VALUED ADVISERS TR

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EQTY·92046L353·US·ETF·Unknown - Unknown

EQTY (VALUED ADVISERS TR) is held by 11 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($1.1B), ROYAL BANK OF CANADA ($5.3M), MML INVESTORS SERVICES, LLC ($2.8M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (11)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	44.6M(-1.1%)	$1.1B	1.3%	+5.22%	0
ROYAL BANK OF CANADA	Decreased	208,159(-3.6%)	$5.3M	0.0%	+14.84%	0
MML INVESTORS SERVICES, LLC	Decreased	110,104(-0.7%)	$2.8M	0.0%	+5.19%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	12,517	$318,558	0.0%	+5.03%	36
BANK OF MONTREAL /CAN/	New	9,479	$241,241	0.0%	+5.03%	32
NORTHERN TRUST CORP	Unchanged	9,108	$231,799	0.0%	+23.72%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	8,025	$204,236	0.0%	+13.62%	0
MORGAN STANLEY	Unchanged	3,904	$99,364	0.0%	+32.37%	0
JPMORGAN CHASE & CO	New	1,531	$37,999	0.0%	+5.03%	31
UBS Group AG	Decreased	528(-21.8%)	$13,438	0.0%	+24.23%	0
OSAIC HOLDINGS, INC.	Unchanged	244	$6,209	0.0%	+19.88%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$202,993	0.0%	+0.15%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer