Institutional Holders (2026 Q1)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VEU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flower City Capital | 30.83% | 818,248 | $61.5M |
| 2 | Somnio Financial Group, LLC | 19.51% | 395,432 | $29.7M |
| 3 | 5th Street Advisors, LLC | 17.09% | 528,196 | $39.7M |
| 4 | CBIZ Investment Advisory Services, LLC | 14.69% | 5,351,291 | $401.9M |
| 5 | Strid Group, LLC | 14.20% | 1,525,762 | $114.6M |
| 6 | Journey Beyond Wealth, LLC | 13.56% | 210,246 | $15.8M |
| 7 | Five Pine Wealth Management | 12.84% | 275,154 | $20.7M |
| 8 | Dunhill Financial, LLC | 12.76% | 728,621 | $54.1M |
| 9 | BLUESTEM FINANCIAL ADVISORS, LLC | 12.65% | 436,044 | $32.7M |
| 10 | Compton Wealth Advisory Group, LLC | 12.64% | 745,670 | $56.7M |
| 11 | Hegarty Advisors, LLC | 12.60% | 212,817 | $16.0M |
| 12 | Mullooly Asset Management, Inc. | 11.94% | 430,756 | $32.3M |
| 13 | Glassman Wealth Services | 11.80% | 1,155,257 | $86.8M |
| 14 | DEFINE FINANCIAL, LLC | 11.67% | 286,389 | $21.5M |
| 15 | Blankinship & Foster, LLC | 11.05% | 665,214 | $50.0M |
| 16 | THREADGILL FINANCIAL, LLC | 11.01% | 504,564 | $37.9M |
| 17 | Forvis Mazars Wealth Advisors, LLC | 10.77% | 7,552,483 | $567.2M |
| 18 | Voya Financial Advisors, Inc. | 10.76% | 1,482,215 | $107.9M |
| 19 | Sage Financial Management Group, Inc. | 10.18% | 441,125 | $33.1M |
| 20 | MilWealth Group LLC | 9.95% | 556,531 | $41.8M |
| 21 | Luminvest Wealth Management LLC | 9.40% | 467,861 | $35.9M |
| 22 | Topor & Co. Korea | 9.32% | 146,777 | $11.0M |
| 23 | Standpoint Asset Management, LLC | 8.97% | 492,300 | $37.0M |
| 24 | Performa Ltd (US), LLC | 8.80% | 517,813 | $38.9M |
| 25 | Compass Planning Associates Inc | 8.76% | 182,408 | $13.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|