VLU(VLU)
VLU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 425.52K | Jun 30, 26 | -195 | 14.25% |
| AMERIPRISE FINANCIAL INC | 143.74K | Jun 30, 26 | +277 | 4.81% |
| Nadler Financial Group, Inc. | 131.66K | Jun 30, 26 | +9.39K | 4.41% |
| Cambridge Investment Research Advisors, Inc. | 112.83K | Jun 30, 26 | -147 | 3.78% |
| ADVISOR GROUP HOLDINGS, INC. | 106.04K | Jun 30, 26 | +8.46K | 3.55% |
| ENVESTNET ASSET MANAGEMENT INC | 104.47K | Jun 30, 26 | -1.43K | 3.50% |
| RAYMOND JAMES FINANCIAL INC | 103.73K | Jun 30, 26 | +4.68K | 3.47% |
| BANK OF AMERICA CORP /DE/ | 69.57K | Jun 30, 26 | +145 | 2.33% |
| MORGAN STANLEY | 66.71K | Jun 30, 26 | +10.99K | 2.23% |
| Systelligence, LLC | 61.83K | Jun 30, 26 | +3.13K | 2.07% |
| RFG - Bristol Wealth Advisors, LLC | 56.55K | Jun 30, 26 | +2.98K | 1.89% |
| MAI Capital Management | 53.40K | Jun 30, 26 | -4.43K | 1.79% |
| Compass Financial Services Inc | 48.95K | Jun 30, 26 | +1.80K | 1.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 47.45K | Jun 30, 26 | +403 | 1.59% |
| Graney & King, LLC | 37.87K | Jun 30, 26 | +1.56K | 1.27% |
| Stratos Wealth Advisors, LLC | 32.48K | Jun 30, 26 | -136 | 1.09% |
| JPMORGAN CHASE & CO | 31.02K | Jun 30, 26 | +456 | 1.04% |
| ShoreHaven Wealth Partners, LLC | 29.03K | Jun 30, 26 | -173 | 0.97% |
| Cetera Investment Advisers | 27.94K | Jun 30, 26 | +660 | 0.94% |
| J.W. COLE ADVISORS, INC. | 24.86K | Jun 30, 26 | +92 | 0.83% |
| USAdvisors Wealth Management, LLC | 22.05K | Jun 30, 26 | -561 | 0.74% |
| ROYAL BANK OF CANADA | 19.49K | Jun 30, 26 | +3.85K | 0.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18.27K | Jun 30, 26 | -2.58K | 0.61% |
| MML INVESTORS SERVICES, LLC | 17.67K | Jun 30, 26 | +3.31K | 0.59% |
| Private Advisor Group, LLC | 17.38K | Jun 30, 26 | +9.16K | 0.58% |
| Roger Wittlin Investment Advisory, LLC | 12.98K | Jun 30, 26 | -8.37K | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.30K | Jun 30, 26 | -1.36K | 0.41% |
| Janney Montgomery Scott LLC | 12.24K | Jun 30, 26 | +1.70K | 0.41% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 11.85K | Jun 30, 26 | +1.96K | 0.40% |
| Creative Planning | 11.26K | Jun 30, 26 | -202 | 0.38% |
| Stratos Wealth Partners, LTD. | 10.89K | Jun 30, 26 | +1.03K | 0.36% |
| MONEY CONCEPTS CAPITAL CORP | 9.74K | Jun 30, 26 | -310 | 0.33% |
| Ameritas Advisory Services, LLC | 9.60K | Jun 30, 26 | +7.52K | 0.32% |
| RAFFA WEALTH MANAGEMENT, LLC | 9.25K | Jun 30, 26 | +8.97K | 0.31% |
| FORONJY FINANCIAL LLC | 8.76K | Jun 30, 26 | -4 | 0.29% |
| Merit Financial Group, LLC | 8.38K | Jun 30, 26 | -274 | 0.28% |
| SHELTON CAPITAL MANAGEMENT | 8.17K | Jun 30, 26 | +939 | 0.27% |
| Pensionmark Financial Group, LLC | 8.12K | Jun 30, 26 | +133 | 0.27% |
| Smartleaf Asset Management LLC | 8.05K | Jun 30, 26 | -- | 0.27% |
| NewEdge Advisors, LLC | 6.42K | Jun 30, 26 | -1.20K | 0.21% |
| GTS SECURITIES LLC | 6.27K | Jun 30, 26 | -1 | 0.21% |
| TRUIST FINANCIAL CORP | 6.22K | Jun 30, 26 | -947 | 0.21% |
| CoreCap Advisors, LLC | 5.81K | Jun 30, 26 | +174 | 0.19% |
| STEPHENS INC /AR/ | 5.14K | Jun 30, 26 | -215 | 0.17% |
