APPLIED FINANCE VALUAT ETF VSLU
$46.78
+0.6% 52w: $37.22 – $47.42
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data37.2242.3247.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
45
+1 QoQ
13F value
$402.0M
+13.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VSLU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Crestwood Advisors Group, LLC | Other | 2.8M | $118.1M | 2.0% | +41.2% |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 804.1K | $33.6M | 2.7% | -1.5% |
| Watchman Group, Inc. | Wealth advisor | 719.1K | $30.1M | 7.3% | +7.6% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 706.0K | $29.5M | 6.2% | +0.2% |
| Jacobi Capital Management LLC | Wealth advisor | 616.0K | $25.8M | 1.4% | +19.8% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 500.7K | $20.9M | 0.6% | +58.3% |
| Fulton Bank, N.A. | Other | 356.2K | $14.9M | 0.5% | +12.0% |
| JPMORGAN CHASE & CO | Bank broker | 334.0K | $13.6M | 0.0% | +91.5% |
| ACIMA PRIVATE WEALTH, LLC | Wealth advisor | 278.2K | $11.6M | 3.7% | +1.0% |
| Clarion Wealth Managment Partners, LLC | Wealth advisor | 251.5K | $10.5M | 9.5% | +54.6% |
| Old Port Advisors | Other | 248.5K | $10.4M | 2.4% | +19.5% |
| CROBAN | Wealth advisor | 243.1K | $10.2M | 4.8% | +6.7% |
| FORTEM FINANCIAL GROUP, LLC | Other | 214.4K | $9.0M | 2.2% | +2617.3% |
| ATWOOD & PALMER INC | Other | 204.5K | $8.5M | 0.5% | -3.8% |
| Gibraltar Capital Management, Inc. | Other | 186.6K | $7.8M | 1.3% | -9.6% |
| TRUSTMARK BANK TRUST DEPARTMENT | Wealth advisor | 153.9K | $6.4M | 0.4% | -6.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 129.1K | $5.4M | 0.0% | +0.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 107.5K | $4.5M | 0.0% | -15.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 90.0K | $3.8M | 0.0% | +4.1% |
| Atlantic Edge Private Wealth Management, LLC | Wealth advisor | 84.2K | $3.5M | 0.9% | +5.3% |
| Advisory Services Network, LLC | Diversified mechanical | 77.1K | $3.2M | 0.0% | -4.6% |
| Applied Finance Capital Management, LLC | Other | 70.8K | $3.0M | 0.2% | Held |
| SAXON INTERESTS, INC. | Wealth advisor | 61.4K | $2.6M | 0.9% | +7.3% |
| OPPENHEIMER & CO INC | Diversified mechanical | 43.8K | $1.8M | 0.0% | +2.1% |
| LPL Financial LLC | Bank broker | 41.7K | $1.7M | 0.0% | -30.0% |
| Tidal Investments LLC | Diversified mechanical | 32.2K | $1.3M | 0.0% | +111.8% |
| TECTONIC ADVISORS LLC | Wealth advisor | 29.0K | $1.2M | 0.1% | +10.2% |
| Quantinno Capital Management LP | Diversified mechanical | 27.9K | $1.2M | 0.0% | +14.0% |
| Accurate Wealth Management, LLC | Other | 23.8K | $1.0M | 0.1% | +132.7% |
| OneAscent Family Office, LLC | Wealth advisor | 21.6K | $902K | 0.6% | -64.6% |
| BankPlus Trust Department | Other | 20.2K | $844K | 0.2% | Held |
| UBS Group AG | Bank broker | 20.0K | $838K | 0.0% | -17.0% |
| InTrack Investment Management Inc | Other | 17.0K | $712K | 0.4% | -7.8% |
| PRIVATE TRUST CO NA | Diversified mechanical | 15.9K | $667K | 0.1% | Held |
| Confluence Wealth Services, Inc. | Wealth advisor | 15.9K | $665K | 0.0% | -14.1% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 12.3K | $515K | 0.0% | Held |
| MGO ONE SEVEN LLC | Wealth advisor | 9.4K | $392K | 0.0% | +2.8% |
| Plan A Wealth LLC | Wealth advisor | 8.1K | $338K | 0.2% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.9K | $329K | 0.0% | -8.0% |
| STEEL GROVE CAPITAL ADVISORS, LLC | Wealth advisor | 6.1K | $254K | 0.0% | New |
| Auxano Advisors, LLC | Other | 5.4K | $226K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 690 | $29K | 0.0% | +33.5% |
| ASSETMARK, INC | Wealth advisor | 418 | $17K | 0.0% | Held |
| PlanVest Financial, Inc | Wealth advisor | 25 | $1K | 0.0% | — |
| Russell Investments Group, Ltd. | Diversified mechanical | 1 | $36 | 0.0% | Held |
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