VSMV(VSMV)
VSMV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Trilogy Capital Inc. | 21.07K | Jun 30, 26 | -2.11K | 0.81% |
| GREAT VALLEY ADVISOR GROUP, INC. | 903.61K | Mar 31, 26 | +38.86K | 34.75% |
| VICTORY CAPITAL MANAGEMENT INC | 331.71K | Mar 31, 26 | -- | 12.76% |
| Tower Wealth Partners, Inc. | 322.29K | Mar 31, 26 | -95.29K | 12.40% |
| MORGAN STANLEY | 146.74K | Mar 31, 26 | -1.04K | 5.64% |
| ROYAL BANK OF CANADA | 96.47K | Mar 31, 26 | -251 | 3.71% |
| LPL Financial LLC | 66.46K | Mar 31, 26 | -2.94K | 2.56% |
| RAYMOND JAMES FINANCIAL INC | 48.63K | Mar 31, 26 | +2.95K | 1.87% |
| GOLDMAN SACHS GROUP INC | 34.01K | Mar 31, 26 | -189.44K | 1.31% |
| BANK OF AMERICA CORP /DE/ | 27.28K | Mar 31, 26 | -3.81K | 1.05% |
| TWO SIGMA INVESTMENTS, LP | 24.52K | Mar 31, 26 | -16.31K | 0.94% |
| Sovereign Financial Group, Inc. | 17.53K | Mar 31, 26 | -196 | 0.67% |
| Dakota Wealth Management | 10.68K | Mar 31, 26 | +333 | 0.41% |
| Independent Advisor Alliance | 9.22K | Mar 31, 26 | +9.22K | 0.35% |
| LexAurum Advisors, LLC | 8.83K | Mar 31, 26 | +8.83K | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.77K | Mar 31, 26 | -33.71K | 0.34% |
| One Degree Advisors Inc | 8.16K | Mar 31, 26 | -16 | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.56K | Mar 31, 26 | -204 | 0.29% |
| Private Advisor Group, LLC | 6.49K | Mar 31, 26 | +125 | 0.25% |
| TRUIST FINANCIAL CORP | 5.53K | Mar 31, 26 | -2.80K | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 3.79K | Mar 31, 26 | -- | 0.15% |
| Valley Financial Group, Inc. | 3.77K | Mar 31, 26 | -197 | 0.15% |
| Rockefeller Capital Management L.P. | 1.11K | Mar 31, 26 | -43 | 0.04% |
| Steward Partners Investment Advisory, LLC | 1.00K | Mar 31, 26 | -250 | 0.04% |
| WELLS FARGO & COMPANY/MN | 915 | Mar 31, 26 | +833 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 739 | Mar 31, 26 | -61 | 0.03% |
| Abound Wealth Management | 424 | Mar 31, 26 | +424 | 0.02% |
| FMR LLC | 175 | Mar 31, 26 | -- | 0.01% |
| CLEAR STREET MARKETS LLC | 1 | Mar 31, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -42.24K | -- |
| UBS Group AG | -- | Mar 31, 26 | -4 | -- |
| Global Retirement Partners, LLC | 2.92K | Dec 31, 25 | +226 | 0.11% |
| Lindenwold Advisors, INC | 6.79K | Sep 30, 25 | +1.53K | 0.26% |
| Atria Wealth Solutions, Inc. | 8.63K | Jun 30, 25 | +29 | 0.33% |
| Raymond James Financial Services Advisors, Inc. | 33.23K | Sep 30, 24 | +448 | 1.28% |
| RAYMOND JAMES & ASSOCIATES | 11.26K | Sep 30, 24 | -2.06K | 0.43% |
| Cetera Advisors LLC | 5.75K | Mar 31, 24 | +5.75K | 0.22% |
| American Portfolios Advisors | 467 | Sep 30, 22 | -- | 0.02% |
| SECURITY NATIONAL TRUST CO | 1.49K | Sep 30, 21 | -- | 0.06% |
| Advisor Group, Inc. | 2.73K | Dec 31, 19 | +197 | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.30K | Dec 31, 19 | +1.70K | 0.09% |