Institutional Holders (2026 Q1)
243 + 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 | 7.29% | 343,222 | $16.8M |
| 2 | Three Magnolias Financial Advisors, LLC | 6.70% | 215,519 | $10.5M |
| 3 | Sovereign Investment Advisors, LLC | 5.63% | 542,221 | $26.6M |
| 4 | Ritter Daniher Financial Advisory LLC / DE | 4.85% | 585,593 | $28.6M |
| 5 | Burford Brothers, Inc. | 4.65% | 231,872 | $11.3M |
| 6 | First Financial Group Corp | 4.59% | 114,948 | $5.6M |
| 7 | Rise Advisors, LLC | 4.57% | 265,576 | $13.0M |
| 8 | Partners Wealth Management, LLC | 4.46% | 88,639 | $4.3M |
| 9 | Accel Wealth Management | 4.39% | 344,628 | $16.8M |
| 10 | Kensington Asset Management, LLC | 3.81% | 1,502,049 | $73.8M |
| 11 | Richmond Investment Services, LLC | 3.56% | 450,751 | $22.0M |
| 12 | Triton Financial Group Inc | 3.52% | 41,163 | $2.0M |
| 13 | Schneider Downs Wealth Management Advisors, LP | 3.47% | 643,344 | $31.4M |
| 14 | Hidden Cove Wealth Management, LLC | 2.92% | 92,914 | $4.5M |
| 15 | Boomfish Wealth Group, LLC | 2.52% | 96,674 | $4.7M |
| 16 | Unified Investment Management | 2.44% | 48,952 | $2.4M |
| 17 | Buck Wealth Strategies, LLC | 2.30% | 380,404 | $18.6M |
| 18 | Vigilare Wealth Management | 2.23% | 135,239 | $6.6M |
| 19 | Financial Enhancement Group LLC | 2.20% | 362,396 | $17.8M |
| 20 | Redwood Financial Network Corp | 2.14% | 66,957 | $3.3M |
| 21 | AE Wealth Management LLC | 2.09% | 7,914,443 | $386.7M |
| 22 | Blue Jean Financial LLC | 2.07% | 51,424 | $2.5M |
| 23 | Leelyn Smith, LLC | 2.00% | 292,366 | $14.3M |
| 24 | Rahlfs Capital, LLC | 1.97% | 55,000 | $2.7M |
| 25 | Fortem Financial Group, LLC | 1.71% | 139,775 | $6.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|