SEC 13F Intelligence

VERYUSDVERICITY INC

CUSIP 92347D100 · Yahoo Finance ↗ · Google Finance ↗

Vericity Inc (VERYUSD) has 7 institutional holders in Filings Flow’s 13F database, together reporting 497.7K shares worth $4M as of Q4 2022. The largest reported holders are Sageview Advisory Group, LLC, Rbf Capital, LLC, and Penderfund Capital Management Ltd..

Institutional Holders
7
Q4 2022
Reported Value
$4M
Ticker
VERYUSD
Quarters Tracked
4

Ownership Trend

Institutional holders
Q3 ’19: 5Q3 ’19Q2 ’21: 10Q2 ’21Q4 ’21: 6Q4 ’21Q4 ’22: 7Q4 ’22filingsflow.com
Total reported value
Q3 ’19: $3MQ3 ’19Q2 ’21: $2MQ2 ’21Q4 ’21: $801,000Q4 ’21Q4 ’22: $4MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PenderFund Capital Management Ltd.$639M AUM0.22%$796,96151.0KQ2 2024
INSPIRION WEALTH ADVISORS, LLC$874M AUM0.09%$571,54650.0KQ2 2024
SageView Advisory Group, LLC$3.0B AUM0.07%$1M130.3KQ2 2024
RBF Capital, LLC$2.0B AUM0.05%$829,35673.1KQ1 2024OLDER
CSS LLC/IL$2.1B AUM0.02%$263,25223.2KQ1 2024OLDER
TRUE Private Wealth Advisors$1.0B AUM0.01%$97,63316.5KQ3 2023OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$538,38747.1KQ2 2024
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$302,51826.5KQ2 2024
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$3,418299Q2 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$134,55411.8KQ2 2024
NORTHERN TRUST CORP$756.6B AUM0.00%$124,53311.1KQ4 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$230,44520.2KQ2 2024
BlackRock Finance, Inc.$4.42T AUM0.00%$317,83327.8KQ2 2024
MACQUARIE GROUP LTD$16.8B AUM0.00%$1,429125Q2 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.