Filing Research | VNOM - VIPER ENERGY INC Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	HATCH COVE CAPITAL, LLC	Shares	314.0KSH	$13.3M
2	Brookstone Capital Management	Shares	255.4KSH	$10.8M
3	Assenagon Asset Management S.A.	Shares	254.5KSH	$10.8M
4	TITLEIST ASSET MANAGEMENT, LLC	Shares	192.8KSH	$8.2M
5	Guardian Wealth Management, Inc.	Shares	141.6KSH	$6.0M
6	BERNZOTT CAPITAL ADVISORS	Shares	115.3KSH	$4.9M
7	Police & Firemen's Retirement System of New Jersey	Shares	87.2KSH	$3.7M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	76.9KSH	$3.3M
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	67.6KSH	$2.9M
10	Oak Thistle LLC	Shares	58.8KSH	$2.5M
11	Louisiana State Employees Retirement System	Shares	56.8KSH	$2.4M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	52.6KSH	$2.2M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	46.5KSH	$2.0M
14	Taylor Frigon Capital Management LLC	Shares	40.3KSH	$1.7M
15	Morningstar Investment Management LLC	Shares	33.4KSH	$1.6M
16	Hennion & Walsh Asset Management, Inc.	Shares	36.8KSH	$1.6M
17	MATAURO, LLC	Shares	34.4KSH	$1.5M
18	Lee Financial Co	Shares	33.2KSH	$1.4M
19	HOWARD FINANCIAL SERVICES, LTD.	Shares	31.7KSH	$1.3M
20	NAPLES GLOBAL ADVISORS, LLC	Shares	28.2KSH	$1.2M
21	McAlvany Wealth Management LLC	Shares	27.9KSH	$1.2M
22	FIRST CITIZENS BANK & TRUST CO	Shares	24.0KSH	$1.0M
23	Envestnet Portfolio Solutions, Inc.	Shares	23.6KSH	$999.5K
24	RFG Advisory, LLC	Shares	21.8KSH	$924.6K
25	Apollon Wealth Management, LLC	Shares	21.5KSH	$911.1K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	14.3KSH	$635.6K
27	BankChampaign, National Association	Shares	13.7KSH	$579.6K
28	Encompass More Asset Management	Shares	12.3KSH	$523.5K
29	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	11.6KSH	$491.8K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.6KSH	$446.7K
31	Lifestyle Asset Management, Inc.	Shares	10.5KSH	$444.4K
32	LAFFER TENGLER INVESTMENTS, INC.	Shares	10.2KSH	$432.7K
33	Beirne Wealth Consulting Services, LLC	Shares	10.2KSH	$430.7K
34	Formidable Asset Management, LLC	Shares	9.8KSH	$415.5K
35	Farther Finance Advisors, LLC	Shares	9.2KSH	$391.2K
36	TMB Capital Partners, LLC	Shares	8.0KSH	$339.2K
37	Cypress Wealth Services, LLC	Shares	7.8KSH	$332.8K
38	DUDLEY & SHANLEY, INC.	Shares	7.7KSH	$326.5K
39	Segment Wealth Management, LLC	Shares	7.3KSH	$309.5K
40	CHAPIN DAVIS, INC.	Shares	6.5KSH	$276.4K
41	Boyce & Associates Wealth Consulting, Inc.	Shares	6.4KSH	$270.0K
42	Fifth Third Wealth Advisors LLC	Shares	5.6KSH	$238.9K
43	Southern Financial Group, LLC	Shares	4.9KSH	$207.0K
44	Abacus Planning Group, Inc.	Shares	4.9KSH	$206.0K
45	Cross Staff Investments Inc	Shares	4.8KSH	$204.4K
46	GAMMA Investing LLC	Shares	4.8KSH	$202.5K
47	Essential Investment Partners LLC	Shares	4.6KSH	$195.3K
48	SBI Okasan Asset Management Co.Ltd.	Shares	3.8KSH	$161.2K
49	Independence Bank of Kentucky	Shares	3.3KSH	$141.2K
50	Versant Capital Management, Inc	Shares	2.5KSH	$105.2K

