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MARRIOTT VACATIONS WORLDWIDE Corp — reported holders

41 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
41
Combined reported value
$6.5M
Top 5 concentration
51.3%
Median position
$13.7K
Largest position
$1.7M
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
41
ManagerQuarterValueSharesFiled
Investors Research Corp2026Q2$1.7M16,4162026-07-10
CHOREO, LLC2026Q2$432.9K4,2492026-08-04
Chicago Partners Investment Group LLC2026Q2$414.9K4,4222026-07-30
Baker Avenue Asset Management, LP2026Q2$404.4K3,9692026-07-28
ENVESTNET ASSET MANAGEMENT INC2026Q2$399.1K3,9172026-08-03
DIVERSIFIED MANAGEMENT INC2026Q2$345.6K3,3922026-07-17
Crestwood Advisors Group, LLC2026Q2$326.6K3,2062026-08-03
Caprock Group, LLC2026Q2$324.7K3,1872026-07-27
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$320.1K3,1422026-07-29
ASSETMARK, INC2026Q2$317.8K3,1192026-07-28
CIBC Asset Management Inc2026Q2$281.9K2,7672026-08-03
CITIGROUP INC2026Q2$228.7K2,2452026-08-03
BURNEY CO/2026Q2$225.9K2,2172026-07-28
CONNABLE OFFICE INC2026Q2$225.3K2,2112026-08-03
Versant Capital Management, Inc2026Q2$179.9K1,7662026-07-02
Blue Trust, Inc.2026Q2$89K8742026-07-21
Bayforest Capital Ltd2026Q2$70.9K6962026-08-05
Compagnie Lombard Odier SCmA2026Q2$61.1K6002026-07-29
Farther Finance Advisors, LLC2026Q2$59.4K5832026-07-17
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$40.1K3942026-07-24
Archer Investment Management, LLC2026Q2$13.7K1342026-08-03
MassMutual Private Wealth & Trust, FSB2026Q2$8.3K812026-07-02
ELEVATION WEALTH PARTNERS, LLC2026Q2$5.1K502026-07-08
Kozak & Associates, Inc.2026Q2$4.6K462026-07-02
Elevated Capital Advisors, LLC2026Q2$3.6K352026-08-03
ARMSTRONG ADVISORY GROUP, INC2026Q2$3.4K332026-07-13
AdvisorNet Financial, Inc2026Q2$1.9K192026-07-23
Creative Capital Management Investments LLC2026Q2$1.5K152026-07-24
ADIRONDACK TRUST CO2026Q2$1.4K142026-07-16
Handelsbanken Fonder AB2026Q2$1.3K13,1772026-07-10
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$1.3K132026-07-20
Bruce G. Allen Investments, LLC2026Q2$1.2K122026-07-31
ALBION FINANCIAL GROUP /UT2026Q2$81682026-07-22
Aspect Partners, LLC2026Q2$81582026-07-16
AMALGAMATED BANK2026Q2$7547,3992026-07-23
American Capital Advisory, LLC2026Q2$71472026-07-28
BARRETT & COMPANY, INC.2026Q2$71372026-07-24
Cambridge Investment Research Advisors, Inc.2026Q2$5595,4892026-07-27
DiNuzzo Private Wealth, Inc.2026Q2$51052026-07-10
FIRST HORIZON CORP2026Q2$20422026-07-20
Abound Wealth Management2026Q2$10212026-07-10

Source: U.S. Securities and Exchange Commission, Form 13F

MARRIOTT VACATIONS WORLDWIDE Corp — reported by 41 institutional managers — Tapewire