VFVA — 机构持有人 (13F)

100 家申报者 · $384.7M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $77877807 524677 20.25% 股份
Armbruster Capital Management, Inc. $64089254 431781 16.66% 股份
Equitable Holdings, Inc. $36560764 246317 9.50% 股份
ANDERSON HOAGLAND & CO $36194938 243852 9.41% 股份
BURRUS FINANCIAL SERVICES, INC. $28943952 195002 7.52% 股份
MENORA MIVTACHIM HOLDINGS LTD. $13854308 93339 3.60% 股份
BANK OF AMERICA CORP /DE/ $11447070 77121 2.98% 股份
RWA WEALTH PARTNERS, LLC $10789528 72691 2.80% 股份
LPL Financial LLC $10473831 70564 2.72% 股份
Sterling Manor Financial, LLC $7957740 59117 2.07% 股份
UMB Bank, n.a. $7257930 48898 1.89% 股份
Capital Advisors Wealth Management, LLC $6337341 42696 1.65% 股份
RAYMOND JAMES FINANCIAL INC $4939288 33277 1.28% 股份
EP Wealth Advisors, LLC $4869450 32806 1.27% 股份
Lebenthal Global Advisors, LLC $4613668 31083 1.20% 股份
Sequoia Financial Advisors, LLC $3912566 26360 1.02% 股份
ROYAL BANK OF CANADA $3456000 23283 0.90% 股份
OSAIC HOLDINGS, INC. $3421391 23048 0.89% 股份
Savant Capital, LLC $2310032 16378 0.60% 股份
TWO SIGMA INVESTMENTS, LP $2092863 14100 0.54% 股份
McIlrath & Eck, LLC $2035491 15121 0.53% 股份
Cerity Partners LLC $2034828 13708 0.53% 股份
Sovereign Financial Group, Inc. $1891147 12741 0.49% 股份
Compass Advisory Group LLC $1667377 11233 0.43% 股份
BROWN ADVISORY INC $1600596 10784 0.42% 股份
Seven Bridges Advisors LLC $1501322 10115 0.39% 股份
UBS Group AG $1497955 10092 0.39% 股份
Long Island Wealth Management, Inc. $1466342 9879 0.38% 股份
WHITTIER TRUST CO $1373170 9091 0.36% 股份
Visionary Wealth Advisors $1349609 9093 0.35% 股份
COMMONWEALTH EQUITY SERVICES, LLC $1328590 8951 0.35% 股份
CoreFirst Bank & Trust $1311973 8839 0.34% 股份
Keystone Financial Group $1308372 8815 0.34% 股份
Hara Capital LLC $1272787 8575 0.33% 股份
Kathmere Capital Management, LLC $1114412 7508 0.29% 股份
Rockingstone Advisors LLC $1066766 7187 0.28% 股份
BANK OF MONTREAL /CAN/ $1039247 7002 0.27% 股份
Parkworth Wealth Management, Inc. $1013554 8568 0.26% 股份
STIFEL FINANCIAL CORP $935407 6302 0.24% 股份
Mariner, LLC $891415 6006 0.23% 股份
D.A. DAVIDSON & CO. $828982 5585 0.22% 股份
Financial Engines Advisors L.L.C. $806420 5433 0.21% 股份
Corient Private Wealth LP $794210 5351 0.21% 股份
Financial Partners Group, Inc $776544 5232 0.20% 股份
Stonehearth Capital Management, LLC $759368 5116 0.20% 股份
Glenmede Investment Management, LP $741007 5810 0.19% 股份
MERCER GLOBAL ADVISORS INC /ADV $667563 4497 0.17% 股份
Essex Financial Services, Inc. $656837 4425 0.17% 股份
Private Advisor Group, LLC $601142 4050 0.16% 股份
Quantinno Capital Management LP $596985 4022 0.16% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $594795 3925 0.15% 股份
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $462954 3119 0.12% 股份
Sanctuary Advisors, LLC $451730 3043 0.12% 股份
Sunbelt Securities, Inc. $449867 3342 0.12% 股份
Orion Portfolio Solutions, LLC $413592 3628 0.11% 股份
CIBC WORLD MARKET INC. $400761 2700 0.10% 股份
Smart Money Group LLC $378766 2552 0.10% 股份
Integrated Wealth Concepts LLC $368709 2484 0.10% 股份
Orion Porfolio Solutions, LLC $359052 2419 0.09% 股份
MELFA WEALTH MANAGEMENT, INC. $312352 2104 0.08% 股份
Werba Rubin Papier Wealth Management $306967 2068 0.08% 股份
MOSAIC FAMILY WEALTH PARTNERS, LLC $292758 1972 0.08% 股份
JNB Advisors LLC $286168 2419 0.07% 股份
Exit Wealth Advisors, LLC. $265299 1787 0.07% 股份
Parkside Financial Bank & Trust $264651 1783 0.07% 股份
MOTIVE WEALTH ADVISORS $262424 1768 0.07% 股份
World Investment Advisors $239606 1780 0.06% 股份
Leonard Rickey Investment Advisors P.L.L.C. $235262 1585 0.06% 股份
Daviman Financial, LLC $229770 1548 0.06% 股份
ENVESTNET ASSET MANAGEMENT INC $204144 1375 0.05% 股份
Summit Financial, LLC $203646 1372 0.05% 股份
LAM GROUP, INC. $194511 1445 0.05% 股份
NATIONAL BANK OF CANADA /FI/ $155109 1045 0.04% 股份
MANNING & NAPIER ADVISORS LLC $140415 946 0.04% 股份
MORGAN STANLEY $128545 866 0.03% 股份
ATLAS CAPITAL ADVISORS INC. $120970 815 0.03% 股份
JPMORGAN CHASE & CO $105476 707 0.03% 股份
Pacific Center for Financial Services $82300 554 0.02% 股份
VANGUARD ADVISERS INC $58256 433 0.02% 股份
INVESTMENT COUNSEL CO OF NEVADA $50912 343 0.01% 股份
HARBOUR INVESTMENTS, INC. $50466 340 0.01% 股份
True Wealth Design, LLC $46311 312 0.01% 股份
WELLS FARGO & COMPANY/MN $31220 210 0.01% 股份
Glass Jacobson Investment Advisors llc $30353 204 0.01% 股份
Steward Partners Investment Advisory, LLC $25975 175 0.01% 股份
US BANCORP \DE\ $25975 175 0.01% 股份
PRIVATE TRUST CO NA $22265 150 0.01% 股份
Farther Finance Advisors, LLC $15882 107 0.00% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14986 100 0.00% 股份
SHP Wealth Management $14843 100 0.00% 股份
TD Waterhouse Canada Inc. $10390 70 0.00% 股份
Global Retirement Partners, LLC $9648 65 0.00% 股份
IFP Advisors, Inc $5492 37 0.00% 股份
DHJJ Financial Advisors, Ltd. $4157 28 0.00% 股份
Triumph Capital Management $1484 10 0.00% 股份
Cambridge Investment Research Advisors, Inc. $1459 9827 0.00% 股份
Central Pacific Bank - Trust Division $891 6 0.00% 股份
CENTAURUS FINANCIAL, INC. $347 2337 0.00% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $148 1 0.00% 股份
CX Institutional $9 63 0.00% 股份