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VALQ — Performance
Institutional Holders of VALQ
HolderAmountPosition Size
($ in 1000's)		 As of
American Century Companies Inc.1,783,722$94,738 12/31/2023
     VALQ1,783,722$94,738 12/31/2023
Envestnet Asset Management Inc.754,436$40,070 12/31/2023
     VALQ754,436$40,070 12/31/2023
Private Advisor Group LLC383,646$20,376 12/31/2023
     VALQ383,646$20,376 12/31/2023
Synovus Financial Corp273,730$14,543 12/31/2023
     VALQ273,730$14,543 12/31/2023
LPL Financial LLC110,850$5,887 12/31/2023
     VALQ110,850$5,887 12/31/2023
Atria Investments LLC46,831$2,487 12/31/2023
     VALQ46,831$2,487 12/31/2023
Heritage Wealth Advisors28,269$1,501 12/31/2023
     VALQ28,269$1,501 12/31/2023
Susquehanna International Group LLP14,431$766 12/31/2023
     VALQ14,431$766 12/31/2023
Worth Financial Advisory Group LLC12,240$650 12/31/2023
     VALQ12,240$650 12/31/2023
Avantax Advisory Services Inc.10,895$579 12/31/2023
     VALQ10,895$579 12/31/2023
Cambridge Investment Research Advisors Inc.10,738$570 12/31/2023
     VALQ10,738$570 12/31/2023
Bank of America Corp DE9,348$496 12/31/2023
     VALQ9,348$496 12/31/2023
Raymond James & Associates6,565$349 12/31/2023
     VALQ6,565$349 12/31/2023
Citadel Advisors LLC6,207$330 12/31/2023
     VALQ6,207$330 12/31/2023
WealthBridge Capital Management LLC6,108$324 12/31/2023
     VALQ6,108$324 12/31/2023
Commonwealth Equity Services LLC5,361$285 12/31/2023
     VALQ5,361$285 12/31/2023
Royal Bank of Canada4,948$263 12/31/2023
     VALQ4,948$263 12/31/2023
Paul Damon & Associates Inc.4,478$238 12/31/2023
     VALQ4,478$238 12/31/2023
Kingswood Wealth Advisors LLC3,843$224 03/31/2024
     VALQ3,843$224 03/31/2024
Northwestern Mutual Wealth Management Co.3,112$165 12/31/2023
     VALQ3,112$165 12/31/2023
Advisor Group Holdings Inc.3,041$162 12/31/2023
     VALQ3,041$162 12/31/2023
UBS Group AG1,269$67 12/31/2023
     VALQ1,269$67 12/31/2023
CWM LLC650$38 03/31/2024
     VALQ650$38 03/31/2024
Private Trust Co. NA411$22 12/31/2023
     VALQ411$22 12/31/2023
ICA Group Wealth Management LLC98$5 12/31/2023
     VALQ98$5 12/31/2023
Steward Partners Investment Advisory LLC20$1 12/31/2023
     VALQ20$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     VALQ0$0 12/31/2023

See All: Funds Holding VALQ
See Details: Top 10 Hedge Funds Holding VALQ
Also See: VALQ Holdings Changes

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