$73.36

-0.12 (-0.17%)

Weekly Expected Move ±0.6%

$72 $73 $73 $74 $74

ETF NASDAQ · AUM $3.8B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — VCRB

326

Institutional Holders

+35 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

192

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (339 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	HBK Sorce Advisory LLC	11,340,350	$832M	+292,166	+2.6%	10Q	SEC ↗
2	SIGNATUREFD, LLC	5,727,598	$420M	+281,137	+5.2%	6Q	SEC ↗
3	Advance Capital Management, Inc.	3,854,514	$283M	+132,819	+3.6%	3Q	SEC ↗
4	Bank of New York Mellon Corp	3,393,668	$249M	-52,451	-1.5%	6Q	SEC ↗
5	BANK OF AMERICA CORP /DE	2,918,533	$214M	+492,986	+20.3%	6Q	SEC ↗
6	Forvis Mazars Wealth Advisors, LLC	2,345,516	$172M	+294,406	+14.4%	9Q	SEC ↗
7	NEPC LLC	2,299,200	$169M	-32,500	-1.4%	2Q	SEC ↗
8	Martel Wealth Advisors LLC	1,672,614	$123M	+91,834	+5.8%	7Q	SEC ↗
9	ASSETMARK, INC	1,574,720	$116M	+189,844	+13.7%	6Q	SEC ↗
10	Diversified Portfolios, Inc.	1,374,618	$101M	+179,935	+15.1%	9Q	SEC ↗
11	LPL Financial LLC	1,297,437	$95M	+233,353	+21.9%	8Q	SEC ↗
12	Smith & Howard Wealth Management, LLC	1,138,506	$84M	+49,682	+4.6%	5Q	SEC ↗
13	Financial Engines Advisors L.L.C.	1,080,904	$79M	+98,223	+10.0%	9Q	SEC ↗
14	Verum Partners LLC	1,067,008	$78M	+662,831	+164.0%	11Q	SEC ↗
15	BLB&B Advisors, LLC	1,063,179	$78M	+107,753	+11.3%	4Q	SEC ↗
16	ALERUS FINANCIAL NA	961,921	$71M	+13,142	+1.4%	4Q	SEC ↗
17	ORRSTOWN FINANCIAL SERVICES INC	894,661	$66M	+10,938	+1.2%	5Q	SEC ↗
18	Heartland Bank & Trust Co	838,371	$61M	+14,722	+1.8%	2Q	SEC ↗
19	Orion Porfolio Solutions, LLC	770,284	$57M	-121,560	-13.6%	6Q	SEC ↗
20	Zhang Financial LLC	727,196	$53M	+201,837	+38.4%	6Q	SEC ↗
21	Magnolia Wealth Management, LLC	716,770	$53M	+73,569	+11.4%	9Q	SEC ↗
22	ENVESTNET ASSET MANAGEMENT INC	691,674	$51M	+63,657	+10.1%	9Q	SEC ↗
23	BOK Financial Private Wealth, Inc.	655,898	$48M	+45,230	+7.4%	2Q	SEC ↗
24	New England Capital Financial Advisors	632,969	$46M	+42,095	+7.1%	3Q	SEC ↗
25	WELLS FARGO & COMPANY/MN	594,901	$44M	+341,854	+135.1%	4Q	SEC ↗
26	Tilson Financial Group, Inc.	585,536	$43M	+25,782	+4.6%	8Q	SEC ↗
27	Envestnet Portfolio Solutions, Inc.	553,912	$41M	+19,483	+3.6%	6Q	SEC ↗
28	HUB Investment Partners, LLC	552,085	$40M	+38,875	+7.6%	10Q	SEC ↗
29	Essex LLC	545,388	$40M	+81,352	+17.5%	4Q	SEC ↗
