Who Owns Applied Finance Valuation Large Cap ETF (VSLU)?Hedge Fund & Institutional Holders

$42.91+0.47 (+1.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.600000022754e+242T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$31.34$34.70$38.06$41.42$44.78Sep 24Jun 25Mar 26

VSLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NOVARE CAPITAL MANAGEMENT LLCNew Position+816K+$36.0B
FULTON BANK, N.A.New Position+318K+$14.1B
CROBANNew Position+228K+$10.1B
ATWOOD & PALMER INCNew Position+213K+$9.4B
Jacobi Capital Management LLCIncreased+81K+$4.3B
Farther Finance Advisors, LLCNew Position+87K+$3.8B
Atlantic Edge Private Wealth Management, LLCNew Position+80K+$3.5B
Applied Finance Capital Management, LLCNew Position+71K+$3.0B
SAXON INTERESTS, INC.New Position+57K+$2.5B
ACIMA PRIVATE WEALTH, LLCIncreased+35K+$1.9B
OPPENHEIMER & CO INCNew Position+43K+$1.9B
Old Port AdvisorsIncreased+37K+$1.9B
TECTONIC ADVISORS LLCNew Position+26K+$1.2B
BankPlus Trust DepartmentNew Position+20K+$893.0M
Confluence Wealth Services, Inc.New Position+19K+$818.0M

VSLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Quantinno Capital Management LPDecreased-7K-$1.3B
GTS SECURITIES LLCDecreased-3K-$567.9M
FLPUTNAM INVESTMENT MANAGEMENT COClosed Position-6K-$245.9M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-384-$51.4M
OSAIC HOLDINGS, INC.Decreased-546-$45.3M
Focus Partners Advisor Solutions, LLCClosed Position-5K-$234K
Cambridge Investment Research Advisors, Inc.Closed Position-5K-$201K
PRINCIPAL SECURITIES, INC.Closed Position-40-$1K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NOVARE CAPITAL MANAGEMENT LLC815,930$36.0B2.70%Share
2Jacobi Capital Management LLC514,110$22.8B1.32%Share
3FULTON BANK, N.A.306,390$13.6B0.47%Share
4ACIMA PRIVATE WEALTH, LLC275,450$12.2B3.78%Share
5CROBAN227,796$10.1B4.86%Share
6ATWOOD & PALMER INC212,589$9.4B0.53%Share
7Old Port Advisors207,977$9.2B2.26%Share
8TRUSTMARK BANK TRUST DEPARTMENT163,681$7.0B0.44%Share
9JPMORGAN CHASE & CO174,427$7.0B0.44%Share
10Farther Finance Advisors, LLC86,521$3.8B41.02%Share
11Atlantic Edge Private Wealth Management, LLC79,911$3.5B0.88%Share
12Applied Finance Capital Management, LLC70,827$3.0B0.21%Share
13SAXON INTERESTS, INC.57,182$2.5B0.89%Share
14OPPENHEIMER & CO INC42,897$1.9B26.95%Share
15TECTONIC ADVISORS LLC23,848$1.1B0.06%Share
16UBS Group AG22,796$1.0B0.16%Share
17BankPlus Trust Department20,180$893.0M0.23%Share
18Confluence Wealth Services, Inc.18,500$818.0M0.03%Share
19InTrack Investment Management Inc18,451$816.0M0.46%Share
20PRIVATE TRUST CO NA15,949$705.0M0.06%Share
21FULTON BANK, N.A.11,633$514.0M0.02%Share
22Accurate Wealth Management, LLC10,215$454.0M0.06%Share
23Plan A Wealth LLC8,094$358.0M0.18%Share
24FORTEM FINANCIAL GROUP, LLC7,891$349.0M0.09%Share
25TECTONIC ADVISORS LLC2,500$110.0M0.01%Share
26Crestwood Advisors Group, LLC1,991,805$88.2M1.47%Share
27UBS Group AG1,346$59.0M0.01%Share
28Newman Dignan & Sheerar, Inc.704,543$31.2M6.50%Share
29Watchman Group, Inc.668,263$29.6M7.06%Share
30ASSETMARK, INC418$18.0M0.04%Share
31EverSource Wealth Advisors, LLC211,649$9.4M0.00%Share
32Gibraltar Capital Management, Inc.206,391$9.1M1.55%Share
33Clarion Wealth Managment Partners, LLC162,626$7.2M6.66%Share
34MML INVESTORS SERVICES, LLC127,101$5.0M0.01%Share
35ENVESTNET ASSET MANAGEMENT INC128,013$5.0M0.00%Share
36EverSource Wealth Advisors, LLC81,210$3.6M0.00%Share
37OneAscent Family Office, LLC60,900$2.0M1.36%Share
38LPL Financial LLC59,625$2.0M0.00%Share
39EverSource Wealth Advisors, LLC22,960$1.0M0.00%Share
40Quantinno Capital Management LP24,431$1.0M0.00%Share
41MGO ONE SEVEN LLC9,110$403K0.01%Share
42Crestwood Advisors Group, LLC8,001$354K0.01%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO821$45K0.00%Share
44EverSource Wealth Advisors, LLC427$18K0.00%Share
45Advisory Services Network, LLC80,813$3K0.00%Share
46Tidal Investments LLC15,229$00.00%Share
47Russell Investments Group, Ltd.1$00.00%Share
48CIBC WORLD MARKET INC.12,313$00.00%Share
49GTS SECURITIES LLC10,750$00.00%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP8,323$00.00%Share

VSLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$149.3B+19
Q3 202526$140.4B-11
Q2 202537$165.9B+6
Q1 202531$136.7B+1
Q4 202430$126.2B+0
Q3 202430$7.3T+5
Q2 202425$6.0T+4
Q1 202421$413.5T—

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As of Q4 2025, 50 institutional investors hold VSLU (Applied Finance Valuation Large Cap ETF). The largest holder is NOVARE CAPITAL MANAGEMENT LLC with $36.0B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own VSLU?

As of Q4 2025, 50 institutional investors report holding VSLU (Applied Finance Valuation Large Cap ETF) in their 13F filings.

Who is the largest institutional holder of VSLU?

The largest institutional holder of VSLU is NOVARE CAPITAL MANAGEMENT LLC with $36.0B in shares.

Is institutional ownership of VSLU increasing or decreasing?

This quarter, 12 institutions opened new positions in VSLU and 4 closed their positions.