Who Owns Applied Finance Valuation Large Cap ETF (VSLU)?Hedge Fund & Institutional Holders

$42.49-0.31 (-0.71%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.815736000311832e+164T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$31.34$34.70$38.06$41.42$44.78Sep 24Jun 25Mar 26

VSLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NOVARE CAPITAL MANAGEMENT LLCNew Position+816K+$36.0M
FULTON BANK, N.A.New Position+318K+$14.1M
CROBANNew Position+228K+$10.1M
ATWOOD & PALMER INCNew Position+213K+$9.4M
Gibraltar Capital Management, Inc.New Position+206K+$9.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+128K+$5.0M
Farther Finance Advisors, LLCNew Position+87K+$3.8M
Atlantic Edge Private Wealth Management, LLCNew Position+80K+$3.5M
Applied Finance Capital Management, LLCNew Position+71K+$3.0M
SAXON INTERESTS, INC.New Position+57K+$2.5M
OneAscent Family Office, LLCNew Position+61K+$2.0M
OPPENHEIMER & CO INCNew Position+43K+$1.9M
TECTONIC ADVISORS LLCNew Position+26K+$1.2M
BankPlus Trust DepartmentNew Position+20K+$893K
Confluence Wealth Services, Inc.New Position+19K+$818K

VSLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Quantinno Capital Management LPDecreased-7K-$1.3B
GTS SECURITIES LLCDecreased-3K-$567.9M
FLPUTNAM INVESTMENT MANAGEMENT COClosed Position-6K-$245.9M
Focus Partners Advisor Solutions, LLCClosed Position-5K-$234.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-384-$51.4M
OSAIC HOLDINGS, INC.Decreased-546-$45.3M
PRINCIPAL SECURITIES, INC.Closed Position-40-$1.7M
Cambridge Investment Research Advisors, Inc.Closed Position-5K-$201K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Crestwood Advisors Group, LLC1,991,805$88.2M1.47%Share
2NOVARE CAPITAL MANAGEMENT LLC815,930$36.0M2.70%Share
3Newman Dignan & Sheerar, Inc.704,543$31.2M6.50%Share
4Watchman Group, Inc.668,263$29.6M7.06%Share
5Jacobi Capital Management LLC514,110$22.8M1.32%Share
6FULTON BANK, N.A.306,390$13.6M0.47%Share
7ACIMA PRIVATE WEALTH, LLC275,450$12.2M3.78%Share
8CROBAN227,796$10.1M4.86%Share
9ATWOOD & PALMER INC212,589$9.4M0.53%Share
10EverSource Wealth Advisors, LLC211,649$9.4M0.34%Share
11Old Port Advisors207,977$9.2M2.26%Share
12Gibraltar Capital Management, Inc.206,391$9.1M1.55%Share
13Clarion Wealth Managment Partners, LLC162,626$7.2M6.66%Share
14TRUSTMARK BANK TRUST DEPARTMENT163,681$7.0M0.44%Share
15JPMORGAN CHASE & CO174,427$7.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC128,013$5.0M0.00%Share
17MML INVESTORS SERVICES, LLC127,101$5.0M0.01%Share
18Farther Finance Advisors, LLC86,521$3.8M0.04%Share
19EverSource Wealth Advisors, LLC81,210$3.6M0.13%Share
20Atlantic Edge Private Wealth Management, LLC79,911$3.5M0.88%Share
21Advisory Services Network, LLC80,813$3.0M0.04%Share
22Applied Finance Capital Management, LLC70,827$3.0M0.21%Share
23SAXON INTERESTS, INC.57,182$2.5M0.89%Share
24LPL Financial LLC59,625$2.0M0.00%Share
25OneAscent Family Office, LLC60,900$2.0M1.36%Share
26OPPENHEIMER & CO INC42,897$1.9M0.03%Share
27TECTONIC ADVISORS LLC23,848$1.1M0.06%Share
28EverSource Wealth Advisors, LLC22,960$1.0M0.04%Share
29UBS Group AG22,796$1.0M0.00%Share
30Quantinno Capital Management LP24,431$1.0M0.00%Share
31BankPlus Trust Department20,180$893K0.23%Share
32Confluence Wealth Services, Inc.18,500$818K0.03%Share
33InTrack Investment Management Inc18,451$816K0.46%Share
34PRIVATE TRUST CO NA15,949$705K0.06%Share
35FULTON BANK, N.A.11,633$514K0.02%Share
36Accurate Wealth Management, LLC10,215$454K0.06%Share
37MGO ONE SEVEN LLC9,110$403K0.01%Share
38Plan A Wealth LLC8,094$358K0.18%Share
39Crestwood Advisors Group, LLC8,001$354K0.01%Share
40FORTEM FINANCIAL GROUP, LLC7,891$349K0.09%Share
41TECTONIC ADVISORS LLC2,500$110K0.01%Share
42UBS Group AG1,346$59K0.00%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO821$45K0.00%Share
44EverSource Wealth Advisors, LLC427$18K0.00%Share
45ASSETMARK, INC418$18K0.00%Share
46Russell Investments Group, Ltd.1$00.00%Share
47STIFEL FINANCIAL CORP8,560$00.00%Share
48OSAIC HOLDINGS, INC.517$00.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP8,323$00.00%Share
50GTS SECURITIES LLC10,750$00.00%Share

VSLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$347.2M+19
Q3 202526$197.1B-12
Q2 202538$219.7B+7
Q1 202531$163.7B+1
Q4 202430$41.2T+0
Q3 202430$126.9T+5
Q2 202425$101.5T+4
Q1 202421$56.0T—

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As of Q4 2025, 50 institutional investors hold VSLU (Applied Finance Valuation Large Cap ETF). The largest holder is Crestwood Advisors Group, LLC with $88.2M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own VSLU?

As of Q4 2025, 50 institutional investors report holding VSLU (Applied Finance Valuation Large Cap ETF) in their 13F filings.

Who is the largest institutional holder of VSLU?

The largest institutional holder of VSLU is Crestwood Advisors Group, LLC with $88.2M in shares.

Is institutional ownership of VSLU increasing or decreasing?

This quarter, 15 institutions opened new positions in VSLU and 4 closed their positions.