Institutional Ownership
Valued Advisers Tr
CUSIP 92046L353KOVITZ CORE EQTEQTYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
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 | Focus Partners Wealth | 44.57M | $1.14B |
| 2 | Royal Bank Of Canada | 208.2K | $5.30M |
| 3 | Delta Wealth Advisors LLC | 114.3K | $2.91M |
| 4 | Mml Investors Services, LLC | 110.1K | $2.80M |
| 5 | Stratos Wealth Advisors, LLC | 54.5K | $1.39M |
| 6 | Gts Securities LLC | 32.0K | $814.3K |
| 7 | Chicago Partners Investment Group LLC | 14.2K | $388.6K |
| 8 | Susquehanna International Group, LLP | 12.5K | $318.6K |
| 9 | Bank Of Montreal /Can/ | 9.5K | $241.2K |
| 10 | Northern Trust Corp | 9.1K | $231.8K |