Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC WEALTH ADVISORS GROUP LLC | COM CL A | 801 | $19,372,000 | 109,044 | 0.83 | 0.96 | -3,614 | -3.21 | 09-30-2022 |
| BTR CAPITAL MANAGEMENT INC | COM CL A | 802 | $19,365,000 | 109,004 | 3.02 | 3.08 | -3,789 | -3.36 | 09-30-2022 |
| CLARIVEST ASSET MANAGEMENT LLC | COM CL A | 803 | $28,354,459 | 108,909 | 0.00 | 1.61 | -19,536 | -15.21 | 12-31-2023 |
| APPLETON PARTNERS INC/MA | CS | 804 | $25,029,000 | 108,815 | 2.22 | 2.26 | -3,907 | -3.47 | 09-30-2023 |
