VALUED ADVISERS TR (EQTY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling EQTY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for VALUED ADVISERS TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on EQTY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VALUED ADVISERS TR.

Is institutional money flowing into EQTY?

11 institutional investors hold VALUED ADVISERS TR (EQTY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about EQTY?

Track institutional sentiment and conviction scores for VALUED ADVISERS TR (EQTY) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	44.6M(-1.1%)	$1.1B	1.3%	-0.04%	0
ROYAL BANK OF CANADA	Decreased	208,159(-3.6%)	$5.3M	0.0%	+9.09%	0
MML INVESTORS SERVICES, LLC	Decreased	110,104(-0.7%)	$2.8M	0.0%	-0.07%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	12,517	$318,558	0.0%	-0.22%	36
BANK OF MONTREAL /CAN/	New	9,479	$241,241	0.0%	-0.22%	32
NORTHERN TRUST CORP	Unchanged	9,108	$231,799	0.0%	+17.53%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	8,025	$204,236	0.0%	+7.94%	0
MORGAN STANLEY	Unchanged	3,904	$99,364	0.0%	+25.75%	0
JPMORGAN CHASE & CO	New	1,531	$37,999	0.0%	-0.22%	31
UBS Group AG	Decreased	528(-21.8%)	$13,438	0.0%	+18.01%	0
OSAIC HOLDINGS, INC.	Unchanged	244	$6,209	0.0%	+13.88%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$202,993	0.0%	+0.15%	0

VALUED ADVISERS TR

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VALUED ADVISERS TR

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