VSMV(VSMV)
VSMV
Institutional Ownership
Top 42 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 936.54K | Jun 30, 26 | +32.93K | 36.02% |
| VICTORY CAPITAL MANAGEMENT INC | 331.71K | Jun 30, 26 | -- | 12.76% |
| Tower Wealth Partners, Inc. | 317.45K | Jun 30, 26 | -4.84K | 12.21% |
| MORGAN STANLEY | 146.42K | Jun 30, 26 | -325 | 5.63% |
| ROYAL BANK OF CANADA | 95.97K | Jun 30, 26 | -498 | 3.69% |
| LPL Financial LLC | 66.31K | Jun 30, 26 | -155 | 2.55% |
| RAYMOND JAMES FINANCIAL INC | 57.83K | Jun 30, 26 | +9.20K | 2.22% |
| GOLDMAN SACHS GROUP INC | 31.01K | Jun 30, 26 | -3.00K | 1.19% |
| BANK OF AMERICA CORP /DE/ | 26.63K | Jun 30, 26 | -648 | 1.02% |
| Trilogy Capital Inc. | 21.07K | Jun 30, 26 | -2.11K | 0.81% |
| Sovereign Financial Group, Inc. | 16.82K | Jun 30, 26 | -707 | 0.65% |
| TWO SIGMA INVESTMENTS, LP | 16.75K | Jun 30, 26 | -7.76K | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.79K | Jun 30, 26 | +5.01K | 0.53% |
| Dakota Wealth Management | 9.24K | Jun 30, 26 | -1.44K | 0.36% |
| CITADEL ADVISORS LLC | 9.06K | Jun 30, 26 | +9.06K | 0.35% |
| One Degree Advisors Inc | 8.17K | Jun 30, 26 | +4 | 0.31% |
| LexAurum Advisors, LLC | 6.52K | Jun 30, 26 | -2.31K | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.43K | Jun 30, 26 | -1.13K | 0.25% |
| Private Advisor Group, LLC | 6.36K | Jun 30, 26 | -125 | 0.24% |
| TRUIST FINANCIAL CORP | 5.53K | Jun 30, 26 | -- | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 4.56K | Jun 30, 26 | +771 | 0.18% |
| Valley Financial Group, Inc. | 3.77K | Jun 30, 26 | -- | 0.15% |
| Global Retirement Partners, LLC | 2.48K | Jun 30, 26 | +2.48K | 0.10% |
| UBS Group AG | 1.17K | Jun 30, 26 | +1.17K | 0.05% |
| Rockefeller Capital Management L.P. | 1.11K | Jun 30, 26 | -- | 0.04% |
| Steward Partners Investment Advisory, LLC | 1.00K | Jun 30, 26 | -- | 0.04% |
| WELLS FARGO & COMPANY/MN | 915 | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 739 | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 514 | Jun 30, 26 | +514 | 0.02% |
| FMR LLC | 203 | Jun 30, 26 | +28 | 0.01% |
| Abound Wealth Management | 79 | Jun 30, 26 | -345 | 0.00% |
| CLEAR STREET MARKETS LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -9.22K | -- |
| 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% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers
