Managed by Naviter Wealth, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
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| $56.3M |
| 1.20M |
| 0.00% |
| — |
| 6 | A AXP — | $51.6M | 1.07M | 0.00% | — |
| 7 | ? N/A — | $49.2M | 1.64M | 0.00% | — |
| 8 | ? N/A — | $48.6M | 1.86M | 0.00% | — |
| 9 | V VYLD — | $48.6M | 958.2K | 0.00% | — |
| 10 | ? N/A — | $47.4M | 1.68M | 0.00% | — |
| 11 | ? N/A — | $47.2M | 1.85M | 0.00% | — |
| 12 | ? N/A — | $43.4M | 1.51M | 0.00% | — |
| 13 | I IAU — | $43.1M | 311.8K | 0.00% | — |
| 14 | V VYLD — | $41.6M | 820.7K | 0.00% | — |
| 15 | A AXP — | $41.3M | 877.1K | 0.00% | — |
| 16 | V VYLD — | $39.2M | 773.9K | 0.00% | — |
| 17 | A AXP — | $36.9M | 768.3K | 0.00% | — |
| 18 | I IAU — | $35.5M | 276.1K | 0.00% | — |
| 19 | T | $30.9M | 91.1K | 0.00% | — |
| 20 | ? N/A — | $30.7M | 1.06M | 0.00% | — |