APPLIED FINANCE VALUATION (VSLU) Institutional Ownership and Insiders Activity

APPLIED FINANCE VALUATION (VSLU) is widely held by institutional investors, with 56 firms reporting positions valued at approximately $495.14M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Crestwood Advisors Group, Llc is the largest disclosed holder, reporting approximately $140.31M in VSLU holdings in its latest filing.

Institutional Holders

56

Total Reported Value

$495.14M

Largest Holder

Crestwood Advisors Group, Llc

Largest Position

$140.31M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

14

Funds Exiting Positions

5