VFMF — Pemilik institusional (13F)

112 pengaju · $303.2M total · Per tanggal 30 Sep. 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
ANDERSON HOAGLAND & CO $53.528.555 302.472 17,65% Saham
Systelligence, LLC $28.435.186 160.678 9,38% Saham
ENVESTNET ASSET MANAGEMENT INC $26.331.390 148.790 8,68% Saham
BRASS TAX WEALTH MANAGEMENT, INC $23.882.722 165.537 7,88% Saham
LPL Financial LLC $22.059.287 124.650 7,28% Saham
UMB Bank, n.a. $11.686.568 66.037 3,85% Saham
RAYMOND JAMES FINANCIAL INC $10.401.054 58.773 3,43% Saham
Storen Legacy Partners, LLC $10.109.596 57.126 3,33% Saham
Rooted Wealth Advisors, Inc. $9.657.148 54.569 3,19% Saham
Geneos Wealth Management Inc. $7.835.061 44.273 2,58% Saham
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC $7.618.248 43.048 2,51% Saham
ADVISORTRUST PARTNERS, LLC $6.029.420 34.070 1,99% Saham
OSAIC HOLDINGS, INC. $4.906.801 27.724 1,62% Saham
ROYAL BANK OF CANADA $3.712.000 20.972 1,22% Saham
COMMONWEALTH EQUITY SERVICES, LLC $3.647.610 20.611 1,20% Saham
BARNES PETTEY FINANCIAL ADVISORS, LLC $3.598.684 20.336 1,19% Saham
Partners in Financial Planning $3.419.910 19.325 1,13% Saham
TFB Advisors LLC $3.398.805 19.206 1,12% Saham
TWO SIGMA INVESTMENTS, LP $2.990.793 16.900 0,99% Saham
Cedar Point Capital Partners, LLC $2.818.425 15.926 0,93% Saham
Walkner Condon Financial Advisors LLC $2.718.790 15.363 0,90% Saham
MGO ONE SEVEN LLC $2.684.436 15.169 0,89% Saham
VICTORY FINANCIAL GROUP, LLC $2.682.157 15.156 0,88% Saham
Equitable Holdings, Inc. $2.281.009 12.889 0,75% Saham
HALBERT HARGROVE GLOBAL ADVISORS, LLC $2.233.185 12.619 0,74% Saham
Onyx Bridge Wealth Group LLC $2.205.296 12.461 0,73% Saham
RESOLUTE WEALTH ADVISOR, INC. $2.199.739 14.185 0,73% Saham
CALTON & ASSOCIATES, INC. $2.020.820 11.419 0,67% Saham
Apollon Wealth Management, LLC $1.724.219 9.743 0,57% Saham
AQR CAPITAL MANAGEMENT LLC $1.707.790 9.650 0,56% Saham
GREAT VALLEY ADVISOR GROUP, INC. $1.672.216 9.447 0,55% Saham
PERRYMAN FINANCIAL ADVISORY INC /AD $1.670.978 9.442 0,55% Saham
NewEdge Advisors, LLC $1.588.465 8.976 0,52% Saham
GOLDMAN SACHS GROUP INC $1.563.530 8.835 0,52% Saham
Carnick & Kubik Group, LLC $1.537.191 12.170 0,51% Saham
UBS Group AG $1.479.469 8.360 0,49% Saham
FIRST MANHATTAN CO. LLC. $1.475.753 8.339 0,49% Saham
Centric Wealth Management $1.417.504 7.610 0,47% Saham
RHS Financial, LLC $1.409.920 7.967 0,47% Saham
Mariner, LLC $1.392.750 7.870 0,46% Saham
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1.389.124 7.849 0,46% Saham
STIFEL FINANCIAL CORP $1.283.016 7.250 0,42% Saham
Seed Wealth Management, Inc. $1.176.851 6.650 0,39% Saham
Clark Asset Management, LLC $1.123.740 6.350 0,37% Saham
Focus Partners Advisor Solutions, LLC $1.087.197 6.143 0,36% Saham
MML INVESTORS SERVICES, LLC $848.329 4.794 0,28% Saham
Foundations Investment Advisors, LLC $652.792 3.689 0,22% Saham
Physician Wealth Advisors, Inc. $647.503 3.659 0,21% Saham
J.W. COLE ADVISORS, INC. $543.457 3.071 0,18% Saham
Sanctuary Advisors, LLC $539.228 3.047 0,18% Saham
Compass Ion Advisors, LLC $502.044 2.837 0,17% Saham
Capital Square, LLC $471.979 2.627 0,16% Saham
Dynamic Advisor Solutions LLC $427.252 2.414 0,14% Saham
Harbor Asset Planning, Inc. $400.853 2.266 0,13% Saham
Kestra Advisory Services, LLC $385.895 2.181 0,13% Saham
Cassia Capital Partners, LLC $378.008 2.136 0,12% Saham
STUDIO INVESTMENT MANAGEMENT LLC $375.884 2.124 0,12% Saham
Greenline Wealth Management LLC $368.974 2.085 0,12% Saham
TAGStone Capital, Inc. $361.316 2.042 0,12% Saham
PARSONS CAPITAL MANAGEMENT INC/RI $341.907 1.932 0,11% Saham
HARBOUR INVESTMENTS, INC. $319.596 1.806 0,11% Saham
CreativeOne Wealth, LLC $308.459 1.743 0,10% Saham
Modera Wealth Management, LLC $304.566 1.721 0,10% Saham
Cherry Tree Wealth Management, LLC $297.133 1.679 0,10% Saham
First Citizens Financial Corp $291.685 1.634 0,10% Saham
Essex Financial Services, Inc. $289.378 1.635 0,10% Saham
PRINCIPAL SECURITIES, INC. $288.638 1.631 0,10% Saham
Steward Partners Investment Advisory, LLC $282.267 1.595 0,09% Saham
INDEPENDENT FINANCIAL GROUP, LLC $278.728 1.575 0,09% Saham
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $275.896 1.559 0,09% Saham
Savvy Advisors, Inc. $263.508 1.489 0,09% Saham
Coquina Private Wealth LLC $248.466 1.404 0,08% Saham
World Investment Advisors $236.682 1.526 0,08% Saham
Chicago Partners Investment Group LLC $233.281 1.297 0,08% Saham
LRI Investments, LLC $228.551 1.291 0,08% Saham
Concurrent Investment Advisors, LLC $219.797 1.242 0,07% Saham
Parkside Financial Bank & Trust $213.780 1.208 0,07% Saham
May Hill Capital, LLC $213.535 1.207 0,07% Saham
TFC Financial Management, Inc. $173.254 979 0,06% Saham
FTB Advisors, Inc. $146.333 1.088 0,05% Saham
FIDUCIARY FINANCIAL ADVISORS $104.592 591 0,03% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91.670 518 0,03% Saham
Bogart Wealth, LLC $88.485 500 0,03% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78.021 439 0,03% Saham
BlackRock, Inc. $75.566 427 0,02% Saham
JNBA Financial Advisors $67.629 382 0,02% Saham
Strategic Wealth Partners, Ltd. $59.993 339 0,02% Saham
PNC Financial Services Group, Inc. $58.400 330 0,02% Saham
Tidemark, LLC $56.807 321 0,02% Saham
PRIVATE TRUST CO NA $53.091 300 0,02% Saham
JPMORGAN CHASE & CO $50.106 282 0,02% Saham
WELLS FARGO & COMPANY/MN $48.471 274 0,02% Saham
Glass Jacobson Investment Advisors llc $33.343 188 0,01% Saham
VANGUARD ADVISERS INC $28.676 185 0,01% Saham
MORGAN STANLEY $22.024 124 0,01% Saham
Abound Wealth Management $21.801 141 0,01% Saham
IFG Advisory, LLC $21.537 122 0,01% Saham
Opus Capital Group, LLC $18.960 107.138 0,01% Saham
US BANCORP \DE\ $17.874 101 0,01% Saham
Ankerstar Wealth, LLC $16.635 94 0,01% Saham
Cambridge Investment Research Advisors, Inc. $15.363 86.812 0,01% Saham
McIlrath & Eck, LLC $7.754 50 0,00% Saham
Arax Advisory Partners $7.079 40 0,00% Saham
ST GERMAIN D J CO INC $3.362 19 0,00% Saham
Ritter Daniher Financial Advisory LLC / DE $2.336 13 0,00% Saham
ASSETMARK, INC $2.124 12 0,00% Saham
Central Pacific Bank - Trust Division $1.947 11 0,00% Saham
THOROUGHBRED FINANCIAL SERVICES, LLC $517 2.924 0,00% Saham
WEDBUSH SECURITIES INC $329 1.860 0,00% Saham
CENTAURUS FINANCIAL, INC. $199 1.124 0,00% Saham
CITIGROUP INC $177 1 0,00% Saham
Capital Analysts, LLC $89 501 0,00% Saham