Filing Research | VG - VENTURE GLOBAL INC Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	2.9MSH	$32.1M
2	Artemis Investment Management LLP	Shares	836.2KSH	$9.3M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	508.9KSH	$5.7M
4	Corecam Pte. Ltd.	Shares	502.3KSH	$5.6M
5	VIKING FUND MANAGEMENT LLC	Shares	230.0KSH	$2.6M
6	Corecam AG	Shares	215.7KSH	$2.4M
7	Gunderson Capital Management LLC	Shares	178.4KSH	$2.0M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	130.0KSH	$1.4M
9	Farther Finance Advisors, LLC	Shares	109.5KSH	$1.2M
10	Legacy Advisors, LLC	Shares	77.5KSH	$862.5K
11	Prospera Financial Services Inc	Shares	75.4KSH	$839.3K
12	Western Financial Corp/CA	Shares	59.3KSH	$659.6K
13	QRG CAPITAL MANAGEMENT, INC.	Shares	43.8KSH	$487.8K
14	Commonwealth Financial Services, LLC	Shares	25.2KSH	$280.5K
15	China Universal Asset Management Co., Ltd.	Shares	25.0KSH	$278.3K
16	Seelaus Asset Management LLC	Shares	24.6KSH	$273.4K
17	COURIER CAPITAL LLC	Shares	20.5KSH	$228.4K
18	Avidian Wealth Enterprises, LLC	Shares	19.9KSH	$221.2K
19	Composition Wealth, LLC	Shares	18.9KSH	$210.4K
20	Redhawk Wealth Advisors, Inc.	Shares	17.6KSH	$195.8K
21	GUIDANCE CAPITAL, INC	Shares	15.4KSH	$195.4K
22	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	16.8KSH	$187.3K
23	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	16.0KSH	$177.7K
24	TMB Capital Partners, LLC	Shares	15.0KSH	$166.9K
25	Summit Financial Wealth Advisors, LLC	Shares	14.2KSH	$158.0K
26	AdvisorNet Financial, Inc	Shares	13.9KSH	$154.7K
27	Procyon Advisors, LLC	Shares	12.2KSH	$135.8K
28	SBI Securities Co., Ltd.	Shares	12.1KSH	$134.8K
29	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	11.2KSH	$124.1K
30	Sowell Financial Services LLC	Shares	10.1KSH	$112.0K
31	Forum Financial Management, LP	Shares	10.0KSH	$111.8K
32	BENJAMIN EDWARDS INC	Shares	10.0KSH	$111.5K
33	Cross Staff Investments Inc	Shares	10.0KSH	$111.3K
34	Somerset Trust Co	Shares	10.0KSH	$111.3K
35	Bogart Wealth, LLC	Shares	8.7KSH	$97.1K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.3KSH	$91.5K
37	Center for Financial Planning, Inc.	Shares	6.5KSH	$72.3K
38	Financial Management Professionals, Inc.	Shares	2.9KSH	$32.4K
39	IFP Advisors, Inc	Shares	2.8KSH	$31.3K
40	LRI Investments, LLC	Shares	2.5KSH	$27.8K
41	Citizens National Bank Trust Department	Shares	2.4KSH	$26.5K
42	Hughes Financial Services, LLC	Shares	2.3KSH	$25.3K
43	Independence Bank of Kentucky	Shares	2.0KSH	$22.5K
44	Trust Co	Shares	738SH	$8.2K
45	EverSource Wealth Advisors, LLC	Shares	572SH	$6.4K
46	LANARK FINANCIAL, INC.	Shares	500SH	$5.6K
47	HARBOR INVESTMENT ADVISORY, LLC	Shares	473SH	$5.3K
48	Versant Capital Management, Inc	Shares	370SH	$4.1K
49	SIGNATUREFD, LLC	Shares	307SH	$3.4K
50	FIRST HORIZON CORP	Shares	268SH	$3.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 79 loaded

#		Instrument
1	Corecam Pte. Ltd. added	Shares	+490.8K	+$5.4M	$5.6M
2	Corecam AG new	Shares	+215.7K	+$2.4M	$2.4M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new	Shares	+130.0K	+$1.4M	$1.4M
