VSLU Institutional Ownership & Shareholders
APPLIED FINANCE VALUATION (VSLU) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $494.60M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Crestwood Advisors Group, Llc is currently the largest disclosed institutional shareholder of VSLU tracked by InsiderSet, reporting ownership valued at approximately $140.31M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $139.56M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed VSLU value among the investors covered in this analysis. Major shareholders include Crestwood Advisors Group, Llc, Watchman Group, Inc., Newman Dignan & Sheerar, Inc., and several other long-term asset managers with concentrated positions in APPLIED FINANCE VALUATION (VSLU).
This page ranks the largest institutional VSLU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$494.60M
Largest Holder
Crestwood Advisors Group, Llc
Largest Position
$140.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crestwood Advisors Group, Llc | 2.08% | 2,891,253 | $140,312,674 | $139,560,782 | -$751,892 | -0.54% | |
| Watchman Group, Inc. | 8.65% | 774,439 | $37,583,525 | $37,382,171 | -$201,354 | -0.54% | |
| Newman Dignan & Sheerar, Inc. | 6.93% | 749,521 | $36,374,259 | $36,179,379 | -$194,880 | -0.54% | |
| Novare Capital Management Llc | 2.47% | 751,418 | $34,750,301 | $36,270,947 | +$1,520,646 | +4.38% | |
| Jacobi Capital Management Llc | 1.61% | 700,727 | $34,006,318 | $33,824,092 | -$182,226 | -0.54% | |
| Fulton Bank, N.A. | 0.75% | 511,540 | $24,825,036 | $24,692,036 | -$133,000 | -0.54% | |
| Jpmorgan Chase & Co | 0.00% | 523,897 | $24,060,215 | $25,288,508 | +$1,228,293 | +5.11% | |
| Eversource Wealth Advisors, Llc | 0.71% | 452,701 | $21,969,572 | $21,851,877 | -$117,695 | -0.54% | |
| Acima Private Wealth, Llc | 4.40% | 311,939 | $15,138,400 | $15,057,296 | -$81,104 | -0.54% | |
| Old Port Advisors | 2.69% | 276,649 | $13,425,791 | $13,353,847 | -$71,944 | -0.54% | |
| Clarion Wealth Managment Partners, Llc | 10.68% | 285,970 | $13,225,031 | $13,803,772 | +$578,741 | +4.38% | |
| Croban | 4.97% | 243,828 | $11,274,367 | $11,769,578 | +$495,211 | +4.39% | |
| Fortem Financial Group, Llc | 2.16% | 217,034 | $10,532,660 | $10,476,231 | -$56,429 | -0.54% | |
| Gibraltar Capital Management, Inc. | 1.43% | 194,758 | $9,451,586 | $9,400,969 | -$50,617 | -0.54% | |
| Atwood & Palmer Inc | 0.46% | 186,115 | $9,032,185 | $8,983,771 | -$48,414 | -0.54% | |
| Mml Investors Services, Llc | 0.01% | 132,129 | $6,110,489 | $6,377,867 | +$267,378 | +4.38% | |
| Envestnet Asset Management Inc | 0.00% | 131,747 | $6,092,827 | $6,359,428 | +$266,601 | +4.38% | |
| Websterrogers Financial Advisors, Llc | 1.59% | 124,164 | $6,025,677 | $5,993,396 | -$32,281 | -0.54% | |
| Trustmark Bank Trust Department | 0.33% | 119,457 | $5,524,444 | $5,766,189 | +$241,745 | +4.38% | |
| Farther Finance Advisors, Llc | 0.03% | 93,405 | $4,532,945 | $4,508,659 | -$24,286 | -0.54% | |
| Atlantic Edge Private Wealth Management, Llc | 0.82% | 82,236 | $3,990,914 | $3,969,532 | -$21,382 | -0.54% | |
| Applied Finance Capital Management, Llc | 0.26% | 70,827 | $3,437,234 | $3,418,819 | -$18,415 | -0.54% | |
| Advisory Services Network, Llc | 0.04% | 73,694 | $3,408,075 | $3,557,209 | +$149,134 | +4.38% | |
| Lpl Financial Llc | 0.00% | 45,623 | $2,214,084 | $2,202,222 | -$11,862 | -0.54% | |
| Tidal Investments Llc | 0.00% | 43,126 | $1,994,418 | $2,081,692 | +$87,274 | +4.38% | |
| Accurate Wealth Management, Llc | 0.16% | 36,506 | $1,821,648 | $1,762,145 | -$59,503 | -3.27% | |
| Tectonic Advisors Llc | 0.06% | 25,546 | $1,239,743 | $1,233,105 | -$6,638 | -0.54% | |
