Institutional Holders (2026 Q3)
56 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VSLU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Clarion Wealth Managment Partners, LLC | 12.13% | 309,036 | $15.0M |
| 2 | Watchman Group, Inc. | 8.65% | 774,439 | $37.6M |
| 3 | Newman Dignan & Sheerar, Inc. | 6.93% | 749,521 | $36.4M |
| 4 | Croban | 5.29% | 243,638 | $11.8M |
| 5 | Acima Private Wealth, LLC | 4.40% | 311,939 | $15.1M |
| 6 | Old Port Advisors | 2.69% | 276,649 | $13.4M |
| 7 | Fortem Financial Group, LLC | 2.16% | 217,034 | $10.5M |
| 8 | Crestwood Advisors Group, LLC | 2.07% | 2,891,253 | $140.3M |
| 9 | Novare Capital Management LLC | 1.92% | 561,893 | $27.3M |
| 10 | Jacobi Capital Management LLC | 1.61% | 700,727 | $34.0M |
| 11 | Websterrogers Financial Advisors, LLC | 1.59% | 124,164 | $6.0M |
| 12 | Gibraltar Capital Management, Inc. | 1.42% | 194,758 | $9.5M |
| 13 | Atlantic Edge Private Wealth Management, LLC | 0.82% | 82,236 | $4.0M |
| 14 | Fulton Bank, N.A. | 0.75% | 511,540 | $24.8M |
| 15 | EverSource Wealth Advisors, LLC | 0.71% | 452,701 | $22.0M |
| 16 | Atwood & Palmer Inc | 0.46% | 186,115 | $9.0M |
| 17 | OneAscent Family Office, LLC | 0.38% | 18,986 | $921K |
| 18 | Trustmark Bank Trust Department | 0.34% | 116,075 | $5.6M |
| 19 | InTrack Investment Management Inc | 0.32% | 13,754 | $667K |
| 20 | Applied Finance Capital Management, LLC | 0.26% | 70,827 | $3.4M |
| 21 | BankPlus Trust Department | 0.21% | 18,348 | $890K |
| 22 | Plan A Wealth LLC | 0.16% | 9,127 | $443K |
| 23 | Accurate Wealth Management, LLC | 0.16% | 36,506 | $1.8M |
| 24 | Private Trust Co NA | 0.06% | 16,574 | $804K |
| 25 | Tectonic Advisors LLC | 0.06% | 25,546 | $1.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|