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Institutional Holdings
VVOSOwnership Summary
Institutions Holding
28
Total Shares Held
531,031
Total Value Held
$242,880
Quarter
2026-06-30
Active Positions
Increased Positions
3
136,665 shares
Decreased Positions
4
174,273 shares
Held Positions
14
209,698 shares
New Positions
2
10,395 shares
Sold Out Positions
5
1,140,982 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 85,001 | $38,632 | ▼ -10,542 | 0.00% | 2026-06-30 |
| IHT Wealth Management, LLC | 76,736 | $34,877 | ▲ +35,675 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 60,629 | $27,586 | ▼ -212,700 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 42,500 | $19,320 | Unchanged | 0.00% | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | 38,066 | $18,767 | Unchanged | 0.00% | 2026-06-30 |
| UBS Group AG | 39,154 | $17,815 | ▲ +28,108 | 0.00% | 2026-06-30 |
| Centurion Wealth Management LLC | 35,684 | $16,219 | Unchanged | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 27,817 | $12,643 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 24,922 | $11,327 | Unchanged | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 24,000 | $10,908 | Unchanged | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 23,432 | $10,662 | ▼ -7,400 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 20,775 | $9,442 | ▲ +8,264 | 0.00% | 2026-06-30 |
| Acorn Wealth Advisors, LLC | 14,776 | $6,716 | Unchanged | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,075 | $4,579 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 5,211 | $2,368 | ▼ -2,177 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,143 | $516 | Unchanged | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 547 | $249 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 320 | $144 | New position | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 160 | $73 | Unchanged | 0.00% | 2026-06-30 |
| Kozak & Associates, Inc. | 49 | $24 | Unchanged | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 23 | $10 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 7 | $3 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 4 | $0 | Unchanged | 0.00% | 2026-06-30 |
| ARMISTICE CAPITAL, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 2026-06-30 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |