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Home / Markets / VXZ / Investors Overview Financials Investors People Insider Trades All Hedge Fund Mutual Fund Pension Advisor / Partners
New Positions(31)
Manager Shares Δ Shares Value Δ Value % Δ SAX WEALTH ADVISORS, LLC 229,962 +229,962 $8.6M +$8.6M — Waverly Advisors, LLC 117,144 +117,144 $4.4M +$4.4M — Atomi Financial Group, Inc. 113,029 +113,029 $2.9M +$2.9M — WLTH Capital Management, LLC 70,511 +70,511 $2.9M +$2.9M — Ethos Financial Group, LLC 59,936 +59,936 $2.3M +$2.3M — Financial Services Advisory Inc 35,272 +35,272 $1.3M +$1.3M — Marino Management, LLC 33,691 +33,691 $1.3M +$1.3M — AllSquare Wealth Management LLC 34,305 +34,305 $1.2M +$1.2M — EP Wealth Advisors, LLC 18,304 +18,304 $688.4K +$688.4K — TRUIST FINANCIAL CORP 20,341 +20,341 $676.9K +$676.9K — IFP Advisors, Inc 15,064 +15,064 $566.5K +$566.5K — Blue Line Capital, LLC / IL 12,758 +12,758 $479.8K +$479.8K — Pitcairn Wealth Advisors LLC 10,413 +10,413 $391.6K +$391.6K — HB Wealth Management, LLC 10,000 +10,000 $376.1K +$376.1K — TCW GROUP INC 9,821 +9,821 $369.4K +$369.4K — Sanctuary Advisors, LLC 8,810 +8,810 $331.3K +$331.3K — CAMELOT TECHNOLOGY ADVISORS, INC. 5,557 +5,557 $209.0K +$209.0K — NANO CAP NEW MILLENNIUM GROWTH FUND L P 4,000 +4,000 $150.4K +$150.4K — Kestra Advisory Services, LLC 704 +704 $26.5K +$26.5K — Wealth Enhancement Trust Services, Inc. 620 +620 $23.3K +$23.3K — Pinnacle Wealth Planning Services, Inc. 619 +619 $23.3K +$23.3K — WFA of San Diego, LLC 390 +390 $14.2K +$14.2K — Strategic Investment Solutions, Inc. /IL 330 +330 $12.4K +$12.4K — Decker Retirement Planning Inc. 286 +286 $10.8K +$10.8K — Allworth Financial LP 260 +260 $9.8K +$9.8K — MRP Capital Investments, LLC 200 +200 $7.5K +$7.5K — SIMPLEX TRADING, LLC 156 +156 $5.9K +$5.9K — FINANCIAL CONSULATE, INC 118 +118 $4.4K +$4.4K — JONES FINANCIAL COMPANIES LLLP 80 +80 $3.0K +$3.0K — ASSETMARK, INC 60 +60 $2.3K +$2.3K — Sunrise Financial Services, LLC 48 +48 $1.8K +$1.8K —
Added To(46)
Manager Shares Δ Shares Value Δ Value % Δ BLB&B Advisors, LLC 2,358,218 +92,912 $88.7M +$8.4M 4.1% COMMONWEALTH EQUITY SERVICES, LLC 125,979 +2,411 $4.7M +$4.7M 1.9% Cassaday & Co Wealth Management LLC 1,359,891 +8,106 $51.1M +$3.2M 0.6% CROBAN 121,568 +61,671 $4.6M +$2.4M 103.0% CULTIVAR CAPITAL, INC. 177,415 +29,015 $6.7M +$1.4M 19.6% DIMENSION CAPITAL MANAGEMENT LLC 489,402 +1,835 $18.4M +$1.1M 0.4% FIRST FOUNDATION ADVISORS 131,370 +18,474 $4.9M +$939.8K 16.4% JPMORGAN CHASE & CO 39,997 +23,023 $1.5M +$902.7K 135.6% Patten Group, Inc. 41,659 +19,533 $1.6M +$782.6K 88.3% Idaho Trust Bank 