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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$48.1M +$690K +17,627 +1%
NCM
2
Novare Capital Management
North Carolina
$28.7M +$408K +10,420 +1%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$27M +$27M +688,643 New
WG
4
Watchman Group
Texas
$24.1M +$1.13M +28,900 +5%
JCM
5
Jacobi Capital Management
Pennsylvania
$15.3M +$2.29M +58,398 +18%
FB
6
Fulton Bank
Pennsylvania
$10.2M +$831K +21,233 +9%
APW
7
Acima Private Wealth
Virginia
$9.13M +$1.1M +28,146 +14%
AP
8
Atwood & Palmer
Missouri
$8.18M +$16.1K +412 +0.2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.26M -$4.54M -115,933 -42%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$5.92M -$311K -7,955 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.99M +$46.1K +1,178 +0.9%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.89M +$95.5K +2,440 +2%
EWA
13
EverSource Wealth Advisors
Alabama
$4.06M -$293K -7,494 -7%
C
14
Croban
Ohio
$3.59M -$36.3K -928 -1%
CMS
15
Capital Market Strategies
Florida
$3.53M -$47.1K -1,202 -1%
AEPWM
16
Atlantic Edge Private Wealth Management
Florida
$3.01M +$347K +8,855 +13%
AFCM
17
Applied Finance Capital Management
Puerto Rico
$2.78M +$2.78M +71,387 New
ASN
18
Advisory Services Network
Georgia
$2.46M -$38K -942 -2%
OFO
19
OneAscent Family Office
Alabama
$2.37M
CWMP
20
Clarion Wealth Managment Partners
Virginia
$1.87M +$1.87M +47,787 New
GCM
21
Gibraltar Capital Management
Oklahoma
$1.29M +$15.8K +404 +1%
UBS Group
22
UBS Group
Switzerland
$949K -$79.7K -2,035 -8%
GS
23
GTS Securities
New York
$945K +$945K +24,128 New
Goldman Sachs
24
Goldman Sachs
New York
$850K +$850K +21,723 New
CWS
25
Confluence Wealth Services
Pennsylvania
$822K +$15.8K +404 +2%