Vault-13

VITESSE ENERGY INC VTS

COMMON STOCK · Common Stock · CUSIP 92852X103

234 institutional holders +2 vs Q1 2026
27,880,28727.9m shares reported held*
66.2% of all shares outstanding*
$459.8mreported value*
27 new 78 added 52 reduced 26 sold out net bought ≈ $88.2m (+5.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.5k this quarter). Holder counts are more reliable. Shares outstanding: 42.1m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.49. Options: 5 managers hold calls ($1.8m notional), 6 hold puts ($8.4m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 23: 219Q2 23: 218Q3 23: 217Q4 23: 226Q1 24: 237Q2 24: 229Q3 24: 225Q4 24: 237Q1 25: 249Q2 25: 230Q3 25: 234Q4 25: 238Q1 26: 232Q2 26: 234234Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 2023219
Q2 2023218
Q3 2023217
Q4 2023226
Q1 2024237
Q2 2024229
Q3 2024225
Q4 2024237
Q1 2025249
Q2 2025230
Q3 2025234
Q4 2025238
Q1 2026232
Q2 2026234

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 82 bought or addedQ3 24: 92 cut or sold outQ4 24: 94 bought or addedQ4 24: 80 cut or sold outQ4 24Q1 25: 119 bought or addedQ1 25: 83 cut or sold outQ2 25: 95 bought or addedQ2 25: 97 cut or sold outQ2 25Q3 25: 103 bought or addedQ3 25: 86 cut or sold outQ4 25: 84 bought or addedQ4 25: 107 cut or sold outQ4 25Q1 26: 90 bought or addedQ1 26: 104 cut or sold outQ2 26: 105 bought or addedQ2 26: 78 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248292
Q4 20249480
Q1 202511983
Q2 20259597
Q3 202510386
Q4 202584107
Q1 202690104
Q2 202610578

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ3 25 calls: $15.7mQ3 25 puts: $5.6mQ3 25P/C 0.36Q4 25 calls: $11.1mQ4 25 puts: $3.5mQ4 25P/C 0.32Q1 26 calls: $2.3mQ1 26 puts: $5.2mQ1 26P/C 2.24Q2 26 calls: $1.8mQ2 26 puts: $8.4mQ2 26P/C 4.57
Numbers
QuarterCallsPutsP/C
Q3 2025$15.7m$5.6m0.36
Q4 2025$11.1m$3.5m0.32
Q1 2026$2.3m$5.2m2.24
Q2 2026$1.8m$8.4m4.57

Biggest buyers

Kimmeridge Energy Management Company, LLC New +1,935,698+1.9m
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +1,121,614+1.1m
Elgethun Capital Management Added +898,450+898.5k
CANNELL CAPITAL LLC New +361,693+361.7k
BlackRock, Inc. Added +320,231+320.2k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Added +253,204+253.2k
GABELLI FUNDS LLC Added +238,729+238.7k
MARSHALL WACE, LLP Added +187,537+187.5k
STATE STREET CORP Added +177,156+177.2k
AQR CAPITAL MANAGEMENT LLC Added +137,752+137.8k

