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Applied Finance Valuation Large Cap ETF

45 hedge funds and large institutions have $402M invested in Applied Finance Valuation Large Cap ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

14% more capital invested

Capital invested by funds: $354M → $402M (+$47.8M)

2% more funds holding

Funds holding: 4445 (+1)

0.92% more ownership

Funds ownership: 90.92%91.84% (+0.92%)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.55%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
3
Increased
23
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Tidal Investments
Wisconsin
$1.35M +$743K +17,020 +112%
TA
27
Tectonic Advisors
Texas
$1.21M +$118K +2,697 +10%
QCM
28
Quantinno Capital Management
New York
$1.16M +$149K +3,423 +14%
AWM
29
Accurate Wealth Management
Florida
$1.03M +$592K +13,558 +133%
OFO
30
OneAscent Family Office
Alabama
$902K -$1.72M -39,334 -65%
BTD
31
BankPlus Trust Department
Mississippi
$844K
UBS Group
32
UBS Group
Switzerland
$838K -$179K -4,094 -17%
IIM
33
InTrack Investment Management
Vermont
$712K -$62.4K -1,430 -8%
PTC
34
Private Trust Company
Ohio
$667K
CWS
35
Confluence Wealth Services
Pennsylvania
$665K -$114K -2,600 -14%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$515K
MOS
37
MGO One Seven
Ohio
$392K +$11.3K +258 +3%
PAW
38
Plan A Wealth
Nebraska
$338K
Stifel Financial
39
Stifel Financial
Missouri
$329K -$29.9K -684 -8%
SGCA
40
Steel Grove Capital Advisors
Tennessee
$254K +$265K +6,064 New
AA
41
Auxano Advisors
Washington
$226K +$236K +5,398 New
Osaic Holdings
42
Osaic Holdings
Arizona
$28.8K +$7.55K +173 +33%
AssetMark Inc
43
AssetMark Inc
California
$17.5K
PF
44
PlanVest Financial
Maryland
$1.04K +$1.09K +25 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$36
GS
46
GTS Securities
New York
-$476K -10,750 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$368K -8,323 Closed