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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	FLAGSHIP HARBOR ADVISORS, LLC	Shares	34.0KSH	$5.0M
2	JNBA Financial Advisors	Shares	7.2KSH	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.9KSH	$689.7K
4	Lakeridge Wealth Management LLC	Shares	1.9KSH	$281.2K
5	Avior Wealth Management, LLC	Shares	1.6KSH	$234.5K
6	Prism Advisors, Inc.	Shares	1.4KSH	$211.1K
7	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	465SH	$67.9K
8	Farther Finance Advisors, LLC	Shares	450SH	$65.7K
9	Community Financial Services Group, LLC	Shares	85SH	$12.3K
10	LifeSteps Financial, Inc.	Shares	80SH	$11.7K
11	Activest Wealth Management	Shares	16SH	$2.3K

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

12 / 12 loaded

#		Instrument
1	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+212	+$278.6K	$5.0M
2	Avior Wealth Management, LLC new	Shares	+1.6K	+$234.5K	$234.5K
3	JNBA Financial Advisors trimmed	Shares	-70	+$43.3K	$1.1M
4	Lakeridge Wealth Management LLC unchanged	Shares	0	+$14.1K	$281.2K
5	LifeSteps Financial, Inc. new	Shares	+80	+$11.7K	$11.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$9.0K	$689.7K
7	Prism Advisors, Inc. trimmed	Shares	-13	+$8.8K	$211.1K
8	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$3.4K	$67.9K
9	Community Financial Services Group, LLC unchanged	Shares	0	+$449	$12.3K
10	Activest Wealth Management unchanged	Shares	0	+$118	$2.3K
11	HHM Wealth Advisors, LLC exited	Shares	-34	-$4.7K	$0
12	Farther Finance Advisors, LLC trimmed	Shares	-152	-$18.0K	$65.7K

Filing Research | VANECK ETF TRUST Institutional Holdings