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

50 / 96 loaded

#		Instrument
1	Brookstone Capital Management new	Shares	+255.4K	+$10.8M	$10.8M
2	Assenagon Asset Management S.A. new	Shares	+254.5K	+$10.8M	$10.8M
3	Oak Thistle LLC added	Shares	+42.5K	+$1.7M	$2.5M
4	Encompass More Asset Management new	Shares	+12.3K	+$523.5K	$523.5K
5	FIRST CITIZENS BANK & TRUST CO added	Shares	+8.9K	+$306.8K	$1.0M
6	Envestnet Portfolio Solutions, Inc. added	Shares	+8.6K	+$297.9K	$999.5K
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+12.6K	+$280.7K	$2.9M
8	NAPLES GLOBAL ADVISORS, LLC added	Shares	+6.1K	+$156.8K	$1.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.4K	+$155.6K	$446.7K
10	TMB Capital Partners, LLC added	Shares	+3.0K	+$104.3K	$339.2K
11	Farther Finance Advisors, LLC added	Shares	+2.4K	+$80.2K	$391.2K
12	GAMMA Investing LLC added	Shares	+1.7K	+$58.6K	$202.5K
13	IFP Advisors, Inc added	Shares	+875	+$36.8K	$40.1K
14	Versant Capital Management, Inc added	Shares	+413	+$8.0K	$105.2K
15	Aventura Private Wealth, LLC new	Shares	+100	+$4.2K	$4.2K
16	Cape Investment Advisory, Inc. new	Shares	+72	+$3.1K	$3.1K
17	LifeSteps Financial, Inc. new	Shares	+67	+$2.8K	$2.8K
18	JFS WEALTH ADVISORS, LLC added	Shares	+26	+$1.1K	$1.4K
19	Fortitude Family Office, LLC added	Shares	+25	+$1.1K	$1.1K
20	Cromwell Holdings LLC added	Shares	+17	+$624	$1.6K
21	Creative Capital Management Investments LLC new	Shares	+10	+$424	$424
22	Activest Wealth Management new	Shares	+9	+$382	$382
23	True Wealth Design, LLC new	Shares	+6	+$255	$255
24	SJS Investment Consulting Inc. added	Shares	+5	+$194	$382
25	DiNuzzo Private Wealth, Inc. new	Shares	+4	+$170	$170
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+6.1K	+$144	$1.3K
27	1015 Capital Partners, LLC new	Shares	+3	+$127	$127
28	Hughes Financial Services, LLC added	Shares	+3	+$109	$297
29	LRI Investments, LLC new	Shares	+2	+$85	$85
30	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
31	Morningstar Investment Management LLC unchanged	Shares	0	$0	$1.6M
32	Retirement Wealth Solutions LLC unchanged	Shares	0	$0	$5
33	TFC Financial Management, Inc. unchanged	Shares	0	-$4	$43
34	Quaker Wealth Management, LLC unchanged	Shares	0	-$13	$128
35	State of Alaska, Department of Revenue added	Shares	+946	-$125	$1.6K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$151	$1.4K
37	QV Investors Inc. unchanged	Shares	0	-$162	$1.5K
38	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$184	$1.7K
39	Ares Financial Consulting, LLC unchanged	Shares	0	-$240	$3.4K
40	AMALGAMATED BANK added	Shares	+2.7K	-$267	$3.6K
41	Key FInancial Inc unchanged	Shares	0	-$459	$4.2K
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$643	$5.9K
43	Financial Management Professionals, Inc. unchanged	Shares	0	-$1.5K	$13.7K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2	-$1.7K	$17.8K
45	CITY HOLDING CO unchanged	Shares	0	-$2.3K	$21.2K
46	Golden State Wealth Management, LLC unchanged	Shares	0	-$2.3K	$21.2K
47	FIRST HORIZON CORP trimmed	Shares	-4	-$2.5K	$21.3K
48	Lifestyle Asset Management, Inc. added	Shares	+969	-$2.6K	$444.4K
49	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$2.6K	$23.9K
50	AdvisorNet Financial, Inc trimmed	Shares	-55	-$2.6K	$297

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