Biggest sellers

VANGUARD PORTFOLIO MANAGEMENT LLC Reduced -473,168-473.2k
AMERIPRISE FINANCIAL INC Reduced -179,244-179.2k
Militia Capital Management LLC Sold out -172,728-172.7k
Aventail Capital Group, LP Sold out -102,251-102.3k
Numerai GP LLC Reduced -96,739-96.7k
MILLENNIUM MANAGEMENT LLC Reduced -68,060-68.1k
Point72 Asset Management, L.P. Sold out -59,531-59.5k
Trexquant Investment LP Reduced -46,975-47.0k
Security National Bank Reduced -36,608-36.6k
TWO SIGMA INVESTMENTS, LP Sold out -33,732-33.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $771.2k48.9k shares
JANE STREET GROUP, LLC Added $567.7k36.0k shares
CITADEL ADVISORS LLC Added $455.8k28.9k shares
SIMPLEX TRADING, LLC Reduced $47.3k3.0k shares
GROUP ONE TRADING LLC Reduced $1.6k100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.9m310.5k shares
CITADEL ADVISORS LLC Added $1.5m94.1k shares
JANE STREET GROUP, LLC Added $1.3m83.7k shares
IMC-Chicago, LLC Added $395.8k25.1k shares
SIMPLEX TRADING, LLC Added $312.2k19.8k shares
GROUP ONE TRADING LLC Reduced $18.9k1.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FR XIII PetroShale Holdings L.P. 13D · may seek influence new · filed 2025-03-14
Stated purposeThe information set forth in or incorporated by reference in Items 3, 5 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. The Reporting Persons acquired the Common Stock in connection with the Closing. Except as described in this Schedule 13D, each of the Reporting Persons reports that neither it nor, to its knowledge, any of the other persons named in Item 2 of this Schedule 13D, currently has any plan or proposal which relates to, or may result in, any of the matters listed in Items 4(a)-(j) of Schedule 13D, although the Reporting Persons may, at any time and from time to time, review or reconsider their position and/or change their purpose and/or formulate plans or proposals with respect thereto. Although no Reporting Person currently has any s… Full filing
7.6% new 2.9m≈ $45.9m 2025-03-14
STEINBERG JOSEPH S 13D · may seek influence filed 2025-03-11
Stated purposeThe disclosure in Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On March 7, 2025, Vitesse and Lucero Energy Corp., a corporation existing under the laws of the Province of Alberta, Canada ("Lucero"), completed the previously announced transaction pursuant to the Arrangement Agreement, dated December 15, 2024 (the "Arrangement Agreement"), between Vitesse and Lucero. In connection with the Arrangement Agreement, Vitesse and Lucero effected an arrangement (the "Arrangement") pursuant to, among other provisions, section 193 of the Business Corporations Act (Alberta) (the "ABCA"), and a plan of arrangement (as amended from time to time in accordance with the Arrangement Agreement, the "Plan of Arrangement"). In accordance with the ABCA and the Plan of Arrangement, … Full filing
7.4% 2.9m≈ $45.2m 2025-03-11
BlackRock, Inc. 13G · institution filed 2025-04-17 5.0% 1.9m≈ $30.7m 2025-04-17