89,829 +16,526 $3.4M +$781.3K 22.5% Global Endowment Management, LP 151,240 +11,908 $5.7M +$750.1K 8.5% AMERIPRISE FINANCIAL INC 216,974 +7,246 $8.2M +$727.6K 3.5% CoreCap Advisors, LLC 184,648 +6,636 $6.9M +$635.8K 3.7% Legend Financial Advisors, Inc. 205,704 +3,177 $7.7M +$559.0K 1.6% ACIMA PRIVATE WEALTH, LLC 174,291 +3,615 $6.6M +$506.3K 2.1% UNIQUE WEALTH, LLC 198,800 +1,308 $7.5M +$477.7K 0.7% Heartland Bank & Trust Co 181,363 +676 $6.8M +$417.5K 0.4% Parallel Advisors, LLC 9,015 +8,675 $339.1K +$327.0K 2551.5% Ackerman Capital Advisors, LLC 116,932 +806 $4.4M +$282.3K 0.7% ENVESTNET ASSET MANAGEMENT INC 20,815 +6,421 $782.9K +$272.7K 44.6% MONECO Advisors, LLC 35,983 +5,385 $1.4M +$268.9K 17.6% Bruce G. Allen Investments, LLC 103,349 +932 $3.9M +$257.3K 0.9% STIFEL FINANCIAL CORP 26,126 +5,600 $982.6K +$255.2K 27.3% B. Riley Wealth Advisors, Inc. 69,373 +1,222 $2.6M +$193.9K 1.8% HANCOCK WHITNEY CORP 87,782 +43 $3.3M +$192.0K 0.0% Vontobel Holding Ltd. 28,818 +3,500 $1.1M +$186.6K 13.8% Empower Advisory Group, LLC 17,002 +4,058 $639.4K +$180.7K 31.4% Blueprint Investment Partners LLC 24,949 +1,806 $938.3K +$118.1K 7.8% Main Street Financial Solutions, LLC 18,437 +1,710 $693.4K +$100.6K 10.2% Sharper & Granite LLC 38,118 +144 $1.4M +$87.8K 0.4% Apeiron RIA LLC 9,785 +1,189 $391.2K +$83.5K 13.8% Bangor Savings Bank 9,600 +1,400 $361.1K +$70.4K 17.1% Baker Avenue Asset Management, LP 19,160 +452 $720.6K +$57.6K 2.4% NVWM, LLC 25,095 +35 $943.8K +$55.7K 0.1% Slow Capital, Inc. 18,516 +406 $696.4K +$54.6K 2.2% COLDSTREAM CAPITAL MANAGEMENT INC 14,089 +610 $529.9K +$52.2K 4.5% MontVue Capital Management, Inc. 17,164 +251 $645.5K +$46.1K 1.5% Parkside Financial Bank & Trust 10,868 +524 $408.7K +$42.2K 5.1% UBS Group AG 2,562 +759 $96.4K +$32.5K 42.1% Measured Wealth Private Client Group, LLC 8,601 +220 $323.5K +$26.5K 2.6% CIBC Private Wealth Group, LLC 3,044 +495 $114.5K +$24.1K 19.4% Farther Finance Advisors, LLC 862 +516 $32.4K +$20.2K 149.1% MAI Capital Management 4,844 +80 $182.2K +$13.3K 1.7% Cambridge Investment Research Advisors, Inc. 165,504 +18,712 $6.2K +$1.0K 12.7% BANK OF AMERICA CORP /DE/ 2,468 +648 $929 +$284 35.6% Janney Montgomery Scott LLC 26,381 +191 $992 +$64 0.7%
Reduced(61)