30	Mills Wealth Advisors LLC	513,604	$38M	+57,899	+12.7%	11Q	SEC ↗
31	Tull Financial Group, Inc.	503,147	$37M	+21,103	+4.4%	8Q	SEC ↗
32	EVOLVE PRIVATE WEALTH, LLC	499,984	$37M	+33,105	+7.1%	2Q	SEC ↗
33	SJS Investment Consulting Inc.	484,453	$36M	+47,244	+10.8%	10Q	SEC ↗
34	First Citizens Asset Management, Inc.	464,660	$34M	+9,396	+2.1%	4Q	SEC ↗
35	Rise Advisors, LLC	459,797	$34M	+158,358	+52.5%	4Q	SEC ↗
36	Alaethes Wealth, LLC	452,682	$33M	+39,570	+9.6%	4Q	SEC ↗
37	Leonard Rickey Investment Advisors P.L	438,604	$32M	+57,788	+15.2%	7Q	SEC ↗
38	COMMONWEALTH EQUITY SERVICES, LLC	431,363	$32M	+53,590	+14.2%	11Q	SEC ↗
39	Mariner, LLC	423,553	$31M	+63,918	+17.8%	6Q	SEC ↗
40	Boston Standard Wealth Management, LLC	421,187	$31M	+271,492	+181.4%	2Q	SEC ↗
41	AMI INVESTMENT MANAGEMENT INC	420,558	$31M	-4,005	-0.9%	5Q	SEC ↗
42	SACHEM HILL LLC	417,284	$31M	+11,886	+2.9%	6Q	SEC ↗
43	Momentous Wealth Management, Inc.	402,952	$30M	+22,877	+6.0%	7Q	SEC ↗
44	Investment Planning Advisors, Inc.	402,406	$30M	+37,328	+10.2%	4Q	SEC ↗
45	Quantum Financial Planning Services, I	387,776	$28M	+18,735	+5.1%	7Q	SEC ↗
46	SoundView Advisors Inc.	384,228	$28M	+3,766	+1.0%	2Q	SEC ↗
47	BCR Wealth Strategies, LLC	381,880	$28M	+38,802	+11.3%	6Q	SEC ↗
48	TFO Wealth Partners, LLC	376,924	$28M	+236,444	+168.3%	5Q	SEC ↗
49	Burton Enright Welch	370,543	$27M	+77,843	+26.6%	11Q	SEC ↗
50	Mallini Complete Financial Planning LL NEW	370,324	$27M	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Mallini Complete Financial Planning	370,324	$27M
BCGM Wealth Management, LLC	329,425	$24M
Baird Financial Group, Inc.	220,928	$16M
Centric Wealth Management	220,113	$16M
Souders Financial Advisors	183,265	$13M
Timmons Wealth Management, LLC	159,827	$12M
BankPlus Wealth Management LLC	104,339	$8M
XY Planning Network, Inc.	94,460	$7M
Thrivent Financial for Lutherans	84,765	$6M
Coppell Advisory Solutions LLC	69,625	$5M
AXXCESS WEALTH MANAGEMENT, LLC	65,880	$5M
Quadrature Capital Ltd	49,254	$4M
Cypress Point Wealth Management, LL	47,752	$4M
HTG Investment Advisors, Inc.	45,998	$3M
Aptus Capital Advisors, LLC	42,362	$3M
BRIGHTON JONES LLC	41,822	$3M
Leo H. Evart, Inc.	38,109	$3M
KPP Advisory Services LLC	30,010	$2M
JANE STREET GROUP, LLC	28,026	$2M
JONES FINANCIAL COMPANIES LLLP	21,225	$2M

