VLU — Pemilik institusional (13F)

121 pengaju · $463.5M total · Per tanggal 30 Juni 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
LPL Financial LLC $101.361.788 425.520 21,87% Saham
AMERIPRISE FINANCIAL INC $34.241.380 143.736 7,39% Saham
Nadler Financial Group, Inc. $31.362.347 131.660 6,77% Saham
OSAIC HOLDINGS, INC. $25.261.895 106.043 5,45% Saham
ENVESTNET ASSET MANAGEMENT INC $24.884.564 104.466 5,37% Saham
RAYMOND JAMES FINANCIAL INC $24.708.685 103.727 5,33% Saham
BANK OF AMERICA CORP /DE/ $16.572.537 69.572 3,58% Saham
MORGAN STANLEY $15.891.010 66.710 3,43% Saham
Systelligence, LLC $14.728.583 61.831 3,18% Saham
RFG - Bristol Wealth Advisors, LLC $13.471.398 56.553 2,91% Saham
MAI Capital Management $12.719.715 53.398 2,74% Saham
Compass Financial Services Inc $11.660.459 48.951 2,52% Saham
ABSOLUTE CAPITAL MANAGEMENT, LLC $11.303.708 47.453 2,44% Saham
Graney & King, LLC $9.020.322 37.868 1,95% Saham
Stratos Wealth Advisors, LLC $7.738.263 32.485 1,67% Saham
JPMORGAN CHASE & CO $7.390.082 31.017 1,59% Saham
ShoreHaven Wealth Partners, LLC $6.914.568 29.028 1,49% Saham
Cetera Investment Advisers $6.656.239 27.943 1,44% Saham
J.W. COLE ADVISORS, INC. $5.922.199 24.862 1,28% Saham
ROYAL BANK OF CANADA $4.644.000 19.494 1,00% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4.351.139 18.266 0,94% Saham
MML INVESTORS SERVICES, LLC $4.208.763 17.669 0,91% Saham
Private Advisor Group, LLC $4.139.243 17.377 0,89% Saham
Roger Wittlin Investment Advisory, LLC $3.091.153 12.976 0,67% Saham
COMMONWEALTH EQUITY SERVICES, LLC $2.929.447 12.298 0,63% Saham
Creative Planning $2.682.231 11.260 0,58% Saham
Stratos Wealth Partners, LTD. $2.595.501 10.895 0,56% Saham
MONEY CONCEPTS CAPITAL CORP $2.319.867 9.739 0,50% Saham
Ameritas Advisory Services, LLC $2.286.312 9.598 0,49% Saham
FORONJY FINANCIAL LLC $2.085.448 8.755 0,45% Saham
Merit Financial Group, LLC $1.995.402 8.377 0,43% Saham
SHELTON CAPITAL MANAGEMENT $1.946.789 8.173 0,42% Saham
Smartleaf Asset Management LLC $1.918.664 8.053 0,41% Saham
H D Vest Advisory Services $1.849.693 9.626 0,40% Saham
World Investment Advisors $1.769.205 8.119 0,38% Saham
NewEdge Advisors, LLC $1.528.571 6.417 0,33% Saham
GTS SECURITIES LLC $1.493.081 6.268 0,32% Saham
TRUIST FINANCIAL CORP $1.480.675 6.216 0,32% Saham
CoreCap Advisors, LLC $1.382.969 5.806 0,30% Saham
STEPHENS INC /AR/ $1.224.623 5.141 0,26% Saham
Aspire Capital Advisors LLC $1.197.705 5.028 0,26% Saham
PNC Financial Services Group, Inc. $1.142.203 4.795 0,25% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.137.677 4.776 0,25% Saham
Equitable Holdings, Inc. $1.133.756 4.760 0,24% Saham
HighPoint Advisor Group LLC $1.096.481 4.603 0,24% Saham
Global Retirement Partners, LLC $1.011.932 4.248 0,22% Saham
Keystone Wealth Services, LLC $991.252 4.161 0,21% Saham
Atria Wealth Solutions, Inc. $872.361 4.540 0,19% Saham
MOR Wealth Management, LLC $859.213 3.607 0,19% Saham
SAXON INTERESTS, INC. $837.298 3.515 0,18% Saham
HUB Investment Partners, LLC $835.246 3.506 0,18% Saham
LEVEL FOUR ADVISORY SERVICES, LLC $834.068 3.501 0,18% Saham
Comprehensive Financial Planning, Inc./PA $777.982 3.266 0,17% Saham
Pathstone Holdings, LLC $746.303 3.133 0,16% Saham
Waterloo Capital, L.P. $740.270 3.108 0,16% Saham
Opulen Financial Group LLC $708.956 2.976 0,15% Saham
Henderson Brothers Financial Partners, LLC $699.613 2.937 0,15% Saham
