Institutional Ownership
Valued Advisers Tr
CUSIP 92046L338REGAN FLTG RATEMBSFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
58
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Castleview Partners, LLC | 987.3K | $25.19M |
| 2 | Creative Financial Designs Inc /Adv | 349.6K | $8.92M |
| 3 | Balefire, LLC | 306.7K | $7.82M |
| 4 | Auour Investments LLC | 306.7K | $7.82M |
| 5 | Biltmore Family Office, LLC | 264.1K | $6.74M |
| 6 | Royal Bank Of Canada | 249.2K | $6.36M |
| 7 | Cwc Advisors, LLC. | 204.6K | $5.22M |
| 8 | Sterneck Capital Management, LLC | 201.8K | $5.15M |
| 9 | State Of New Jersey Common Pension Fund D | 200.0K | $5.10M |
| 10 | United Asset Strategies, Inc. | 179.1K | $4.57M |