VFQY — 기관 투자자 (13F)

99개의 제출자 · $185.2M 전체 · 기준일 2026년 9월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
Armbruster Capital Management, Inc. $32,653,756 191,754 17.63% 주식
Foundations Investment Advisors, LLC $26,345,703 154,711 14.23% 주식
Pure Financial Advisors, LLC $23,556,403 138,331 12.72% 주식
Focus Partners Wealth $12,767,049 74,972 6.89% 주식
Genesis Wealth Advisors, LLC $10,387,020 60,996 5.61% 주식
OSAIC HOLDINGS, INC. $6,957,245 40,824 3.76% 주식
LPL Financial LLC $6,162,796 36,190 3.33% 주식
Wealthspire Advisors, LLC $5,845,263 34,325 3.16% 주식
Cannon Wealth Management Services, LLC $5,336,378 31,337 2.88% 주식
Medallion Wealth Advisors, LLC $4,896,566 28,760 2.64% 주식
BEACON FINANCIAL PLANNING, INC $4,420,361 25,958 2.39% 주식
RAYMOND JAMES FINANCIAL INC $3,552,383 20,861 1.92% 주식
Royal Fund Management, LLC $3,107,249 18,246 1.68% 주식
Corient Private Wealth LP $2,917,769 17,134 1.58% 주식
BANK OF AMERICA CORP /DE/ $2,865,129 16,825 1.55% 주식
Coastline Trust Co $2,293,116 13,466 1.24% 주식
Root Financial Partners, LLC $2,230,814 13,100 1.20% 주식
Vise Technologies, Inc. $1,959,219 11,505 1.06% 주식
Chicago Partners Investment Group LLC $1,949,413 11,543 1.05% 주식
Integrated Wealth Concepts LLC $1,514,041 8,891 0.82% 주식
TWO SIGMA INVESTMENTS, LP $1,464,494 8,600 0.79% 주식
INTERACTIVE FINANCIAL ADVISORS, INC. $1,366,453 8,024 0.74% 주식
Caitlin John, LLC $1,324,670 7,779 0.72% 주식
Hobart Private Capital, LLC $1,027,531 6,034 0.55% 주식
D.A. DAVIDSON & CO. $838,167 4,922 0.45% 주식
National Philanthropic Trust $827,950 4,862 0.45% 주식
AE Wealth Management LLC $745,870 4,380 0.40% 주식
Kathmere Capital Management, LLC $740,591 4,349 0.40% 주식
Arrowroot Family Office, LLC $737,107 4,329 0.40% 주식
GSG Advisors LLC $733,427 4,307 0.40% 주식
WealthCare Investment Partners, LLC $701,215 4,118 0.38% 주식
Envestnet Portfolio Solutions, Inc. $644,201 3,783 0.35% 주식
Sanctuary Advisors, LLC $602,239 3,537 0.33% 주식
Creative Planning $588,194 3,454 0.32% 주식
NWAM LLC $570,344 3,349 0.31% 주식
Security Financial Services, INC. $561,237 3,296 0.30% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $543,161 3,168 0.29% 주식
Kraft, Davis & Associates, LLC $524,084 3,120 0.28% 주식
BIP Wealth, LLC $523,738 3,076 0.28% 주식
COMMONWEALTH EQUITY SERVICES, LLC $514,570 3,022 0.28% 주식
ROYAL BANK OF CANADA $502,000 2,947 0.27% 주식
Private Advisor Group, LLC $478,855 2,812 0.26% 주식
Cerity Partners LLC $467,105 2,743 0.25% 주식
Professional Financial Advisors, LLC $404,120 2,373 0.22% 주식
Walkner Condon Financial Advisors LLC $402,736 2,365 0.22% 주식
Dynamic Advisor Solutions LLC $372,084 2,185 0.20% 주식
KINGSWOOD WEALTH ADVISORS, LLC $340,580 2,000 0.18% 주식
JPMORGAN CHASE & CO $317,007 1,871 0.17% 주식
Aptus Capital Advisors, LLC $268,377 1,576 0.14% 주식
MML INVESTORS SERVICES, LLC $263,347 1,546 0.14% 주식
MELFA WEALTH MANAGEMENT, INC. $261,501 1,536 0.14% 주식
MERCER GLOBAL ADVISORS INC /ADV $259,002 1,521 0.14% 주식
Blackston Financial Advisory Group, LLC $243,261 1,429 0.13% 주식
United Advisor Group, LLC $235,017 1,380 0.13% 주식
Quotient Wealth Partners, LLC $220,526 1,295 0.12% 주식
Tidemark, LLC $214,565 1,260 0.12% 주식
Zhang Financial LLC $212,352 1,247 0.11% 주식
Apollon Wealth Management, LLC $209,286 1,229 0.11% 주식
Kestra Advisory Services, LLC $205,790 1,208 0.11% 주식
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $200,593 1,330 0.11% 주식
Global Retirement Partners, LLC $189,362 1,112 0.10% 주식
PNC Financial Services Group, Inc. $170,290 1,000 0.09% 주식
Center for Financial Planning, Inc. $153,261 900 0.08% 주식
IFP Advisors, Inc $125,333 736 0.07% 주식
SALEM INVESTMENT COUNSELORS INC $107,964 634 0.06% 주식
HARBOUR INVESTMENTS, INC. $94,852 557 0.05% 주식
COMERICA BANK $88,978 580 0.05% 주식
Glass Jacobson Investment Advisors llc $75,269 442 0.04% 주식
UBS Group AG $69,649 409 0.04% 주식
FIRST COMMUNITY TRUST NA $67,155 450 0.04% 주식
FIFTH THIRD BANCORP $66,073 388 0.04% 주식
MORGAN STANLEY $57,047 335 0.03% 주식
FIDUCIARY FINANCIAL ADVISORS $51,429 302 0.03% 주식
Beaird Harris Wealth Management, LLC $51,428 302 0.03% 주식
McIlrath & Eck, LLC $40,890 274 0.02% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37,123 218 0.02% 주식
CWM, LLC $36,562 245 0.02% 주식
MATHER GROUP, LLC. $36,277 213 0.02% 주식
SIGNATUREFD, LLC $35,186 207 0.02% 주식
Farther Finance Advisors, LLC $34,739 204 0.02% 주식
BLAIR WILLIAM & CO/IL $28,949 170 0.02% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27,417 161 0.01% 주식
Horizon Investments, LLC $22,478 132 0.01% 주식
Raleigh Capital Management Inc. $22,049 129 0.01% 주식
City State Bank $17,029 100 0.01% 주식
VANGUARD ADVISERS INC $17,006 114 0.01% 주식
WELLS FARGO & COMPANY/MN $13,879 82 0.01% 주식
AdvisorNet Financial, Inc $11,433 67 0.01% 주식
Allworth Financial LP $9,877 58 0.01% 주식
LRI Investments, LLC $8,486 50 0.00% 주식
Rockefeller Capital Management L.P. $7,152 42 0.00% 주식
Triumph Capital Management $6,301 37 0.00% 주식
TD Capital Management LLC $6,109 36 0.00% 주식
FSA Wealth Management LLC $4,861 26 0.00% 주식
Capital Advisors, Ltd. LLC $3,578 21,013 0.00% 주식
Steward Partners Investment Advisory, LLC $1,192 7 0.00% 주식
Cambridge Investment Research Advisors, Inc. $705 4,139 0.00% 주식
THOROUGHBRED FINANCIAL SERVICES, LLC $288 1,695 0.00% 주식
BlackRock, Inc. $156 1 0.00% 주식