VALQ(VALQ)
VALQ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 1.95M | Jun 30, 26 | +60.34K | 42.27% |
| ENVESTNET ASSET MANAGEMENT INC | 924.72K | Jun 30, 26 | +51.75K | 20.06% |
| Private Advisor Group, LLC | 634.11K | Jun 30, 26 | +28.50K | 13.75% |
| Pinnacle Financial Partners, Inc. | 223.28K | Jun 30, 26 | -4.89K | 4.84% |
| Stratos Wealth Advisors, LLC | 145.15K | Jun 30, 26 | +3.55K | 3.15% |
| LPL Financial LLC | 120.99K | Jun 30, 26 | +4.46K | 2.62% |
| Ameritas Advisory Services, LLC | 83.70K | Jun 30, 26 | +34.35K | 1.82% |
| Rubicon Advisors, GP | 24.22K | Jun 30, 26 | -9.35K | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.50K | Jun 30, 26 | +4.82K | 0.47% |
| Heritage Wealth Advisors | 17.27K | Jun 30, 26 | +17.27K | 0.37% |
| BEAM WEALTH ADVISORS, INC. | 14.67K | Jun 30, 26 | +3.37K | 0.32% |
| Sunpointe, LLC | 13.09K | Jun 30, 26 | -- | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11.84K | Jun 30, 26 | +129 | 0.26% |
| Financial Engines Advisors L.L.C. | 11.19K | Jun 30, 26 | -- | 0.24% |
| GOLDMAN SACHS GROUP INC | 11.11K | Jun 30, 26 | +577 | 0.24% |
| Cambridge Investment Research Advisors, Inc. | 10.75K | Jun 30, 26 | -- | 0.23% |
| HighTower Advisors, LLC | 9.72K | Jun 30, 26 | +57 | 0.21% |
| ROYAL BANK OF CANADA | 8.63K | Jun 30, 26 | +2.01K | 0.19% |
| Worth Financial Advisory Group, LLC | 8.28K | Jun 30, 26 | +3.57K | 0.18% |
| JPMORGAN CHASE & CO | 6.30K | Jun 30, 26 | +5.30K | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 5.91K | Jun 30, 26 | -1.36K | 0.13% |
| WealthBridge Capital Management, LLC | 5.64K | Jun 30, 26 | -- | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.71K | Jun 30, 26 | +176 | 0.08% |
| Investment Advisory Group, LLC | 3.60K | Jun 30, 26 | -- | 0.08% |
| Farther Finance Advisors, LLC | 3.48K | Jun 30, 26 | -- | 0.08% |
| FMR LLC | 1.31K | Jun 30, 26 | +340 | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 1.26K | Jun 30, 26 | -5.04K | 0.03% |
| PRIVATE TRUST CO NA | 411 | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 162 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 120 | Jun 30, 26 | -994 | 0.00% |
| Key Capital Management, INC | 68 | Jun 30, 26 | +1 | 0.00% |
| Harbor Asset Planning, Inc. | 52 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -113.97K | -- |
| UBS Group AG | -- | Jun 30, 26 | -2.12K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.45K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -176 | -- |
| Cetera Investment Advisers | -- | Jun 30, 26 | -8.84K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -13.70K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -5.00K | -- |
| SYNOVUS FINANCIAL CORP | 231.91K | Sep 30, 25 | -867 | 5.03% |
| CAROLINAS WEALTH CONSULTING LLC | 671 | Mar 31, 25 | +671 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 6.26K | Sep 30, 24 | -962 | 0.14% |
| ICA Group Wealth Management, LLC | 98 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 4.13K | Mar 31, 24 | +4.13K | 0.09% |