Institutional Holders (2026 Q2)
236 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VNLA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Trail Ridge Investment Advisors, LLC | 7.28% | 352,633 | $17.2M |
| 2 | Three Magnolias Financial Advisors, LLC | 6.21% | 227,972 | $11.1M |
| 3 | Kensington Asset Management, LLC | 5.40% | 2,028,176 | $99.1M |
| 4 | Sovereign Investment Advisors, LLC | 5.02% | 545,365 | $26.8M |
| 5 | Ritter Daniher Financial Advisory LLC / DE | 4.88% | 655,300 | $32.0M |
| 6 | Partners Wealth Management, LLC | 4.61% | 96,144 | $4.7M |
| 7 | Burford Brothers, Inc. | 4.03% | 224,695 | $11.0M |
| 8 | First Financial Group Corp | 3.99% | 112,906 | $5.5M |
| 9 | Rise Advisors, LLC | 3.83% | 278,720 | $13.6M |
| 10 | Accel Wealth Management | 3.78% | 343,952 | $16.8M |
| 11 | Richmond Investment Services, LLC | 3.61% | 233,710 | $11.4M |
| 12 | Vigilare Wealth Management | 3.30% | 220,321 | $10.8M |
| 13 | Schneider Downs Wealth Management Advisors, LP | 3.07% | 669,210 | $32.7M |
| 14 | Hershey Financial Advisers, LLC | 2.99% | 85,288 | $4.2M |
| 15 | Hidden Cove Wealth Management, LLC | 2.28% | 84,790 | $4.1M |
| 16 | Unified Investment Management | 2.21% | 48,989 | $2.4M |
| 17 | Financial Enhancement Group LLC | 2.17% | 371,700 | $18.2M |
| 18 | Boomfish Wealth Group, LLC | 2.08% | 93,435 | $4.6M |
| 19 | Spectrum Advisors, Inc. | 2.05% | 53,144 | $2.6M |
| 20 | AE Wealth Management LLC | 2.02% | 8,870,794 | $433.5M |
| 21 | Blue Jean Financial LLC | 2.01% | 59,184 | $2.9M |
| 22 | Buck Wealth Strategies, LLC | 1.94% | 379,297 | $18.5M |
| 23 | Redwood Financial Network Corp | 1.80% | 66,278 | $3.2M |
| 24 | Leelyn Smith, LLC | 1.79% | 301,590 | $14.7M |
| 25 | Fortem Financial Group, LLC | 1.63% | 163,614 | $8.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|