Sold Out (20)

Holder	Prev Shares	Prev Value
Baer Investment Advisory LLC	63,497	$5M
VICTORY FINANCIAL GROUP, LLC	63,497	$5M
GOLDMAN SACHS GROUP INC	54,926	$4M
D.A. DAVIDSON & CO.	12,950	$950K
Integrity Wealth Solutions LLC	10,007	$734K
True Wealth Design, LLC	9,158	$672K
Corient Private Wealth LLC	7,688	$564K
SIGNATURE ESTATE & INVESTMENT ADVIS	6,831	$501K
Keystone Wealth Services, LLC	5,272	$387K
MEMBERS WEALTH LLC	5,135	$377K
EWA, LLC	4,617	$339K
Canal Capital Management, LLC	3,872	$284K
CacheTech Inc.	3,839	$282K
MONETA GROUP INVESTMENT ADVISORS LL	3,639	$267K
Regal Investment Advisors LLC	3,298	$242K
Swisher Financial Concepts, Inc.	3,205	$235K
Concorde Asset Management, LLC	2,892	$212K
Retirement Wealth Solutions LLC	729	$53K
ISLAY CAPITAL MANAGEMENT, LLC	265	$19K
FIFTH THIRD BANCORP	237	$17K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Verum Partners LLC	+662,831	+164.0%	1,067,008
BANK OF AMERICA CORP /DE	+492,986	+20.3%	2,918,533
WELLS FARGO & COMPANY/MN	+341,854	+135.1%	594,901
Forvis Mazars Wealth Advisors, LLC	+294,406	+14.4%	2,345,516
HBK Sorce Advisory LLC	+292,166	+2.6%	11,340,350
SIGNATUREFD, LLC	+281,137	+5.2%	5,727,598
Boston Standard Wealth Management,	+271,492	+181.4%	421,187
TFO Wealth Partners, LLC	+236,444	+168.3%	376,924
LPL Financial LLC	+233,353	+21.9%	1,297,437
Zhang Financial LLC	+201,837	+38.4%	727,196
ASSETMARK, INC	+189,844	+13.7%	1,574,720
Diversified Portfolios, Inc.	+179,935	+15.1%	1,374,618
Penney Financial, LLC	+167,952	+182.7%	259,865
Rise Advisors, LLC	+158,358	+52.5%	459,797
&PARTNERS	+138,466	+3566.0%	142,349
Advance Capital Management, Inc.	+132,819	+3.6%	3,854,514
BLB&B Advisors, LLC	+107,753	+11.3%	1,063,179
Financial Engines Advisors L.L.C.	+98,223	+10.0%	1,080,904
Central Pacific Bank - Trust Divisi	+94,958	+50.6%	282,575
Martel Wealth Advisors LLC	+91,834	+5.8%	1,672,614

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Meeder Advisory Services, Inc.	-435,888	-96.2%	17,195
Orion Porfolio Solutions, LLC	-121,560	-13.6%	770,284
TRUIST FINANCIAL CORP	-116,478	-96.5%	4,285
Cetera Investment Advisers	-95,302	-92.8%	7,403
Addison Advisors LLC	-88,728	-50.3%	87,737
SUSQUEHANNA INTERNATIONAL GROUP, LL	-80,157	-44.8%	98,706
Summit Financial, LLC	-56,022	-83.8%	10,809
Bank of New York Mellon Corp	-52,451	-1.5%	3,393,668
Foundations Investment Advisors, LL	-38,145	-15.2%	213,183
NEPC LLC	-32,500	-1.4%	2,299,200
Lansing Street Advisors	-22,315	-8.7%	234,976
Kaizen Financial Strategies	-16,006	-12.6%	111,040
Greenwich Wealth Management LLC	-12,178	-16.5%	61,639
Savvy Advisors, Inc.	-5,448	-9.4%	52,631
Patriot Financial Group Insurance A	-5,343	-43.0%	7,083
RESOLUTE CAPITAL, LLC	-4,715	-1.4%	334,463
OneDigital Investment Advisors LLC	-4,126	-27.9%	10,689
AMI INVESTMENT MANAGEMENT INC	-4,005	-0.9%	420,558
Pinion Investment Advisors, LLC	-3,139	-3.7%	81,634
Breakwater Investment Management	-2,631	-3.1%	82,465

VCRB Institutional Ownership

Institutional Ownership — VCRB

Ownership Trends

Top Institutional Holders (339 total)

Recent Activity

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