Mega
CITADEL ADVISORS LLC
VSDB
1
$907,606
100.00%
11,889
—
-1,310
-9.9%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Micro
Orgel Wealth Management, LLC
VSDB
$266,049,136
29313.29%
3,489,169
—
Sold Out
Shares
2026-04-07
Small
Beaird Harris Wealth Management, LLC
VSDB
$10,267,443
1131.27%
134,655
—
Sold Out
Shares
2026-05-14
Small
CGN Advisors LLC
VSDB
$5,414,817
596.60%
71,014
—
Sold Out
Shares
2026-04-13
Small
Werba Rubin Papier Wealth Management
VSDB
$5,085,265
560.29%
66,692
—
Sold Out
Shares
2026-05-12
Mid
Integrated Wealth Concepts LLC
VSDB
$4,267,712
470.22%
55,970
—
Sold Out
Shares
2026-05-15
Micro
Keystone Financial Group, Inc.
VSDB
$3,679,520
405.41%
48,256
—
Sold Out
Shares
2026-04-21
Micro
Pinnacle Financial Group, LLC / IL
VSDB
$2,949,502
324.98%
38,682
—
Sold Out
Shares
2026-05-13
Large
TD Waterhouse Canada Inc.
VSDB
1
$2,086,810
229.92%
27,368
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
TORONTO DOMINION BANK
27,368
$2,086,810
100.0%
Defined
Mid
Robertson Stephens Wealth Management, LLC
VSDB
$1,603,308
176.65%
21,027
—
Sold Out
Shares
2026-04-28
Large
Sanctuary Advisors, LLC
VSDB
$1,540,097
169.69%
20,198
—
Sold Out
Shares
2026-05-05
Large
COMMONWEALTH EQUITY SERVICES, LLC
VSDB
$1,420,690
156.53%
18,632
—
Sold Out
Shares
2026-04-27
Micro
Mills Wealth Advisors LLC
VSDB
$1,320,192
145.46%
17,314
—
Sold Out
Shares
2026-04-24
Micro
Englebert Financial Advisers, LLC
VSDB
$1,285,498
141.64%
16,859
—
Sold Out
Shares
2026-04-22
Mid
North Star Investment Management Corp.
VSDB
$1,283,592
141.43%
16,834
—
Sold Out
Shares
2026-04-23
Mega
JANE STREET GROUP, LLC
VSDB
1
$1,134,218
124.97%
14,875
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
14,875
$1,134,218
100.0%
Defined
Micro
BARNES PETTEY FINANCIAL ADVISORS, LLC
VSDB
$991,097
109.20%
12,998
—
Sold Out
Shares
2026-04-24
Mid
Prospera Financial Services Inc
VSDB
$835,700
92.08%
10,960
—
Sold Out
Shares
2026-04-14
Small
American Investment Services, Inc.
VSDB
$826,092
91.02%
10,834
—
Sold Out
Shares
2026-05-13
Micro
Eldridge Investment Advisors, Inc.
VSDB
$823,652
90.75%
10,802
—
Sold Out
Shares
2026-05-11
Mega
AQR CAPITAL MANAGEMENT LLC
VSDB
$765,855
84.38%
10,044
—
Sold Out
Shares
2026-05-15
Large
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VSDB
$744,962
82.08%
9,770
—
Sold Out
Shares
2026-04-08
Small
HAZLETT, BURT & WATSON, INC.
VSDB
$743,611
81.93%
10,496
—
Sold Out
Shares
2026-05-14
Large
Betterment LLC
VSDB
$581,558
64.08%
7,627
—
Sold Out
Shares
2026-05-14
Large
Mariner, LLC
VSDB
$520,253
57.32%
6,823
—
Sold Out
Shares
2026-05-13
Large
Kestra Advisory Services, LLC
VSDB
$512,323
56.45%
6,719
—
Sold Out
Shares
2026-04-30
Mega
LPL Financial LLC
VSDB
$423,416
46.65%
5,553
—
Sold Out
Shares
2026-05-06
Mid
Focus Partners Advisor Solutions, LLC
VSDB
$388,875
42.85%
5,100
—
Sold Out
Shares
2026-05-13
Small
STEEL GROVE CAPITAL ADVISORS, LLC
VSDB
$343,125
37.81%
4,500
—
Sold Out
Shares
2026-05-07
Small
FLAGSHIP HARBOR ADVISORS, LLC
VSDB
$330,925
36.46%
4,340
—
Sold Out
Shares
2026-04-28
Micro
Talisman Wealth Advisors LLC
VSDB
$302,712
33.35%
3,970
—
Sold Out
Shares
2026-05-15
Small
SJS Investment Consulting Inc.
VSDB
$298,595
32.90%
3,916
—
Sold Out
Shares
2026-04-23
Micro
Gutierrez Wealth Advisory, LLC
VSDB
$288,911
31.83%
3,789
—
Sold Out
Shares
2026-04-21
Large
Cambridge Investment Research Advisors, Inc.
VSDB
$274,957
30.29%
3,606
—
Sold Out
Shares
2026-04-30
Micro
Aegis Wealth Management LLC
VSDB
$249,718
27.51%
3,275
—
Sold Out
Shares
2026-04-23
Mid
HBK Sorce Advisory LLC
VSDB
$248,956
27.43%
3,265
—
Sold Out
Shares
2026-05-11
Mid
Aptus Capital Advisors, LLC
VSDB
$234,392
25.83%
3,074
—
Sold Out
Shares
2026-05-11
Small
Concord Wealth Partners
VSDB
$231,113
25.46%
3,031
—
Sold Out
Shares
2026-05-01
Micro
Cornerstone National Bank & Trust Co
Bank
VSDB
$164,013
18.07%
2,151
—
Sold Out
Shares
2026-04-14
Mid
Farther Finance Advisors, LLC
VSDB
$118,111
13.01%
1,549
—
Sold Out
Shares
2026-04-07
Large
VANGUARD ADVISERS INC
VSDB
$18,986
2.09%
249
—
Sold Out
Shares
2026-05-08
Large
CWM, LLC
VSDB
$11,971
1.32%
157
—
Sold Out
Shares
2026-05-14
Mega
ROYAL BANK OF CANADA
Bank
VSDB
1
$5,337
0.59%
70
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Dominion Securities Inc.
70
$5,337
100.0%
Defined
Mid
EverSource Wealth Advisors, LLC
VSDB
$76
0.01%
1
—
Sold Out
Shares
2026-05-18
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