VFVA — Institutional owners (13F)

100 filers · $384.7M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
VANTAGEPOINT INVESTMENT ADVISERS LLC $77,877,807 524,677 20.25% Shares
Armbruster Capital Management, Inc. $64,089,254 431,781 16.66% Shares
Equitable Holdings, Inc. $36,560,764 246,317 9.50% Shares
ANDERSON HOAGLAND & CO $36,194,938 243,852 9.41% Shares
BURRUS FINANCIAL SERVICES, INC. $28,943,952 195,002 7.52% Shares
MENORA MIVTACHIM HOLDINGS LTD. $13,854,308 93,339 3.60% Shares
BANK OF AMERICA CORP /DE/ $11,447,070 77,121 2.98% Shares
RWA WEALTH PARTNERS, LLC $10,789,528 72,691 2.80% Shares
LPL Financial LLC $10,473,831 70,564 2.72% Shares
Sterling Manor Financial, LLC $7,957,740 59,117 2.07% Shares
UMB Bank, n.a. $7,257,930 48,898 1.89% Shares
Capital Advisors Wealth Management, LLC $6,337,341 42,696 1.65% Shares
RAYMOND JAMES FINANCIAL INC $4,939,288 33,277 1.28% Shares
EP Wealth Advisors, LLC $4,869,450 32,806 1.27% Shares
Lebenthal Global Advisors, LLC $4,613,668 31,083 1.20% Shares
Sequoia Financial Advisors, LLC $3,912,566 26,360 1.02% Shares
ROYAL BANK OF CANADA $3,456,000 23,283 0.90% Shares
OSAIC HOLDINGS, INC. $3,421,391 23,048 0.89% Shares
Savant Capital, LLC $2,310,032 16,378 0.60% Shares
TWO SIGMA INVESTMENTS, LP $2,092,863 14,100 0.54% Shares
McIlrath & Eck, LLC $2,035,491 15,121 0.53% Shares
Cerity Partners LLC $2,034,828 13,708 0.53% Shares
Sovereign Financial Group, Inc. $1,891,147 12,741 0.49% Shares
Compass Advisory Group LLC $1,667,377 11,233 0.43% Shares
BROWN ADVISORY INC $1,600,596 10,784 0.42% Shares
Seven Bridges Advisors LLC $1,501,322 10,115 0.39% Shares
UBS Group AG $1,497,955 10,092 0.39% Shares
Long Island Wealth Management, Inc. $1,466,342 9,879 0.38% Shares
WHITTIER TRUST CO $1,373,170 9,091 0.36% Shares
Visionary Wealth Advisors $1,349,609 9,093 0.35% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,328,590 8,951 0.35% Shares
CoreFirst Bank & Trust $1,311,973 8,839 0.34% Shares
Keystone Financial Group $1,308,372 8,815 0.34% Shares
Hara Capital LLC $1,272,787 8,575 0.33% Shares
Kathmere Capital Management, LLC $1,114,412 7,508 0.29% Shares
Rockingstone Advisors LLC $1,066,766 7,187 0.28% Shares
BANK OF MONTREAL /CAN/ $1,039,247 7,002 0.27% Shares
Parkworth Wealth Management, Inc. $1,013,554 8,568 0.26% Shares
STIFEL FINANCIAL CORP $935,407 6,302 0.24% Shares
Mariner, LLC $891,415 6,006 0.23% Shares
D.A. DAVIDSON & CO. $828,982 5,585 0.22% Shares
Financial Engines Advisors L.L.C. $806,420 5,433 0.21% Shares
Corient Private Wealth LP $794,210 5,351 0.21% Shares
Financial Partners Group, Inc $776,544 5,232 0.20% Shares
Stonehearth Capital Management, LLC $759,368 5,116 0.20% Shares
Glenmede Investment Management, LP $741,007 5,810 0.19% Shares
MERCER GLOBAL ADVISORS INC /ADV $667,563 4,497 0.17% Shares
Essex Financial Services, Inc. $656,837 4,425 0.17% Shares
Private Advisor Group, LLC $601,142 4,050 0.16% Shares
Quantinno Capital Management LP $596,985 4,022 0.16% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $594,795 3,925 0.15% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $462,954 3,119 0.12% Shares
Sanctuary Advisors, LLC $451,730 3,043 0.12% Shares
Sunbelt Securities, Inc. $449,867 3,342 0.12% Shares
Orion Portfolio Solutions, LLC $413,592 3,628 0.11% Shares
CIBC WORLD MARKET INC. $400,761 2,700 0.10% Shares
Smart Money Group LLC $378,766 2,552 0.10% Shares
Integrated Wealth Concepts LLC $368,709 2,484 0.10% Shares
Orion Porfolio Solutions, LLC $359,052 2,419 0.09% Shares
MELFA WEALTH MANAGEMENT, INC. $312,352 2,104 0.08% Shares
Werba Rubin Papier Wealth Management $306,967 2,068 0.08% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $292,758 1,972 0.08% Shares
JNB Advisors LLC $286,168 2,419 0.07% Shares
Exit Wealth Advisors, LLC. $265,299 1,787 0.07% Shares
Parkside Financial Bank & Trust $264,651 1,783 0.07% Shares
MOTIVE WEALTH ADVISORS $262,424 1,768 0.07% Shares
World Investment Advisors $239,606 1,780 0.06% Shares
Leonard Rickey Investment Advisors P.L.L.C. $235,262 1,585 0.06% Shares
Daviman Financial, LLC $229,770 1,548 0.06% Shares
ENVESTNET ASSET MANAGEMENT INC $204,144 1,375 0.05% Shares
Summit Financial, LLC $203,646 1,372 0.05% Shares
LAM GROUP, INC. $194,511 1,445 0.05% Shares
NATIONAL BANK OF CANADA /FI/ $155,109 1,045 0.04% Shares
MANNING & NAPIER ADVISORS LLC $140,415 946 0.04% Shares
MORGAN STANLEY $128,545 866 0.03% Shares
ATLAS CAPITAL ADVISORS INC. $120,970 815 0.03% Shares
JPMORGAN CHASE & CO $105,476 707 0.03% Shares
Pacific Center for Financial Services $82,300 554 0.02% Shares
VANGUARD ADVISERS INC $58,256 433 0.02% Shares
INVESTMENT COUNSEL CO OF NEVADA $50,912 343 0.01% Shares
HARBOUR INVESTMENTS, INC. $50,466 340 0.01% Shares
True Wealth Design, LLC $46,311 312 0.01% Shares
WELLS FARGO & COMPANY/MN $31,220 210 0.01% Shares
Glass Jacobson Investment Advisors llc $30,353 204 0.01% Shares
Steward Partners Investment Advisory, LLC $25,975 175 0.01% Shares
US BANCORP \DE\ $25,975 175 0.01% Shares
PRIVATE TRUST CO NA $22,265 150 0.01% Shares
Farther Finance Advisors, LLC $15,882 107 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14,986 100 0.00% Shares
SHP Wealth Management $14,843 100 0.00% Shares
TD Waterhouse Canada Inc. $10,390 70 0.00% Shares
Global Retirement Partners, LLC $9,648 65 0.00% Shares
IFP Advisors, Inc $5,492 37 0.00% Shares
DHJJ Financial Advisors, Ltd. $4,157 28 0.00% Shares
Triumph Capital Management $1,484 10 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,459 9,827 0.00% Shares
Central Pacific Bank - Trust Division $891 6 0.00% Shares
CENTAURUS FINANCIAL, INC. $347 2,337 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $148 1 0.00% Shares
CX Institutional $9 63 0.00% Shares