VSLU — Kurumsal Sahipler (13F)

58 dosya · $475.0M toplam · Tarih itibarıyla 30 Haziran 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
Crestwood Advisors Group, LLC $138.113.646 2.986.485 29,07% Hisse senetleri
NOVARE CAPITAL MANAGEMENT LLC $34.750.301 751.418 7,32% Hisse senetleri
Watchman Group, Inc. $34.595.239 748.065 7,28% Hisse senetleri
Newman Dignan & Sheerar, Inc. $33.133.704 716.462 6,97% Hisse senetleri
Jacobi Capital Management LLC $31.097.673 672.436 6,55% Hisse senetleri
JPMORGAN CHASE & CO $24.060.215 523.897 5,06% Hisse senetleri
Fulton Bank, N.A. $20.751.362 448.714 4,37% Hisse senetleri
EverSource Wealth Advisors, LLC $19.656.173 425.032 4,14% Hisse senetleri
ACIMA PRIVATE WEALTH, LLC $14.468.571 312.859 3,05% Hisse senetleri
Clarion Wealth Managment Partners, LLC $13.225.031 285.970 2,78% Hisse senetleri
Old Port Advisors $12.564.897 271.695 2,65% Hisse senetleri
CROBAN $11.274.367 243.828 2,37% Hisse senetleri
FORTEM FINANCIAL GROUP, LLC $10.104.863 218.501 2,13% Hisse senetleri
Gibraltar Capital Management, Inc. $9.333.564 201.823 1,96% Hisse senetleri
ATWOOD & PALMER INC $8.244.768 178.279 1,74% Hisse senetleri
MML INVESTORS SERVICES, LLC $6.110.489 132.129 1,29% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $6.092.827 131.747 1,28% Hisse senetleri
TRUSTMARK BANK TRUST DEPARTMENT $5.524.444 119.457 1,16% Hisse senetleri
WEBSTERROGERS FINANCIAL ADVISORS, LLC $5.094.400 110.158 1,07% Hisse senetleri
Farther Finance Advisors, LLC $4.269.505 92.321 0,90% Hisse senetleri
Atlantic Edge Private Wealth Management, LLC $3.863.000 83.531 0,81% Hisse senetleri
Capital Market Strategies LLC $3.533.036 90.244 0,74% Hisse senetleri
Advisory Services Network, LLC $3.408.075 73.694 0,72% Hisse senetleri
Applied Finance Capital Management, LLC $3.252.758 70.827 0,68% Hisse senetleri
LPL Financial LLC $2.250.159 48.656 0,47% Hisse senetleri
OPPENHEIMER & CO INC $1.710.928 36.996 0,36% Hisse senetleri
Accurate Wealth Management, LLC $1.651.915 34.873 0,35% Hisse senetleri
TECTONIC ADVISORS LLC $1.357.884 29.362 0,29% Hisse senetleri
Quantinno Capital Management LP $1.171.742 25.337 0,25% Hisse senetleri
UBS Group AG $1.061.114 22.945 0,22% Hisse senetleri
BankPlus Trust Department $933.250 20.180 0,20% Hisse senetleri
OneAscent Family Office, LLC $878.043 18.986 0,18% Hisse senetleri
Confluence Wealth Services, Inc. $781.748 16.904 0,16% Hisse senetleri
PRIVATE TRUST CO NA $737.582 15.949 0,16% Hisse senetleri
Toroso Investments, LLC $674.036 15.229 0,14% Hisse senetleri
InTrack Investment Management Inc $662.861 14.333 0,14% Hisse senetleri
CIBC WORLD MARKET INC. $560.181 12.113 0,12% Hisse senetleri
GTS SECURITIES LLC $530.719 11.476 0,11% Hisse senetleri
MGO ONE SEVEN LLC $457.342 9.889 0,10% Hisse senetleri
BROWN BROTHERS HARRIMAN & CO $409.141 8.847 0,09% Hisse senetleri
Plan A Wealth LLC $367.011 7.936 0,08% Hisse senetleri
STIFEL FINANCIAL CORP $364.698 7.886 0,08% Hisse senetleri
Mayflower Financial Advisors, LLC $328.025 7.093 0,07% Hisse senetleri
JANE STREET GROUP, LLC $302.081 6.532 0,06% Hisse senetleri
MORGAN STANLEY $284.923 6.161 0,06% Hisse senetleri
SMITH SHELLNUT WILSON LLC /ADV $272.622 5.895 0,06% Hisse senetleri
Auxano Advisors, LLC $249.638 5.398 0,05% Hisse senetleri
J.P. Marvel Investment Advisors, LLC $232.989 5.038 0,05% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $208.016 4.498 0,04% Hisse senetleri
OSAIC HOLDINGS, INC. $31.910 690 0,01% Hisse senetleri
ASSETMARK, INC $19.331 418 0,00% Hisse senetleri
Thrivent Financial for Lutherans $19.258 416.432 0,00% Hisse senetleri
KERR FINANCIAL PLANNING Corp $6.105 132 0,00% Hisse senetleri
PlanVest Financial, Inc $1.156 25 0,00% Hisse senetleri
HRT FINANCIAL LP $622 13.462 0,00% Hisse senetleri
NewEdge Advisors, LLC $416 9 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $201 4.350 0,00% Hisse senetleri
Russell Investments Group, Ltd. $40 1 0,00% Hisse senetleri