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 2 buyingQ1 26: 5 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—2$396.6k$396.6k
Q2 20251$232.9k0——
Q3 20250—1$621.7k—
Q4 20250—0——
Q1 20262$372.5k5$9.4m$7.2m
Q2 20261$1.7m0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-15 STEINBERG JOSEPH S Director Bought 40,882 $16.16 $660.7k40.9k shares +60%
2026-05-28 STEINBERG JOSEPH S Director Bought 59,118 $17.00 $1.0m59.1k shares +4123%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Reserve GP XIII Ltd 100.00% of their portfolio Stamford, CT 2,911,3842.9m $45.9m $45.9m 100.00% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,599,2282.6m $41.0m $41.0m 0.00% Added +320.2k +320,231
3 Kimmeridge Energy Management Company, LLC 5.95% of their portfolio NEW YORK, NY 1,935,6981.9m $50.5m $50.5m 5.95% New
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio CAUSEWAY BAY, K3 1,814,4291.8m $28.6m $28.6m 0.03% Added +1.1m +1,121,614
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,619,7621.6m $25.5m $25.5m 0.00% Added +177.2k +177,156
6 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.24% of their portfolio EDINA, MN 1,586,9241.6m $25.0m $25.0m 1.24% Added +253.2k +253,204
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,409,0561.4m $22.2m $22.2m 0.00% Reduced -3.1k -3,109
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,390,9971.4m $21.9m $21.9m 0.00% Added +133.2k +133,205
9 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,126,8021.1m $17.8m $17.8m 0.00% Reduced -473.2k -473,168
10 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,054,7001.1m $16.6m $16.6m 0.01% Added +9.3k +9,335
11 Elgethun Capital Management 2.06% of their portfolio SIOUX FALLS, SD 938,964939.0k $14.8m $14.8m 2.06% Added +898.5k +898,450
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 830,367830.4k $13.1m $13.1m 0.00% Added +109.7k +109,715
13 GABELLI FUNDS LLC 0.05% of their portfolio Rye, NY 513,533513.5k $8.1m $8.1m 0.05% Added +238.7k +238,729
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 416,164416.2k $6.6m $6.6m 0.00% Added +96.9k +96,854
15 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 366,658366.7k $5.8m $5.8m 0.00% Added +28.8k +28,773
16 CANNELL CAPITAL LLC 3.98% of their portfolio ALTA, WY 361,693361.7k $5.7m $5.7m 3.98% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 349,506349.5k $5.5m $5.5m 0.00% Reduced -33.5k -33,503
18 LEE DANNER & BASS INC 0.31% of their portfolio NASHVILLE, TN 337,470337.5k $5.3m $5.3m 0.31% Reduced -9.0k -9,000
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 302,299302.3k $4.8m $4.8m 0.00% Reduced -179.2k -179,244
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 283,170283.2k $4.5m $4.5m 0.00% Added +42.7k +42,662
21 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 263,151263.2k $4.1m $4.1m 0.00% Added +187.5k +187,537
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 260,648260.6k $4.1m $4.1m 0.00% Added +27.1k +27,050
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 202,764202.8k $3.2m $3.2m 0.00% Added +20.7k +20,667
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 202,256202.3k $3.2m $3.2m 0.00% Added +4.3k +4,304
25 BECK MACK & OLIVER LLC 0.06% of their portfolio NEW YORK, NY 197,940197.9k $3.1m $3.1m 0.06% Reduced -352 -352
26 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 169,620169.6k $2.7m $2.7m 0.01% Added +82.8k +82,819
27 Mraz, Amerine & Associates, Inc. 0.37% of their portfolio Modesto, CA 162,206162.2k $2.6m $2.6m 0.37% Added +7.6k +7,601
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 155,998156.0k $2.5m $2.5m 0.00% Added +65.7k +65,710
29 North Star Investment Management Corp. 0.13% of their portfolio CHICAGO, IL 153,082153.1k $2.4m $2.4m 0.13% Added +18.0k +18,028
30 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 152,723152.7k $2.4m $2.4m 0.00% Added +137.8k +137,752
31 CROWN ADVISORS MANAGEMENT, INC. 1.30% of their portfolio LARKSPUR, CA 150,000150.0k $2.4m $2.4m 1.30% Not comparable
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 141,955142.0k $2.2m $2.2m 0.00% Added +1.7k +1,699
33 FIRST WILSHIRE SECURITIES MANAGEMENT INC 0.42% of their portfolio PASADENA, CA 130,722130.7k $2.1m $2.1m 0.42% Reduced -957 -957
34 HARBOR CAPITAL ADVISORS, INC. 0.13% of their portfolio CHICAGO, IL 122,783122.8k $1.9m $1.9m 0.13% Reduced -772 -772
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 114,018114.0k $1.8m $1.8m 0.00% Added +10.9k +10,865
36 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 113,820113.8k $1.8m $1.8m 0.00% Added +78.5k +78,526
37 Atom Investors LP 0.15% of their portfolio AUSTIN, TX 103,947103.9k $1.6m $1.6m 0.15% Added +30.6k +30,594
38 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 95,65095.7k $1.5m $1.5m 0.00% New
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 90,97291.0k $1.4m $1.4m 0.00% Added +22.5k +22,465
40 Inlet Private Wealth, LLC 0.34% of their portfolio Jupiter, FL 89,25089.2k $1.4m $1.4m 0.34% Reduced -3.6k -3,650
41 FMR LLC 0.00% of their portfolio BOSTON, MA 89,02789.0k $1.4m $1.4m 0.00% Added +75.3k +75,300
42 Merrion Investment Management Co, LLC 0.66% of their portfolio Cranford, NJ 88,02988.0k $1.4m $1.4m 0.66% Unchanged
43 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 78,23078.2k $1.2m $1.2m 0.01% Added +62.5k +62,512
44 PDT Partners, LLC 0.06% of their portfolio New York, NY 76,21976.2k $1.2m $1.2m 0.06% New
45 Norris Financial Group, LLC 0.47% of their portfolio GREENVILLE, SC 75,29775.3k $1.2m $1.2m 0.47% Reduced -1.4k -1,445
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,06375.1k $1.2m $1.2m 0.00% Added +14.4k +14,431
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 73,51473.5k $1.2m $1.2m 0.00% Added +19.1k +19,119
