.011.932 4.248 0,22% Aktien
Keystone Wealth Services, LLC $991.252 4.161 0,21% Aktien
Atria Wealth Solutions, Inc. $872.361 4.540 0,19% Aktien
MOR Wealth Management, LLC $859.213 3.607 0,19% Aktien
SAXON INTERESTS, INC. $837.298 3.515 0,18% Aktien
HUB Investment Partners, LLC $835.246 3.506 0,18% Aktien
LEVEL FOUR ADVISORY SERVICES, LLC $834.068 3.501 0,18% Aktien
Comprehensive Financial Planning, Inc./PA $777.982 3.266 0,17% Aktien
Pathstone Holdings, LLC $746.303 3.133 0,16% Aktien
Waterloo Capital, L.P. $740.270 3.108 0,16% Aktien
Opulen Financial Group LLC $708.956 2.976 0,15% Aktien
Henderson Brothers Financial Partners, LLC $699.613 2.937 0,15% Aktien
Concurrent Investment Advisors, LLC $677.385 2.844 0,15% Aktien
Kestra Advisory Services, LLC $658.738 2.765 0,14% Aktien
Capital Square, LLC $544.072 2.256 0,12% Aktien
Wealthcare Advisory Partners LLC $540.016 2.267 0,12% Aktien
Western Wealth Management, LLC $509.089 2.137 0,11% Aktien
Keystone Financial Group $485.314 2.037 0,10% Aktien
GREAT VALLEY ADVISOR GROUP, INC. $454.947 1.910 0,10% Aktien
HighTower Advisors, LLC $447.900 1.880 0,10% Aktien
FMR LLC $431.395 1.811 0,09% Aktien
BROWN ADVISORY INC $431.393 1.811 0,09% Aktien
Compass Planning Associates Inc $412.253 1.731 0,09% Aktien
CITADEL ADVISORS LLC $409.716 1.720 0,09% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $408.991 1.696 0,09% Aktien
Integrated Wealth Concepts LLC $388.577 1.631 0,08% Aktien
Savant Capital, LLC $386.388 1.705 0,08% Aktien
Argyle Capital Partners, LLC $372.318 1.563 0,08% Aktien
Flagship Private Wealth, LLC $346.332 1.454 0,07% Aktien
COFG Advisors, LLC $344.433 1.446 0,07% Aktien
Avant Capital LLC $340.895 1.431 0,07% Aktien
SAX WEALTH ADVISORS, LLC $304.622 1.417 0,07% Aktien
AdvisorNet Financial, Inc $302.523 1.270 0,07% Aktien
Integrity Wealth Partners, LLC $300.967 1.400 0,06% Aktien
PRIVATE TRUST CO NA $296.104 1.243 0,06% Aktien
FLAGSHIP WEALTH ADVISORS, LLC $295.853 1.242 0,06% Aktien
TWO SIGMA INVESTMENTS, LP $285.849 1.200 0,06% Aktien
Dynamic Advisor Solutions LLC $280.267 1.177 0,06% Aktien
AQR CAPITAL MANAGEMENT LLC $271.794 1.141 0,06% Aktien
LANARK FINANCIAL, INC. $258.692 1.086 0,06% Aktien
Csenge Advisory Group $250.769 1.053 0,05% Aktien
StoneX Group Inc. $242.456 1.022 0,05% Aktien
Pacific Sun Financial Corp $235.825 990 0,05% Aktien
Focus Financial Network, Inc. $235.759 990 0,05% Aktien
Cerity Partners LLC $223.915 940 0,05% Aktien
Allworth Financial LP $210.531 884 0,05% Aktien
Professional Financial Advisors, LLC $207.346 870 0,04% Aktien
Hilltop Holdings Inc. $203.966 857 0,04% Aktien
OPPENHEIMER & CO INC $202.714 851 0,04% Aktien
Arax Advisory Partners $154.851 650 0,03% Aktien
Golden State Wealth Management, LLC $134.863 566 0,03% Aktien
Steward Partners Investment Advisory, LLC $84.325 354 0,02% Aktien
SIGNATUREFD, LLC $71.473 300 0,02% Aktien
UBS Group AG $70.985 298 0,02% Aktien
BlackRock, Inc. $70.509 296 0,02% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $50.023 210 0,01% Aktien
FIFTH THIRD BANCORP $37.637 158 0,01% Aktien
COMERICA BANK $33.281 158 0,01% Aktien
Parkside Financial Bank & Trust $33.131 139 0,01% Aktien
HARBOR INVESTMENT ADVISORY, LLC $30.967 130 0,01% Aktien
Cambridge Investment Research Advisors, Inc. $26.876 112.828 0,01% Aktien
Geneos Wealth Management Inc. $22.630 95 0,00% Aktien
ELEVATION WEALTH PARTNERS, LLC $17.866 75 0,00% Aktien
Rockefeller Capital Management L.P. $16.913 71 0,00% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $16.198 68 0,00% Aktien
OXFORD FINANCIAL GROUP, LTD. LLC $13.653 57 0,00% Aktien
Russell Investments Group, Ltd. $13.447 56 0,00% Aktien
WELLS FARGO & COMPANY/MN $11.157 47 0,00% Aktien
ASSETMARK, INC $8.575 36 0,00% Aktien
US BANCORP \DE\ $7.384 31 0,00% Aktien
USAdvisors Wealth Management, LLC $5.252 22.049 0,00% Aktien
Key Capital Management, INC $3.918 16 0,00% Aktien
Janney Montgomery Scott LLC $2.916 12.240 0,00% Aktien
THOROUGHBRED FINANCIAL SERVICES, LLC $2.822 11.848 0,00% Aktien
TD Waterhouse Canada Inc. $1.432 6 0,00% Aktien
CENTAURUS FINANCIAL, INC. $146 615 0,00% Aktien