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Applied Finance Valuation Large Cap ETF

46 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 4 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
$118M
NCM
2
Novare Capital Management
North Carolina
$33.6M
WG
3
Watchman Group
Texas
$30.1M
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$29.5M
JCM
5
Jacobi Capital Management
Pennsylvania
$25.8M
EWA
6
EverSource Wealth Advisors
Alabama
$20.9M
FB
7
Fulton Bank
Pennsylvania
$14.9M
JP Morgan Chase
8
JP Morgan Chase
New York
$13.6M
APW
9
Acima Private Wealth
Virginia
$11.6M
CWMP
10
Clarion Wealth Managment Partners
Virginia
$10.5M
OPA
11
Old Port Advisors
Maine
$10.4M
C
12
Croban
Ohio
$10.2M
FFG
13
Fortem Financial Group
California
$8.97M
AP
14
Atwood & Palmer
Missouri
$8.55M
GCM
15
Gibraltar Capital Management
Oklahoma
$7.8M
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$6.44M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.4M
MML Investors Services
18
MML Investors Services
Massachusetts
$4.5M
FFA
19
Farther Finance Advisors
California
$3.84M
AEPWM
20
Atlantic Edge Private Wealth Management
Florida
$3.52M
ASN
21
Advisory Services Network
Georgia
$3.22M
AFCM
22
Applied Finance Capital Management
Puerto Rico
$2.96M
SI
23
Saxon Interests
Texas
$2.57M
OC
24
Oppenheimer & Co
New York
$1.83M
LPL Financial
25
LPL Financial
California
$1.74M