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Applied Finance Valuation Large Cap ETF

44 hedge funds and large institutions have $354M invested in Applied Finance Valuation Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$88.5M
NCM
2
Novare Capital Management
North Carolina
$36.1M
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$31.2M
WG
4
Watchman Group
Texas
$29.6M
JCM
5
Jacobi Capital Management
Pennsylvania
$22.8M
FB
6
Fulton Bank
Pennsylvania
$14.1M
EWA
7
EverSource Wealth Advisors
Alabama
$14M
APW
8
Acima Private Wealth
Virginia
$12.2M
C
9
Croban
Ohio
$10.1M
AP
10
Atwood & Palmer
Missouri
$9.41M
OPA
11
Old Port Advisors
Maine
$9.21M
GCM
12
Gibraltar Capital Management
Oklahoma
$9.13M
JP Morgan Chase
13
JP Morgan Chase
New York
$7.72M
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$7.24M
CWMP
15
Clarion Wealth Managment Partners
Virginia
$7.2M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.67M
MML Investors Services
17
MML Investors Services
Massachusetts
$5.63M
FFA
18
Farther Finance Advisors
California
$3.83M
ASN
19
Advisory Services Network
Georgia
$3.58M
AEPWM
20
Atlantic Edge Private Wealth Management
Florida
$3.54M
AFCM
21
Applied Finance Capital Management
Puerto Rico
$3.13M
OFO
22
OneAscent Family Office
Alabama
$2.7M
LPL Financial
23
LPL Financial
California
$2.64M
SI
24
Saxon Interests
Texas
$2.53M
OC
25
Oppenheimer & Co
New York
$1.9M