$25.04

+0.01 (+0.06%)

Weekly Expected Move ±0.2%

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ETF NASDAQ · AUM $1.5B

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

Institutional Ownership — VRIG

188

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (204 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Invesco Ltd.	13,500,757	338M	+382,173	+2.9%	33Q	SEC ↗
2	LPL Financial LLC	6,248,391	156M	+1,083,440	+21.0%	33Q	SEC ↗
3	MORGAN STANLEY	3,498,471	88M	+623,067	+21.7%	33Q	SEC ↗
4	ASSETMARK, INC	3,138,758	79M	+2,979,737	+1873.8%	11Q	SEC ↗
5	Bank of New York Mellon Corp	1,781,249	45M	-700	-0.0%	12Q	SEC ↗
6	OSAIC HOLDINGS, INC.	1,006,054	25M	-441,716	-30.5%	26Q	SEC ↗
7	Schorn Wealth LLC	1,001,872	25M	+12,085	+1.2%	12Q	SEC ↗
8	Cetera Investment Advisers	975,384	24M	+432,233	+79.6%	18Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	955,291	24M	+116,377	+13.9%	7Q	SEC ↗
10	Harfst & Associates, Inc.	902,765	23M	+113,038	+14.3%	4Q	SEC ↗
11	STIFEL FINANCIAL CORP	838,755	21M	+27,215	+3.4%	33Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	677,390	17M	+301,120	+80.0%	19Q	SEC ↗
13	Equitable Holdings, Inc.	645,234	16M	+35,714	+5.9%	14Q	SEC ↗
14	Cherry Creek Investment Advisors, Inc.	628,797	16M	-52,176	-7.7%	10Q	SEC ↗
15	WELLS FARGO & COMPANY/MN	592,776	15M	+28,534	+5.1%	17Q	SEC ↗
16	Wealthcare Advisory Partners LLC	536,030	13M	+26,109	+5.1%	5Q	SEC ↗
17	CALTON & ASSOCIATES, INC.	489,131	12M	+19,706	+4.2%	10Q	SEC ↗
18	Cerro Pacific Wealth Advisors LLC	473,030	12M	+40,827	+9.4%	9Q	SEC ↗
19	COMMONWEALTH EQUITY SERVICES, LLC	473,020	12M	-29,443	-5.9%	18Q	SEC ↗
20	Cambridge Investment Research Advisors	400,682	10M	+105,279	+35.6%	33Q	SEC ↗
21	PARSONS CAPITAL MANAGEMENT INC/RI	396,473	10M	-32,891	-7.7%	7Q	SEC ↗
22	Vectors Research Management, LLC	350,539	9M	+5,639	+1.6%	32Q	SEC ↗
23	Auour Investments LLC	328,793	8M	+34,802	+11.8%	2Q	SEC ↗
24	Kestra Advisory Services, LLC	292,513	7M	+136,469	+87.5%	10Q	SEC ↗
25	E6 Portfolios, LLC	282,785	7M	+48,150	+20.5%	3Q	SEC ↗
26	COURIER CAPITAL LLC	268,607	7M	-12,997	-4.6%	13Q	SEC ↗
27	Beaumont Financial Advisors, LLC	266,688	7M	+21,960	+9.0%	15Q	SEC ↗
28	ROYAL BANK OF CANADA	255,183	6M	+166,905	+189.1%	33Q	SEC ↗
29	NewEdge Advisors, LLC	251,287	6M	+104,362	+71.0%	13Q	SEC ↗
30	TRUIST FINANCIAL CORP	251,012	6M	+86,291	+52.4%	7Q	SEC ↗
31	IFP Advisors, Inc	241,832	6M	+129,686	+115.6%	9Q	SEC ↗
32	Concurrent Investment Advisors, LLC	229,701	6M	-256,035	-52.7%	7Q	SEC ↗
33	KMG FIDUCIARY PARTNERS, LLC	210,244	5M	-26,556	-11.2%	28Q	SEC ↗
34	Mayflower Financial Advisors, LLC	207,550	5M	+33,813	+19.5%	3Q	SEC ↗
35	Thayer Financial, L.L.C.	191,503	5M	+12,483	+7.0%	3Q	SEC ↗
36	Private Advisor Group, LLC	187,210	5M	+11,406	+6.5%	17Q	SEC ↗
37	Wagner Wealth Management, LLC	179,396	4M	-6,988	-3.7%	10Q	SEC ↗
38	JAMES INVESTMENT RESEARCH, INC.	179,378	4M	-1,314	-0.7%	13Q	SEC ↗
39	FIRST TRUST ADVISORS LP	172,265	4M	+9,672	+5.9%	14Q	SEC ↗
40	EAGLE HARBOR ASSET MANAGEMENT INC /ADV	169,142	4M	+20,601	+13.9%	6Q	SEC ↗
41	Kovack Advisors, Inc.	165,935	4M	+21,725	+15.1%	33Q	SEC ↗
42	Regal Investment Advisors LLC	155,792	4M	+3,535	+2.3%	10Q	SEC ↗
43	Worth Asset Management, LLC	154,229	4M	+62,872	+68.8%	3Q	SEC ↗
44	Milestone Investment Advisors LLC	141,432	4M	-4,122	-2.8%	15Q	SEC ↗
45	Arkadios Wealth Advisors	136,145	3M	-158,555	-53.8%	12Q	SEC ↗
46	JPMORGAN CHASE & CO	135,374	3M	+62,035	+84.6%	10Q	SEC ↗
47	Leo Wealth, LLC NEW	131,440	3M	—	+0.0%	1Q	SEC ↗
48	Blue Capital, Inc.	128,369	3M	-35,833	-21.8%	5Q	SEC ↗
49	PREVAIL INNOVATIVE WEALTH ADVISORS, LL	121,119	3M	+26,990	+28.7%	10Q	SEC ↗
50	Goldstone Financial Group, LLC	115,644	3M	-6,521	-5.3%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Leo Wealth, LLC	131,440	3M
MONEY CONCEPTS CAPITAL CORP	85,706	2M
Balefire, LLC	67,467	2M
Sigma Planning Corp	56,143	1M
Atria Investments, Inc	56,135	1M
&PARTNERS	54,289	1M
Algorithmic Investment Models, LLC	48,297	1M
Gateway Wealth Partners, LLC	46,265	1M
J.W. COLE ADVISORS, INC.	42,684	1M
Dynamic Advisor Solutions LLC	26,492	663K
HighPoint Advisor Group LLC	21,640	542K
FIG FINANCIAL ADVISORY SERVICES INC	20,807	521K
Ascent Group, LLC	17,376	435K
AMERIPRISE FINANCIAL INC	15,344	384K
WAYSTONE ADVISORS LLC	14,187	355K
Global Retirement Partners, LLC	12,828	321K
KINGSWOOD WEALTH ADVISORS, LLC	10,980	275K
Advyzon Investment Management, LLC	10,959	274K
Ignite Planners, LLC	10,673	267K
LFG Wealth Partners, LLC	10,461	262K

