VLU — Institutional owners (13F)

121 filers · $463.5M 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
LPL Financial LLC $101,361,788 425,520 21.87% Shares
AMERIPRISE FINANCIAL INC $34,241,380 143,736 7.39% Shares
Nadler Financial Group, Inc. $31,362,347 131,660 6.77% Shares
OSAIC HOLDINGS, INC. $25,261,895 106,043 5.45% Shares
ENVESTNET ASSET MANAGEMENT INC $24,884,564 104,466 5.37% Shares
RAYMOND JAMES FINANCIAL INC $24,708,685 103,727 5.33% Shares
BANK OF AMERICA CORP /DE/ $16,572,537 69,572 3.58% Shares
MORGAN STANLEY $15,891,010 66,710 3.43% Shares
Systelligence, LLC $14,728,583 61,831 3.18% Shares
RFG - Bristol Wealth Advisors, LLC $13,471,398 56,553 2.91% Shares
MAI Capital Management $12,719,715 53,398 2.74% Shares
Compass Financial Services Inc $11,660,459 48,951 2.52% Shares
ABSOLUTE CAPITAL MANAGEMENT, LLC $11,303,708 47,453 2.44% Shares
Graney & King, LLC $9,020,322 37,868 1.95% Shares
Stratos Wealth Advisors, LLC $7,738,263 32,485 1.67% Shares
JPMORGAN CHASE & CO $7,390,082 31,017 1.59% Shares
ShoreHaven Wealth Partners, LLC $6,914,568 29,028 1.49% Shares
Cetera Investment Advisers $6,656,239 27,943 1.44% Shares
J.W. COLE ADVISORS, INC. $5,922,199 24,862 1.28% Shares
ROYAL BANK OF CANADA $4,644,000 19,494 1.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,351,139 18,266 0.94% Shares
MML INVESTORS SERVICES, LLC $4,208,763 17,669 0.91% Shares
Private Advisor Group, LLC $4,139,243 17,377 0.89% Shares
Roger Wittlin Investment Advisory, LLC $3,091,153 12,976 0.67% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,929,447 12,298 0.63% Shares
Creative Planning $2,682,231 11,260 0.58% Shares
Stratos Wealth Partners, LTD. $2,595,501 10,895 0.56% Shares
MONEY CONCEPTS CAPITAL CORP $2,319,867 9,739 0.50% Shares
Ameritas Advisory Services, LLC $2,286,312 9,598 0.49% Shares
FORONJY FINANCIAL LLC $2,085,448 8,755 0.45% Shares
Merit Financial Group, LLC $1,995,402 8,377 0.43% Shares
SHELTON CAPITAL MANAGEMENT $1,946,789 8,173 0.42% Shares
Smartleaf Asset Management LLC $1,918,664 8,053 0.41% Shares
H D Vest Advisory Services $1,849,693 9,626 0.40% Shares
World Investment Advisors $1,769,205 8,119 0.38% Shares
NewEdge Advisors, LLC $1,528,571 6,417 0.33% Shares
GTS SECURITIES LLC $1,493,081 6,268 0.32% Shares
TRUIST FINANCIAL CORP $1,480,675 6,216 0.32% Shares
CoreCap Advisors, LLC $1,382,969 5,806 0.30% Shares
STEPHENS INC /AR/ $1,224,623 5,141 0.26% Shares
Aspire Capital Advisors LLC $1,197,705 5,028 0.26% Shares
PNC Financial Services Group, Inc. $1,142,203 4,795 0.25% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,137,677 4,776 0.25% Shares
Equitable Holdings, Inc. $1,133,756 4,760 0.24% Shares
HighPoint Advisor Group LLC $1,096,481 4,603 0.24% Shares
Global Retirement Partners, LLC $1,011,932 4,248 0.22% Shares
Keystone Wealth Services, LLC $991,252 4,161 0.21% Shares
Atria Wealth Solutions, Inc. $872,361 4,540 0.19% Shares
MOR Wealth Management, LLC $859,213 3,607 0.19% Shares
SAXON INTERESTS, INC. $837,298 3,515 0.18% Shares
HUB Investment Partners, LLC $835,246 3,506 0.18% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $834,068 3,501 0.18% Shares
Comprehensive Financial Planning, Inc./PA $777,982 3,266 0.17% Shares
Pathstone Holdings, LLC $746,303 3,133 0.16% Shares
Waterloo Capital, L.P. $740,270 3,108 0.16% Shares
Opulen Financial Group LLC $708,956 2,976 0.15% Shares
Henderson Brothers Financial Partners, LLC $699,613 2,937 0.15% Shares
