VLU — 机构持有人 (13F)

121 家申报者 · $463.5M 总计 · 截至 2026年6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
LPL Financial LLC $101361788 425520 21.87% 股份
AMERIPRISE FINANCIAL INC $34241380 143736 7.39% 股份
Nadler Financial Group, Inc. $31362347 131660 6.77% 股份
OSAIC HOLDINGS, INC. $25261895 106043 5.45% 股份
ENVESTNET ASSET MANAGEMENT INC $24884564 104466 5.37% 股份
RAYMOND JAMES FINANCIAL INC $24708685 103727 5.33% 股份
BANK OF AMERICA CORP /DE/ $16572537 69572 3.58% 股份
MORGAN STANLEY $15891010 66710 3.43% 股份
Systelligence, LLC $14728583 61831 3.18% 股份
RFG - Bristol Wealth Advisors, LLC $13471398 56553 2.91% 股份
MAI Capital Management $12719715 53398 2.74% 股份
Compass Financial Services Inc $11660459 48951 2.52% 股份
ABSOLUTE CAPITAL MANAGEMENT, LLC $11303708 47453 2.44% 股份
Graney & King, LLC $9020322 37868 1.95% 股份
Stratos Wealth Advisors, LLC $7738263 32485 1.67% 股份
JPMORGAN CHASE & CO $7390082 31017 1.59% 股份
ShoreHaven Wealth Partners, LLC $6914568 29028 1.49% 股份
Cetera Investment Advisers $6656239 27943 1.44% 股份
J.W. COLE ADVISORS, INC. $5922199 24862 1.28% 股份
ROYAL BANK OF CANADA $4644000 19494 1.00% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4351139 18266 0.94% 股份
MML INVESTORS SERVICES, LLC $4208763 17669 0.91% 股份
Private Advisor Group, LLC $4139243 17377 0.89% 股份
Roger Wittlin Investment Advisory, LLC $3091153 12976 0.67% 股份
COMMONWEALTH EQUITY SERVICES, LLC $2929447 12298 0.63% 股份
Creative Planning $2682231 11260 0.58% 股份
Stratos Wealth Partners, LTD. $2595501 10895 0.56% 股份
MONEY CONCEPTS CAPITAL CORP $2319867 9739 0.50% 股份
Ameritas Advisory Services, LLC $2286312 9598 0.49% 股份
FORONJY FINANCIAL LLC $2085448 8755 0.45% 股份
Merit Financial Group, LLC $1995402 8377 0.43% 股份
SHELTON CAPITAL MANAGEMENT $1946789 8173 0.42% 股份
Smartleaf Asset Management LLC $1918664 8053 0.41% 股份
H D Vest Advisory Services $1849693 9626 0.40% 股份
World Investment Advisors $1769205 8119 0.38% 股份
NewEdge Advisors, LLC $1528571 6417 0.33% 股份
GTS SECURITIES LLC $1493081 6268 0.32% 股份
TRUIST FINANCIAL CORP $1480675 6216 0.32% 股份
CoreCap Advisors, LLC $1382969 5806 0.30% 股份
STEPHENS INC /AR/ $1224623 5141 0.26% 股份
Aspire Capital Advisors LLC $1197705 5028 0.26% 股份
PNC Financial Services Group, Inc. $1142203 4795 0.25% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1137677 4776 0.25% 股份
Equitable Holdings, Inc. $1133756 4760 0.24% 股份
HighPoint Advisor Group LLC $1096481 4603 0.24% 股份
Global Retirement Partners, LLC $1011932 4248 0.22% 股份
Keystone Wealth Services, LLC $991252 4161 0.21% 股份
Atria Wealth Solutions, Inc. $872361 4540 0.19% 股份
MOR Wealth Management, LLC $859213 3607 0.19% 股份
SAXON INTERESTS, INC. $837298 3515 0.18% 股份
HUB Investment Partners, LLC $835246 3506 0.18% 股份
LEVEL FOUR ADVISORY SERVICES, LLC $834068 3501 0.18% 股份
Comprehensive Financial Planning, Inc./PA $777982 3266 0.17% 股份
Pathstone Holdings, LLC $746303 3133 0.16% 股份
Waterloo Capital, L.P. $740270 3108 0.16% 股份
Opulen Financial Group LLC $708956 2976 0.15% 股份
Henderson Brothers Financial Partners, LLC $699613 2937 0.15% 股份
