QVAL(QVAL)
QVAL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Strid Group, LLC | 1.70M | Mar 31, 26 | +158.08K | 18.34% |
| Valley Financial Group, Inc. | 328.41K | Mar 31, 26 | +9.49K | 3.54% |
| BWM Planning, LLC | 290.34K | Mar 31, 26 | -11.54K | 3.13% |
| Empirical Finance, LLC | 275.81K | Mar 31, 26 | -996.11K | 2.97% |
| Ethos Financial Group, LLC | 260.87K | Mar 31, 26 | -30.31K | 2.81% |
| CWM, LLC | 217.00K | Mar 31, 26 | -8.20K | 2.34% |
| Stokes Family Office, LLC | 210.68K | Mar 31, 26 | -23.73K | 2.27% |
| Waverly Advisors, LLC | 208.75K | Mar 31, 26 | +1.91K | 2.25% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186.51K | Mar 31, 26 | +14.92K | 2.01% |
| RAYMOND JAMES FINANCIAL INC | 182.29K | Mar 31, 26 | -1.80K | 1.96% |
| One Degree Advisors Inc | 179.42K | Mar 31, 26 | +7.62K | 1.93% |
| Kathmere Capital Management, LLC | 153.44K | Mar 31, 26 | +1.36K | 1.65% |
| Well Done, LLC | 152.53K | Mar 31, 26 | +24.36K | 1.64% |
| Stratos Wealth Advisors, LLC | 128.78K | Mar 31, 26 | +7.46K | 1.39% |
| ROYAL BANK OF CANADA | 112.44K | Mar 31, 26 | -7.07K | 1.21% |
| Empowered Funds, LLC | 100.41K | Mar 31, 26 | +1.90K | 1.08% |
| LPL Financial LLC | 88.14K | Mar 31, 26 | +7.36K | 0.95% |
| JPL Wealth Management, LLC | 87.96K | Mar 31, 26 | +55.48K | 0.95% |
| Vestment Financial LLC | 64.82K | Mar 31, 26 | -506 | 0.70% |
| Mariner, LLC | 57.99K | Mar 31, 26 | +57.99K | 0.62% |
| QUARRY HILL ADVISORS, LLC | 53.18K | Mar 31, 26 | -145 | 0.57% |
| Resources Investment Advisors, LLC. | 50.50K | Mar 31, 26 | -680 | 0.54% |
| L.K. Benson & Company, P.C. | 38.00K | Mar 31, 26 | +4.12K | 0.41% |
| Equitable Holdings, Inc. | 34.89K | Mar 31, 26 | +4.90K | 0.38% |
| BAKER BOYER NATIONAL BANK | 25.01K | Mar 31, 26 | -325 | 0.27% |
| Meredith Wealth Planning | 24.84K | Mar 31, 26 | +20 | 0.27% |
| Innova Wealth Partners | 20.96K | Mar 31, 26 | +13.22K | 0.23% |
| Warren Street Wealth Advisors, LLC | 19.03K | Mar 31, 26 | +726 | 0.20% |
| Independent Advisor Alliance | 18.30K | Mar 31, 26 | +8.75K | 0.20% |
| Pathstone Holdings, LLC | 15.61K | Mar 31, 26 | +63 | 0.17% |
| CENTAURUS FINANCIAL, INC. | 13.31K | Mar 31, 26 | +708 | 0.14% |
| Quantinno Capital Management LP | 12.36K | Mar 31, 26 | +12.36K | 0.13% |
| Belpointe Asset Management LLC | 12.11K | Mar 31, 26 | +12.11K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 11.01K | Mar 31, 26 | +11.01K | 0.12% |
| Aspect Partners, LLC | 8.08K | Mar 31, 26 | -- | 0.09% |
| LBMC INVESTMENT ADVISORS, LLC | 8.00K | Mar 31, 26 | -- | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 7.41K | Mar 31, 26 | +180 | 0.08% |
| GWN SECURITIES INC. | 6.64K | Mar 31, 26 | -- | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.50K | Mar 31, 26 | -- | 0.07% |
| Almanack Investment Partners, LLC. | 6.35K | Mar 31, 26 | -- | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.12K | Mar 31, 26 | -1.98K | 0.07% |