Concurrent Investment Advisors, LLC $677.385 2.844 0,15% Saham
Kestra Advisory Services, LLC $658.738 2.765 0,14% Saham
Capital Square, LLC $544.072 2.256 0,12% Saham
Wealthcare Advisory Partners LLC $540.016 2.267 0,12% Saham
Western Wealth Management, LLC $509.089 2.137 0,11% Saham
Keystone Financial Group $485.314 2.037 0,10% Saham
GREAT VALLEY ADVISOR GROUP, INC. $454.947 1.910 0,10% Saham
HighTower Advisors, LLC $447.900 1.880 0,10% Saham
FMR LLC $431.395 1.811 0,09% Saham
BROWN ADVISORY INC $431.393 1.811 0,09% Saham
Compass Planning Associates Inc $412.253 1.731 0,09% Saham
CITADEL ADVISORS LLC $409.716 1.720 0,09% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $408.991 1.696 0,09% Saham
Integrated Wealth Concepts LLC $388.577 1.631 0,08% Saham
Savant Capital, LLC $386.388 1.705 0,08% Saham
Argyle Capital Partners, LLC $372.318 1.563 0,08% Saham
Flagship Private Wealth, LLC $346.332 1.454 0,07% Saham
COFG Advisors, LLC $344.433 1.446 0,07% Saham
Avant Capital LLC $340.895 1.431 0,07% Saham
SAX WEALTH ADVISORS, LLC $304.622 1.417 0,07% Saham
AdvisorNet Financial, Inc $302.523 1.270 0,07% Saham
Integrity Wealth Partners, LLC $300.967 1.400 0,06% Saham
PRIVATE TRUST CO NA $296.104 1.243 0,06% Saham
FLAGSHIP WEALTH ADVISORS, LLC $295.853 1.242 0,06% Saham
TWO SIGMA INVESTMENTS, LP $285.849 1.200 0,06% Saham
Dynamic Advisor Solutions LLC $280.267 1.177 0,06% Saham
AQR CAPITAL MANAGEMENT LLC $271.794 1.141 0,06% Saham
LANARK FINANCIAL, INC. $258.692 1.086 0,06% Saham
Csenge Advisory Group $250.769 1.053 0,05% Saham
StoneX Group Inc. $242.456 1.022 0,05% Saham
Pacific Sun Financial Corp $235.825 990 0,05% Saham
Focus Financial Network, Inc. $235.759 990 0,05% Saham
Cerity Partners LLC $223.915 940 0,05% Saham
Allworth Financial LP $210.531 884 0,05% Saham
Professional Financial Advisors, LLC $207.346 870 0,04% Saham
Hilltop Holdings Inc. $203.966 857 0,04% Saham
OPPENHEIMER & CO INC $202.714 851 0,04% Saham
Arax Advisory Partners $154.851 650 0,03% Saham
Golden State Wealth Management, LLC $134.863 566 0,03% Saham
Steward Partners Investment Advisory, LLC $84.325 354 0,02% Saham
SIGNATUREFD, LLC $71.473 300 0,02% Saham
UBS Group AG $70.985 298 0,02% Saham
BlackRock, Inc. $70.509 296 0,02% Saham
CREATIVE FINANCIAL DESIGNS INC /ADV $50.023 210 0,01% Saham
FIFTH THIRD BANCORP $37.637 158 0,01% Saham
COMERICA BANK $33.281 158 0,01% Saham
Parkside Financial Bank & Trust $33.131 139 0,01% Saham
HARBOR INVESTMENT ADVISORY, LLC $30.967 130 0,01% Saham
Cambridge Investment Research Advisors, Inc. $26.876 112.828 0,01% Saham
Geneos Wealth Management Inc. $22.630 95 0,00% Saham
ELEVATION WEALTH PARTNERS, LLC $17.866 75 0,00% Saham
Rockefeller Capital Management L.P. $16.913 71 0,00% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $16.198 68 0,00% Saham
OXFORD FINANCIAL GROUP, LTD. LLC $13.653 57 0,00% Saham
Russell Investments Group, Ltd. $13.447 56 0,00% Saham
WELLS FARGO & COMPANY/MN $11.157 47 0,00% Saham
ASSETMARK, INC $8.575 36 0,00% Saham
US BANCORP \DE\ $7.384 31 0,00% Saham
USAdvisors Wealth Management, LLC $5.252 22.049 0,00% Saham
Key Capital Management, INC $3.918 16 0,00% Saham
Janney Montgomery Scott LLC $2.916 12.240 0,00% Saham
THOROUGHBRED FINANCIAL SERVICES, LLC $2.822 11.848 0,00% Saham
TD Waterhouse Canada Inc. $1.432 6 0,00% Saham
CENTAURUS FINANCIAL, INC. $146 615 0,00% Saham