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Funds Holding VOTE

On this page, we present all of the funds holding VOTE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VOTE, with a link to that fund's top holdings. The next columns indicate the amount of VOTE stock held by each of the funds holding VOTE, followed by the VOTE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 61 funds holding VOTE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding VOTE), click the fund name in the "Holder" column of the funds-holding-VOTE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.1,685,595$93,753 12/31/2023
     VOTE1,685,595$93,753 12/31/2023
Jordan Park Group LLC1,206,696$67,116 12/31/2023
     VOTE1,206,696$67,116 12/31/2023
Angeles Investment Advisors LLC1,014,623$56,433 12/31/2023
     VOTE1,014,623$56,433 12/31/2023
Betterment LLC964,591$53,651 12/31/2023
     VOTE964,591$53,651 12/31/2023
Thrivent Financial for Lutherans669,601$37,243 12/31/2023
     VOTE669,601$37,243 12/31/2023
The PNC Financial Services Group Inc.583,958$32,480 12/31/2023
     VOTE583,958$32,480 12/31/2023
Goldman Sachs Group Inc.350,128$19,474 12/31/2023
     VOTE350,128$19,474 12/31/2023
Litman Gregory Asset Management LLC187,136$10,409 12/31/2023
     VOTE187,136$10,409 12/31/2023
Bank of America Corp DE180,738$10,053 12/31/2023
     VOTE180,738$10,053 12/31/2023
Dorsey & Whitney Trust CO LLC152,322$8,472 12/31/2023
     VOTE152,322$8,472 12/31/2023
Pathstone Holdings LLC114,627$6,376 12/31/2023
     VOTE114,627$6,376 12/31/2023
Values Added Financial LLC93,427$5,196 12/31/2023
     VOTE93,427$5,196 12/31/2023
Mutual Advisors LLC83,536$4,646 12/31/2023
     VOTE83,536$4,646 12/31/2023
Cambridge Investment Research Advisors Inc.79,159$4,403 12/31/2023
     VOTE79,159$4,403 12/31/2023
Financial Insights Inc.73,861$4,108 12/31/2023
     VOTE73,861$4,108 12/31/2023
Phoenix Wealth Advisors54,385$3,003 12/31/2023
     VOTE54,385$3,003 12/31/2023
Susquehanna International Group LLP42,092$2,341 12/31/2023
     VOTE42,092$2,341 12/31/2023
Bank of New York Mellon Corp41,446$2,305 12/31/2023
     VOTE41,446$2,305 12/31/2023
Moneta Group Investment Advisors LLC24,509$1,363 12/31/2023
     VOTE24,509$1,363 12/31/2023
Aspiriant LLC19,316$1,183 03/31/2024
     VOTE19,316$1,183 03/31/2024
Brighton Jones LLC21,122$1,175 12/31/2023
     VOTE21,122$1,175 12/31/2023
Tower Research Capital LLC TRC 20,871$1,161 12/31/2023
     VOTE20,871$1,161 12/31/2023
Mission Wealth Management LP16,683$928 12/31/2023
     VOTE16,683$928 12/31/2023
Hirtle Callaghan & Co LLC15,966$888 12/31/2023
     VOTE15,966$888 12/31/2023
Morgan Stanley13,725$763 12/31/2023
     VOTE13,725$763 12/31/2023
GTS Securities LLC10,892$606 12/31/2023
     VOTE10,892$606 12/31/2023
Sage Advisory Services Ltd.Co.9,428$524 12/31/2023
     VOTE9,428$524 12/31/2023
Kestra Advisory Services LLC9,249$514 12/31/2023
     VOTE9,249$514 12/31/2023
Valeo Financial Advisors LLC9,077$505 12/31/2023
     VOTE9,077$505 12/31/2023
Portland Global Advisors LLC8,380$466 12/31/2023
     VOTE8,380$466 12/31/2023
Fiduciary Trust Co.8,045$447 12/31/2023
     VOTE8,045$447 12/31/2023
Advisory Services Network LLC7,626$424 12/31/2023
     VOTE7,626$424 12/31/2023
Boston Private Wealth LLC6,090$339 12/31/2023
     VOTE6,090$339 12/31/2023
Stephens Consulting LLC5,838$325 12/31/2023
     VOTE5,838$325 12/31/2023
Creative Planning5,815$323 12/31/2023
     VOTE5,815$323 12/31/2023
JMG Financial Group Ltd.4,982$277 12/31/2023
     VOTE4,982$277 12/31/2023
Atria Wealth Solutions Inc.4,866$271 12/31/2023
     VOTE4,866$271 12/31/2023
CAPROCK Group Inc.4,673$260 12/31/2023
     VOTE4,673$260 12/31/2023
LPL Financial LLC4,465$248 12/31/2023
     VOTE4,465$248 12/31/2023
Two Sigma Investments LP4,200$234 12/31/2023
     VOTE4,200$234 12/31/2023
Woodmont Investment Counsel LLC4,181$233 12/31/2023
     VOTE4,181$233 12/31/2023
Envestnet Asset Management Inc.4,185$233 12/31/2023
     VOTE4,185$233 12/31/2023
Royal Bank of Canada3,998$222 12/31/2023
     VOTE3,998$222 12/31/2023
Buckingham Strategic Partners3,707$206 12/31/2023
     VOTE3,707$206 12/31/2023
Parallel Advisors LLC1,993$111 12/31/2023
     VOTE1,993$111 12/31/2023
Capital Analysts LLC978$54 12/31/2023
     VOTE978$54 12/31/2023
Blue Bell Private Wealth Management LLC923$51 12/31/2023
     VOTE923$51 12/31/2023
Advisor Group Holdings Inc.488$27 12/31/2023
     VOTE488$27 12/31/2023
AdvisorNet Financial Inc388$24 03/31/2024
     VOTE388$24 03/31/2024
Mather Group LLC.200$12 03/31/2024
     VOTE200$12 03/31/2024
GoalVest Advisory LLC135$8 03/31/2024
     VOTE135$8 03/31/2024
US Bancorp DE100$6 12/31/2023
     VOTE100$6 12/31/2023
FMR LLC89$5 12/31/2023
     VOTE89$5 12/31/2023
Mine & Arao Wealth Creation & Management LLC.96$5 12/31/2023
     VOTE96$5 12/31/2023
Financial Connections Group Inc.68$4 12/31/2023
     VOTE68$4 12/31/2023
Baldwin Brothers Inc. MA50$3 03/31/2024
     VOTE50$3 03/31/2024
Northwestern Mutual Wealth Management Co.20$1 12/31/2023
     VOTE20$1 12/31/2023
Ruedi Wealth Management Inc.21$1 12/31/2023
     VOTE21$1 12/31/2023
Farther Finance Advisors LLC11$1 12/31/2023
     VOTE11$1 12/31/2023
Trust Co7$0 03/31/2024
     VOTE7$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     VOTE0$0 12/31/2023
Sandy Spring Bank2$0 12/31/2023
     VOTE2$0 12/31/2023

See Summary: Institutional Holders of VOTE
See Details: Top 10 Hedge Funds Holding VOTE
Also See: VOTE Holdings Changes

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