| Aspire Capital Advisors LLC | 5.03K | Jun 30, 26 | +3.54K | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.79K | Jun 30, 26 | +4.79K | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.78K | Jun 30, 26 | +3.02K | 0.16% |
| Equitable Holdings, Inc. | 4.76K | Jun 30, 26 | -1.48K | 0.16% |
| HighPoint Advisor Group LLC | 4.60K | Jun 30, 26 | +422 | 0.15% |
| Global Retirement Partners, LLC | 4.25K | Jun 30, 26 | +4.25K | 0.14% |
| Keystone Wealth Services, LLC | 4.16K | Jun 30, 26 | -229 | 0.14% |
| MOR Wealth Management, LLC | 3.61K | Jun 30, 26 | -- | 0.12% |
| SAXON INTERESTS, INC. | 3.52K | Jun 30, 26 | -151 | 0.12% |
| TCG Advisory Services, LLC | 3.51K | Jun 30, 26 | +3.51K | 0.12% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3.50K | Jun 30, 26 | -10 | 0.12% |
| Comprehensive Financial Planning, Inc./PA | 3.27K | Jun 30, 26 | -60 | 0.11% |
| Pathstone Holdings, LLC | 3.13K | Jun 30, 26 | -- | 0.10% |
| Waterloo Capital, L.P. | 3.11K | Jun 30, 26 | +218 | 0.10% |
| Opulen Financial Group LLC | 2.98K | Jun 30, 26 | +12 | 0.10% |
| Henderson Brothers Financial Partners, LLC | 2.94K | Jun 30, 26 | -2.11K | 0.10% |
| Concurrent Investment Advisors, LLC | 2.84K | Jun 30, 26 | +235 | 0.10% |
| Kestra Advisory Services, LLC | 2.77K | Jun 30, 26 | -2.64K | 0.09% |
| Wealthcare Advisory Partners LLC | 2.27K | Jun 30, 26 | +163 | 0.08% |
| Capital Square, LLC | 2.26K | Jun 30, 26 | +177 | 0.08% |
| Integrated Wealth Concepts LLC | 2.19K | Jun 30, 26 | +801 | 0.07% |
| Western Wealth Management, LLC | 2.14K | Jun 30, 26 | -383 | 0.07% |
| Keystone Financial Group | 2.04K | Jun 30, 26 | -16 | 0.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.91K | Jun 30, 26 | -2.64K | 0.06% |
| HighTower Advisors, LLC | 1.88K | Jun 30, 26 | +81 | 0.06% |
| FMR LLC | 1.81K | Jun 30, 26 | +882 | 0.06% |
| BROWN ADVISORY INC | 1.81K | Jun 30, 26 | -- | 0.06% |
| Compass Planning Associates Inc | 1.73K | Jun 30, 26 | +8 | 0.06% |
| CITADEL ADVISORS LLC | 1.72K | Jun 30, 26 | +1.72K | 0.06% |
| Savant Capital, LLC | 1.71K | Jun 30, 26 | +1.71K | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.70K | Jun 30, 26 | +62 | 0.06% |
| Argyle Capital Partners, LLC | 1.56K | Jun 30, 26 | -- | 0.05% |
| Flagship Private Wealth, LLC | 1.45K | Jun 30, 26 | -- | 0.05% |
| COFG Advisors, LLC | 1.45K | Jun 30, 26 | +6 | 0.05% |
| Avant Capital LLC | 1.43K | Jun 30, 26 | +1 | 0.05% |
| SAX WEALTH ADVISORS, LLC | 1.42K | Jun 30, 26 | +1.42K | 0.05% |
| AdvisorNet Financial, Inc | 1.27K | Jun 30, 26 | +235 | 0.04% |
| PRIVATE TRUST CO NA | 1.24K | Jun 30, 26 | -- | 0.04% |
| FLAGSHIP WEALTH ADVISORS, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.04% |
| TWO SIGMA INVESTMENTS, LP | 1.20K | Jun 30, 26 | +1.20K | 0.04% |
| Dynamic Advisor Solutions LLC | 1.18K | Jun 30, 26 | +49 | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 1.14K | Jun 30, 26 | +1.14K | 0.04% |
| NBC SECURITIES, INC. | 1.09K | Jun 30, 26 | +188 | 0.04% |
| Csenge Advisory Group | 1.05K | Jun 30, 26 | +103 | 0.04% |
| StoneX Group Inc. | 1.02K | Jun 30, 26 | +1.02K | 0.03% |
| Focus Financial Network, Inc. | 990 | Jun 30, 26 | +990 | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 990 | Jun 30, 26 | -- | 0.03% |