Concurrent Investment Advisors, LLC $677385 2844 0.15% 股份
Kestra Advisory Services, LLC $658738 2765 0.14% 股份
Capital Square, LLC $544072 2256 0.12% 股份
Wealthcare Advisory Partners LLC $540016 2267 0.12% 股份
Western Wealth Management, LLC $509089 2137 0.11% 股份
Keystone Financial Group $485314 2037 0.10% 股份
GREAT VALLEY ADVISOR GROUP, INC. $454947 1910 0.10% 股份
HighTower Advisors, LLC $447900 1880 0.10% 股份
FMR LLC $431395 1811 0.09% 股份
BROWN ADVISORY INC $431393 1811 0.09% 股份
Compass Planning Associates Inc $412253 1731 0.09% 股份
CITADEL ADVISORS LLC $409716 1720 0.09% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $408991 1696 0.09% 股份
Integrated Wealth Concepts LLC $388577 1631 0.08% 股份
Savant Capital, LLC $386388 1705 0.08% 股份
Argyle Capital Partners, LLC $372318 1563 0.08% 股份
Flagship Private Wealth, LLC $346332 1454 0.07% 股份
COFG Advisors, LLC $344433 1446 0.07% 股份
Avant Capital LLC $340895 1431 0.07% 股份
SAX WEALTH ADVISORS, LLC $304622 1417 0.07% 股份
AdvisorNet Financial, Inc $302523 1270 0.07% 股份
Integrity Wealth Partners, LLC $300967 1400 0.06% 股份
PRIVATE TRUST CO NA $296104 1243 0.06% 股份
FLAGSHIP WEALTH ADVISORS, LLC $295853 1242 0.06% 股份
TWO SIGMA INVESTMENTS, LP $285849 1200 0.06% 股份
Dynamic Advisor Solutions LLC $280267 1177 0.06% 股份
AQR CAPITAL MANAGEMENT LLC $271794 1141 0.06% 股份
LANARK FINANCIAL, INC. $258692 1086 0.06% 股份
Csenge Advisory Group $250769 1053 0.05% 股份
StoneX Group Inc. $242456 1022 0.05% 股份
Pacific Sun Financial Corp $235825 990 0.05% 股份
Focus Financial Network, Inc. $235759 990 0.05% 股份
Cerity Partners LLC $223915 940 0.05% 股份
Allworth Financial LP $210531 884 0.05% 股份
Professional Financial Advisors, LLC $207346 870 0.04% 股份
Hilltop Holdings Inc. $203966 857 0.04% 股份
OPPENHEIMER & CO INC $202714 851 0.04% 股份
Arax Advisory Partners $154851 650 0.03% 股份
Golden State Wealth Management, LLC $134863 566 0.03% 股份
Steward Partners Investment Advisory, LLC $84325 354 0.02% 股份
SIGNATUREFD, LLC $71473 300 0.02% 股份
UBS Group AG $70985 298 0.02% 股份
BlackRock, Inc. $70509 296 0.02% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $50023 210 0.01% 股份
FIFTH THIRD BANCORP $37637 158 0.01% 股份
COMERICA BANK $33281 158 0.01% 股份
Parkside Financial Bank & Trust $33131 139 0.01% 股份
HARBOR INVESTMENT ADVISORY, LLC $30967 130 0.01% 股份
Cambridge Investment Research Advisors, Inc. $26876 112828 0.01% 股份
Geneos Wealth Management Inc. $22630 95 0.00% 股份
ELEVATION WEALTH PARTNERS, LLC $17866 75 0.00% 股份
Rockefeller Capital Management L.P. $16913 71 0.00% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $16198 68 0.00% 股份
OXFORD FINANCIAL GROUP, LTD. LLC $13653 57 0.00% 股份
Russell Investments Group, Ltd. $13447 56 0.00% 股份
WELLS FARGO & COMPANY/MN $11157 47 0.00% 股份
ASSETMARK, INC $8575 36 0.00% 股份
US BANCORP \DE\ $7384 31 0.00% 股份
USAdvisors Wealth Management, LLC $5252 22049 0.00% 股份
Key Capital Management, INC $3918 16 0.00% 股份
Janney Montgomery Scott LLC $2916 12240 0.00% 股份
THOROUGHBRED FINANCIAL SERVICES, LLC $2822 11848 0.00% 股份
TD Waterhouse Canada Inc. $1432 6 0.00% 股份
CENTAURUS FINANCIAL, INC. $146 615 0.00% 股份