Manager Shares Δ Shares Value Δ Value % Δ OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 736,022 -17,056 $27.7M +$992.7K -2.3% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 424,510 -9,446 $16.5M +$839.4K -2.2% GOLDMAN SACHS GROUP INC 63,533 -25,350 $2.4M -$760.5K -28.5% Advisory Services Network, LLC 6,202 -15,554 $233.3K -$537.8K -71.5% Camden Capital, LLC 204,390 0 $7.7M +$443.5K 0.0% Royal Bank of Canada 12,342 -13,105 $464.0K -$418.0K -51.5% BNP PARIBAS ARBITRAGE, SNC 301,221 -28,165 $11.3M -$344.5K -8.6% Chicago Partners Investment Group LLC 73,962 -2,978 $3.1M +$313.0K -3.9% Ironwood Wealth Management, LLC. 99,023 -767 $3.7M +$187.7K -0.8% McElhenny Sheffield Capital Management, LLC 13,271 -4,953 $499.1K -$146.7K -27.2% WELLS FARGO & COMPANY/MN 1 -3,385 $28 -$120.0K -100.0% LIBERTY SQUARE WEALTH PARTNERS LLC 6,780 -3,399 $255.0K -$105.7K -33.4% US BANCORP \DE\ 4,164 -3,181 $156.6K -$103.7K -43.3% Washington Trust Bank 55,105 -647 $2.1M +$96.6K -1.2% Peak Financial Management, Inc. 45,831 -245 $1.7M +$90.8K -0.5% Lido Advisors, LLC 34,261 0 $1.3M +$68.4K 0.0% Atria Investments, Inc 23,897 -78 $898.8K +$49.1K -0.3% BAILARD, INC. 22,000 0 $827.4K +$47.7K 0.0% Snowden Capital Advisors LLC 19,510 0 $733.8K +$42.3K 0.0% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 0 $660.8K +$38.1K 0.0% CAPTRUST FINANCIAL ADVISORS 26,449 -623 $994.7K +$35.3K -2.3% LPL Financial LLC 29,130 -2,613 $1.1M -$29.4K -8.2% MORGAN STANLEY 50,184 -2,292 $1.9M +$27.7K -4.4% Boston Standard Wealth Management, LLC 8,716 0 $327.8K +$18.8K 0.0% PDS Planning, Inc 8,067 0 $303.4K +$17.5K 0.0% Mesirow Financial Investment Management, Inc. 8,050 0 $302.8K +$17.5K 0.0% Topel & Distasi Wealth Management, LLC 18,455 -1,583 $694.1K -$16.1K -7.9% D.B. Root & Company, LLC 7,200 0 $270.8K +$15.6K 0.0% CARDIFF PARK ADVISORS, LLC 7,072 0 $266.0K +$15.3K 0.0% BARCLAYS PLC 10,200 0 $346.6K -$14.9K 0.0% Capstone Wealth Management Group LLC 6,835 0 $257.1K +$14.8K 0.0% Cetera Investment Advisers 14,738 -496 $554.3K +$14.4K -3.3% Mount Yale Investment Advisors, LLC 6,500 0 $244.5K +$14.1K 0.0% Colony Family Offices, LLC 6,494 0 $244.2K +$14.1K 0.0% Associated Banc-Corp 12,231 -1,089 $460.0K -$12.1K -8.2% HighTower Advisors, LLC 11,015 -349 $414.3K +$11.5K -3.1% Envestnet Portfolio Solutions, Inc. 28,127 -1,459 $1.1M +$9.3K -4.9% LM Advisors LLC 301 -7,699 $8.0K +$7.7K -96.2% UMB Bank, n.a. 3,435 0 $129.2K +$7.5K 0.0% PNC Financial Services Group, Inc. 2,399 0 $90.2K +$5.2K 0.0% Badgley Phelps Wealth Managers, LLC 443,874 -27,325 $16.7M -$5.2K -5.8% Caitlin John, LLC 2,233 0 $84.0K +$4.8K 0.0% ALLIANCEBERNSTEIN L.P. 6,704 -477 $252.1K -$2.4K -6.6% Richardson Capital Management LLC 871 0 $32.8K +$1.9K 0.0% ADVISOR GROUP HOLDINGS, INC. 1,841 -124 $69.3K +$953 -6.3% Steward Partners Investment Advisory, LLC 429 0 $16.1K +$931 0.0% BRYN MAWR TRUST Co 678 -22 $25.5K +$692 -3.1% Bank of Jackson Hole Trust 162 0 $6.1K +$352 0.0% Rialto Wealth Management, LLC 157 0 $5.9K +$340 0.0% NewEdge Advisors, LLC 110 0 $4.1K +$235 0.0% Tradewinds Capital Management, LLC 98 0 $3.7K +$212 0.0% Matrix Trust Co 909 -3,021 $34 -$105 -76.9% Rossby Financial, LCC 49 0 $1.8K +$98 0.0% Transamerica Financial Advisors, Inc. 22 -1 $830 +$48 -4.3% JTC Employer Solutions Trustee Ltd 16,090 0 $605 +$35 0.0% Concord Wealth Partners 14 0 $527 +$31 0.0% Bear Mountain Capital, Inc. 2 0 $79 +$7 0.0% CWM, LLC 2,095 0 $79 +$5 0.0% HUNTINGTON NATIONAL BANK 1 0 $38 +$3 0.0% BESSEMER GROUP INC 870 0 $33 +$2 0.0% Avestar Capital, LLC 31,000 0 $1.0M $0 0.0%
Sold Out(9)
Manager Shares Δ Shares Value Δ Value % Δ Forefront Wealth Partners, LLC 0 -219,140 $0 -$7.8M — Proficio Capital Partners LLC 0 -100,575 $0 -$3.6M — RiverGlades Family Offices LLC 0 -78,270 $0 -$2.8M — Cerity Partners LLC 0 -30,385 $0 -$1.1M — SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 -21,876 $0 -$775.3K — CI Private Wealth, LLC 0 -12,440 $0 -$422.7K — BRIGHTON JONES LLC 0 -8,817 $0 -$312.5K — CLEAR INVESTMENT RESEARCH, LLC 0 -5,352 $0 -$189.7K — Front Row Advisors LLC 0 -221 $0 -$7.8K —
Top Holders by reported value Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
Manager Shares $ Value Δ Shares QoQ % BLB&B Advisors, LLC 2,358,218 $88.7M +92,912 4.1% Cassaday & Co Wealth Management LLC 1,359,891 $51.1M +8,106 0.6% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 736,022 $27.7M -17,056 -2.3% DIMENSION CAPITAL MANAGEMENT LLC 489,402 $18.4M +1,835 0.4% Badgley Phelps Wealth Managers, LLC 443,874 $16.7M -27,325 -5.8% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 424,510 $16.5M -9,446 -2.2% BNP PARIBAS ARBITRAGE, SNC 301,221 $11.3M -28,165 -8.6% SAX WEALTH ADVISORS, LLC 229,962 $8.6M +229,962 — AMERIPRISE FINANCIAL INC 216,974 $8.2M +7,246 3.5% Legend Financial Advisors, Inc. 205,704 $7.7M +3,177 1.6% Camden Capital, LLC 204,390 $7.7M 0 0.0% UNIQUE WEALTH, LLC 198,800 $7.5M +1,308 0.7% CoreCap Advisors, LLC 184,648 $6.9M +6,636 3.7% Heartland Bank & Trust Co 181,363 $6.8M +676 0.4% CULTIVAR CAPITAL, INC. 177,415 $6.7M +29,015 19.6% ACIMA PRIVATE WEALTH, LLC 174,291 $6.6M +3,615 2.1% Global Endowment Management, LP 151,240 $5.7M +11,908 8.5% FIRST FOUNDATION ADVISORS 131,370 $4.9M +18,474 16.4% COMMONWEALTH EQUITY SERVICES, LLC 125,979 $4.7M +2,411 1.9% CROBAN 121,568 $4.6M +61,671 103.0%
New & Closed Positions this quarter New Positions
31 managers initiated
Top five by reported value
Closed Positions
9 managers exited
Top five by prior-quarter value
Methodology Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for VXZ against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.