CUSIP 90470L568ABSLUTE SELCT VLABEQQ4 2025
9 filings · latest May 9, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Tectonic Advisors LLC | 625.1K | $22.41M |
| 2 | Beacon Pointe Advisors, LLC | 447.6K | $16.05M |
| 3 | St. James Investment Company, LLC | 341.0K | $12.22M |
| 4 | Lpl Financial LLC | 214.7K | $7.70M |
| 5 | Osaic Holdings, Inc. | 185.2K | $6.64M |
| 6 | Global View Capital Management LLC | 135.8K | $4.87M |
| 7 | Onedigital Investment Advisors LLC | 132.5K | $4.75M |
| 8 | Mainstay Capital Management LLC /Adv | 74.5K | $2.67M |
| 4 | Oct 25, 2023 | Tectonic Advisors LLC | 13G/A | 32.3% | 630.5K | SEC |
| 5 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 29.4% | 514.9K | SEC |
| 6 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 23.6% | 354.1K | SEC |
| 7 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 18.0% | 265.3K | SEC |
| 8 | Jul 12, 2023 | Tectonic Advisors LLC | 13G/A | 10.7% | 147.7K | SEC |
| 9 | Jun 28, 2023 | Tectonic Advisors LLC | 13G | — | — | SEC |
| 9 |
| Raymond James Financial Inc |
| 44.2K |
| $1.58M |
| 10 | Castleview Partners, LLC | 19.3K | $690.3K |