VSDA(VSDA)
VSDA
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -234 | -- |
| GREAT VALLEY ADVISOR GROUP, INC. | 824.12K | Mar 31, 26 | -43.67K | 19.81% |
| MORGAN STANLEY | 260.07K | Mar 31, 26 | +52.20K | 6.25% |
| LPL Financial LLC | 122.02K | Mar 31, 26 | -2.62K | 2.93% |
| DDD Partners, LLC | 110.97K | Mar 31, 26 | +1.52K | 2.67% |
| BANK OF AMERICA CORP /DE/ | 94.45K | Mar 31, 26 | -3.91K | 2.27% |
| Cetera Investment Advisers | 59.91K | Mar 31, 26 | -1.46K | 1.44% |
| MONEY CONCEPTS CAPITAL CORP | 35.50K | Mar 31, 26 | -10.07K | 0.85% |
| CITADEL ADVISORS LLC | 25.19K | Mar 31, 26 | +11.53K | 0.61% |
| Keystone Financial Group | 23.89K | Mar 31, 26 | +524 | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 22.64K | Mar 31, 26 | -532 | 0.54% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.86K | Mar 31, 26 | +263 | 0.41% |
| Integrated Wealth Concepts LLC | 14.72K | Mar 31, 26 | +4.66K | 0.35% |
| STIFEL FINANCIAL CORP | 13.99K | Mar 31, 26 | +3.75K | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 13.15K | Mar 31, 26 | -785 | 0.32% |
| WELLS FARGO & COMPANY/MN | 11.74K | Mar 31, 26 | +404 | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.46K | Mar 31, 26 | -23.59K | 0.28% |
| Landmark Wealth Management, LLC | 10.21K | Mar 31, 26 | +3.34K | 0.25% |
| ROYAL BANK OF CANADA | 9.90K | Mar 31, 26 | -16.39K | 0.24% |
| Allworth Financial LP | 8.22K | Mar 31, 26 | -- | 0.20% |
| Hilltop Holdings Inc. | 5.93K | Mar 31, 26 | -- | 0.14% |
| Rockefeller Capital Management L.P. | 4.54K | Mar 31, 26 | -454 | 0.11% |
| Advisory Services Network, LLC | 2.19K | Mar 31, 26 | +2.19K | 0.05% |
| Steward Partners Investment Advisory, LLC | 1.30K | Mar 31, 26 | -- | 0.03% |
| Western Wealth Management, LLC | 930 | Mar 31, 26 | +930 | 0.02% |
| Sunbelt Securities, Inc. | 575 | Mar 31, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 541 | Mar 31, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 503 | Mar 31, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 481 | Mar 31, 26 | +481 | 0.01% |
| TD Capital Management LLC | 134 | Mar 31, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 91 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | 84 | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 82 | Mar 31, 26 | +82 | 0.00% |
| WPG Advisers, LLC | 65 | Mar 31, 26 | -- | 0.00% |
| Empowered Funds, LLC | -- | Mar 31, 26 | -1.84K | -- |
| JPMORGAN CHASE & CO | -- | Mar 31, 26 | -200 | -- |
| Global Retirement Partners, LLC | 15.87K | Dec 31, 25 | -254 | 0.38% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.40K | -- |
| PINNACLE FINANCIAL PARTNERS INC | 529.03K | Sep 30, 25 | +31.16K | 12.71% |
| Bison Wealth, LLC | 8.71K | Dec 31, 24 | -82 | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 39.67K | Sep 30, 24 | -1.03K | 0.95% |
| Cetera Advisor Networks LLC | 15.66K | Mar 31, 24 | +2.57K | 0.38% |
| KLR INVESTMENT ADVISORS, LLC | 15.66K | Mar 31, 24 | +15.66K | 0.38% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8.50K | Mar 31, 23 | -1.00K | 0.20% |
| Ahrens Investment Partners LLC | 200 | Mar 31, 23 | +200 | 0.00% |
| EATON VANCE MANAGEMENT | -- | Sep 30, 22 | -13.90K | -- |
| Frontier Wealth Management LLC | 4.35K | Jun 30, 22 | -- | 0.10% |
| Pinnacle Wealth Advisors | 229.78K | Jun 30, 21 | +229.78K | 5.52% |
| Winslow, Evans & Crocker, Inc. | 225 | Dec 31, 20 | +225 | 0.01% |
| Advisor Group, Inc. | 80.29K | Dec 31, 19 | +79.96K | 1.93% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.81K | Dec 31, 19 | +20.91K | 0.55% |
| Virtu KCG Holdings LLC | 10.82K | Jun 30, 17 | +10.82K | 0.26% |