Vision Marine Technologies I

CUSIP: 92840Q400 | 14 institutional holders

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Institutional Holders — Q1 2026

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PNC Financial Services Group, Inc.2,000

0.0% of portfolio$4.1K

BFC Planning, Inc.1,017

0.0% of portfolio$2.1K

UBS Group AG867

0.0% of portfolio$1.8K

Berthel, Fisher & Company Financial Services, Inc.500

0.0% of portfolio$1.0K

Jones Financial Companies Lllp25

0.0% of portfolio$50

Federation des caisses Desjardins du Quebec24

0.0% of portfolio$49

Tradewinds Capital Management, LLC9

0.0% of portfolio$19

Royal Bank of Canada7

0.0% of portfolio$0

Osaic Holdings, Inc.6

0.0% of portfolio$12

0.0% of portfolio$12

National Bank of Canada2

0.0% of portfolio$4

Wells Fargo & Company2

0.0% of portfolio$4

SBI Securities Co., Ltd.1

0.0% of portfolio$2

Morgan Stanley1

0.0% of portfolio$2

				Style	Turnover	Location	Filed
PNC Financial Services Group, Inc.	2,000	$4.1K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-05-08
BFC Planning, Inc.	1,017	$2.1K	0.0%	N/A	N/A	Cedar Rapids, IA	2026-10-29
UBS Group AG	867	$1.8K	0.0%	Core	Medium	Zurich, Switzerland	2026-05-05
Berthel, Fisher & Company Financial Services, Inc.	500	$1.0K	0.0%	N/A	N/A	Cedar Rapids, IA	2026-10-30
Jones Financial Companies Lllp	25	$50	0.0%	Index	Low	Des Peres, MO	2026-05-15
Federation des caisses Desjardins du Quebec	24	$49	0.0%	Value	Medium	Levis, Austria	2026-05-14
Tradewinds Capital Management, LLC	9	$19	0.0%	ETF	Very High	Bellingham, WA	2026-04-15
Royal Bank of Canada	7	$0	0.0%	Core	Low	Toronto, Australia	2026-05-15
Osaic Holdings, Inc.	6	$12	0.0%	Index	Low	Scottsdale, AZ	2026-05-15
FIL Ltd	6	$12	0.0%	Value	Medium	Hamilton, Denmark	2026-05-15
National Bank of Canada	2	$4	0.0%	Core	Medium	Montreal, Austria	2026-05-15
Wells Fargo & Company	2	$4	0.0%	Core	Low	San Francisco, CA	2026-07-08
SBI Securities Co., Ltd.	1	$2	0.0%	Growth	Low	Tokyo, Mexico	2026-04-28
Morgan Stanley	1	$2	0.0%	Core	Low	New York, NY	2026-05-15