APPLIED FINANCE VALUATION (VSLU) Institutional Ownership and Insiders Activity
APPLIED FINANCE VALUATION (VSLU) is widely held by institutional investors, with 55 firms reporting positions valued at approximately $472.42M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Crestwood Advisors Group, Llc is the largest disclosed holder, reporting approximately $138.11M in VSLU holdings in its latest filing.
Institutional Holders
55
Total Reported Value
$472.42M
Largest Holder
Crestwood Advisors Group, Llc
Largest Position
$138.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Crestwood Advisors Group, Llc$138.11M
- Novare Capital Management Llc$34.75M
- Watchman Group, Inc.$34.60M
- Newman Dignan & Sheerar, Inc.$33.13M
- Jacobi Capital Management Llc$31.10M
VSLU News
All news- Croban's Q2 2026 Portfolio Activity: New Holdings and Strategic Shifts
Aug 5, 2026 · valut.ai
- Watchman Group Portfolio Shifts: Key Purchases & Sales in Q1 2026
Jul 28, 2026 · valut.ai
- Newman Dignan & Sheerar Inc.'s Q2 2026 Portfolio Changes
Jul 16, 2026 · valut.ai
- Acima Private Wealth Q2 2026 Investment Activity Analysis
Jul 8, 2026 · valut.ai