VFQY — Kurumsal Sahipler (13F)

99 dosya · $185.2M toplam · Tarih itibarıyla 30 Eylül 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
Armbruster Capital Management, Inc. $32.653.756 191.754 17,63% Hisse senetleri
Foundations Investment Advisors, LLC $26.345.703 154.711 14,23% Hisse senetleri
Pure Financial Advisors, LLC $23.556.403 138.331 12,72% Hisse senetleri
Focus Partners Wealth $12.767.049 74.972 6,89% Hisse senetleri
Genesis Wealth Advisors, LLC $10.387.020 60.996 5,61% Hisse senetleri
OSAIC HOLDINGS, INC. $6.957.245 40.824 3,76% Hisse senetleri
LPL Financial LLC $6.162.796 36.190 3,33% Hisse senetleri
Wealthspire Advisors, LLC $5.845.263 34.325 3,16% Hisse senetleri
Cannon Wealth Management Services, LLC $5.336.378 31.337 2,88% Hisse senetleri
Medallion Wealth Advisors, LLC $4.896.566 28.760 2,64% Hisse senetleri
BEACON FINANCIAL PLANNING, INC $4.420.361 25.958 2,39% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $3.552.383 20.861 1,92% Hisse senetleri
Royal Fund Management, LLC $3.107.249 18.246 1,68% Hisse senetleri
Corient Private Wealth LP $2.917.769 17.134 1,58% Hisse senetleri
BANK OF AMERICA CORP /DE/ $2.865.129 16.825 1,55% Hisse senetleri
Coastline Trust Co $2.293.116 13.466 1,24% Hisse senetleri
Root Financial Partners, LLC $2.230.814 13.100 1,20% Hisse senetleri
Vise Technologies, Inc. $1.959.219 11.505 1,06% Hisse senetleri
Chicago Partners Investment Group LLC $1.949.413 11.543 1,05% Hisse senetleri
Integrated Wealth Concepts LLC $1.514.041 8.891 0,82% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $1.464.494 8.600 0,79% Hisse senetleri
INTERACTIVE FINANCIAL ADVISORS, INC. $1.366.453 8.024 0,74% Hisse senetleri
Caitlin John, LLC $1.324.670 7.779 0,72% Hisse senetleri
Hobart Private Capital, LLC $1.027.531 6.034 0,55% Hisse senetleri
D.A. DAVIDSON & CO. $838.167 4.922 0,45% Hisse senetleri
National Philanthropic Trust $827.950 4.862 0,45% Hisse senetleri
AE Wealth Management LLC $745.870 4.380 0,40% Hisse senetleri
Kathmere Capital Management, LLC $740.591 4.349 0,40% Hisse senetleri
Arrowroot Family Office, LLC $737.107 4.329 0,40% Hisse senetleri
GSG Advisors LLC $733.427 4.307 0,40% Hisse senetleri
WealthCare Investment Partners, LLC $701.215 4.118 0,38% Hisse senetleri
Envestnet Portfolio Solutions, Inc. $644.201 3.783 0,35% Hisse senetleri
Sanctuary Advisors, LLC $602.239 3.537 0,33% Hisse senetleri
Creative Planning $588.194 3.454 0,32% Hisse senetleri
NWAM LLC $570.344 3.349 0,31% Hisse senetleri
Security Financial Services, INC. $561.237 3.296 0,30% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $543.161 3.168 0,29% Hisse senetleri
Kraft, Davis & Associates, LLC $524.084 3.120 0,28% Hisse senetleri
BIP Wealth, LLC $523.738 3.076 0,28% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $514.570 3.022 0,28% Hisse senetleri
ROYAL BANK OF CANADA $502.000 2.947 0,27% Hisse senetleri
Private Advisor Group, LLC $478.855 2.812 0,26% Hisse senetleri
Cerity Partners LLC $467.105 2.743 0,25% Hisse senetleri
Professional Financial Advisors, LLC $404.120 2.373 0,22% Hisse senetleri
Walkner Condon Financial Advisors LLC $402.736 2.365 0,22% Hisse senetleri
Dynamic Advisor Solutions LLC $372.084 2.185 0,20% Hisse senetleri
