VFVA — Détenteurs institutionnels (13F)

100 déclarants · $384.7M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $77 877 807 524 677 20,25% Actions
Armbruster Capital Management, Inc. $64 089 254 431 781 16,66% Actions
Equitable Holdings, Inc. $36 560 764 246 317 9,50% Actions
ANDERSON HOAGLAND & CO $36 194 938 243 852 9,41% Actions
BURRUS FINANCIAL SERVICES, INC. $28 943 952 195 002 7,52% Actions
MENORA MIVTACHIM HOLDINGS LTD. $13 854 308 93 339 3,60% Actions
BANK OF AMERICA CORP /DE/ $11 447 070 77 121 2,98% Actions
RWA WEALTH PARTNERS, LLC $10 789 528 72 691 2,80% Actions
LPL Financial LLC $10 473 831 70 564 2,72% Actions
Sterling Manor Financial, LLC $7 957 740 59 117 2,07% Actions
UMB Bank, n.a. $7 257 930 48 898 1,89% Actions
Capital Advisors Wealth Management, LLC $6 337 341 42 696 1,65% Actions
RAYMOND JAMES FINANCIAL INC $4 939 288 33 277 1,28% Actions
EP Wealth Advisors, LLC $4 869 450 32 806 1,27% Actions
Lebenthal Global Advisors, LLC $4 613 668 31 083 1,20% Actions
Sequoia Financial Advisors, LLC $3 912 566 26 360 1,02% Actions
ROYAL BANK OF CANADA $3 456 000 23 283 0,90% Actions
OSAIC HOLDINGS, INC. $3 421 391 23 048 0,89% Actions
Savant Capital, LLC $2 310 032 16 378 0,60% Actions
TWO SIGMA INVESTMENTS, LP $2 092 863 14 100 0,54% Actions
McIlrath & Eck, LLC $2 035 491 15 121 0,53% Actions
Cerity Partners LLC $2 034 828 13 708 0,53% Actions
Sovereign Financial Group, Inc. $1 891 147 12 741 0,49% Actions
Compass Advisory Group LLC $1 667 377 11 233 0,43% Actions
BROWN ADVISORY INC $1 600 596 10 784 0,42% Actions
Seven Bridges Advisors LLC $1 501 322 10 115 0,39% Actions
UBS Group AG $1 497 955 10 092 0,39% Actions
Long Island Wealth Management, Inc. $1 466 342 9 879 0,38% Actions
WHITTIER TRUST CO $1 373 170 9 091 0,36% Actions
Visionary Wealth Advisors $1 349 609 9 093 0,35% Actions
COMMONWEALTH EQUITY SERVICES, LLC $1 328 590 8 951 0,35% Actions
CoreFirst Bank & Trust $1 311 973 8 839 0,34% Actions
Keystone Financial Group $1 308 372 8 815 0,34% Actions
Hara Capital LLC $1 272 787 8 575 0,33% Actions
Kathmere Capital Management, LLC $1 114 412 7 508 0,29% Actions
Rockingstone Advisors LLC $1 066 766 7 187 0,28% Actions
BANK OF MONTREAL /CAN/ $1 039 247 7 002 0,27% Actions
Parkworth Wealth Management, Inc. $1 013 554 8 568 0,26% Actions
STIFEL FINANCIAL CORP $935 407 6 302 0,24% Actions
Mariner, LLC $891 415 6 006 0,23% Actions
D.A. DAVIDSON & CO. $828 982 5 585 0,22% Actions
Financial Engines Advisors L.L.C. $806 420 5 433 0,21% Actions
Corient Private Wealth LP $794 210 5 351 0,21% Actions
Financial Partners Group, Inc $776 544 5 232 0,20% Actions
Stonehearth Capital Management, LLC $759 368 5 116 0,20% Actions
Glenmede Investment Management, LP $741 007 5 810 0,19% Actions
MERCER GLOBAL ADVISORS INC /ADV $667 563 4 497 0,17% Actions
Essex Financial Services, Inc. $656 837 4 425 0,17% Actions