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 73,40073.4k $1.2m $1.2m 0.00% Added +2.7k +2,743
49 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 69,96170.0k $1.1m $1.1m 0.00% Added +36.4k +36,439
50 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 68,43168.4k $1.1m $1.1m 0.00% Reduced -68.1k -68,060
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 64,74964.7k $1.0m $1.0m 0.00% Reduced -15.8k -15,794
52 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 64,60264.6k $1.0m $1.0m 0.01% New
53 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 64,58364.6k $1.0m $1.0m 0.00% Added +6.9k +6,921
54 Swiss National Bank 0.00% of their portfolio ZURICH, V8 59,84459.8k $943.7k $943.7k 0.00% Added +2.7k +2,700
55 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 58,85158.9k $928.1k $928.1k 0.00% New
56 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 52,52552.5k $828.3k $828.3k 0.00% Added +20.6k +20,570
57 Aquatic Capital Management LLC 0.03% of their portfolio CHICAGO, IL 51,58951.6k $813.6k $813.6k 0.03% Added +31.2k +31,175
58 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 50,60450.6k $798.0k $798.0k 0.01% Added +17.9k +17,902
59 Oxbow Advisors, LLC 0.06% of their portfolio Austin, TX 44,19744.2k $697.0k $697.0k 0.06% Added +8.0k +8,000
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 43,80543.8k $690.8k $690.8k 0.00% Added +5.2k +5,170
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,85342.9k $675.0k $675.0k 0.00% Reduced -695 -695
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 41,77141.8k $658.7k $658.7k 0.00% Added +2.0k +2,022
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,41741.4k $653.1k $653.1k 0.00% Reduced -5.3k -5,325
64 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 41,39741.4k $652.8k $652.8k 0.00% Reduced -21.7k -21,709
65 MANGROVE PARTNERS IM, LLC 0.04% of their portfolio Greenwich, CT 40,70840.7k $642.0k $642.0k 0.04% Added +18.0k +17,977
66 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 37,90337.9k $688.3k $688.3k 0.00% Added +13.8k +13,810
67 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 37,68937.7k $594.4k $594.4k 0.00% Added +8.4k +8,370
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,02834.0k $536.0k $536.0k 0.00% Added +16.9k +16,898
69 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 32,70332.7k $515.7k $515.7k 0.00% Added +2.7k +2,674
70 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 31,77631.8k $501.1k $501.1k 0.00% Reduced -1.3k -1,301
71 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 30,27030.3k $477.4k $477.4k 0.00% Reduced -679 -679
72 Argentarii, LLC 0.14% of their portfolio CINCINNATI, OH 29,14529.1k $478.0k $478.0k 0.14% Unchanged
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 28,92528.9k $456.1k $456.1k 0.00% Added +1.4k +1,390
74 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 28,18428.2k $444.5k $444.5k 0.00% Reduced -47.0k -46,975
75 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 26,76026.8k $422.0k $422.0k 0.01% Reduced -10.9k -10,912
76 Numerai GP LLC 0.03% of their portfolio SAN FRANCISCO, CA 25,65725.7k $404.6k $404.6k 0.03% Reduced -96.7k -96,739
77 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 25,30125.3k $399.0k $399.0k 0.02% Added +10.6k +10,589
78 KBC Group NV 0.00% of their portfolio Brussels, C9 25,06425.1k $395.0k $395.0k 0.00% Reduced -722 -722
79 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 23,99824.0k $378.4k $378.4k 0.00% Reduced -8.9k -8,910
80 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 22,18922.2k $349.9k $349.9k 0.04% Reduced -34 -34
81 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 21,41821.4k $337.8k $337.8k 0.00% Added +4.3k +4,326
82 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 21,06321.1k $332.2k $332.2k 0.01% Added +6.5k +6,500
83 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,00821.0k $331.3k $331.3k 0.00% Added +18.3k +18,281
84 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,94720.9k $330.3k $330.3k 0.00% Added +2.9k +2,853
85 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 20,74220.7k $326.5k $326.5k 0.00% Unchanged
86 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 20,70820.7k $326.6k $326.6k 0.00% Unchanged
87 Abel Hall, LLC 0.06% of their portfolio BATON ROUGE, LA 20,54020.5k $323.9k $323.9k 0.06% New
88 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 19,76619.8k $311.7k $311.7k 0.00% Added +1.4k +1,380
89 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 19,56819.6k $308.6k $308.6k 0.00% Reduced -4.2k -4,216
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,25919.3k $303.7k $303.7k 0.00% Reduced -3.0k -2,959
91 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 18,24118.2k $287.7k $287.7k 0.00% Added +3.0k +2,950
92 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 17,43017.4k $274.9k $274.9k 0.00% Unchanged
93 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 16,64916.6k $262.6k $262.6k 0.00% New
94 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 16,54516.5k $260.9k $260.9k 0.00% Added +9.4k +9,405
95 Lafayette Investments, Inc. 0.05% of their portfolio ASHTON, MD 16,42416.4k $259.0k $259.0k 0.05% Reduced -73 -73
96 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,01016.0k $252.5k $252.5k 0.00% Added +688 +688
97 Waterfront Wealth Inc. 0.04% of their portfolio OVERLAND PARK, KS 14,78814.8k $228.8k $228.8k 0.04% Reduced -97 -97
98 EntryPoint Capital, LLC 0.06% of their portfolio NEW YORK, NY 14,77114.8k $232.9k $232.9k 0.06% Added +4.7k +4,690
99 one8zero8, LLC 0.04% of their portfolio GREENSBORO, NC 13,35013.3k $210.5k $210.5k 0.04% Reduced -4.0k -4,000
100 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,27213.3k $209.3k $209.3k 0.00% Reduced -3.0k -2,998