KINGSWOOD WEALTH ADVISORS, LLC $340.580 2.000 0,18% Hisse senetleri
JPMORGAN CHASE & CO $317.007 1.871 0,17% Hisse senetleri
Aptus Capital Advisors, LLC $268.377 1.576 0,14% Hisse senetleri
MML INVESTORS SERVICES, LLC $263.347 1.546 0,14% Hisse senetleri
MELFA WEALTH MANAGEMENT, INC. $261.501 1.536 0,14% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $259.002 1.521 0,14% Hisse senetleri
Blackston Financial Advisory Group, LLC $243.261 1.429 0,13% Hisse senetleri
United Advisor Group, LLC $235.017 1.380 0,13% Hisse senetleri
Quotient Wealth Partners, LLC $220.526 1.295 0,12% Hisse senetleri
Tidemark, LLC $214.565 1.260 0,12% Hisse senetleri
Zhang Financial LLC $212.352 1.247 0,11% Hisse senetleri
Apollon Wealth Management, LLC $209.286 1.229 0,11% Hisse senetleri
Kestra Advisory Services, LLC $205.790 1.208 0,11% Hisse senetleri
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $200.593 1.330 0,11% Hisse senetleri
Global Retirement Partners, LLC $189.362 1.112 0,10% Hisse senetleri
PNC Financial Services Group, Inc. $170.290 1.000 0,09% Hisse senetleri
Center for Financial Planning, Inc. $153.261 900 0,08% Hisse senetleri
IFP Advisors, Inc $125.333 736 0,07% Hisse senetleri
SALEM INVESTMENT COUNSELORS INC $107.964 634 0,06% Hisse senetleri
HARBOUR INVESTMENTS, INC. $94.852 557 0,05% Hisse senetleri
COMERICA BANK $88.978 580 0,05% Hisse senetleri
Glass Jacobson Investment Advisors llc $75.269 442 0,04% Hisse senetleri
UBS Group AG $69.649 409 0,04% Hisse senetleri
FIRST COMMUNITY TRUST NA $67.155 450 0,04% Hisse senetleri
FIFTH THIRD BANCORP $66.073 388 0,04% Hisse senetleri
MORGAN STANLEY $57.047 335 0,03% Hisse senetleri
FIDUCIARY FINANCIAL ADVISORS $51.429 302 0,03% Hisse senetleri
Beaird Harris Wealth Management, LLC $51.428 302 0,03% Hisse senetleri
McIlrath & Eck, LLC $40.890 274 0,02% Hisse senetleri
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37.123 218 0,02% Hisse senetleri
CWM, LLC $36.562 245 0,02% Hisse senetleri
MATHER GROUP, LLC. $36.277 213 0,02% Hisse senetleri
SIGNATUREFD, LLC $35.186 207 0,02% Hisse senetleri
Farther Finance Advisors, LLC $34.739 204 0,02% Hisse senetleri
BLAIR WILLIAM & CO/IL $28.949 170 0,02% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27.417 161 0,01% Hisse senetleri
Horizon Investments, LLC $22.478 132 0,01% Hisse senetleri
Raleigh Capital Management Inc. $22.049 129 0,01% Hisse senetleri
City State Bank $17.029 100 0,01% Hisse senetleri
VANGUARD ADVISERS INC $17.006 114 0,01% Hisse senetleri
WELLS FARGO & COMPANY/MN $13.879 82 0,01% Hisse senetleri
AdvisorNet Financial, Inc $11.433 67 0,01% Hisse senetleri
Allworth Financial LP $9.877 58 0,01% Hisse senetleri
LRI Investments, LLC $8.486 50 0,00% Hisse senetleri
Rockefeller Capital Management L.P. $7.152 42 0,00% Hisse senetleri
Triumph Capital Management $6.301 37 0,00% Hisse senetleri
TD Capital Management LLC $6.109 36 0,00% Hisse senetleri
FSA Wealth Management LLC $4.861 26 0,00% Hisse senetleri
Capital Advisors, Ltd. LLC $3.578 21.013 0,00% Hisse senetleri
Steward Partners Investment Advisory, LLC $1.192 7 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $705 4.139 0,00% Hisse senetleri
THOROUGHBRED FINANCIAL SERVICES, LLC $288 1.695 0,00% Hisse senetleri
BlackRock, Inc. $156 1 0,00% Hisse senetleri