4	Farther Finance Advisors, LLC added	Shares	+105.6K	+$1.2M	$1.2M
5	Western Financial Corp/CA new	Shares	+59.3K	+$659.6K	$659.6K
6	Commonwealth Financial Services, LLC new	Shares	+25.2K	+$280.5K	$280.5K
7	Seelaus Asset Management LLC new	Shares	+24.6K	+$273.4K	$273.4K
8	Avidian Wealth Enterprises, LLC new	Shares	+19.9K	+$221.2K	$221.2K
9	Sowell Financial Services LLC new	Shares	+10.1K	+$112.0K	$112.0K
10	BENJAMIN EDWARDS INC new	Shares	+10.0K	+$111.5K	$111.5K
11	AdvisorNet Financial, Inc added	Shares	+9.4K	+$84.1K	$154.7K
12	IFP Advisors, Inc new	Shares	+2.8K	+$31.3K	$31.3K
13	LRI Investments, LLC new	Shares	+2.5K	+$27.8K	$27.8K
14	Citizens National Bank Trust Department new	Shares	+2.4K	+$26.5K	$26.5K
15	Hughes Financial Services, LLC new	Shares	+2.3K	+$25.3K	$25.3K
16	Redhawk Wealth Advisors, Inc. added	Shares	+5.7K	+$8.8K	$195.8K
17	Trust Co new	Shares	+738	+$8.2K	$8.2K
18	Independence Bank of Kentucky added	Shares	+900	+$4.8K	$22.5K
19	Versant Capital Management, Inc added	Shares	+326	+$3.4K	$4.1K
20	FIRST HORIZON CORP new	Shares	+268	+$3.0K	$3.0K
21	Polianta Ltd new	Shares	+164.4K	+$1.8K	$1.8K
22	TOTH FINANCIAL ADVISORY CORP new	Shares	+100	+$1.1K	$1.1K
23	Aspect Partners, LLC added	Shares	+78	+$818	$991
24	Sachetta, LLC new	Shares	+50	+$557	$557
25	A. D. Beadell Investment Counsel, Inc. new	Shares	+41.3K	+$459	$459
26	Strategic Investment Solutions, Inc. /IL new	Shares	+34	+$378	$378
27	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new	Shares	+20.7K	+$230	$230
28	Activest Wealth Management new	Shares	+18	+$200	$200
29	Davis Capital Management new	Shares	+9	+$100	$100
30	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$60	$145
31	GAMMA Investing LLC unchanged	Shares	0	-$255	$612
32	Crewe Advisors LLC trimmed	Shares	-3	-$264	$524
33	JNBA Financial Advisors unchanged	Shares	0	-$296	$713
34	CoreCap Advisors, LLC exited	Shares	-49	-$772	$0
35	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$954	$2.3K
36	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1.2K	$2.8K
37	Abound Wealth Management trimmed	Shares	-8	-$1.3K	$2.9K
38	SIGNATUREFD, LLC unchanged	Shares	0	-$1.4K	$3.4K
39	HARBOR INVESTMENT ADVISORY, LLC exited	CALL	-100	-$1.6K	$0
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$2.2K	$5.3K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2.3K	$5.6K
42	Bogart Wealth, LLC added	Shares	+2.3K	-$3.7K	$97.1K
43	GUIDANCE CAPITAL, INC added	Shares	+60	-$4.6K	$195.4K
44	REX Advisers, LLC exited	CALL	-82.6K	-$8.3K	$0
45	EverSource Wealth Advisors, LLC trimmed	Shares	-533	-$11.0K	$6.4K
46	Financial Management Professionals, Inc. added	Shares	+4	-$13.4K	$32.4K
47	Center for Financial Planning, Inc. added	Shares	+700	-$19.0K	$72.3K
48	Apollon Wealth Management, LLC exited	CALL	-11.7K	-$19.5K	$0
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+2.9K	-$28.7K	$177.7K
50	Forum Financial Management, LP added	Shares	+16	-$46.3K	$111.8K

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