Private Advisor Group, LLC $601 142 4 050 0,16% Actions
Quantinno Capital Management LP $596 985 4 022 0,16% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $594 795 3 925 0,15% Actions
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $462 954 3 119 0,12% Actions
Sanctuary Advisors, LLC $451 730 3 043 0,12% Actions
Sunbelt Securities, Inc. $449 867 3 342 0,12% Actions
Orion Portfolio Solutions, LLC $413 592 3 628 0,11% Actions
CIBC WORLD MARKET INC. $400 761 2 700 0,10% Actions
Smart Money Group LLC $378 766 2 552 0,10% Actions
Integrated Wealth Concepts LLC $368 709 2 484 0,10% Actions
Orion Porfolio Solutions, LLC $359 052 2 419 0,09% Actions
MELFA WEALTH MANAGEMENT, INC. $312 352 2 104 0,08% Actions
Werba Rubin Papier Wealth Management $306 967 2 068 0,08% Actions
MOSAIC FAMILY WEALTH PARTNERS, LLC $292 758 1 972 0,08% Actions
JNB Advisors LLC $286 168 2 419 0,07% Actions
Exit Wealth Advisors, LLC. $265 299 1 787 0,07% Actions
Parkside Financial Bank & Trust $264 651 1 783 0,07% Actions
MOTIVE WEALTH ADVISORS $262 424 1 768 0,07% Actions
World Investment Advisors $239 606 1 780 0,06% Actions
Leonard Rickey Investment Advisors P.L.L.C. $235 262 1 585 0,06% Actions
Daviman Financial, LLC $229 770 1 548 0,06% Actions
ENVESTNET ASSET MANAGEMENT INC $204 144 1 375 0,05% Actions
Summit Financial, LLC $203 646 1 372 0,05% Actions
LAM GROUP, INC. $194 511 1 445 0,05% Actions
NATIONAL BANK OF CANADA /FI/ $155 109 1 045 0,04% Actions
MANNING & NAPIER ADVISORS LLC $140 415 946 0,04% Actions
MORGAN STANLEY $128 545 866 0,03% Actions
ATLAS CAPITAL ADVISORS INC. $120 970 815 0,03% Actions
JPMORGAN CHASE & CO $105 476 707 0,03% Actions
Pacific Center for Financial Services $82 300 554 0,02% Actions
VANGUARD ADVISERS INC $58 256 433 0,02% Actions
INVESTMENT COUNSEL CO OF NEVADA $50 912 343 0,01% Actions
HARBOUR INVESTMENTS, INC. $50 466 340 0,01% Actions
True Wealth Design, LLC $46 311 312 0,01% Actions
WELLS FARGO & COMPANY/MN $31 220 210 0,01% Actions
Glass Jacobson Investment Advisors llc $30 353 204 0,01% Actions
Steward Partners Investment Advisory, LLC $25 975 175 0,01% Actions
US BANCORP \DE\ $25 975 175 0,01% Actions
PRIVATE TRUST CO NA $22 265 150 0,01% Actions
Farther Finance Advisors, LLC $15 882 107 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14 986 100 0,00% Actions
SHP Wealth Management $14 843 100 0,00% Actions
TD Waterhouse Canada Inc. $10 390 70 0,00% Actions
Global Retirement Partners, LLC $9 648 65 0,00% Actions
IFP Advisors, Inc $5 492 37 0,00% Actions
DHJJ Financial Advisors, Ltd. $4 157 28 0,00% Actions
Triumph Capital Management $1 484 10 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 459 9 827 0,00% Actions
Central Pacific Bank - Trust Division $891 6 0,00% Actions
CENTAURUS FINANCIAL, INC. $347 2 337 0,00% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $148 1 0,00% Actions
CX Institutional $9 63 0,00% Actions