VSLU — Détenteurs institutionnels (13F)
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 |
|---|---|---|---|---|
| Crestwood Advisors Group, LLC | $138 113 646 | 2 986 485 | 29,07% | Actions |
| NOVARE CAPITAL MANAGEMENT LLC | $34 750 301 | 751 418 | 7,32% | Actions |
| Watchman Group, Inc. | $34 595 239 | 748 065 | 7,28% | Actions |
| Newman Dignan & Sheerar, Inc. | $33 133 704 | 716 462 | 6,97% | Actions |
| Jacobi Capital Management LLC | $31 097 673 | 672 436 | 6,55% | Actions |
| JPMORGAN CHASE & CO | $24 060 215 | 523 897 | 5,06% | Actions |
| Fulton Bank, N.A. | $20 751 362 | 448 714 | 4,37% | Actions |
| EverSource Wealth Advisors, LLC | $19 656 173 | 425 032 | 4,14% | Actions |
| ACIMA PRIVATE WEALTH, LLC | $14 468 571 | 312 859 | 3,05% | Actions |
| Clarion Wealth Managment Partners, LLC | $13 225 031 | 285 970 | 2,78% | Actions |
| Old Port Advisors | $12 564 897 | 271 695 | 2,65% | Actions |
| CROBAN | $11 274 367 | 243 828 | 2,37% | Actions |
| FORTEM FINANCIAL GROUP, LLC | $10 104 863 | 218 501 | 2,13% | Actions |
| Gibraltar Capital Management, Inc. | $9 333 564 | 201 823 | 1,96% | Actions |
| ATWOOD & PALMER INC | $8 244 768 | 178 279 | 1,74% | Actions |
| MML INVESTORS SERVICES, LLC | $6 110 489 | 132 129 | 1,29% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $6 092 827 | 131 747 | 1,28% | Actions |
| TRUSTMARK BANK TRUST DEPARTMENT | $5 524 444 | 119 457 | 1,16% | Actions |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5 094 400 | 110 158 | 1,07% | Actions |
| Farther Finance Advisors, LLC | $4 269 505 | 92 321 | 0,90% | Actions |
| Atlantic Edge Private Wealth Management, LLC | $3 863 000 | 83 531 | 0,81% | Actions |
| Capital Market Strategies LLC | $3 533 036 | 90 244 | 0,74% | Actions |
| Advisory Services Network, LLC | $3 408 075 | 73 694 | 0,72% | Actions |
| Applied Finance Capital Management, LLC | $3 252 758 | 70 827 | 0,68% | Actions |
| LPL Financial LLC | $2 250 159 | 48 656 | 0,47% | Actions |
| OPPENHEIMER & CO INC | $1 710 928 | 36 996 | 0,36% | Actions |
| Accurate Wealth Management, LLC | $1 651 915 | 34 873 | 0,35% | Actions |
| TECTONIC ADVISORS LLC | $1 357 884 | 29 362 | 0,29% | Actions |
| Quantinno Capital Management LP | $1 171 742 | 25 337 | 0,25% | Actions |
| UBS Group AG | $1 061 114 | 22 945 | 0,22% | Actions |
| BankPlus Trust Department | $933 250 | 20 180 | 0,20% | Actions |
| OneAscent Family Office, LLC | $878 043 | 18 986 | 0,18% | Actions |
| Confluence Wealth Services, Inc. | $781 748 | 16 904 | 0,16% | Actions |
| PRIVATE TRUST CO NA | $737 582 | 15 949 | 0,16% | Actions |
| Toroso Investments, LLC | $674 036 | 15 229 | 0,14% | Actions |
| InTrack Investment Management Inc | $662 861 | 14 333 | 0,14% | Actions |
| CIBC WORLD MARKET INC. | $560 181 | 12 113 | 0,12% | Actions |
| GTS SECURITIES LLC | $530 719 | 11 476 | 0,11% | Actions |
| MGO ONE SEVEN LLC | $457 342 | 9 889 | 0,10% | Actions |
| BROWN BROTHERS HARRIMAN & CO | $409 141 | 8 847 | 0,09% | Actions |
| Plan A Wealth LLC | $367 011 | 7 936 | 0,08% | Actions |
| STIFEL FINANCIAL CORP | $364 698 | 7 886 | 0,08% | Actions |
| Mayflower Financial Advisors, LLC | $328 025 | 7 093 | 0,07% | Actions |
| JANE STREET GROUP, LLC | $302 081 | 6 532 | 0,06% | Actions |
| MORGAN STANLEY | $284 923 | 6 161 | 0,06% | Actions |
| SMITH SHELLNUT WILSON LLC /ADV | $272 622 | 5 895 | 0,06% | Actions |
| Auxano Advisors, LLC | $249 638 | 5 398 | 0,05% | Actions |
| J.P. Marvel Investment Advisors, LLC | $232 989 | 5 038 | 0,05% | Actions |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $208 016 | 4 498 | 0,04% | Actions |
| OSAIC HOLDINGS, INC. | $31 910 | 690 | 0,01% | Actions |
| ASSETMARK, INC | $19 331 | 418 | 0,00% | Actions |
| Thrivent Financial for Lutherans | $19 258 | 416 432 | 0,00% | Actions |
| KERR FINANCIAL PLANNING Corp | $6 105 | 132 | 0,00% | Actions |
| PlanVest Financial, Inc | $1 156 | 25 | 0,00% | Actions |
| HRT FINANCIAL LP | $622 | 13 462 | 0,00% | Actions |
| NewEdge Advisors, LLC | $416 | 9 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $201 | 4 350 | 0,00% | Actions |
| Russell Investments Group, Ltd. | $40 | 1 | 0,00% | Actions |