VFMF — 机构持有人 (13F)

112 家申报者 · $303.2M 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
ANDERSON HOAGLAND & CO $53528555 302472 17.65% 股份
Systelligence, LLC $28435186 160678 9.38% 股份
ENVESTNET ASSET MANAGEMENT INC $26331390 148790 8.68% 股份
BRASS TAX WEALTH MANAGEMENT, INC $23882722 165537 7.88% 股份
LPL Financial LLC $22059287 124650 7.28% 股份
UMB Bank, n.a. $11686568 66037 3.85% 股份
RAYMOND JAMES FINANCIAL INC $10401054 58773 3.43% 股份
Storen Legacy Partners, LLC $10109596 57126 3.33% 股份
Rooted Wealth Advisors, Inc. $9657148 54569 3.19% 股份
Geneos Wealth Management Inc. $7835061 44273 2.58% 股份
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC $7618248 43048 2.51% 股份
ADVISORTRUST PARTNERS, LLC $6029420 34070 1.99% 股份
OSAIC HOLDINGS, INC. $4906801 27724 1.62% 股份
ROYAL BANK OF CANADA $3712000 20972 1.22% 股份
COMMONWEALTH EQUITY SERVICES, LLC $3647610 20611 1.20% 股份
BARNES PETTEY FINANCIAL ADVISORS, LLC $3598684 20336 1.19% 股份
Partners in Financial Planning $3419910 19325 1.13% 股份
TFB Advisors LLC $3398805 19206 1.12% 股份
TWO SIGMA INVESTMENTS, LP $2990793 16900 0.99% 股份
Cedar Point Capital Partners, LLC $2818425 15926 0.93% 股份
Walkner Condon Financial Advisors LLC $2718790 15363 0.90% 股份
MGO ONE SEVEN LLC $2684436 15169 0.89% 股份
VICTORY FINANCIAL GROUP, LLC $2682157 15156 0.88% 股份
Equitable Holdings, Inc. $2281009 12889 0.75% 股份
HALBERT HARGROVE GLOBAL ADVISORS, LLC $2233185 12619 0.74% 股份
Onyx Bridge Wealth Group LLC $2205296 12461 0.73% 股份
RESOLUTE WEALTH ADVISOR, INC. $2199739 14185 0.73% 股份
CALTON & ASSOCIATES, INC. $2020820 11419 0.67% 股份
Apollon Wealth Management, LLC $1724219 9743 0.57% 股份
AQR CAPITAL MANAGEMENT LLC $1707790 9650 0.56% 股份
GREAT VALLEY ADVISOR GROUP, INC. $1672216 9447 0.55% 股份
PERRYMAN FINANCIAL ADVISORY INC /AD $1670978 9442 0.55% 股份
NewEdge Advisors, LLC $1588465 8976 0.52% 股份
GOLDMAN SACHS GROUP INC $1563530 8835 0.52% 股份
Carnick & Kubik Group, LLC $1537191 12170 0.51% 股份
UBS Group AG $1479469 8360 0.49% 股份
FIRST MANHATTAN CO. LLC. $1475753 8339 0.49% 股份
Centric Wealth Management $1417504 7610 0.47% 股份
RHS Financial, LLC $1409920 7967 0.47% 股份
Mariner, LLC $1392750 7870 0.46% 股份
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1389124 7849 0.46% 股份
STIFEL FINANCIAL CORP $1283016 7250 0.42% 股份
Seed Wealth Management, Inc. $1176851 6650 0.39% 股份
Clark Asset Management, LLC $1123740 6350 0.37% 股份
Focus Partners Advisor Solutions, LLC $1087197 6143 0.36% 股份
MML INVESTORS SERVICES, LLC $848329 4794 0.28% 股份
Foundations Investment Advisors, LLC $652792 3689 0.22% 股份
Physician Wealth Advisors, Inc. $647503 3659 0.21% 股份
J.W. COLE ADVISORS, INC. $543457 3071 0.18% 股份
Sanctuary Advisors, LLC $539228 3047 0.18% 股份
Compass Ion Advisors, LLC $502044 2837 0.17% 股份
Capital Square, LLC $471979 2627 0.16% 股份
Dynamic Advisor Solutions LLC $427252 2414 0.14% 股份
Harbor Asset Planning, Inc. $400853 2266 0.13% 股份
Kestra Advisory Services, LLC $385895 2181 0.13% 股份
Cassia Capital Partners, LLC $378008 2136 0.12% 股份
STUDIO INVESTMENT MANAGEMENT LLC $375884 2124 0.12% 股份
Greenline Wealth Management LLC $368974 2085 0.12% 股份
TAGStone Capital, Inc. $361316 2042 0.12% 股份
PARSONS CAPITAL MANAGEMENT INC/RI $341907 1932 0.11% 股份
HARBOUR INVESTMENTS, INC. $319596 1806 0.11% 股份
CreativeOne Wealth, LLC $308459 1743 0.10% 股份
Modera Wealth Management, LLC $304566 1721 0.10% 股份
Cherry Tree Wealth Management, LLC $297133 1679 0.10% 股份
First Citizens Financial Corp $291685 1634 0.10% 股份
Essex Financial Services, Inc. $289378 1635 0.10% 股份
PRINCIPAL SECURITIES, INC. $288638 1631 0.10% 股份
Steward Partners Investment Advisory, LLC $282267 1595 0.09% 股份
INDEPENDENT FINANCIAL GROUP, LLC $278728 1575 0.09% 股份
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $275896 1559 0.09% 股份
Savvy Advisors, Inc. $263508 1489 0.09% 股份
Coquina Private Wealth LLC $248466 1404 0.08% 股份
World Investment Advisors $236682 1526 0.08% 股份
Chicago Partners Investment Group LLC $233281 1297 0.08% 股份
LRI Investments, LLC $228551 1291 0.08% 股份
Concurrent Investment Advisors, LLC $219797 1242 0.07% 股份
Parkside Financial Bank & Trust $213780 1208 0.07% 股份
May Hill Capital, LLC $213535 1207 0.07% 股份
TFC Financial Management, Inc. $173254 979 0.06% 股份
FTB Advisors, Inc. $146333 1088 0.05% 股份
FIDUCIARY FINANCIAL ADVISORS $104592 591 0.03% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91670 518 0.03% 股份
Bogart Wealth, LLC $88485 500 0.03% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78021 439 0.03% 股份
BlackRock, Inc. $75566 427 0.02% 股份
JNBA Financial Advisors $67629 382 0.02% 股份
Strategic Wealth Partners, Ltd. $59993 339 0.02% 股份
PNC Financial Services Group, Inc. $58400 330 0.02% 股份
Tidemark, LLC $56807 321 0.02% 股份
PRIVATE TRUST CO NA $53091 300 0.02% 股份
JPMORGAN CHASE & CO $50106 282 0.02% 股份
WELLS FARGO & COMPANY/MN $48471 274 0.02% 股份
Glass Jacobson Investment Advisors llc $33343 188 0.01% 股份
VANGUARD ADVISERS INC $28676 185 0.01% 股份
MORGAN STANLEY $22024 124 0.01% 股份
Abound Wealth Management $21801 141 0.01% 股份
IFG Advisory, LLC $21537 122 0.01% 股份
Opus Capital Group, LLC $18960 107138 0.01% 股份
US BANCORP \DE\ $17874 101 0.01% 股份
Ankerstar Wealth, LLC $16635 94 0.01% 股份
Cambridge Investment Research Advisors, Inc. $15363 86812 0.01% 股份
McIlrath & Eck, LLC $7754 50 0.00% 股份
Arax Advisory Partners $7079 40 0.00% 股份
ST GERMAIN D J CO INC $3362 19 0.00% 股份
Ritter Daniher Financial Advisory LLC / DE $2336 13 0.00% 股份
ASSETMARK, INC $2124 12 0.00% 股份
Central Pacific Bank - Trust Division $1947 11 0.00% 股份
THOROUGHBRED FINANCIAL SERVICES, LLC $517 2924 0.00% 股份
WEDBUSH SECURITIES INC $329 1860 0.00% 股份
CENTAURUS FINANCIAL, INC. $199 1124 0.00% 股份
CITIGROUP INC $177 1 0.00% 股份
Capital Analysts, LLC $89 501 0.00% 股份