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
Top Institutional Owners
View allInvestorReported Balance
- Crestwood Advisors Group, Llc$140.31M
- Watchman Group, Inc.$37.58M
- Newman Dignan & Sheerar, Inc.$36.37M
- Novare Capital Management Llc$34.75M
- Jacobi Capital Management Llc$34.01M
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