VSDA(VSDA)
VSDA
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 847.85K | Jun 30, 26 | +23.73K | 20.70% |
| Pinnacle Financial Partners, Inc. | 573.11K | Jun 30, 26 | +1.39K | 13.99% |
| Investors Research Corp | 297.94K | Jun 30, 26 | -3.10K | 7.27% |
| MORGAN STANLEY | 260.63K | Jun 30, 26 | +560 | 6.36% |
| Kingsview Wealth Management, LLC | 152.57K | Jun 30, 26 | +152.57K | 3.72% |
| LPL Financial LLC | 120.30K | Jun 30, 26 | -1.72K | 2.94% |
| FIDUCIARY FINANCIAL ADVISORS | 100.07K | Jun 30, 26 | +100.07K | 2.44% |
| BANK OF AMERICA CORP /DE/ | 98.26K | Jun 30, 26 | +3.81K | 2.40% |
| Gladstone Institutional Advisory LLC | 98.18K | Jun 30, 26 | +887 | 2.40% |
| Cetera Investment Advisers | 59.76K | Jun 30, 26 | -151 | 1.46% |
| Cambridge Investment Research Advisors, Inc. | 57.78K | Jun 30, 26 | +1.19K | 1.41% |
| MONEY CONCEPTS CAPITAL CORP | 33.85K | Jun 30, 26 | -1.65K | 0.83% |
| DDD Partners, LLC | 32.88K | Jun 30, 26 | -78.08K | 0.80% |
| Farther Finance Advisors, LLC | 32.55K | Jun 30, 26 | +31.19K | 0.79% |
| CITADEL ADVISORS LLC | 29.24K | Jun 30, 26 | +4.05K | 0.71% |
| Keystone Financial Group | 24.14K | Jun 30, 26 | +247 | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 22.81K | Jun 30, 26 | +163 | 0.56% |
| ROYAL BANK OF CANADA | 21.98K | Jun 30, 26 | +12.08K | 0.54% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.95K | Jun 30, 26 | +84 | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.18K | Jun 30, 26 | +615 | 0.39% |
| Apella Capital, LLC | 15.22K | Jun 30, 26 | -227 | 0.37% |
| Integrated Wealth Concepts LLC | 14.59K | Jun 30, 26 | -124 | 0.36% |
| STIFEL FINANCIAL CORP | 14.58K | Jun 30, 26 | +590 | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 13.03K | Jun 30, 26 | -123 | 0.32% |
| WELLS FARGO & COMPANY/MN | 12.79K | Jun 30, 26 | +1.04K | 0.31% |
| Global Retirement Partners, LLC | 11.53K | Jun 30, 26 | +11.53K | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.46K | Jun 30, 26 | -- | 0.28% |
| Landmark Wealth Management, LLC | 10.79K | Jun 30, 26 | +582 | 0.26% |
| Allworth Financial LP | 8.22K | Jun 30, 26 | -- | 0.20% |
| NewEdge Advisors, LLC | 7.35K | Jun 30, 26 | +7.35K | 0.18% |
| Strategic Blueprint, LLC | 6.74K | Jun 30, 26 | -1.53K | 0.16% |
| Athena Wealth Management, LLC | 6.73K | Jun 30, 26 | -36 | 0.16% |
| QTR Family Wealth, LLC | 6.63K | Jun 30, 26 | -496 | 0.16% |
| Hilltop Holdings Inc. | 5.38K | Jun 30, 26 | -558 | 0.13% |
| Invariant Investment Management | 5.16K | Jun 30, 26 | -- | 0.13% |
| Rockefeller Capital Management L.P. | 4.46K | Jun 30, 26 | -77 | 0.11% |
| Focus Financial Network, Inc. | 4.05K | Jun 30, 26 | -117 | 0.10% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.49K | Jun 30, 26 | +3.49K | 0.09% |
| Steward Partners Investment Advisory, LLC | 1.30K | Jun 30, 26 | -- | 0.03% |
| PRIVATE TRUST CO NA | 541 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 503 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 452 | Jun 30, 26 | +452 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 250 | Jun 30, 26 | -- | 0.01% |
| Clearstead Advisors, LLC | 135 | Jun 30, 26 | +135 | 0.00% |
| TD Capital Management LLC | 135 | Jun 30, 26 | +1 | 0.00% |
| FMR LLC | 126 | Jun 30, 26 | +42 | 0.00% |
| Coston, McIsaac & Partners | 71 | Jun 30, 26 | -20 | 0.00% |
| WPG Advisers, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 53 | Jun 30, 26 | -223 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.19K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -930 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -234 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -481 | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -82 | -- |
| Sunbelt Securities, Inc. | 575 | Mar 31, 26 | -- | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.40K | -- |
| PINNACLE FINANCIAL PARTNERS INC | 529.03K | Sep 30, 25 | +31.16K | 12.91% |
| Bison Wealth, LLC | 8.71K | Dec 31, 24 | -82 | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 39.67K | Sep 30, 24 | -1.03K | 0.97% |
| 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 | 0.21% |
| 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 | -- | 0.11% |
| Pinnacle Wealth Advisors | 229.78K | Jun 30, 21 | +229.78K | 5.61% |
| Winslow, Evans & Crocker, Inc. | 225 | Dec 31, 20 | +225 | 0.01% |
| Advisor Group, Inc. | 80.29K | Dec 31, 19 | +79.96K | 1.96% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.81K | Dec 31, 19 | +20.91K | 0.56% |
| Virtu KCG Holdings LLC | 10.82K | Jun 30, 17 | +10.82K | 0.26% |