VFMF — Propietarios institucionales (13F)

112 declarantes · $303.2M total · A fecha de 30 de septiembre de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Institución Valor Acciones % de 13F rastreadas Tipo
ANDERSON HOAGLAND & CO $53 528 555 302 472 17,65% Acciones
Systelligence, LLC $28 435 186 160 678 9,38% Acciones
ENVESTNET ASSET MANAGEMENT INC $26 331 390 148 790 8,68% Acciones
BRASS TAX WEALTH MANAGEMENT, INC $23 882 722 165 537 7,88% Acciones
LPL Financial LLC $22 059 287 124 650 7,28% Acciones
UMB Bank, n.a. $11 686 568 66 037 3,85% Acciones
RAYMOND JAMES FINANCIAL INC $10 401 054 58 773 3,43% Acciones
Storen Legacy Partners, LLC $10 109 596 57 126 3,33% Acciones
Rooted Wealth Advisors, Inc. $9 657 148 54 569 3,19% Acciones
Geneos Wealth Management Inc. $7 835 061 44 273 2,58% Acciones
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC $7 618 248 43 048 2,51% Acciones
ADVISORTRUST PARTNERS, LLC $6 029 420 34 070 1,99% Acciones
OSAIC HOLDINGS, INC. $4 906 801 27 724 1,62% Acciones
ROYAL BANK OF CANADA $3 712 000 20 972 1,22% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $3 647 610 20 611 1,20% Acciones
BARNES PETTEY FINANCIAL ADVISORS, LLC $3 598 684 20 336 1,19% Acciones
Partners in Financial Planning $3 419 910 19 325 1,13% Acciones
TFB Advisors LLC $3 398 805 19 206 1,12% Acciones
TWO SIGMA INVESTMENTS, LP $2 990 793 16 900 0,99% Acciones
Cedar Point Capital Partners, LLC $2 818 425 15 926 0,93% Acciones
Walkner Condon Financial Advisors LLC $2 718 790 15 363 0,90% Acciones
MGO ONE SEVEN LLC $2 684 436 15 169 0,89% Acciones
VICTORY FINANCIAL GROUP, LLC $2 682 157 15 156 0,88% Acciones
Equitable Holdings, Inc. $2 281 009 12 889 0,75% Acciones
HALBERT HARGROVE GLOBAL ADVISORS, LLC $2 233 185 12 619 0,74% Acciones
Onyx Bridge Wealth Group LLC $2 205 296 12 461 0,73% Acciones
RESOLUTE WEALTH ADVISOR, INC. $2 199 739 14 185 0,73% Acciones
CALTON & ASSOCIATES, INC. $2 020 820 11 419 0,67% Acciones
Apollon Wealth Management, LLC $1 724 219 9 743 0,57% Acciones
AQR CAPITAL MANAGEMENT LLC $1 707 790 9 650 0,56% Acciones
GREAT VALLEY ADVISOR GROUP, INC. $1 672 216 9 447 0,55% Acciones
PERRYMAN FINANCIAL ADVISORY INC /AD $1 670 978 9 442 0,55% Acciones
NewEdge Advisors, LLC $1 588 465 8 976 0,52% Acciones
GOLDMAN SACHS GROUP INC $1 563 530 8 835 0,52% Acciones
Carnick & Kubik Group, LLC $1 537 191 12 170 0,51% Acciones
UBS Group AG $1 479 469 8 360 0,49% Acciones
FIRST MANHATTAN CO. LLC. $1 475 753 8 339 0,49% Acciones
Centric Wealth Management $1 417 504 7 610 0,47% Acciones
RHS Financial, LLC $1 409 920 7 967 0,47% Acciones
Mariner, LLC $1 392 750 7 870 0,46% Acciones
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1 389 124 7 849 0,46% Acciones
STIFEL FINANCIAL CORP $1 283 016 7 250 0,42% Acciones
Seed Wealth Management, Inc. $1 176 851 6 650 0,39% Acciones
Clark Asset Management, LLC $1 123 740 6 350 0,37% Acciones
Focus Partners Advisor Solutions, LLC $1 087 197 6 143 0,36% Acciones
MML INVESTORS SERVICES, LLC $848 329 4 794 0,28% Acciones
Foundations Investment Advisors, LLC $652 792 3 689 0,22% Acciones
Physician Wealth Advisors, Inc. $647 503 3 659 0,21% Acciones
J.W. COLE ADVISORS, INC. $543 457 3 071 0,18% Acciones
Sanctuary Advisors, LLC $539 228 3 047 0,18% Acciones
Compass Ion Advisors, LLC $502 044 2 837 0,17% Acciones
Capital Square, LLC $471 979 2 627 0,16% Acciones
