VSLU icon

Applied Finance Valuation Large Cap ETF

40 hedge funds and large institutions have $226M invested in Applied Finance Valuation Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.54%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
12
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$48.1M 1,227,398 +17,627 +1%
NCM
2
Novare Capital Management
North Carolina
$28.7M 733,821 +10,420 +1%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$27M 688,643 +688,643 New
WG
4
Watchman Group
Texas
$24.1M 614,853 +28,900 +5%
JCM
5
Jacobi Capital Management
Pennsylvania
$15.3M 391,875 +58,398 +18%
FB
6
Fulton Bank
Pennsylvania
$10.2M 259,324 +21,233 +9%
APW
7
Acima Private Wealth
Virginia
$9.13M 233,264 +28,146 +14%
AP
8
Atwood & Palmer
Missouri
$8.18M 208,869 +412 +0.2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.26M 159,895 -115,933 -42%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$5.92M 151,232 -7,955 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.99M 127,508 +1,178 +0.9%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.89M 124,941 +2,440 +2%
EWA
13
EverSource Wealth Advisors
Alabama
$4.06M 103,674 -7,494 -7%
C
14
Croban
Ohio
$3.59M 91,637 -928 -1%
CMS
15
Capital Market Strategies
Florida
$3.53M 90,244 -1,202 -1%
AEPWM
16
Atlantic Edge Private Wealth Management
Florida
$3.01M 77,006 +8,855 +13%
AFCM
17
Applied Finance Capital Management
Puerto Rico
$2.78M 71,387 +71,387 New
ASN
18
Advisory Services Network
Georgia
$2.46M 61,096 -942 -2%
OFO
19
OneAscent Family Office
Alabama
$2.37M 60,620
CWMP
20
Clarion Wealth Managment Partners
Virginia
$1.87M 47,787 +47,787 New
GCM
21
Gibraltar Capital Management
Oklahoma
$1.29M 32,843 +404 +1%
UBS Group
22
UBS Group
Switzerland
$949K 24,246 -2,035 -8%
GS
23
GTS Securities
New York
$945K 24,128 +24,128 New
Goldman Sachs
24
Goldman Sachs
New York
$850K 21,723 +21,723 New
CWS
25
Confluence Wealth Services
Pennsylvania
$822K 21,004 +404 +2%