Filing Research | VTS - VITESSE ENERGY, INC. Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	LEE DANNER & BASS INC	Shares	337.5KSH	$5.3M
2	Mraz, Amerine & Associates, Inc.	Shares	162.2KSH	$2.6M
3	Merrion Investment Management Co, LLC	Shares	88.0KSH	$1.4M
4	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	22.2KSH	$349.9K
5	Abel Hall, LLC	Shares	20.5KSH	$323.9K
6	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	12.5KSH	$197.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	11.0KSH	$173.5K
8	SIGNATUREFD, LLC	Shares	3.6KSH	$56.2K
9	GAMMA Investing LLC	Shares	1.3KSH	$21.0K
10	SRH ADVISORS, LLC	Shares	1.1KSH	$17.0K
11	Founders Capital Management	Shares	1.0KSH	$15.8K
12	Security National Bank	Shares	936SH	$14.8K
13	Crewe Advisors LLC	Shares	888SH	$14.0K
14	Triumph Capital Management	Shares	800SH	$12.6K
15	IFP Advisors, Inc	Shares	614SH	$9.7K
16	Hilltop National Bank	Shares	500SH	$7.9K
17	SBI Securities Co., Ltd.	Shares	450SH	$7.1K
18	Farther Finance Advisors, LLC	Shares	336SH	$5.3K
19	Blue Trust, Inc.	Shares	239SH	$3.8K
20	City State Bank	Shares	200SH	$3.2K
21	Vision Retirement, LLC	Shares	200SH	$3.2K
22	EverSource Wealth Advisors, LLC	Shares	116SH	$1.8K
23	LANARK FINANCIAL, INC.	Shares	113SH	$1.8K
24	Fortitude Family Office, LLC	Shares	97SH	$1.5K
25	EASTERN BANK	Shares	79SH	$1.2K
26	Versant Capital Management, Inc	Shares	70SH	$1.1K
27	Ares Financial Consulting, LLC	Shares	64SH	$1.0K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$786
29	HORIZON FINANCIAL SERVICES, LLC	Shares	40SH	$631
30	True Wealth Design, LLC	Shares	40SH	$631
31	BFSG, LLC	Shares	35SH	$552
32	Retirement Wealth Solutions LLC	Shares	35SH	$552
33	MassMutual Private Wealth & Trust, FSB	Shares	33SH	$520
34	FIRST HORIZON CORP	Shares	31SH	$489
35	Essential Investment Partners LLC	Shares	29SH	$457
36	Investors Research Corp	Shares	29SH	$457
37	JFS WEALTH ADVISORS, LLC	Shares	25SH	$395
38	SJS Investment Consulting Inc.	Shares	16SH	$253
39	Owl Creek Wealth Partners LLC	Shares	12SH	$190
40	ARMSTRONG ADVISORY GROUP, INC	Shares	5SH	$79
41	TFC Financial Management, Inc.	Shares	4SH	$64
42	Mosley Wealth Management	Shares	3SH	$52
43	Torren Management, LLC	Shares	2SH	$39
44	DiNuzzo Private Wealth, Inc.	Shares	2SH	$32
45	Rachor Investment Advisory Services, LLC	Shares	2SH	$30
46	State of Alaska, Department of Revenue	Shares	1.5KSH	$23
47	Hughes Financial Services, LLC	Shares	1SH	$16
48	TSFG, LLC	Shares	24SH	$0

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

49 / 49 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+20.5K	+$323.9K	$323.9K
2	SIGNATUREFD, LLC added	Shares	+2.9K	+$44.2K	$56.2K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.9K	+$25.6K	$173.5K
4	IFP Advisors, Inc added	Shares	+564	+$8.8K	$9.7K
5	Founders Capital Management added	Shares	+600	+$8.5K	$15.8K
6	Hilltop National Bank new	Shares	+500	+$7.9K	$7.9K
7	Fortitude Family Office, LLC new	Shares	+97	+$1.5K	$1.5K
8	EverSource Wealth Advisors, LLC added	Shares	+67	+$939	$1.8K
9	HORIZON FINANCIAL SERVICES, LLC new	Shares	+40	+$631	$631
10	True Wealth Design, LLC new	Shares	+40	+$631	$631
11	GAMMA Investing LLC added	Shares	+205	+$540	$21.0K
12	Retirement Wealth Solutions LLC added	Shares	+26	+$388	$552
13	SJS Investment Consulting Inc. added	Shares	+13	+$198	$253
14	TSFG, LLC unchanged	Shares	0	$0	$0
15	Hughes Financial Services, LLC unchanged	Shares	0	-$2	$16
16	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$3	$30
17	State of Alaska, Department of Revenue unchanged	Shares	0	-$4	$23
18	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$5	$32
19	Torren Management, LLC unchanged	Shares	0	-$5	$39
20	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$12	$79
21	Mosley Wealth Management unchanged	Shares	0	-$19	$52
22	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$28	$190
23	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$59	$395
24	Essential Investment Partners LLC unchanged	Shares	0	-$70	$457
25	Investors Research Corp unchanged	Shares	0	-$70	$457
26	FIRST HORIZON CORP unchanged	Shares	0	-$73	$489
27	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$79	$520
28	BFSG, LLC unchanged	Shares	0	-$84	$552
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$94	$786
30	Ares Financial Consulting, LLC unchanged	Shares	0	-$117	$1.0K
31	EASTERN BANK unchanged	Shares	0	-$189	$1.2K
32	LANARK FINANCIAL, INC. unchanged	Shares	0	-$270	$1.8K
33	TFC Financial Management, Inc. trimmed	Shares	-17	-$318	$64
34	City State Bank unchanged	Shares	0	-$478	$3.2K
35	Vision Retirement, LLC unchanged	Shares	0	-$478	$3.2K
36	Blue Trust, Inc. unchanged	Shares	0	-$571	$3.8K
37	Farther Finance Advisors, LLC trimmed	Shares	-11	-$807	$5.3K
38	Triumph Capital Management unchanged	Shares	0	-$1.9K	$12.6K
39	Crewe Advisors LLC unchanged	Shares	0	-$2.1K	$14.0K
40	SBI Securities Co., Ltd. trimmed	Shares	-64	-$2.2K	$7.1K
41	SRH ADVISORS, LLC unchanged	Shares	0	-$2.6K	$17.0K
42	Sound Income Strategies, LLC exited	Shares	-453	-$8.0K	$0
43	Versant Capital Management, Inc trimmed	Shares	-951	-$17.4K	$1.1K
44	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	-$29.9K	$197.1K
45	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-34	-$53.6K	$349.9K
46	Merrion Investment Management Co, LLC unchanged	Shares	0	-$210.4K	$1.4M
47	Mraz, Amerine & Associates, Inc. added	Shares	+7.6K	-$249.6K	$2.6M
48	Security National Bank trimmed	Shares	-36.6K	-$667.0K	$14.8K
49	LEE DANNER & BASS INC trimmed	Shares	-9.0K	-$970.0K	$5.3M