Who Owns VALUED ADVISERS TR (EQTY)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $1.25B of VALUED ADVISERS TR (EQTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($1.23B), Royal Bank of Canada ($4.4M), Permanent Capital Management, LP ($3.9M), Delta Wealth Advisors LLC ($3.2M), MML INVESTORS SERVICES, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $1.23B | 43.9M | Trimmed |
| 2 | Royal Bank of Canada | $4.4M | 156,899 | Trimmed |
| 3 | Permanent Capital Management, LP | $3.9M | 138,184 | New |
| 4 | Delta Wealth Advisors LLC | $3.2M | 114,255 | Hold |
| 5 | MML INVESTORS SERVICES, LLC | $3.1M | 110,104 | Hold |
| 6 | Stratos Wealth Advisors, LLC | $1.5M | 53,045 | Trimmed |
| 7 | HRT FINANCIAL LP | $1.2M | 42,479 | New |
| 8 | BANK OF MONTREAL /CAN/ | $703,346 | 25,164 | Added |
| 9 | GTS SECURITIES LLC | $562,047 | 20,109 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $500,873 | 17,920 | Added |
| 11 | Chicago Partners Investment Group LLC | $400,830 | 14,156 | Hold |
| 12 | CITADEL ADVISORS LLC | $326,406 | 11,678 | New |
| 13 | JPMORGAN CHASE & CO | $323,556 | 11,662 | Added |
| 14 | NORTHERN TRUST CORP | $254,573 | 9,108 | Hold |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $224,303 | 8,025 | Hold |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $210,188 | 7,520 | New |
| 17 | MORGAN STANLEY | $133,418 | 4,773 | Added |
| 18 | Eukles Asset Management | $84,997 | 3,041 | Hold |
| 19 | Basepoint Wealth LLC | $71,074 | 2,543 | Hold |
| 20 | Glen Eagle Advisors, LLC | $45,839 | 1,640 | Hold |
| 21 | UBS Group AG | $43,604 | 1,560 | Added |
| 22 | Darwin Wealth Management, LLC | $25,189 | 901 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $6,819 | 244 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30