| Quantinno Capital Management Lp | 0.00% | 25,337 | $1,171,742 | $1,223,017 | +$51,275 | +4.38% | |
| Ubs Group Ag | 0.00% | 22,945 | $1,061,114 | $1,107,555 | +$46,441 | +4.38% | |
| Bankplus Trust Department | 0.21% | 18,348 | $890,428 | $885,658 | -$4,770 | -0.54% | |
| Oneascent Family Office, Llc | 0.44% | 18,986 | $878,043 | $916,454 | +$38,411 | +4.37% | |
| Confluence Wealth Services, Inc. | 0.02% | 16,904 | $820,352 | $815,956 | -$4,396 | -0.54% | |
| Wealthcare Advisory Partners Llc | 0.01% | 16,782 | $814,430 | $810,067 | -$4,363 | -0.54% | |
| Private Trust Co Na | 0.06% | 16,574 | $804,336 | $800,027 | -$4,309 | -0.54% | |
| Intrack Investment Management Inc | 0.32% | 13,754 | $667,495 | $663,906 | -$3,589 | -0.54% | |
| Hrt Financial Lp | 0.00% | 13,462 | $622,000 | $649,811 | +$27,811 | +4.47% | |
| Cibc World Market Inc. | 0.00% | 12,113 | $560,181 | $584,695 | +$24,514 | +4.38% | |
| Gts Securities Llc | 0.01% | 11,476 | $530,719 | $553,947 | +$23,228 | +4.38% | |
| Mgo One Seven Llc | 0.01% | 9,958 | $483,279 | $480,673 | -$2,606 | -0.54% | |
| Plan A Wealth Llc | 0.16% | 9,127 | $442,965 | $440,560 | -$2,405 | -0.54% | |
| Brown Brothers Harriman & Co | 0.00% | 8,847 | $409,141 | $427,045 | +$17,904 | +4.38% | |
| Stifel Financial Corp | 0.00% | 7,886 | $364,698 | $380,657 | +$15,959 | +4.38% | |
| Mayflower Financial Advisors, Llc | 0.03% | 7,093 | $328,025 | $342,379 | +$14,354 | +4.38% | |
| Jane Street Group, Llc | 0.00% | 6,532 | $302,081 | $315,300 | +$13,219 | +4.38% | |
| Morgan Stanley | 0.00% | 6,161 | $284,923 | $297,391 | +$12,468 | +4.38% | |
| Auxano Advisors, Llc | 0.05% | 5,623 | $272,885 | $271,422 | -$1,463 | -0.54% | |
| J.P. Marvel Investment Advisors, Llc | 0.03% | 5,038 | $244,495 | $243,184 | -$1,311 | -0.54% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 4,498 | $208,016 | $217,118 | +$9,102 | +4.38% | |
| Osaic Holdings, Inc. | 0.00% | 690 | $31,910 | $33,306 | +$1,396 | +4.38% | |
| Thrivent Financial For Lutherans | 0.04% | 444,218 | $21,567 | $21,442,403 | +$21,420,836 | +99322.28% |
Frequently asked questions about VSLU
Who are the largest institutional holders of VSLU?
The largest institutional holders of VSLU reported in the latest SEC Form 13F filings include Crestwood Advisors Group, Llc, Watchman Group, Inc., Newman Dignan & Sheerar, Inc., Novare Capital Management Llc, and Jacobi Capital Management Llc. InsiderSet ranks institutional holders by their latest reported VSLU position.
What is VSLU institutional ownership?
This page tracks VSLU positions reported by institutional investment managers through SEC Form 13F. APPLIED FINANCE VALUATION (VSLU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSLU?
InsiderSet currently tracks 56 institutional managers reporting VSLU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VSLU shareholders.
How much VSLU stock do institutions own?
Institutional investment managers disclosed approximately $494.60M in VSLU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSLU institutional ownership last updated?
The latest VSLU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VSLU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VSLU position after the reporting date.
Are institutions buying or selling VSLU?
Institutional buying and selling can be analyzed by comparing VSLU positions across consecutive 13F reporting periods. InsiderSet's VSLU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSLU ownership changes.
How has VSLU institutional ownership changed over time?
InsiderSet tracks VSLU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.