Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ACT WEALTH MANAGEMENT, LLC | 100,239 | $8,870 |
| Retireful, LLC | 21,491 | $1,917 |
| TOBIAS FINANCIAL ADVISORS, INC. | 175,612 | $15,540 |
| Creegan & Nassoura Financial Group, LLC | 15,370 | $1,360 |
| Financial & Tax Architects, LLC | 38,508 | $3,408 |
| EPIQ PARTNERS, LLC | 16,396 | $1,451 |
| TWO SIGMA INVESTMENTS, LP | 3,573,400 | $316,210 |
| INVESTED ADVISORS | 5,889 | $521 |
| Hyundai Investments Co., Ltd. | 5,584 | $498 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,328 | $1,042 |
| Del-Sette Capital Management, LLC | 6,745 | $597 |
| Sage Investment Advisers LLC | 4,995 | $442 |
| Greenspring Advisors, LLC | 38,775 | $3,431 |
| PEDDOCK CAPITAL ADVISORS, LLC | 13,798 | $1,221 |
| Gallagher Fiduciary Advisors, LLC | 70,696 | $6,256 |
| UNIVEST FINANCIAL Corp | 45,922 | $4,064 |
| WJ Financial Advisors LLC | 3,054 | $270 |
| Integrity Investment Advisors, LLC | 4,488 | $397 |
| TWO SIGMA SECURITIES, LLC | 16,382 | $1,450 |
| Cambridge Financial Group, LLC | 6,622 | $590 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BARD ASSOCIATES INC | 68,479 | 138,935 | +70,456 (+102.9%) |
| FIDELIS iM, LLC | 38,409 | 91,216 | +52,807 (+137.5%) |
| Marathon Strategic Advisors, LLC | 59,842 | 76,341 | +16,499 (+27.6%) |
| Gibson Capital, LLC | 1,245,704 | 1,320,172 | +74,468 (+6.0%) |
| Keudell/Morrison Wealth Management | 3,132 | 100,090 | +96,958 (+3095.7%) |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 62,066 | 271,334 | +209,268 (+337.2%) |
| VISTA CAPITAL PARTNERS, INC. | 1,304,029 | 1,401,156 | +97,127 (+7.4%) |
| Allodium Investment Consultants, LLC | 128,022 | 147,991 | +19,969 (+15.6%) |
| Archvest Wealth Advisors, Inc. | 100,750 | 103,951 | +3,201 (+3.2%) |
| DEFINE FINANCIAL, LLC | 188,606 | 204,498 | +15,892 (+8.4%) |
| SWAN Capital LLC | 183,162 | 200,514 | +17,352 (+9.5%) |
| Wrenne Financial Planning LLC | 183,663 | 199,732 | +16,069 (+8.7%) |
| Fort Henry Capital, LLC | 148,483 | 159,603 | +11,120 (+7.5%) |
| DecisionPoint Financial, LLC | 234,548 | 260,291 | +25,743 (+11.0%) |
| Empower Advisory Group, LLC | 15,016,360 | 16,150,941 | +1,134,581 (+7.6%) |
| Heritage Wealth Management, Inc./Texas | 81,556 | 92,128 | +10,572 (+13.0%) |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 167,425 | 175,394 | +7,969 (+4.8%) |
| Somnio Financial Group, LLC | 129,944 | 137,089 | +7,145 (+5.5%) |
| Tide Cove Capital Partners LLC | 88,171 | 94,756 | +6,585 (+7.5%) |
| PRESILIUM PRIVATE WEALTH, LLC | 245,637 | 267,055 | +21,418 (+8.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CYPRESS FINANCIAL PLANNING LLC | 259,011 | 190,871 | -68,140 (-26.3%) |
| Omega Financial Group, LLC | 250,941 | 190,512 | -60,429 (-24.1%) |
| Winthrop Partners - WNY, LLC | 38,369 | 11,642 | -26,727 (-69.7%) |
| Foundation Wealth Management, LLC\PA | 71,956 | 33,629 | -38,327 (-53.3%) |
| My Personal CFO, LLC | 71,956 | 33,579 | -38,377 (-53.3%) |
| Tanglewood Wealth Management, Inc. | 203,118 | 3,999 | -199,119 (-98.0%) |
| FSC Wealth Advisors, LLC | 33,320 | 4,259 | -29,061 (-87.2%) |
| Avion Wealth | 144,511 | 97,860 | -46,651 (-32.3%) |
| Nalls Sherbakoff Group, LLC | 60,766 | 52,841 | -7,925 (-13.0%) |
| Beacon Capital Management, Inc. | 873,653 | 779,768 | -93,885 (-10.7%) |
| VESTOR CAPITAL, LLC | 124,055 | 165 | -123,890 (-99.9%) |
| KWMG, LLC | 300,356 | 257,017 | -43,339 (-14.4%) |
| HHM Wealth Advisors, LLC | 304,991 | 288,893 | -16,098 (-5.3%) |
| Strategic Wealth Investment Group, LLC | 230,344 | 177,670 | -52,674 (-22.9%) |
| Drystone LLC | 82,851 | 81,233 | -1,618 (-2.0%) |
| Zeit Capital LLC | 48,551 | 46,342 | -2,209 (-4.5%) |
| Hurlow Wealth Management Group, Inc. | 138,480 | 133,952 | -4,528 (-3.3%) |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 179,695 | 173,384 | -6,311 (-3.5%) |
| Total Wealth Planning, LLC | 67,310 | 4,479 | -62,831 (-93.3%) |
| Wealth Alliance | 122,004 | 68,214 | -53,790 (-44.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 113,187 | $10,348 |
| Wall Capital Group, Inc. | 61,407 | $5,426 |
| Osbon Capital Management LLC | 58,951 | $5,152 |
| CABANA LLC | 23,740 | $2,171 |
| Forefront Wealth Partners, LLC | 48,097 | $4,397 |
| Logan Stone Capital, LLC | 25,714 | $2,351 |
| United Bank | 20,254 | $1,852 |
| Sone Capital Management, LLC | 76,572 | $7,000 |
| Waterford Advisors, LLC | 17,832 | $1,630 |
| Blue Barn Wealth, LLC | 11,678 | $1,068 |
| PFG Private Wealth Management, LLC | 12,203 | $1,116 |
| ASHFORD CAPITAL MANAGEMENT INC | 34,252 | $3,131 |
| TORNO CAPITAL, LLC | 32,000 | $2,925 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1,223,000 | $111,807 |
| Total Clarity Wealth Management, Inc. | 12,323 | $1,127 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 4,372 | $403 |
| Tower Research Capital LLC (TRC) | 73,117 | $6,684 |
| GTS SECURITIES LLC | 48,531 | $4,437 |
| Roger Wittlin Investment Advisory, LLC | 3,639 | $333 |
| First Financial Group Corp | 2,268 | $207 |