| Vise Technologies, Inc. | 6.02K | Mar 31, 26 | -- | 0.06% |
| Intrepid Financial Planning Group LLC | 5.30K | Mar 31, 26 | +5.30K | 0.06% |
| Mill Creek Capital Advisors, LLC | 4.31K | Mar 31, 26 | -- | 0.05% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.25K | Mar 31, 26 | -374 | 0.05% |
| Cetera Investment Advisers | 4.02K | Mar 31, 26 | +4.02K | 0.04% |
| JPMORGAN CHASE & CO | 3.32K | Mar 31, 26 | +3.16K | 0.04% |
| Federation des caisses Desjardins du Quebec | 2.84K | Mar 31, 26 | +340 | 0.03% |
| ROCKY MOUNTAIN ADVISERS, LLC | 2.40K | Mar 31, 26 | -- | 0.03% |
| MAI Capital Management | 1.50K | Mar 31, 26 | -- | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.08K | Mar 31, 26 | -- | 0.01% |
| MORGAN STANLEY | 1.05K | Mar 31, 26 | +387 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 608 | Mar 31, 26 | -258 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 513 | Mar 31, 26 | +513 | 0.01% |
| WELLS FARGO & COMPANY/MN | 507 | Mar 31, 26 | +506 | 0.01% |
| Steward Partners Investment Advisory, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 20 | Mar 31, 26 | -2 | 0.00% |
| Lifeworks Advisors, LLC | -- | Mar 31, 26 | -6.32K | -- |
| CoreFirst Bank & Trust | -- | Mar 31, 26 | -56 | -- |
| Roble, Belko & Company, Inc | -- | Mar 31, 26 | -6.72K | -- |
| American Capital Advisory, LLC | -- | Mar 31, 26 | -905 | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -77 | -- |
| UBS Group AG | -- | Mar 31, 26 | -20 | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -1.69K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -19.87K | -- |
| Kathleen S. Wright Associates Inc. | 105.37K | Sep 30, 25 | -957 | 1.14% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -18.22K | -- |
| MENLO ADVISORS LLC | 248.74K | Jun 30, 25 | -2.62K | 2.68% |
| Private Portfolio Partners LLC | 24.36K | Dec 31, 24 | +1.21K | 0.26% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -55 | -- |
| Raymond James Financial Services Advisors, Inc. | 120.74K | Sep 30, 24 | +6.68K | 1.30% |
| RAYMOND JAMES & ASSOCIATES | 41.31K | Sep 30, 24 | +27.18K | 0.45% |
| 9258 Wealth Management, LLC | 9.70K | Sep 30, 24 | -- | 0.10% |
| Cetera Advisor Networks LLC | 8.16K | Mar 31, 24 | -148 | 0.09% |
| PATHSTONE FAMILY OFFICE, LLC | 12.07K | Sep 30, 23 | +12.07K | 0.13% |
| Silicon Hills Wealth Management, LLC | 201.79K | Jun 30, 23 | +209 | 2.17% |
| EA Series Trust | 165.72K | Jun 30, 23 | +165.72K | 1.79% |
| Veritable, L.P. | 12.07K | Jun 30, 23 | -138 | 0.13% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6.03K | Mar 31, 22 | +6.03K | 0.06% |
| Live Your Vision, LLC | 150 | Mar 31, 19 | +150 | 0.00% |
| WFG Advisors, LP | 65.96K | Jun 30, 17 | +28.92K | 0.71% |
| Virtu KCG Holdings LLC | 21.12K | Jun 30, 17 | +21.12K | 0.23% |
| MSI Financial Services Inc | 2.10K | Dec 31, 16 | -2.38K | 0.02% |
| Carnick & Kubik, LLC | 500 | Mar 31, 16 | +500 | 0.01% |