Who owns Applied Finance Valuation Large Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VSLU from SEC Form 13F filings across 56 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 56 institutions disclosed 10.7M shares of Applied Finance Valuation Large Cap ETF worth $472.8M — about 146.5% of shares outstanding; the largest disclosed holder is Crestwood Advisors Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
56
13F holders
$472.8M
value, 2026 filers
146.5%
of shares outstanding (10.7M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VSLU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 3.0M | $138.1M | 2.0% | 41.1% | +5.7% |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 751,418 | $34.8M | 2.5% | 10.3% | -6.5% |
| 3 | Watchman Group, Inc. | 748,065 | $34.6M | 7.7% | 10.3% | +4.0% |
| 4 | Newman Dignan & Sheerar, Inc. | 716,462 | $33.1M | 6.3% | 9.9% | +1.5% |
| 5 | Jacobi Capital Management LLC | 672,436 | $31.1M | 1.5% | 9.2% | +9.2% |
| 6 | JPMORGAN CHASE & CONEW | 523,897 | $24.1M | 0.0% | 7.2% | new |
| 7 | Fulton Bank, N.A. | 448,714 | $20.8M | 0.6% | 6.2% | +26.0% |
| 8 | EverSource Wealth Advisors, LLC | 425,032 | $19.7M | 0.7% | 5.8% | +66.6% |
| 9 | Thrivent Financial for LutheransNEW | 416,432 | $19,258 | 0.0% | 5.7% | new |
| 10 | ACIMA PRIVATE WEALTH, LLC | 312,859 | $14.5M | 4.2% | 4.3% | +12.5% |
| 11 | Clarion Wealth Managment Partners, LLC | 285,970 | $13.2M | 10.7% | 3.9% | +13.7% |
| 12 | Old Port Advisors | 271,695 | $12.6M | 2.5% | 3.7% | +9.3% |
| 13 | CROBAN | 243,828 | $11.3M | 5.0% | 3.4% | +0.3% |
| 14 | FORTEM FINANCIAL GROUP, LLC | 218,501 | $10.1M | 2.1% | 3% | +1.9% |
| 15 | Gibraltar Capital Management, Inc. | 201,823 | $9.3M | 1.4% | 2.8% | +8.2% |
| 16 | ATWOOD & PALMER INC | 178,279 | $8.2M | 0.0% | 2.5% | -12.8% |
| 17 | MML INVESTORS SERVICES, LLC | 132,129 | $6.1M | 0.0% | 1.8% | +22.9% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 131,747 | $6.1M | 0.0% | 1.8% | +2.0% |
| 19 | TRUSTMARK BANK TRUST DEPARTMENT | 119,457 | $5.5M | 0.3% | 1.6% | -22.4% |
| 20 | WEBSTERROGERS FINANCIAL ADVISORS, LLCNEW | 110,158 | $5.1M | 1.3% | 1.5% | new |
| 21 | Farther Finance Advisors, LLC | 92,321 | $4.3M | 0.0% | 1.3% | +2.5% |
| 22 | Atlantic Edge Private Wealth Management, LLC | 83,531 | $3.9M | 0.8% | 1.1% | -0.8% |
| 23 | Advisory Services Network, LLC | 73,694 | $3.4M | 0.0% | 1% | -4.4% |
| 24 | Applied Finance Capital Management, LLC | 70,827 | $3.3M | 0.2% | 1% | 0.0% |
| 25 | LPL Financial LLC | 48,656 | $2.3M | 0.0% | 0.7% | +16.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.