Dynamic Advisor Solutions LLC $427 252 2 414 0,14% Acciones
Harbor Asset Planning, Inc. $400 853 2 266 0,13% Acciones
Kestra Advisory Services, LLC $385 895 2 181 0,13% Acciones
Cassia Capital Partners, LLC $378 008 2 136 0,12% Acciones
STUDIO INVESTMENT MANAGEMENT LLC $375 884 2 124 0,12% Acciones
Greenline Wealth Management LLC $368 974 2 085 0,12% Acciones
TAGStone Capital, Inc. $361 316 2 042 0,12% Acciones
PARSONS CAPITAL MANAGEMENT INC/RI $341 907 1 932 0,11% Acciones
HARBOUR INVESTMENTS, INC. $319 596 1 806 0,11% Acciones
CreativeOne Wealth, LLC $308 459 1 743 0,10% Acciones
Modera Wealth Management, LLC $304 566 1 721 0,10% Acciones
Cherry Tree Wealth Management, LLC $297 133 1 679 0,10% Acciones
First Citizens Financial Corp $291 685 1 634 0,10% Acciones
Essex Financial Services, Inc. $289 378 1 635 0,10% Acciones
PRINCIPAL SECURITIES, INC. $288 638 1 631 0,10% Acciones
Steward Partners Investment Advisory, LLC $282 267 1 595 0,09% Acciones
INDEPENDENT FINANCIAL GROUP, LLC $278 728 1 575 0,09% Acciones
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $275 896 1 559 0,09% Acciones
Savvy Advisors, Inc. $263 508 1 489 0,09% Acciones
Coquina Private Wealth LLC $248 466 1 404 0,08% Acciones
World Investment Advisors $236 682 1 526 0,08% Acciones
Chicago Partners Investment Group LLC $233 281 1 297 0,08% Acciones
LRI Investments, LLC $228 551 1 291 0,08% Acciones
Concurrent Investment Advisors, LLC $219 797 1 242 0,07% Acciones
Parkside Financial Bank & Trust $213 780 1 208 0,07% Acciones
May Hill Capital, LLC $213 535 1 207 0,07% Acciones
TFC Financial Management, Inc. $173 254 979 0,06% Acciones
FTB Advisors, Inc. $146 333 1 088 0,05% Acciones
FIDUCIARY FINANCIAL ADVISORS $104 592 591 0,03% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91 670 518 0,03% Acciones
Bogart Wealth, LLC $88 485 500 0,03% Acciones
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78 021 439 0,03% Acciones
BlackRock, Inc. $75 566 427 0,02% Acciones
JNBA Financial Advisors $67 629 382 0,02% Acciones
Strategic Wealth Partners, Ltd. $59 993 339 0,02% Acciones
PNC Financial Services Group, Inc. $58 400 330 0,02% Acciones
Tidemark, LLC $56 807 321 0,02% Acciones
PRIVATE TRUST CO NA $53 091 300 0,02% Acciones
JPMORGAN CHASE & CO $50 106 282 0,02% Acciones
WELLS FARGO & COMPANY/MN $48 471 274 0,02% Acciones
Glass Jacobson Investment Advisors llc $33 343 188 0,01% Acciones
VANGUARD ADVISERS INC $28 676 185 0,01% Acciones
MORGAN STANLEY $22 024 124 0,01% Acciones
Abound Wealth Management $21 801 141 0,01% Acciones
IFG Advisory, LLC $21 537 122 0,01% Acciones
Opus Capital Group, LLC $18 960 107 138 0,01% Acciones
US BANCORP \DE\ $17 874 101 0,01% Acciones
Ankerstar Wealth, LLC $16 635 94 0,01% Acciones
Cambridge Investment Research Advisors, Inc. $15 363 86 812 0,01% Acciones
McIlrath & Eck, LLC $7 754 50 0,00% Acciones
Arax Advisory Partners $7 079 40 0,00% Acciones
ST GERMAIN D J CO INC $3 362 19 0,00% Acciones
Ritter Daniher Financial Advisory LLC / DE $2 336 13 0,00% Acciones
ASSETMARK, INC $2 124 12 0,00% Acciones
Central Pacific Bank - Trust Division $1 947 11 0,00% Acciones
THOROUGHBRED FINANCIAL SERVICES, LLC $517 2 924 0,00% Acciones
WEDBUSH SECURITIES INC $329 1 860 0,00% Acciones
CENTAURUS FINANCIAL, INC. $199 1 124 0,00% Acciones
CITIGROUP INC $177 1 0,00% Acciones
Capital Analysts, LLC $89 501 0,00% Acciones