Who owns VALUED ADVISERS TR?
- Ticker: EQTY
- CUSIP Number: 92046l353
Tip: Access positions for across all investors
Analyze quarterly positions in Valued Advisers Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Valued Advisers Tr stock
Who bought or sold VALUED ADVISERS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 45M | $1.2B | 49402% | Dec 2025 |
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| Mml Investors Services | 111k | $3.0M | 100% | Dec 2025 |
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| Gts Securities | 50k | $1.3M | 11% | Dec 2025 |
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| Northern Trust | 9.1k | $246k | -17% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 8.0k | $217k | -81% | Dec 2025 |
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| Envestnet Asset Management | 7.5k | $203k | 100% | Dec 2025 |
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| Basepoint Wealth | 2.5k | $69k | 100% | Dec 2025 |
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| Glen Eagle Advisors | 1.6k | $44k | 0% | Dec 2025 |
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| Harwood Advisory | 901.00 | $24k | 100% | Dec 2025 |
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| UBS Group | 675.00 | $18k | -97% | Dec 2025 |
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| Golden State Wealth Management | 256.00 | $6.9k | 0% | Dec 2025 |
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| Advisor Group Holdings | 244.00 | $6.6k | 0% | Dec 2025 |
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Who sold out of Valued Advisers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 46M | $1.2B |
| Intl Fcstone | Sep 2025 | 14k | $354k |