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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Thrivent Financial For LutheransBuy+416,432416,432$19.26MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+13,46213,462$622.00KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+11,47611,476$530.72KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,5326,532$302.08KQ2 2026Aug 14, 2026
Clarion Wealth Managment Partners, LlcBuy+34,488+13.7%285,970$13.23MQ2 2026Aug 13, 2026
Tidal Investments LlcBuy+10,877+33.7%43,126$1.99MQ2 2026Aug 13, 2026
Morgan StanleyBuy+6,1616,161$284.92KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+4,4984,498$208.02KQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,897+14.5%22,945$1.06MQ2 2026Aug 13, 2026
Quantinno Capital Management LpSell-2,517-9.0%25,337$1.17MQ2 2026Aug 13, 2026
Cibc World Market Inc.Sell-200-1.6%12,113$560.18KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+523,897523,897$24.06MQ2 2026Aug 12, 2026
Trustmark Bank Trust DepartmentSell-34,481-22.4%119,457$5.52MQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+8,8478,847$409.14KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-3,393-4.4%73,694$3.41MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+10+0.1%7,886$364.70KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+99$416.00Q2 2026Aug 12, 2026
Oneascent Family Office, LlcSell-2,580-12.0%18,986$878.04KQ2 2026Aug 11, 2026
Novare Capital Management LlcSell-52,659-6.5%751,418$34.75MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+24,601+22.9%132,129$6.11MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+6,923+16.6%48,656$2.25MQ2 2026Aug 07, 2026
Crestwood Advisors Group, LlcBuy+162,155+5.7%2,986,485$138.11MQ2 2026Aug 03, 2026
Oppenheimer & Co IncSell-6,781-15.5%36,996$1.71MQ2 2026Aug 03, 2026
Envestnet Asset Management IncBuy+2,600+2.0%131,747$6.09MQ2 2026Aug 03, 2026
CrobanBuy+710+0.3%243,828$11.27MQ2 2026Aug 03, 2026
Jacobi Capital Management LlcBuy+56,451+9.2%672,436$31.10MQ2 2026Jul 31, 2026
J.P. Marvel Investment Advisors, LlcBuy+5,0385,038$232.99KQ2 2026Jul 31, 2026
Mgo One Seven LlcBuy+521+5.6%9,889$457.34KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+4,3504,350$201.00Q2 2026Jul 30, 2026
Watchman Group, Inc.Buy+29,007+4.0%748,065$34.60MQ2 2026Jul 27, 2026
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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.