| Cerity Partners LLC | 940 | Jun 30, 26 | -- | 0.03% |
| Allworth Financial LP | 884 | Jun 30, 26 | -70 | 0.03% |
| Professional Financial Advisors, LLC | 870 | Jun 30, 26 | +870 | 0.03% |
| Hilltop Holdings Inc. | 857 | Jun 30, 26 | +857 | 0.03% |
| OPPENHEIMER & CO INC | 851 | Jun 30, 26 | +851 | 0.03% |
| SRS Capital Advisors, Inc. | 650 | Jun 30, 26 | +650 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 615 | Jun 30, 26 | +615 | 0.02% |
| Golden State Wealth Management, LLC | 566 | Jun 30, 26 | +566 | 0.02% |
| Steward Partners Investment Advisory, LLC | 354 | Jun 30, 26 | +35 | 0.01% |
| SIGNATUREFD, LLC | 300 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 298 | Jun 30, 26 | +243 | 0.01% |
| BlackRock, Inc. | 296 | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 248 | Jun 30, 26 | +248 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 210 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 158 | Jun 30, 26 | -- | 0.01% |
| Planning Strategies Inc. | 131 | Jun 30, 26 | +131 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 95 | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 75 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 71 | Jun 30, 26 | +71 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 68 | Jun 30, 26 | -40 | 0.00% |
| OXFORD FINANCIAL GROUP LTD | 57 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 56 | Jun 30, 26 | -148 | 0.00% |
| WELLS FARGO & COMPANY/MN | 47 | Jun 30, 26 | -643 | 0.00% |
| ASSETMARK, INC | 36 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 31 | Jun 30, 26 | -20 | 0.00% |
| Key Capital Management, INC | 16 | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 6 | Jun 30, 26 | -- | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -7.62K | -- |
| Elevation Advisory Partners LLC | -- | Jun 30, 26 | -2.33K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -150 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -114 | -- |
| Parkside Financial Bank & Trust | 138 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 158 | Dec 31, 25 | -- | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 9.63K | Jun 30, 25 | -2.86K | 0.32% |
| Atria Wealth Solutions, Inc. | 4.54K | Jun 30, 25 | +482 | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 53.44K | Sep 30, 24 | +40.56K | 1.79% |
| Raymond James Financial Services Advisors, Inc. | 28.62K | Sep 30, 24 | -1.09K | 0.96% |
| ICA Group Wealth Management, LLC | 26.54K | Jun 30, 24 | -49.83K | 0.89% |
| Cetera Advisors LLC | 3.35K | Mar 31, 24 | +926 | 0.11% |
| LWS Wealth Advisors, Inc. | 63.30K | Dec 31, 23 | +3.88K | 2.12% |
| First Capital Advisors Group, LLC. | 246 | Jun 30, 23 | +246 | 0.01% |
| Lumature Wealth Partners, LLC | 150 | Jun 30, 23 | +150 | 0.01% |
| American Portfolios Advisors | 9.37K | Sep 30, 22 | -144 | 0.31% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -7.21K | -- |
| Winslow, Evans & Crocker, Inc. | 100 | Dec 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 697 | Dec 31, 19 | -126 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 341 | Dec 31, 19 | -- | 0.01% |
| Virtu KCG Holdings LLC | 3.13K | Jun 30, 17 | +3.13K | 0.10% |
| UBS AG | 600 | Sep 30, 14 | -75 | 0.02% |