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Valued Advisers Tr shares owned by Mml Investors Services

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors Services investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Mml Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 111k 26.99

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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View all positions for Mml Investors Services

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Mml Investors Services
Gts Securities
Northern Trust
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory
UBS Group
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr