APPLIED FINANCE VALUATION (VSLU) Institutional Ownership Changes & 13F Activity
APPLIED FINANCE VALUATION (VSLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Thrivent Financial For Lutherans, Crestwood Advisors Group, Llc, Jacobi Capital Management Llc, and Novare Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Thrivent Financial For Lutherans | Buy | +416,432 | — | 416,432 | $19.26M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +13,462 | — | 13,462 | $622.00K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +11,476 | — | 11,476 | $530.72K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,532 | — | 6,532 | $302.08K | Q2 2026 | Aug 14, 2026 |
| Clarion Wealth Managment Partners, Llc | Buy | +34,488 | +13.7% | 285,970 | $13.23M | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +10,877 | +33.7% | 43,126 | $1.99M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +6,161 | — | 6,161 | $284.92K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +4,498 | — | 4,498 | $208.02K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,897 | +14.5% | 22,945 | $1.06M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Sell | -2,517 | -9.0% | 25,337 | $1.17M | Q2 2026 | Aug 13, 2026 |
| Cibc World Market Inc. | Sell | -200 | -1.6% | 12,113 | $560.18K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +523,897 | — | 523,897 | $24.06M | Q2 2026 | Aug 12, 2026 |
| Trustmark Bank Trust Department | Sell | -34,481 | -22.4% | 119,457 | $5.52M | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +8,847 | — | 8,847 | $409.14K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -3,393 | -4.4% | 73,694 | $3.41M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +10 | +0.1% | 7,886 | $364.70K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +9 | — | 9 | $416.00 | Q2 2026 | Aug 12, 2026 |
| Oneascent Family Office, Llc | Sell | -2,580 | -12.0% | 18,986 | $878.04K | Q2 2026 | Aug 11, 2026 |
| Novare Capital Management Llc | Sell | -52,659 | -6.5% | 751,418 | $34.75M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +24,601 | +22.9% | 132,129 | $6.11M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +6,923 | +16.6% | 48,656 | $2.25M | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, Llc | Buy | +162,155 | +5.7% | 2,986,485 | $138.11M | Q2 2026 | Aug 03, 2026 |
| Oppenheimer & Co Inc | Sell | -6,781 | -15.5% | 36,996 | $1.71M | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +2,600 | +2.0% | 131,747 | $6.09M | Q2 2026 | Aug 03, 2026 |
| Croban | Buy | +710 | +0.3% | 243,828 | $11.27M | Q2 2026 | Aug 03, 2026 |
| Jacobi Capital Management Llc | Buy | +56,451 | +9.2% | 672,436 | $31.10M | Q2 2026 | Jul 31, 2026 |
| J.P. Marvel Investment Advisors, Llc | Buy | +5,038 | — | 5,038 | $232.99K | Q2 2026 | Jul 31, 2026 |
| Mgo One Seven Llc | Buy | +521 | +5.6% | 9,889 | $457.34K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +4,350 | — | 4,350 | $201.00 | Q2 2026 | Jul 30, 2026 |
| Watchman Group, Inc. | Buy | +29,007 | +4.0% | 748,065 | $34.60M | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about VSLU activity
Which institutional owners are buying VSLU?
Institutional owners buying VSLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VSLU activity?
"Buy" means an investor increased their reported position in VSLU compared to the prior reporting period. This reflects growing exposure to APPLIED FINANCE VALUATION (VSLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VSLU increasing?
Institutional interest in VSLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.