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