VGM — Institutional owners (13F)

106 filers · $110.7M 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
GUGGENHEIM CAPITAL LLC $11,253,108 1,061,614 10.17% Shares
AMERIPRISE FINANCIAL INC $8,141,979 768,111 7.36% Shares
MORGAN STANLEY $7,473,188 705,017 6.75% Shares
LPL Financial LLC $6,632,946 625,750 5.99% Shares
WELLS FARGO & COMPANY/MN $6,549,358 617,864 5.92% Shares
UBS Group AG $6,015,468 567,497 5.44% Shares
BANK OF AMERICA CORP /DE/ $5,319,678 501,856 4.81% Shares
ROYAL BANK OF CANADA $4,058,000 382,863 3.67% Shares
N.E.W. Advisory Services LLC $3,962,500 373,821 3.58% Shares
VAN ECK ASSOCIATES CORP $3,763,668 355,063 3.40% Shares
Leo Wealth, LLC $3,151,336 319,284 2.85% Shares
Cetera Investment Advisers $2,642,761 249,317 2.39% Shares
GREATMARK INVESTMENT PARTNERS, INC. $2,636,750 248,750 2.38% Shares
STIFEL FINANCIAL CORP $2,529,158 238,601 2.29% Shares
Melone Private Wealth, LLC $2,448,620 231,002 2.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,178,850 205,552 1.97% Shares
Advisors Asset Management, Inc. $2,026,184 195,389 1.83% Shares
RAYMOND JAMES FINANCIAL INC $1,808,558 170,619 1.63% Shares
Stratos Wealth Partners, LTD. $1,782,305 168,142 1.61% Shares
Fiera Capital Corp $1,639,195 154,641 1.48% Shares
NewEdge Advisors, LLC $1,450,761 136,864 1.31% Shares
Indiana Trust & Investment Management Co $1,293,200 122,000 1.17% Shares
Claro Advisors Inc. $1,059,709 99,973 0.96% Shares
HARBOUR INVESTMENTS, INC. $1,052,054 99,250 0.95% Shares
OSAIC HOLDINGS, INC. $1,031,144 97,276 0.93% Shares
TRUIST FINANCIAL CORP $1,018,701 96,104 0.92% Shares
Cutler Capital Management, LLC $912,843 86,117 0.82% Shares
PNC Financial Services Group, Inc. $899,102 84,821 0.81% Shares
Tyche Wealth Partners LLC $833,669 78,648 0.75% Shares
Whipplewood Advisors, LLC $736,499 69,481 0.67% Shares
Summit Trail Advisors, LLC $711,151 67,090 0.64% Shares
Capital Investment Advisory Services, LLC $696,825 65,738 0.63% Shares
World Investment Advisors $599,353 60,725 0.54% Shares
Baird Financial Group, Inc. $595,720 56,200 0.54% Shares
LexAurum Advisors, LLC $593,342 55,976 0.54% Shares
Worth Asset Management, LLC $530,053 50,005 0.48% Shares
Wealth Care LLC $530,000 50,000 0.48% Shares
Private Advisor Group, LLC $512,753 48,373 0.46% Shares
Burford Brothers, Inc. $492,063 46,421 0.44% Shares
Kestra Advisory Services, LLC $476,794 44,981 0.43% Shares
Wealth Alliance Advisory Group, LLC $475,845 44,891 0.43% Shares
MERCER GLOBAL ADVISORS INC /ADV $444,150 41,901 0.40% Shares
MELFA WEALTH MANAGEMENT, INC. $396,016 37,360 0.36% Shares
Focus Partners Wealth $383,182 36,149 0.35% Shares
Cornerstone Wealth Management, LLC $352,318 33,238 0.32% Shares
Sovereign Financial Group, Inc. $327,457 30,892 0.30% Shares
Rockefeller Capital Management L.P. $314,865 29,704 0.28% Shares
Prospera Financial Services Inc $313,829 29,606 0.28% Shares
&PARTNERS $309,603 29,208 0.28% Shares
Gridiron Partners, LLC $286,507 27,029 0.26% Shares
JANE STREET GROUP, LLC $279,713 26,388 0.25% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $261,523 24,672 0.24% Shares
Carroll Advisory Group, LLC $247,285 23,329 0.22% Shares
WealthBridge Capital Management, LLC $238,500 22,500 0.22% Shares
Kercheville Advisors, LLC $235,046 22,174 0.21% Shares
Nuveen, LLC $198,156 18,694 0.18% Shares
Compound Planning, Inc. $194,525 18,351 0.18% Shares
AlphaCore Capital LLC $183,521 17,313 0.17% Shares
H D Vest Advisory Services $167,726 17,674 0.15% Shares
Institute for Wealth Management, LLC. $160,060 15,100 0.14% Shares
Wealthspire Advisors, LLC $159,000 15,000 0.14% Shares
Dynamic Advisor Solutions LLC $148,930 14,050 0.13% Shares
Concurrent Investment Advisors, LLC $146,556 13,826 0.13% Shares
Capital Investment Advisors, LLC $146,227 13,795 0.13% Shares
Closed-End Fund Advisors, Inc. $144,828 13,663 0.13% Shares
Zullo Investment Group, Inc. $143,100 13,500 0.13% Shares
Apella Capital, LLC $138,190 13,000 0.12% Shares
Quadcap Wealth Management, LLC $132,371 12,488 0.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $126,659 11,949 0.11% Shares
XTX Topco Ltd $124,603 11,755 0.11% Shares
Clark Asset Management, LLC $123,310 11,633 0.11% Shares
Integrated Wealth Concepts LLC $116,706 11,010 0.11% Shares
WMG Financial Advisors, LLC $116,044 10,948 0.10% Shares
KEYBANK NATIONAL ASSOCIATION/OH $115,360 10,883 0.10% Shares
Catalina Capital Group, LLC $109,596 11,104 0.10% Shares
Leading Edge Financial Planning LLC $108,152 10,203 0.10% Shares
GILL CAPITAL PARTNERS, LLC $105,901 9,991 0.10% Shares
PRIVATE CLIENT SERVICES, LLC $100,290 11,594 0.09% Shares
Mountain Hill Investment Partners Corp. $74,200 7,000 0.07% Shares
LANARK FINANCIAL, INC. $66,006 6,227 0.06% Shares
FIFTH THIRD BANCORP $56,922 5,370 0.05% Shares
COMERICA BANK $55,687 5,370 0.05% Shares
CWM, LLC $48,434 4,907 0.04% Shares
IFP Advisors, Inc $31,895 3,009 0.03% Shares
Aberdeen Wealth Management LLC $30,210 2,850 0.03% Shares
IFG Advisory, LLC $29,521 2,785 0.03% Shares
High Note Wealth, LLC $26,118 2,464 0.02% Shares
EASTERN BANK $23,172 2,186 0.02% Shares
US BANCORP \DE\ $21,635 2,041 0.02% Shares
PRIVATE TRUST CO NA $20,299 1,915 0.02% Shares
Cullen/Frost Bankers, Inc. $10,600 1,000 0.01% Shares
CITY HOLDING CO $9,870 1,000 0.01% Shares
ROTHSCHILD INVESTMENT LLC $8,480 800 0.01% Shares
Allworth Financial LP $7,341 692 0.01% Shares
SIT INVESTMENT ASSOCIATES INC $6,398 603,608 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $6,042 570 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,774 585 0.01% Shares
FIDUCIARY FINANCIAL ADVISORS $4,092 386 0.00% Shares
Smartleaf Asset Management LLC $4,000 381 0.00% Shares
Mascoma Wealth Management LLC $3,392 320 0.00% Shares
CoreCap Advisors, LLC $3,095 292 0.00% Shares
CVA Family Office, LLC $2,187 206 0.00% Shares
Janney Montgomery Scott LLC $164 15,429 0.00% Shares
Cambridge Investment Research Advisors, Inc. $122 11,466 0.00% Shares
WEDBUSH SECURITIES INC $117 11,000 0.00% Shares
Penserra Capital Management LLC $43 4,134 0.00% Shares