VSLU icon

Applied Finance Valuation Large Cap ETF

43 hedge funds and large institutions have $278M invested in Applied Finance Valuation Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
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
$61.4M
NCM
2
Novare Capital Management
North Carolina
$34.1M
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$29.4M
WG
4
Watchman Group
Texas
$27.1M
JCM
5
Jacobi Capital Management
Pennsylvania
$18.5M
FB
6
Fulton Bank
Pennsylvania
$11.6M
EWA
7
EverSource Wealth Advisors
Alabama
$11M
APW
8
Acima Private Wealth
Virginia
$10.3M
AP
9
Atwood & Palmer
Missouri
$9.01M
JP Morgan Chase
10
JP Morgan Chase
New York
$7.35M
OPA
11
Old Port Advisors
Maine
$7.32M
TNBTD
12
Trustmark National Bank Trust Department
Mississippi
$6.69M
C
13
Croban
Ohio
$5.73M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.44M
MML Investors Services
15
MML Investors Services
Massachusetts
$4.84M
CWMP
16
Clarion Wealth Managment Partners
Virginia
$4.64M
ASN
17
Advisory Services Network
Georgia
$3.35M
AEPWM
18
Atlantic Edge Private Wealth Management
Florida
$3.32M
AFCM
19
Applied Finance Capital Management
Puerto Rico
$3.04M
OFO
20
OneAscent Family Office
Alabama
$2.59M
GCM
21
Gibraltar Capital Management
Oklahoma
$1.51M
QCM
22
Quantinno Capital Management
New York
$1.33M
LPL Financial
23
LPL Financial
California
$1.26M
CWS
24
Confluence Wealth Services
Pennsylvania
$897K
UBS Group
25
UBS Group
Switzerland
$868K