Institutional Ownership
Valued Advisers Tr
CUSIP 92046L353KOVITZ CORE EQTEQTYQ1 2026
Institutional Holders
19
13F filers
Shares Held
45.15M
Aggregate institutional
Institutional Value
$1.15B
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased1
Decreased5
Sold out2
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 44.57M | $1.14B | −474.5K | Reduced |
| 2 | Royal Bank Of Canada | 208.2K | $5.30M | −7.7K | Reduced |
| 3 | Delta Wealth Advisors LLC | 114.3K | $2.91M | +114.3K | New |
| 4 | Mml Investors Services, LLC | 110.1K | $2.80M | −753 | Reduced |
| 5 | Stratos Wealth Advisors, LLC | 54.5K | $1.39M | +54.5K | New |
| 6 | Gts Securities LLC | 32.0K | $814.3K | −17.6K | Reduced |
| 7 | Chicago Partners Investment Group LLC | 14.2K | $388.6K | +14.2K | New |
| 8 | Susquehanna International Group, LLP | 12.5K | $318.6K | +12.5K | New |
| 9 | Bank Of Montreal /Can/ | 9.5K | $241.2K | +9.5K | New |
| 10 | Northern Trust Corp | 9.1K | $231.8K | 0 | Held |
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