VKQ — Institutional owners (13F)

93 filers · $134.2M total · As of June 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
RIVERNORTH CAPITAL MANAGEMENT, LLC $27,609,649 2,749,965 20.58% Shares
MORGAN STANLEY $24,272,528 2,417,581 18.09% Shares
GUGGENHEIM CAPITAL LLC $11,364,467 1,131,919 8.47% Shares
UBS Group AG $7,378,144 734,875 5.50% Shares
RAYMOND JAMES FINANCIAL INC $7,188,413 715,977 5.36% Shares
LPL Financial LLC $5,395,845 537,435 4.02% Shares
WELLS FARGO & COMPANY/MN $5,060,822 504,066 3.77% Shares
BANK OF AMERICA CORP /DE/ $4,992,880 497,299 3.72% Shares
NewEdge Advisors, LLC $4,548,152 453,003 3.39% Shares
VAN ECK ASSOCIATES CORP $3,696,266 368,154 2.75% Shares
Advisors Asset Management, Inc. $1,938,695 200,901 1.44% Shares
Baird Financial Group, Inc. $1,695,374 168,862 1.26% Shares
Fiera Capital Corp $1,604,894 159,850 1.20% Shares
Wealth Alliance Advisory Group, LLC $1,510,307 150,429 1.13% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,479,220 147,332 1.10% Shares
Capital Investment Advisors, LLC $1,434,214 142,850 1.07% Shares
Steward Partners Investment Advisory, LLC $1,410,429 140,481 1.05% Shares
JFS WEALTH ADVISORS, LLC $1,382,932 145,266 1.03% Shares
Cetera Investment Advisers $1,352,571 134,718 1.01% Shares
STIFEL FINANCIAL CORP $1,294,632 128,947 0.96% Shares
Invesco Ltd. $1,158,827 115,421 0.86% Shares
ROYAL BANK OF CANADA $1,107,000 110,301 0.82% Shares
Rockefeller Capital Management L.P. $940,197 93,645 0.70% Shares
IBEX WEALTH ADVISORS $904,610 90,101 0.67% Shares
Whipplewood Advisors, LLC $875,317 87,183 0.65% Shares
SEAMOUNT FINANCIAL GROUP INC $739,826 73,688 0.55% Shares
SMITH, MOORE & CO. $726,959 72,406 0.54% Shares
AMERIPRISE FINANCIAL INC $726,700 72,380 0.54% Shares
Summit Trail Advisors, LLC $696,829 69,405 0.52% Shares
Tyche Wealth Partners LLC $691,214 68,846 0.52% Shares
Madison Park Capital Advisors, LLC $551,959 17,115 0.41% Shares
OPPENHEIMER & CO INC $520,363 51,829 0.39% Shares
Stratos Wealth Partners, LTD. $473,446 47,156 0.35% Shares
Concurrent Investment Advisors, LLC $401,791 40,019 0.30% Shares
&PARTNERS $336,917 33,557 0.25% Shares
Prospera Financial Services Inc $329,531 32,821 0.25% Shares
PNC Financial Services Group, Inc. $329,352 32,804 0.25% Shares
Nuveen, LLC $327,545 32,624 0.24% Shares
OSAIC HOLDINGS, INC. $314,952 31,364 0.23% Shares
MELFA WEALTH MANAGEMENT, INC. $314,687 31,343 0.23% Shares
JANE STREET GROUP, LLC $257,666 25,664 0.19% Shares
PFG Investments, LLC $256,522 25,550 0.19% Shares
Compass Financial Group, INC/SD $244,464 24,349 0.18% Shares
CITADEL ADVISORS LLC $241,562 24,060 0.18% Shares
XTX Topco Ltd $238,400 23,745 0.18% Shares
HARBOUR INVESTMENTS, INC. $224,033 22,314 0.17% Shares
Worth Asset Management, LLC $211,709 21,087 0.16% Shares
ROTHSCHILD INVESTMENT LLC $200,800 20,000 0.15% Shares
Penbrook Management LLC $200,800 20,000 0.15% Shares
CHOREO, LLC $192,397 19,163 0.14% Shares
Wealthcare Advisory Partners LLC $180,970 18,025 0.13% Shares
HUNTINGTON NATIONAL BANK $180,781 18,006 0.13% Shares
Tradewinds Capital Management, LLC $160,018 15,938 0.12% Shares
Institute for Wealth Management, LLC. $154,616 15,400 0.12% Shares
ORLEANS CAPITAL MANAGEMENT CORP/LA $146,885 14,630 0.11% Shares
Lido Advisors, LLC $146,333 14,575 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $139,375 13,882 0.10% Shares
ENVESTNET ASSET MANAGEMENT INC $139,124 13,857 0.10% Shares
Cresset Asset Management, LLC $135,540 13,500 0.10% Shares
HighTower Advisors, LLC $129,249 12,873 0.10% Shares
ACCREDITED INVESTOR SERVICES, LLC $126,193 12,569 0.09% Shares
Sanctuary Advisors, LLC $120,540 12,006 0.09% Shares
AlphaCore Capital LLC $116,494 11,603 0.09% Shares
Vericrest Private Wealth $113,532 11,308 0.08% Shares
Perennial Investment Advisors, LLC $112,464 11,202 0.08% Shares
Merit Financial Group, LLC $111,243 11,080 0.08% Shares
Mariner, LLC $104,384 10,397 0.08% Shares
World Investment Advisors $101,569 10,116 0.08% Shares
Global Retirement Partners, LLC $74,396 7,410 0.06% Shares
Aberdeen Wealth Management LLC $45,762 4,558 0.03% Shares
TRUST CO OF TOLEDO NA /OH/ $41,355 4,119 0.03% Shares
Community Bank, N.A. $40,160 4,000 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $31,064 3,094 0.02% Shares
IFG Advisory, LLC $29,889 2,977 0.02% Shares
PRIVATE TRUST CO NA $25,461 2,536 0.02% Shares
Chung Wu Investment Group, LLC $20,080 2,000 0.01% Shares
CoreCap Advisors, LLC $20,050 1,997 0.01% Shares
Prestige Wealth Management Group LLC $18,504 1,843 0.01% Shares
JPMORGAN CHASE & CO $14,084 1,400 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $10,040 1,000 0.01% Shares
WPG Advisers, LLC $8,604 857 0.01% Shares
FSA Wealth Management LLC $8,203 850 0.01% Shares
Spire Wealth Management $8,032 800 0.01% Shares
SIT INVESTMENT ASSOCIATES INC $7,153 712,419 0.01% Shares
RICHARDSON FINANCIAL SERVICES INC. $5,974 595 0.00% Shares
North Star Investment Management Corp. $3,626 361 0.00% Shares
IFP Advisors, Inc $3,062 305 0.00% Shares
FIFTH THIRD BANCORP $1,185 118 0.00% Shares
COMERICA BANK $691 72 0.00% Shares
Cambridge Investment Research Advisors, Inc. $348 34,662 0.00% Shares
COHEN & STEERS, INC. $251 25,000 0.00% Shares
Penserra Capital Management LLC $44 4,446 0.00% Shares
ASSETMARK, INC $6 1 0.00% Shares