VALUED ADVISERS TRUST - EQTY

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.227B
QoQ value delta ($000)
+$47.23M (+4.0%)
Implied price effect (QoQ)
+5.16%
Shares
Total shares
45,453,320
QoQ shares delta
-503,652 (-1.1%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 23 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Focus Partners Wealth 1,215,839 45,042,212 1.39%
ROYAL BANK OF CANADA 5,826 215,851 0.0%
MML INVESTORS SERVICES, LLC 2,992 110,857 0.01%
GTS SECURITIES LLC 1,338 49,585 0.05%
NORTHERN TRUST CORP 245 9,108 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 216 8,025 0.0%
ENVESTNET ASSET MANAGEMENT INC 202 7,520 0.0%
MORGAN STANLEY 105 3,904 0.0%
Basepoint Wealth LLC 68 2,542 0.04%
Glen Eagle Advisors, LLC 44 1,640 0.01%
Darwin Wealth Management, LLC 24 901 0.01%
UBS Group AG 18 675 0.0%
OSAIC HOLDINGS, INC. 6 244 0.0%
Golden State Wealth Management, LLC 6 256 0.0%