VALUED ADVISERS TR

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EQTY·92046L353·US·ETF

EQTY (VALUED ADVISERS TR) is held by 14 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($1.2B), ROYAL BANK OF CANADA ($4.4M), MML INVESTORS SERVICES, LLC ($3.1M). Net institutional sentiment: Bullish.

14

Holders

(2 Elite)

$1.2B

Total Value

80% (10)

Consensus

8 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)80

Activist (13D/13G)36

Congressional (STOCK Act)70

Holder Quality

40

★★★★★

Elite

86

★★★★

Strong

48

★★★

Solid

86

★★

Below

87

★

Weak

Held by 14 funds

2 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EQTY.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	43.9M(-1.6%)	$1.2B	1.3%	+8.39%	0
ROYAL BANK OF CANADA	Decreased	156,899(-24.6%)	$4.4M	0.0%	+17.42%	0
MML INVESTORS SERVICES, LLC	Unchanged	110,104	$3.1M	0.0%	+8.36%	0
HRT FINANCIAL LP	New	42,479	$1.2M	0.0%	+5.33%	35
BANK OF MONTREAL /CAN/	Increased	25,164(+165.5%)	$703,346	0.0%	+6.40%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	17,920(+43.2%)	$500,873	0.0%	+7.32%	22
CITADEL ADVISORS LLC	New	11,678	$326,406	0.0%	+5.33%	36
JPMORGAN CHASE & CO	Increased	11,662(+661.7%)	$323,556	0.0%	+5.70%	26
NORTHERN TRUST CORP	Unchanged	9,108	$254,573	0.0%	+27.45%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	8,025	$224,303	0.0%	+17.05%	0
ENVESTNET ASSET MANAGEMENT INC	New	7,520	$210,188	0.0%	+5.33%	35
MORGAN STANLEY	Increased	4,773(+22.3%)	$133,418	0.0%	+29.42%	18
UBS Group AG	Increased	1,560(+195.4%)	$43,604	0.0%	+12.04%	22
OSAIC HOLDINGS, INC.	Unchanged	244	$6,819	0.0%	+23.50%	0

EQTYVALUED ADVISERS TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer