VFVA — Pemilik institusional (13F)

100 pengaju · $384.7M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $77.877.807 524.677 20,25% Saham
Armbruster Capital Management, Inc. $64.089.254 431.781 16,66% Saham
Equitable Holdings, Inc. $36.560.764 246.317 9,50% Saham
ANDERSON HOAGLAND & CO $36.194.938 243.852 9,41% Saham
BURRUS FINANCIAL SERVICES, INC. $28.943.952 195.002 7,52% Saham
MENORA MIVTACHIM HOLDINGS LTD. $13.854.308 93.339 3,60% Saham
BANK OF AMERICA CORP /DE/ $11.447.070 77.121 2,98% Saham
RWA WEALTH PARTNERS, LLC $10.789.528 72.691 2,80% Saham
LPL Financial LLC $10.473.831 70.564 2,72% Saham
Sterling Manor Financial, LLC $7.957.740 59.117 2,07% Saham
UMB Bank, n.a. $7.257.930 48.898 1,89% Saham
Capital Advisors Wealth Management, LLC $6.337.341 42.696 1,65% Saham
RAYMOND JAMES FINANCIAL INC $4.939.288 33.277 1,28% Saham
EP Wealth Advisors, LLC $4.869.450 32.806 1,27% Saham
Lebenthal Global Advisors, LLC $4.613.668 31.083 1,20% Saham
Sequoia Financial Advisors, LLC $3.912.566 26.360 1,02% Saham
ROYAL BANK OF CANADA $3.456.000 23.283 0,90% Saham
OSAIC HOLDINGS, INC. $3.421.391 23.048 0,89% Saham
Savant Capital, LLC $2.310.032 16.378 0,60% Saham
TWO SIGMA INVESTMENTS, LP $2.092.863 14.100 0,54% Saham
McIlrath & Eck, LLC $2.035.491 15.121 0,53% Saham
Cerity Partners LLC $2.034.828 13.708 0,53% Saham
Sovereign Financial Group, Inc. $1.891.147 12.741 0,49% Saham
Compass Advisory Group LLC $1.667.377 11.233 0,43% Saham
BROWN ADVISORY INC $1.600.596 10.784 0,42% Saham
Seven Bridges Advisors LLC $1.501.322 10.115 0,39% Saham
UBS Group AG $1.497.955 10.092 0,39% Saham
Long Island Wealth Management, Inc. $1.466.342 9.879 0,38% Saham
WHITTIER TRUST CO $1.373.170 9.091 0,36% Saham
Visionary Wealth Advisors $1.349.609 9.093 0,35% Saham
COMMONWEALTH EQUITY SERVICES, LLC $1.328.590 8.951 0,35% Saham
CoreFirst Bank & Trust $1.311.973 8.839 0,34% Saham
Keystone Financial Group $1.308.372 8.815 0,34% Saham
Hara Capital LLC $1.272.787 8.575 0,33% Saham
Kathmere Capital Management, LLC $1.114.412 7.508 0,29% Saham
Rockingstone Advisors LLC $1.066.766 7.187 0,28% Saham
BANK OF MONTREAL /CAN/ $1.039.247 7.002 0,27% Saham
Parkworth Wealth Management, Inc. $1.013.554 8.568 0,26% Saham
STIFEL FINANCIAL CORP $935.407 6.302 0,24% Saham
Mariner, LLC $891.415 6.006 0,23% Saham
D.A. DAVIDSON & CO. $828.982 5.585 0,22% Saham
Financial Engines Advisors L.L.C. $806.420 5.433 0,21% Saham
Corient Private Wealth LP $794.210 5.351 0,21% Saham
Financial Partners Group, Inc $776.544 5.232 0,20% Saham
Stonehearth Capital Management, LLC $759.368 5.116 0,20% Saham
Glenmede Investment Management, LP $741.007 5.810 0,19% Saham
MERCER GLOBAL ADVISORS INC /ADV $667.563 4.497 0,17% Saham
Essex Financial Services, Inc. $656.837 4.425 0,17% Saham
Private Advisor Group, LLC $601.142 4.050 0,16% Saham
Quantinno Capital Management LP $596.985 4.022 0,16% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $594.795 3.925 0,15% Saham
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $462.954 3.119 0,12% Saham
Sanctuary Advisors, LLC $451.730 3.043 0,12% Saham
Sunbelt Securities, Inc. $449.867 3.342 0,12% Saham
Orion Portfolio Solutions, LLC $413.592 3.628 0,11% Saham
CIBC WORLD MARKET INC. $400.761 2.700 0,10% Saham
Smart Money Group LLC $378.766 2.552 0,10% Saham
Integrated Wealth Concepts LLC $368.709 2.484 0,10% Saham
Orion Porfolio Solutions, LLC $359.052 2.419 0,09% Saham
MELFA WEALTH MANAGEMENT, INC. $312.352 2.104 0,08% Saham
Werba Rubin Papier Wealth Management $306.967 2.068 0,08% Saham
MOSAIC FAMILY WEALTH PARTNERS, LLC $292.758 1.972 0,08% Saham
JNB Advisors LLC $286.168 2.419 0,07% Saham
Exit Wealth Advisors, LLC. $265.299 1.787 0,07% Saham
Parkside Financial Bank & Trust $264.651 1.783 0,07% Saham
MOTIVE WEALTH ADVISORS $262.424 1.768 0,07% Saham
World Investment Advisors $239.606 1.780 0,06% Saham
Leonard Rickey Investment Advisors P.L.L.C. $235.262 1.585 0,06% Saham
Daviman Financial, LLC $229.770 1.548 0,06% Saham
ENVESTNET ASSET MANAGEMENT INC $204.144 1.375 0,05% Saham
Summit Financial, LLC $203.646 1.372 0,05% Saham
LAM GROUP, INC. $194.511 1.445 0,05% Saham
NATIONAL BANK OF CANADA /FI/ $155.109 1.045 0,04% Saham
MANNING & NAPIER ADVISORS LLC $140.415 946 0,04% Saham
MORGAN STANLEY $128.545 866 0,03% Saham
ATLAS CAPITAL ADVISORS INC. $120.970 815 0,03% Saham
JPMORGAN CHASE & CO $105.476 707 0,03% Saham
Pacific Center for Financial Services $82.300 554 0,02% Saham
VANGUARD ADVISERS INC $58.256 433 0,02% Saham
INVESTMENT COUNSEL CO OF NEVADA $50.912 343 0,01% Saham
HARBOUR INVESTMENTS, INC. $50.466 340 0,01% Saham
True Wealth Design, LLC $46.311 312 0,01% Saham
WELLS FARGO & COMPANY/MN $31.220 210 0,01% Saham
Glass Jacobson Investment Advisors llc $30.353 204 0,01% Saham
Steward Partners Investment Advisory, LLC $25.975 175 0,01% Saham
US BANCORP \DE\ $25.975 175 0,01% Saham
PRIVATE TRUST CO NA $22.265 150 0,01% Saham
Farther Finance Advisors, LLC $15.882 107 0,00% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14.986 100 0,00% Saham
SHP Wealth Management $14.843 100 0,00% Saham
TD Waterhouse Canada Inc. $10.390 70 0,00% Saham
Global Retirement Partners, LLC $9.648 65 0,00% Saham
IFP Advisors, Inc $5.492 37 0,00% Saham
DHJJ Financial Advisors, Ltd. $4.157 28 0,00% Saham
Triumph Capital Management $1.484 10 0,00% Saham
Cambridge Investment Research Advisors, Inc. $1.459 9.827 0,00% Saham
Central Pacific Bank - Trust Division $891 6 0,00% Saham
CENTAURUS FINANCIAL, INC. $347 2.337 0,00% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $148 1 0,00% Saham
CX Institutional $9 63 0,00% Saham