VFQY — Détenteurs institutionnels (13F)

99 déclarants · $185.2M total · Au 30 septembre 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
Armbruster Capital Management, Inc. $32 653 756 191 754 17,63% Actions
Foundations Investment Advisors, LLC $26 345 703 154 711 14,23% Actions
Pure Financial Advisors, LLC $23 556 403 138 331 12,72% Actions
Focus Partners Wealth $12 767 049 74 972 6,89% Actions
Genesis Wealth Advisors, LLC $10 387 020 60 996 5,61% Actions
OSAIC HOLDINGS, INC. $6 957 245 40 824 3,76% Actions
LPL Financial LLC $6 162 796 36 190 3,33% Actions
Wealthspire Advisors, LLC $5 845 263 34 325 3,16% Actions
Cannon Wealth Management Services, LLC $5 336 378 31 337 2,88% Actions
Medallion Wealth Advisors, LLC $4 896 566 28 760 2,64% Actions
BEACON FINANCIAL PLANNING, INC $4 420 361 25 958 2,39% Actions
RAYMOND JAMES FINANCIAL INC $3 552 383 20 861 1,92% Actions
Royal Fund Management, LLC $3 107 249 18 246 1,68% Actions
Corient Private Wealth LP $2 917 769 17 134 1,58% Actions
BANK OF AMERICA CORP /DE/ $2 865 129 16 825 1,55% Actions
Coastline Trust Co $2 293 116 13 466 1,24% Actions
Root Financial Partners, LLC $2 230 814 13 100 1,20% Actions
Vise Technologies, Inc. $1 959 219 11 505 1,06% Actions
Chicago Partners Investment Group LLC $1 949 413 11 543 1,05% Actions
Integrated Wealth Concepts LLC $1 514 041 8 891 0,82% Actions
TWO SIGMA INVESTMENTS, LP $1 464 494 8 600 0,79% Actions
INTERACTIVE FINANCIAL ADVISORS, INC. $1 366 453 8 024 0,74% Actions
Caitlin John, LLC $1 324 670 7 779 0,72% Actions
Hobart Private Capital, LLC $1 027 531 6 034 0,55% Actions
D.A. DAVIDSON & CO. $838 167 4 922 0,45% Actions
National Philanthropic Trust $827 950 4 862 0,45% Actions
AE Wealth Management LLC $745 870 4 380 0,40% Actions
Kathmere Capital Management, LLC $740 591 4 349 0,40% Actions
Arrowroot Family Office, LLC $737 107 4 329 0,40% Actions
GSG Advisors LLC $733 427 4 307 0,40% Actions
WealthCare Investment Partners, LLC $701 215 4 118 0,38% Actions
Envestnet Portfolio Solutions, Inc. $644 201 3 783 0,35% Actions
Sanctuary Advisors, LLC $602 239 3 537 0,33% Actions
Creative Planning $588 194 3 454 0,32% Actions
NWAM LLC $570 344 3 349 0,31% Actions
Security Financial Services, INC. $561 237 3 296 0,30% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $543 161 3 168 0,29% Actions
Kraft, Davis & Associates, LLC $524 084 3 120 0,28% Actions
BIP Wealth, LLC $523 738 3 076 0,28% Actions
COMMONWEALTH EQUITY SERVICES, LLC $514 570 3 022 0,28% Actions
ROYAL BANK OF CANADA $502 000 2 947 0,27% Actions
Private Advisor Group, LLC $478 855 2 812 0,26% Actions
Cerity Partners LLC $467 105 2 743 0,25% Actions
Professional Financial Advisors, LLC $404 120 2 373 0,22% Actions
Walkner Condon Financial Advisors LLC $402 736 2 365 0,22% Actions
Dynamic Advisor Solutions LLC $372 084 2 185 0,20% Actions
KINGSWOOD WEALTH ADVISORS, LLC $340 580 2 000 0,18% Actions
JPMORGAN CHASE & CO $317 007 1 871 0,17% Actions
Aptus Capital Advisors, LLC $268 377 1 576 0,14% Actions
MML INVESTORS SERVICES, LLC $263 347 1 546 0,14% Actions
MELFA WEALTH MANAGEMENT, INC. $261 501 1 536 0,14% Actions
MERCER GLOBAL ADVISORS INC /ADV $259 002 1 521 0,14% Actions
Blackston Financial Advisory Group, LLC $243 261 1 429 0,13% Actions
United Advisor Group, LLC $235 017 1 380 0,13% Actions
Quotient Wealth Partners, LLC $220 526 1 295 0,12% Actions
Tidemark, LLC $214 565 1 260 0,12% Actions
Zhang Financial LLC $212 352 1 247 0,11% Actions
Apollon Wealth Management, LLC $209 286 1 229 0,11% Actions
Kestra Advisory Services, LLC $205 790 1 208 0,11% Actions
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $200 593 1 330 0,11% Actions
Global Retirement Partners, LLC $189 362 1 112 0,10% Actions
PNC Financial Services Group, Inc. $170 290 1 000 0,09% Actions
Center for Financial Planning, Inc. $153 261 900 0,08% Actions
IFP Advisors, Inc $125 333 736 0,07% Actions
SALEM INVESTMENT COUNSELORS INC $107 964 634 0,06% Actions
HARBOUR INVESTMENTS, INC. $94 852 557 0,05% Actions
COMERICA BANK $88 978 580 0,05% Actions
Glass Jacobson Investment Advisors llc $75 269 442 0,04% Actions
UBS Group AG $69 649 409 0,04% Actions
FIRST COMMUNITY TRUST NA $67 155 450 0,04% Actions
FIFTH THIRD BANCORP $66 073 388 0,04% Actions
MORGAN STANLEY $57 047 335 0,03% Actions
FIDUCIARY FINANCIAL ADVISORS $51 429 302 0,03% Actions
Beaird Harris Wealth Management, LLC $51 428 302 0,03% Actions
McIlrath & Eck, LLC $40 890 274 0,02% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37 123 218 0,02% Actions
CWM, LLC $36 562 245 0,02% Actions
MATHER GROUP, LLC. $36 277 213 0,02% Actions
SIGNATUREFD, LLC $35 186 207 0,02% Actions
Farther Finance Advisors, LLC $34 739 204 0,02% Actions
BLAIR WILLIAM & CO/IL $28 949 170 0,02% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27 417 161 0,01% Actions
Horizon Investments, LLC $22 478 132 0,01% Actions
Raleigh Capital Management Inc. $22 049 129 0,01% Actions
City State Bank $17 029 100 0,01% Actions
VANGUARD ADVISERS INC $17 006 114 0,01% Actions
WELLS FARGO & COMPANY/MN $13 879 82 0,01% Actions
AdvisorNet Financial, Inc $11 433 67 0,01% Actions
Allworth Financial LP $9 877 58 0,01% Actions
LRI Investments, LLC $8 486 50 0,00% Actions
Rockefeller Capital Management L.P. $7 152 42 0,00% Actions
Triumph Capital Management $6 301 37 0,00% Actions
TD Capital Management LLC $6 109 36 0,00% Actions
FSA Wealth Management LLC $4 861 26 0,00% Actions
Capital Advisors, Ltd. LLC $3 578 21 013 0,00% Actions
Steward Partners Investment Advisory, LLC $1 192 7 0,00% Actions
Cambridge Investment Research Advisors, Inc. $705 4 139 0,00% Actions
THOROUGHBRED FINANCIAL SERVICES, LLC $288 1 695 0,00% Actions
BlackRock, Inc. $156 1 0,00% Actions