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SPVU — Current Quote Quotes delayed 20 minutes Free SPVU Email Alerts: Get Dividend Alerts Get SEC Filing Alerts SPVU — Performance

Holder Amount Position Size ($ in 1000's)  As of Clear Creek Financial Management LLC 164,642 $8,209  03/31/2024      SPVU 164,642 $8,209  03/31/2024 LPL Financial LLC 183,882 $8,130  12/31/2023      SPVU 183,882 $8,130  12/31/2023 Bank of America Corp DE 177,440 $7,845  12/31/2023      SPVU 177,440 $7,845  12/31/2023 Armbruster Capital Management Inc. 172,328 $7,619  12/31/2023      SPVU 172,328 $7,619  12/31/2023 Invesco Ltd. 111,194 $4,916  12/31/2023      SPVU 111,194 $4,916  12/31/2023 Xponance Inc. 88,700 $3,922  12/31/2023      SPVU 88,700 $3,922  12/31/2023 Cambridge Investment Research Advisors Inc. 55,608 $2,773  03/31/2024      SPVU 55,608 $2,773  03/31/2024 Trilogy Capital Inc. 44,705 $2,229  03/31/2024      SPVU 44,705 $2,229  03/31/2024 Raymond James Financial Services Advisors Inc. 37,205 $1,855  03/31/2024      SPVU 37,205 $1,855  03/31/2024 Arrowroot Family Office LLC 24,090 $1,065  12/31/2023      SPVU 24,090 $1,065  12/31/2023 Avestar Capital LLC 23,440 $1,036  12/31/2023      SPVU 23,440 $1,036  12/31/2023 Susquehanna International Group LLP 20,276 $896  12/31/2023      SPVU 20,276 $896  12/31/2023 STA Wealth Management LLC 14,847 $656  12/31/2023      SPVU 14,847 $656  12/31/2023 Capasso Planning Partners LLC 9,995 $498  03/31/2024      SPVU 9,995 $498  03/31/2024 Creative Financial Designs Inc. ADV 11,178 $494  12/31/2023      SPVU 11,178 $494  12/31/2023 Great Valley Advisor Group Inc. 10,129 $448  12/31/2023      SPVU 10,129 $448  12/31/2023 Professional Financial Advisors LLC 7,842 $391  03/31/2024      SPVU 7,842 $391  03/31/2024 Advisor Group Holdings Inc. 8,021 $355  12/31/2023      SPVU 8,021 $355  12/31/2023 Global Retirement Partners LLC 5,562 $277  03/31/2024      SPVU 5,562 $277  03/31/2024 Jane Street Group LLC 6,019 $266  12/31/2023      SPVU 6,019 $266  12/31/2023 Lmcg Investments LLC 5,988 $265  12/31/2023      SPVU 5,988 $265  12/31/2023 UBS Group AG 5,701 $252  12/31/2023      SPVU 5,701 $252  12/31/2023 Capital Investment Advisory Services LLC 3,487 $174  03/31/2024      SPVU 3,487 $174  03/31/2024 Royal Bank of Canada 3,384 $150  12/31/2023      SPVU 3,384 $150  12/31/2023 Coastal Investment Advisors Inc. 1,166 $58  03/31/2024      SPVU 1,166 $58  03/31/2024 Sunbelt Securities Inc. 1,046 $52  03/31/2024      SPVU 1,046 $52  03/31/2024 Morgan Stanley 759 $34  12/31/2023      SPVU 759 $34  12/31/2023 Assetmark Inc. 615 $27  12/31/2023      SPVU 615 $27  12/31/2023 Advisory Services Network LLC 445 $20  12/31/2023      SPVU 445 $20  12/31/2023 Retirement Group LLC 457 $20  12/31/2023      SPVU 457 $20  12/31/2023 Caitlin John LLC 333 $15  12/31/2023      SPVU 333 $15  12/31/2023 Addison Advisors LLC 325 $14  12/31/2023      SPVU 325 $14  12/31/2023 Geneos Wealth Management Inc. 300 $13  12/31/2023      SPVU 300 $13  12/31/2023 Harbour Investments Inc. 15 $1  12/31/2023      SPVU 15 $1  12/31/2023 Wells Fargo & Company MN 1 $0  12/31/2023      SPVU 1 $0  12/31/2023 Proequities Inc. 0 $0  12/31/2023      SPVU 0 $0  12/31/2023 Goodman Advisory Group LLC 2 $0  12/31/2023      SPVU 2 $0  12/31/2023 See All: Funds Holding SPVU See Details: Top 10 Hedge Funds Holding SPVU Also See: SPVU Holdings Changes

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