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 | 44M | $1.2B | -2% | Jun 2026 |
|
| Royal Bank of Canada | 157k | $4.4M | -25% | Jun 2026 |
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| Permanent Capital Management | 138k | $3.9M | 100% | Jun 2026 |
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| Delta Wealth Advisors | 114k | $3.2M | 0% | Jun 2026 |
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| Mml Investors Services | 110k | $3.1M | 0% | Jun 2026 |
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| Stratos Wealth Advisors | 53k | $1.5M | -3% | Jun 2026 |
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| Hrt Financial | 43k | $1.2M | 100% | Jun 2026 |
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| Gts Securities | 20k | $562k | -37% | Jun 2026 |
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| Susquehanna International | 18k | $501k | 43% | Jun 2026 |
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| Chicago Partners Investment | 14k | $401k | 0% | Jun 2026 |
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| Citadel Advisors | 12k | $326k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 12k | $324k | 100% | Jun 2026 |
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| Bank Of Montreal | 9.5k | $241k | 100% | Mar 2026 |
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| Northern Trust | 9.1k | $255k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 8.0k | $224k | 0% | Jun 2026 |
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| Envestnet Asset Management | 7.5k | $210k | 100% | Jun 2026 |
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| Morgan Stanley | 3.9k | $99k | 0% | Mar 2026 |
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| Eukles Asset Management | 3.0k | $85k | 0% | Jun 2026 |
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| Basepoint Wealth | 2.5k | $71k | 0% | Jun 2026 |
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| Glen Eagle Advisors | 1.6k | $46k | 0% | Jun 2026 |
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| UBS Group | 1.6k | $44k | 195% | Jun 2026 |
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| Harwood Advisory | 901.00 | $23k | 0% | Mar 2026 |
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| Advisor Group Holdings | 244.00 | $6.8k | 0% | Jun 2026 |
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