VCV — Détenteurs institutionnels (13F)

56 déclarants · $84.4M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
MORGAN STANLEY $30 711 498 2 846 292 36,37% Actions
Advisors Asset Management, Inc. $12 802 394 1 150 260 15,16% Actions
GUGGENHEIM CAPITAL LLC $10 801 686 1 001 083 12,79% Actions
WELLS FARGO & COMPANY/MN $6 004 224 556 462 7,11% Actions
LPL Financial LLC $4 175 661 386 994 4,94% Actions
UBS Group AG $2 687 455 249 069 3,18% Actions
BANK OF AMERICA CORP /DE/ $1 916 513 177 619 2,27% Actions
OSAIC HOLDINGS, INC. $1 609 415 149 155 1,91% Actions
COMMONWEALTH EQUITY SERVICES, LLC $1 349 890 125 105 1,60% Actions
AMERIPRISE FINANCIAL INC $836 778 77 551 0,99% Actions
Cypress Wealth Services, LLC $773 499 71 687 0,92% Actions
D.A. DAVIDSON & CO. $727 237 67 399 0,86% Actions
Sanctuary Advisors, LLC $654 405 60 649 0,77% Actions
MAI Capital Management $628 488 58 247 0,74% Actions
Pacific Wealth Strategies Group, Inc. $500 872 46 420 0,59% Actions
Western Wealth Management, LLC $484 561 44 908 0,57% Actions
RAYMOND JAMES FINANCIAL INC $482 551 44 722 0,57% Actions
Core Wealth Partners LLC $440 944 40 866 0,52% Actions
Argyle Capital Partners, LLC $435 528 40 364 0,52% Actions
ProCore Advisors, LLC $394 633 36 574 0,47% Actions
Kestra Advisory Services, LLC $390 751 36 214 0,46% Actions
ROYAL BANK OF CANADA $367 000 34 040 0,43% Actions
DEBUSSY CAPITAL MANAGEMENT LP $360 805 34 560 0,43% Actions
Mirador Capital Partners LP $315 930 29 280 0,37% Actions
Clay Northam Wealth Management, LLC $315 188 29 211 0,37% Actions
Rockefeller Capital Management L.P. $291 865 27 049 0,35% Actions
Cetera Investment Advisers $291 614 27 026 0,35% Actions
JANE STREET GROUP, LLC $287 457 26 641 0,34% Actions
Stratos Wealth Partners, LTD. $266 513 24 700 0,32% Actions
Creative Planning $244 972 22 704 0,29% Actions
STIFEL FINANCIAL CORP $226 131 20 958 0,27% Actions
Vanguard Capital Wealth Advisors $215 800 20 000 0,26% Actions
XTX Topco Ltd $205 755 19 069 0,24% Actions
NWF Advisory Services Inc. $197 458 18 300 0,23% Actions
Savvy Advisors, Inc. $183 752 17 030 0,22% Actions
EVERETT HARRIS & CO /CA/ $173 277 16 059 0,21% Actions
ENVESTNET ASSET MANAGEMENT INC $172 338 15 972 0,20% Actions
SteelPeak Wealth, LLC $170 482 15 800 0,20% Actions
TCFG Investment Advisors, LLC $145 194 13 456 0,17% Actions
TCFG WEALTH MANAGEMENT, LLC $140 484 13 456 0,17% Actions
Kercheville Advisors, LLC $140 270 13 000 0,17% Actions
RB Capital Management, LLC $139 652 12 943 0,17% Actions
WestHill Financial Advisors, Inc. $128 671 11 925 0,15% Actions
Tiller Private Wealth, Inc. $128 337 11 894 0,15% Actions
TriaGen Wealth Management LLC $111 137 10 300 0,13% Actions
ECLECTIC ASSOCIATES INC /ADV $110 641 10 254 0,13% Actions
MATHER GROUP, LLC. $94 294 8 739 0,11% Actions
US BANCORP \DE\ $93 873 8 700 0,11% Actions
HOLLENCREST CAPITAL MANAGEMENT $55 740 5 166 0,07% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22 722 2 100 0,03% Actions
JPMORGAN CHASE & CO $15 626 1 450 0,02% Actions
ORG Partners LLC $11 130 1 000 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $4 316 400 0,01% Actions
Institute for Wealth Management, LLC. $2 158 200 0,00% Actions
Allworth Financial LP $2 115 196 0,00% Actions
WEDBUSH SECURITIES INC $764 70 801 0,00% Actions