Sold Out (20)

Holder	Prev Shares	Prev Value
HighTower Advisors, LLC	290,844	7M
Signal Advisors Wealth, LLC	165,445	4M
Corient Private Wealth LLC	141,838	4M
Ascentis Independent Advisors	130,512	3M
GUARDIAN WEALTH ADVISORS, LLC / NC	116,392	3M
Synergy Asset Management, LLC	114,883	3M
CITADEL ADVISORS LLC	78,338	2M
Wilian Securities, LLC	57,964	1M
Stratos Wealth Partners, LTD.	52,153	1M
AE Wealth Management LLC	27,700	694K
Alteri Wealth LLC	15,735	394K
Independent Advisor Alliance	12,812	321K
FOUNDERS FINANCIAL SECURITIES LLC	11,233	281K
TWO SIGMA SECURITIES, LLC	10,676	267K
GOLDMAN SACHS GROUP INC	9,642	241K
Asset One Wealth Management LLC	9,443	236K
Axim Planning & Wealth	9,030	226K
Bison Wealth, LLC	8,786	220K
Mendel Money Management	8,760	219K
MEITAV INVESTMENT HOUSE LTD	8,422	211K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ASSETMARK, INC	+2,979,737	+1873.8%	3,138,758
LPL Financial LLC	+1,083,440	+21.0%	6,248,391
MORGAN STANLEY	+623,067	+21.7%	3,498,471
Cetera Investment Advisers	+432,233	+79.6%	975,384
Invesco Ltd.	+382,173	+2.9%	13,500,757
ENVESTNET ASSET MANAGEMENT INC	+301,120	+80.0%	677,390
ROYAL BANK OF CANADA	+166,905	+189.1%	255,183
Kestra Advisory Services, LLC	+136,469	+87.5%	292,513
IFP Advisors, Inc	+129,686	+115.6%	241,832
RAYMOND JAMES FINANCIAL INC	+116,377	+13.9%	955,291
Harfst & Associates, Inc.	+113,038	+14.3%	902,765
Cambridge Investment Research Advis	+105,279	+35.6%	400,682
NewEdge Advisors, LLC	+104,362	+71.0%	251,287
TRUIST FINANCIAL CORP	+86,291	+52.4%	251,012
Legacy Wealth Partners, LLC	+80,427	+785.5%	90,666
Worth Asset Management, LLC	+62,872	+68.8%	154,229
JPMORGAN CHASE & CO	+62,035	+84.6%	135,374
E6 Portfolios, LLC	+48,150	+20.5%	282,785
Cerro Pacific Wealth Advisors LLC	+40,827	+9.4%	473,030
Equitable Holdings, Inc.	+35,714	+5.9%	645,234

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
OSAIC HOLDINGS, INC.	-441,716	-30.5%	1,006,054
Concurrent Investment Advisors, LLC	-256,035	-52.7%	229,701
Arkadios Wealth Advisors	-158,555	-53.8%	136,145
Asset Allocation Strategies LLC	-82,156	-75.4%	26,855
Total Clarity Wealth Management, In	-64,035	-36.0%	114,049
Tower Research Capital LLC (TRC)	-56,902	-70.0%	24,378
Simplicity Wealth,LLC	-56,417	-63.8%	31,958
Cherry Creek Investment Advisors, I	-52,176	-7.7%	628,797
B. Riley Wealth Advisors, Inc.	-46,184	-59.3%	31,735
Elequin Capital, LP	-45,895	-99.7%	142
PAX Financial Group, LLC	-38,046	-68.4%	17,559
Blue Capital, Inc.	-35,833	-21.8%	128,369
PARSONS CAPITAL MANAGEMENT INC/RI	-32,891	-7.7%	396,473
LAFFER TENGLER INVESTMENTS, INC.	-30,550	-50.9%	29,514
COMMONWEALTH EQUITY SERVICES, LLC	-29,443	-5.9%	473,020
KMG FIDUCIARY PARTNERS, LLC	-26,556	-11.2%	210,244
JANE STREET GROUP, LLC	-18,134	-37.7%	30,004
COURIER CAPITAL LLC	-12,997	-4.6%	268,607
Bay Colony Advisory Group, Inc d/b/	-12,750	-57.9%	9,262
Richmond Investment Services, LLC	-12,591	-59.0%	8,748

VRIG Institutional Ownership

Institutional Ownership — VRIG

Ownership Trends

Top Institutional Holders (204 total)

Recent Activity

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