Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP LLC | COM CL A | 1401 | $9,535,518 | 36,626 | 0.00 | 0.00 | 3,850 | 11.75 | 12-31-2023 |
| VONTOBEL SWISS WEALTH ADVISORS AG | COM CL A | 1402 | $8,340,000 | 36,394 | 4.28 | 5.88 | -13,386 | -26.89 | 06-30-2021 |
| CORNERSTONE WEALTH GROUP LLC | COM CL A | 1403 | $10,136,327 | 36,321 | 0.00 | 0.00 | 3,936 | 12.15 | 03-31-2024 |
| NORTHCREST ASSET MANANGEMENT LLC | COM CL A | 1404 | $10,132,040 | 36,305 | 0.00 | 0.00 | 333 | 0.93 | 03-31-2024 |
