Institutional Holders (2026 Q2)
6 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VAIE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Professional Financial Advisors, LLC | 0.05% | 12,298 | $305K |
| 2 | AlphaStar Capital Management, LLC | 0.03% | 19,496 | $484K |
| 3 | Compass Financial Management LLC | 0.01% | 4,687 | $116K |
| 4 | Harbour Investments, INC. | 0.00% | 1,000 | $25K |
| 5 | Integrated Wealth Concepts LLC | 0.00% | 2,540 | $63K |
| 6 | Cetera Investment Advisers | 0.00% | 10,666 | $265K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|