VSLU — Institutionelle Eigentümer (13F)

58 Einreicher · $475.0M 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
Crestwood Advisors Group, LLC $138.113.646 2.986.485 29,07% Aktien
NOVARE CAPITAL MANAGEMENT LLC $34.750.301 751.418 7,32% Aktien
Watchman Group, Inc. $34.595.239 748.065 7,28% Aktien
Newman Dignan & Sheerar, Inc. $33.133.704 716.462 6,97% Aktien
Jacobi Capital Management LLC $31.097.673 672.436 6,55% Aktien
JPMORGAN CHASE & CO $24.060.215 523.897 5,06% Aktien
Fulton Bank, N.A. $20.751.362 448.714 4,37% Aktien
EverSource Wealth Advisors, LLC $19.656.173 425.032 4,14% Aktien
ACIMA PRIVATE WEALTH, LLC $14.468.571 312.859 3,05% Aktien
Clarion Wealth Managment Partners, LLC $13.225.031 285.970 2,78% Aktien
Old Port Advisors $12.564.897 271.695 2,65% Aktien
CROBAN $11.274.367 243.828 2,37% Aktien
FORTEM FINANCIAL GROUP, LLC $10.104.863 218.501 2,13% Aktien
Gibraltar Capital Management, Inc. $9.333.564 201.823 1,96% Aktien
ATWOOD & PALMER INC $8.244.768 178.279 1,74% Aktien
MML INVESTORS SERVICES, LLC $6.110.489 132.129 1,29% Aktien
ENVESTNET ASSET MANAGEMENT INC $6.092.827 131.747 1,28% Aktien
TRUSTMARK BANK TRUST DEPARTMENT $5.524.444 119.457 1,16% Aktien
WEBSTERROGERS FINANCIAL ADVISORS, LLC $5.094.400 110.158 1,07% Aktien
Farther Finance Advisors, LLC $4.269.505 92.321 0,90% Aktien
Atlantic Edge Private Wealth Management, LLC $3.863.000 83.531 0,81% Aktien
Capital Market Strategies LLC $3.533.036 90.244 0,74% Aktien
Advisory Services Network, LLC $3.408.075 73.694 0,72% Aktien
Applied Finance Capital Management, LLC $3.252.758 70.827 0,68% Aktien
LPL Financial LLC $2.250.159 48.656 0,47% Aktien
OPPENHEIMER & CO INC $1.710.928 36.996 0,36% Aktien
Accurate Wealth Management, LLC $1.651.915 34.873 0,35% Aktien
TECTONIC ADVISORS LLC $1.357.884 29.362 0,29% Aktien
Quantinno Capital Management LP $1.171.742 25.337 0,25% Aktien
UBS Group AG $1.061.114 22.945 0,22% Aktien
BankPlus Trust Department $933.250 20.180 0,20% Aktien
OneAscent Family Office, LLC $878.043 18.986 0,18% Aktien
Confluence Wealth Services, Inc. $781.748 16.904 0,16% Aktien
PRIVATE TRUST CO NA $737.582 15.949 0,16% Aktien
Toroso Investments, LLC $674.036 15.229 0,14% Aktien
InTrack Investment Management Inc $662.861 14.333 0,14% Aktien
CIBC WORLD MARKET INC. $560.181 12.113 0,12% Aktien
GTS SECURITIES LLC $530.719 11.476 0,11% Aktien
MGO ONE SEVEN LLC $457.342 9.889 0,10% Aktien
BROWN BROTHERS HARRIMAN & CO $409.141 8.847 0,09% Aktien
Plan A Wealth LLC $367.011 7.936 0,08% Aktien
STIFEL FINANCIAL CORP $364.698 7.886 0,08% Aktien
Mayflower Financial Advisors, LLC $328.025 7.093 0,07% Aktien
JANE STREET GROUP, LLC $302.081 6.532 0,06% Aktien
MORGAN STANLEY $284.923 6.161 0,06% Aktien
SMITH SHELLNUT WILSON LLC /ADV $272.622 5.895 0,06% Aktien
Auxano Advisors, LLC $249.638 5.398 0,05% Aktien
J.P. Marvel Investment Advisors, LLC $232.989 5.038 0,05% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $208.016 4.498 0,04% Aktien
OSAIC HOLDINGS, INC. $31.910 690 0,01% Aktien
ASSETMARK, INC $19.331 418 0,00% Aktien
Thrivent Financial for Lutherans $19.258 416.432 0,00% Aktien
KERR FINANCIAL PLANNING Corp $6.105 132 0,00% Aktien
PlanVest Financial, Inc $1.156 25 0,00% Aktien
HRT FINANCIAL LP $622 13.462 0,00% Aktien
NewEdge Advisors, LLC $416 9 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $201 4.350 0,00% Aktien
Russell Investments Group, Ltd. $40 1 0,00% Aktien