Institutional Holders (2026 Q2)
2K + 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 | 30.49% | 826,889 | $69.3M |
| 2 | Raffa Wealth Management, LLC | 22.77% | 569,757 | $29.8M |
| 3 | Boxwood Ventures, Inc. | 21.36% | 427,241 | $35.8M |
| 4 | Somnio Financial Group, LLC | 19.53% | 393,517 | $33.0M |
| 5 | Threadgill Financial, LLC | 17.92% | 519,246 | $43.5M |
| 6 | Granby Capital Management, LLC | 17.04% | 390,000 | $32.7M |
| 7 | Wrenne Financial Planning LLC | 16.75% | 592,109 | $49.6M |
| 8 | 5th Street Advisors, LLC | 16.33% | 512,510 | $42.9M |
| 9 | CBIZ Investment Advisory Services, LLC | 14.69% | 5,351,291 | $401.9M |
| 10 | Five Pine Wealth Management | 13.12% | 276,897 | $23.2M |
| 11 | Bluestem Financial Advisors, LLC | 12.49% | 425,716 | $35.7M |
| 12 | Dunhill Financial, LLC | 12.47% | 728,761 | $61.0M |
| 13 | Journey Beyond Wealth, LLC | 12.46% | 190,483 | $16.0M |
| 14 | Strid Group, LLC | 12.41% | 1,335,201 | $111.8M |
| 15 | Hegarty Advisors, LLC | 12.38% | 214,818 | $18.0M |
| 16 | Voya Financial Advisors, Inc. | 12.22% | 1,668,213 | $138.8M |
| 17 | Compton Wealth Advisory Group, LLC | 12.22% | 731,842 | $60.5M |
| 18 | Glassman Wealth Services | 11.70% | 1,165,916 | $97.6M |
| 19 | Define Financial, LLC | 11.59% | 301,273 | $25.2M |
| 20 | Blankinship & Foster, LLC | 11.45% | 677,192 | $56.7M |
| 21 | Mullooly Asset Management, Inc. | 11.06% | 428,963 | $35.9M |
| 22 | Forvis Mazars Wealth Advisors, LLC | 10.70% | 7,647,741 | $640.5M |
| 23 | Sage Financial Management Group, Inc. | 10.25% | 445,596 | $37.3M |
| 24 | MilWealth Group LLC | 9.81% | 549,176 | $46.0M |
| 25 | AllGen Financial Advisors, Inc. | 9.00% | 504,977 | $37.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|