Concurrent Investment Advisors, LLC $677,385 2,844 0.15% Shares
Kestra Advisory Services, LLC $658,738 2,765 0.14% Shares
Capital Square, LLC $544,072 2,256 0.12% Shares
Wealthcare Advisory Partners LLC $540,016 2,267 0.12% Shares
Western Wealth Management, LLC $509,089 2,137 0.11% Shares
Keystone Financial Group $485,314 2,037 0.10% Shares
GREAT VALLEY ADVISOR GROUP, INC. $454,947 1,910 0.10% Shares
HighTower Advisors, LLC $447,900 1,880 0.10% Shares
FMR LLC $431,395 1,811 0.09% Shares
BROWN ADVISORY INC $431,393 1,811 0.09% Shares
Compass Planning Associates Inc $412,253 1,731 0.09% Shares
CITADEL ADVISORS LLC $409,716 1,720 0.09% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $408,991 1,696 0.09% Shares
Integrated Wealth Concepts LLC $388,577 1,631 0.08% Shares
Savant Capital, LLC $386,388 1,705 0.08% Shares
Argyle Capital Partners, LLC $372,318 1,563 0.08% Shares
Flagship Private Wealth, LLC $346,332 1,454 0.07% Shares
COFG Advisors, LLC $344,433 1,446 0.07% Shares
Avant Capital LLC $340,895 1,431 0.07% Shares
SAX WEALTH ADVISORS, LLC $304,622 1,417 0.07% Shares
AdvisorNet Financial, Inc $302,523 1,270 0.07% Shares
Integrity Wealth Partners, LLC $300,967 1,400 0.06% Shares
PRIVATE TRUST CO NA $296,104 1,243 0.06% Shares
FLAGSHIP WEALTH ADVISORS, LLC $295,853 1,242 0.06% Shares
TWO SIGMA INVESTMENTS, LP $285,849 1,200 0.06% Shares
Dynamic Advisor Solutions LLC $280,267 1,177 0.06% Shares
AQR CAPITAL MANAGEMENT LLC $271,794 1,141 0.06% Shares
LANARK FINANCIAL, INC. $258,692 1,086 0.06% Shares
Csenge Advisory Group $250,769 1,053 0.05% Shares
StoneX Group Inc. $242,456 1,022 0.05% Shares
Pacific Sun Financial Corp $235,825 990 0.05% Shares
Focus Financial Network, Inc. $235,759 990 0.05% Shares
Cerity Partners LLC $223,915 940 0.05% Shares
Allworth Financial LP $210,531 884 0.05% Shares
Professional Financial Advisors, LLC $207,346 870 0.04% Shares
Hilltop Holdings Inc. $203,966 857 0.04% Shares
OPPENHEIMER & CO INC $202,714 851 0.04% Shares
Arax Advisory Partners $154,851 650 0.03% Shares
Golden State Wealth Management, LLC $134,863 566 0.03% Shares
Steward Partners Investment Advisory, LLC $84,325 354 0.02% Shares
SIGNATUREFD, LLC $71,473 300 0.02% Shares
UBS Group AG $70,985 298 0.02% Shares
BlackRock, Inc. $70,509 296 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $50,023 210 0.01% Shares
FIFTH THIRD BANCORP $37,637 158 0.01% Shares
COMERICA BANK $33,281 158 0.01% Shares
Parkside Financial Bank & Trust $33,131 139 0.01% Shares
HARBOR INVESTMENT ADVISORY, LLC $30,967 130 0.01% Shares
Cambridge Investment Research Advisors, Inc. $26,876 112,828 0.01% Shares
Geneos Wealth Management Inc. $22,630 95 0.00% Shares
ELEVATION WEALTH PARTNERS, LLC $17,866 75 0.00% Shares
Rockefeller Capital Management L.P. $16,913 71 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $16,198 68 0.00% Shares
OXFORD FINANCIAL GROUP, LTD. LLC $13,653 57 0.00% Shares
Russell Investments Group, Ltd. $13,447 56 0.00% Shares
WELLS FARGO & COMPANY/MN $11,157 47 0.00% Shares
ASSETMARK, INC $8,575 36 0.00% Shares
US BANCORP \DE\ $7,384 31 0.00% Shares
USAdvisors Wealth Management, LLC $5,252 22,049 0.00% Shares
Key Capital Management, INC $3,918 16 0.00% Shares
Janney Montgomery Scott LLC $2,916 12,240 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $2,822 11,848 0.00% Shares
TD Waterhouse Canada Inc. $1,432 6 0.00% Shares
CENTAURUS FINANCIAL, INC. $146 615 0.00% Shares