VSLU — Institutional owners (13F)
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 |
|---|---|---|---|---|
| Crestwood Advisors Group, LLC | $138,113,646 | 2,986,485 | 29.07% | Shares |
| NOVARE CAPITAL MANAGEMENT LLC | $34,750,301 | 751,418 | 7.32% | Shares |
| Watchman Group, Inc. | $34,595,239 | 748,065 | 7.28% | Shares |
| Newman Dignan & Sheerar, Inc. | $33,133,704 | 716,462 | 6.97% | Shares |
| Jacobi Capital Management LLC | $31,097,673 | 672,436 | 6.55% | Shares |
| JPMORGAN CHASE & CO | $24,060,215 | 523,897 | 5.06% | Shares |
| Fulton Bank, N.A. | $20,751,362 | 448,714 | 4.37% | Shares |
| EverSource Wealth Advisors, LLC | $19,656,173 | 425,032 | 4.14% | Shares |
| ACIMA PRIVATE WEALTH, LLC | $14,468,571 | 312,859 | 3.05% | Shares |
| Clarion Wealth Managment Partners, LLC | $13,225,031 | 285,970 | 2.78% | Shares |
| Old Port Advisors | $12,564,897 | 271,695 | 2.65% | Shares |
| CROBAN | $11,274,367 | 243,828 | 2.37% | Shares |
| FORTEM FINANCIAL GROUP, LLC | $10,104,863 | 218,501 | 2.13% | Shares |
| Gibraltar Capital Management, Inc. | $9,333,564 | 201,823 | 1.96% | Shares |
| ATWOOD & PALMER INC | $8,244,768 | 178,279 | 1.74% | Shares |
| MML INVESTORS SERVICES, LLC | $6,110,489 | 132,129 | 1.29% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,092,827 | 131,747 | 1.28% | Shares |
| TRUSTMARK BANK TRUST DEPARTMENT | $5,524,444 | 119,457 | 1.16% | Shares |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5,094,400 | 110,158 | 1.07% | Shares |
| Farther Finance Advisors, LLC | $4,269,505 | 92,321 | 0.90% | Shares |
| Atlantic Edge Private Wealth Management, LLC | $3,863,000 | 83,531 | 0.81% | Shares |
| Capital Market Strategies LLC | $3,533,036 | 90,244 | 0.74% | Shares |
| Advisory Services Network, LLC | $3,408,075 | 73,694 | 0.72% | Shares |
| Applied Finance Capital Management, LLC | $3,252,758 | 70,827 | 0.68% | Shares |
| LPL Financial LLC | $2,250,159 | 48,656 | 0.47% | Shares |
| OPPENHEIMER & CO INC | $1,710,928 | 36,996 | 0.36% | Shares |
| Accurate Wealth Management, LLC | $1,651,915 | 34,873 | 0.35% | Shares |
| TECTONIC ADVISORS LLC | $1,357,884 | 29,362 | 0.29% | Shares |
| Quantinno Capital Management LP | $1,171,742 | 25,337 | 0.25% | Shares |
| UBS Group AG | $1,061,114 | 22,945 | 0.22% | Shares |
| BankPlus Trust Department | $933,250 | 20,180 | 0.20% | Shares |
| OneAscent Family Office, LLC | $878,043 | 18,986 | 0.18% | Shares |
| Confluence Wealth Services, Inc. | $781,748 | 16,904 | 0.16% | Shares |
| PRIVATE TRUST CO NA | $737,582 | 15,949 | 0.16% | Shares |
| Toroso Investments, LLC | $674,036 | 15,229 | 0.14% | Shares |
| InTrack Investment Management Inc | $662,861 | 14,333 | 0.14% | Shares |
| CIBC WORLD MARKET INC. | $560,181 | 12,113 | 0.12% | Shares |
| GTS SECURITIES LLC | $530,719 | 11,476 | 0.11% | Shares |
| MGO ONE SEVEN LLC | $457,342 | 9,889 | 0.10% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $409,141 | 8,847 | 0.09% | Shares |
| Plan A Wealth LLC | $367,011 | 7,936 | 0.08% | Shares |
| STIFEL FINANCIAL CORP | $364,698 | 7,886 | 0.08% | Shares |
| Mayflower Financial Advisors, LLC | $328,025 | 7,093 | 0.07% | Shares |
| JANE STREET GROUP, LLC | $302,081 | 6,532 | 0.06% | Shares |
| MORGAN STANLEY | $284,923 | 6,161 | 0.06% | Shares |
| SMITH SHELLNUT WILSON LLC /ADV | $272,622 | 5,895 | 0.06% | Shares |
| Auxano Advisors, LLC | $249,638 | 5,398 | 0.05% | Shares |
| J.P. Marvel Investment Advisors, LLC | $232,989 | 5,038 | 0.05% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $208,016 | 4,498 | 0.04% | Shares |
| OSAIC HOLDINGS, INC. | $31,910 | 690 | 0.01% | Shares |
| ASSETMARK, INC | $19,331 | 418 | 0.00% | Shares |
| Thrivent Financial for Lutherans | $19,258 | 416,432 | 0.00% | Shares |
| KERR FINANCIAL PLANNING Corp | $6,105 | 132 | 0.00% | Shares |
| PlanVest Financial, Inc | $1,156 | 25 | 0.00% | Shares |
| HRT FINANCIAL LP | $622 | 13,462 | 0.00% | Shares |
| NewEdge Advisors, LLC | $416 | 9 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $201 | 4,350 | 0.00% | Shares |
| Russell Investments Group, Ltd. | $40 | 1 | 0.00% | Shares |