Who Owns VSLU?
Applied Finance Valuation Large Cap ETF — Institutional Ownership & 13F Holdings
$45.13
-0.18 (-0.40%)
Market Cap
$317.3M
Shares Outstanding
7,273,640
Institutional Holders
31
Total Inst. Value
$165.6M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
15
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | $42.4M | 1,209,771 |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | $25.3M | 723,401 |
| 3 | Watchman Group, Inc. | $20.5M | 585,953 |
| 4 | Jacobi Capital Management LLC | $11.7M | 333,477 |
| 5 | JPMORGAN CHASE & CO | $9.7M | 275,828 |
| 6 | FULTON BANK, N.A. | $8.3M | 238,091 |
| 7 | ATWOOD & PALMER INC | $7.3M | 208,457 |
| 8 | ACIMA PRIVATE WEALTH, LLC | $7.2M | 205,118 |
| 9 | TRUSTMARK BANK TRUST DEPARTMENT | $5.6M | 159,187 |
| 10 | MML INVESTORS SERVICES, LLC | $4.3M | 122,501 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Crestwood Advisors Group, LLC | +36K | $42.4M |
| NOVARE CAPITAL MANAGEMENT LLC | +34K | $25.3M |
| Watchman Group, Inc. | +4K | $20.5M |
| Jacobi Capital Management LLC | +85K | $11.7M |
| FULTON BANK, N.A. | +10K | $8.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -102K | $9.7M |
| TRUSTMARK BANK TRUST DEPARTMENT | -20K | $5.6M |
| Russell Investments Group, Ltd. | -1K | $30 |
| PRIVATE TRUST CO NA | -781 | $376K |
| CIBC WORLD MARKET INC. | -675 | $359K |
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Frequently Asked Questions
How many institutional investors hold VSLU?
As of Q1 2025, 31 institutional investors report holding VSLU (Applied Finance Valuation Large Cap ETF) in their 13F filings.
Which hedge fund owns the most VSLU?
The largest institutional holder of VSLU is Crestwood Advisors Group, LLC with $42.4M in shares.
Are institutions buying or selling VSLU?
This quarter, 6 institutions opened new positions in VSLU and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.