APPLIED FINANCE VALUATION (VSLU) Institutional Shareholders
APPLIED FINANCE VALUATION (VSLU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $472.42M in VSLU holdings during the latest filing period.
Crestwood Advisors Group, Llc is currently the largest disclosed institutional shareholder of VSLU tracked by InsiderSet, reporting ownership valued at approximately $138.11M in its June 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 $144.87M, representing an estimated gain of +4.89% 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, Novare Capital Management Llc, Watchman Group, 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
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
61
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 | 2.05% | 2,986,485 | $138,113,646 | $144,870,206 | +$6,756,560 | +4.89% | |
| Novare Capital Management Llc | 2.47% | 751,418 | $34,750,301 | $36,450,235 | +$1,699,934 | +4.89% | |
| Watchman Group, Inc. | 7.73% | 748,065 | $34,595,239 | $36,287,586 | +$1,692,347 | +4.89% | |
| Newman Dignan & Sheerar, Inc. | 6.34% | 716,462 | $33,133,704 | $34,754,569 | +$1,620,865 | +4.89% | |
| Jacobi Capital Management Llc | 1.52% | 672,436 | $31,097,673 | $32,618,929 | +$1,521,256 | +4.89% | |
| Jpmorgan Chase & Co | 0.00% | 523,897 | $24,060,215 | $25,413,510 | +$1,353,295 | +5.62% | |
| Fulton Bank, N.A. | 0.63% | 448,714 | $20,751,362 | $21,766,488 | +$1,015,126 | +4.89% | |
| Thrivent Financial For Lutherans | 0.03% | 416,432 | $19,258,000 | $20,200,533 | +$942,533 | +4.89% | |
| Acima Private Wealth, Llc | 4.20% | 312,859 | $14,468,571 | $15,176,352 | +$707,781 | +4.89% | |
| Clarion Wealth Managment Partners, Llc | 10.68% | 285,970 | $13,225,031 | $13,872,004 | +$646,973 | +4.89% | |
| Old Port Advisors | 2.48% | 271,695 | $12,564,897 | $13,179,544 | +$614,647 | +4.89% | |
| Croban | 4.97% | 243,828 | $11,274,367 | $11,827,755 | +$553,388 | +4.91% | |
| Fortem Financial Group, Llc | 2.06% | 218,501 | $10,104,863 | $10,599,178 | +$494,315 | +4.89% | |
| Gibraltar Capital Management, Inc. | 1.44% | 201,823 | $9,333,564 | $9,790,151 | +$456,587 | +4.89% | |
| Atwood & Palmer Inc | 0.44% | 178,279 | $8,244,768 | $8,648,065 | +$403,297 | +4.89% | |
| Mml Investors Services, Llc | 0.01% | 132,129 | $6,110,489 | $6,409,393 | +$298,904 | +4.89% | |
| Envestnet Asset Management Inc | 0.00% | 131,747 | $6,092,827 | $6,390,863 | +$298,036 | +4.89% | |
| Trustmark Bank Trust Department | 0.33% | 119,457 | $5,524,444 | $5,794,692 | +$270,248 | +4.89% | |
| Websterrogers Financial Advisors, Llc | 1.30% | 110,158 | $5,094,400 | $5,343,610 | +$249,210 | +4.89% | |
| Farther Finance Advisors, Llc | 0.03% | 92,321 | $4,269,505 | $4,478,362 | +$208,857 | +4.89% | |
| Atlantic Edge Private Wealth Management, Llc | 0.87% | 84,176 | $3,519,399 | $4,083,260 | +$563,861 | +16.02% | |
| Advisory Services Network, Llc | 0.04% | 73,694 | $3,408,075 | $3,574,793 | +$166,718 | +4.89% | |
| Applied Finance Capital Management, Llc | 0.24% | 70,827 | $3,252,758 | $3,435,719 | +$182,961 | +5.62% | |
| Lpl Financial Llc | 0.00% | 48,656 | $2,250,159 | $2,360,234 | +$110,075 | +4.89% | |
| Tidal Investments Llc | 0.00% | 43,126 | $1,994,418 | $2,091,982 | +$97,564 | +4.89% | |
| Oppenheimer & Co Inc | 0.02% | 36,996 | $1,710,928 | $1,794,624 | +$83,696 | +4.89% | |
| Accurate Wealth Management, Llc | 0.16% | 34,873 | $1,651,915 | $1,691,640 | +$39,725 | +2.40% | |
| Tectonic Advisors Llc | 0.07% | 29,362 | $1,357,884 | $1,424,310 | +$66,426 | +4.89% | |
| Quantinno Capital Management Lp | 0.00% | 25,337 | $1,171,742 | $1,229,062 | +$57,320 | +4.89% | |
| Ubs Group Ag | 0.00% | 22,945 | $1,061,114 | $1,113,030 | +$51,916 | +4.89% | |
| Bankplus Trust Department | 0.22% | 20,180 | $933,250 | $978,904 | +$45,654 | +4.89% | |
| Oneascent Family Office, Llc | 0.44% | 18,986 | $878,043 | $920,984 | +$42,941 | +4.89% | |
| Confluence Wealth Services, Inc. | 0.02% | 16,904 | $781,748 | $819,989 | +$38,241 | +4.89% | |
| Private Trust Co Na | 0.06% | 15,949 | $737,582 | $773,664 | +$36,082 | +4.89% | |
| Intrack Investment Management Inc | 0.33% | 14,333 | $662,861 | $695,274 | +$32,413 | +4.89% | |
| Hrt Financial Lp | 0.00% | 13,462 | $622,000 | $653,023 | +$31,023 | +4.99% | |
| Cibc World Market Inc. | 0.00% | 12,113 | $560,181 | $587,585 | +$27,404 | +4.89% | |
| Gts Securities Llc | 0.01% | 11,476 | $530,719 | $556,685 | +$25,966 | +4.89% | |
| Mgo One Seven Llc | 0.01% | 9,889 | $457,342 | $479,702 | +$22,360 | +4.89% | |
| Brown Brothers Harriman & Co | 0.00% | 8,847 | $409,141 | $429,156 | +$20,015 | +4.89% | |
| Plan A Wealth Llc | 0.16% | 7,936 | $367,011 | $384,964 | +$17,953 | +4.89% | |
| Stifel Financial Corp | 0.00% | 7,886 | $364,698 | $382,539 | +$17,841 | +4.89% | |
| Mayflower Financial Advisors, Llc | 0.03% | 7,093 | $328,025 | $344,071 | +$16,046 | +4.89% | |
| Jane Street Group, Llc | 0.00% | 6,532 | $302,081 | $316,858 | +$14,777 | +4.89% | |
| Morgan Stanley | 0.00% | 6,161 | $284,923 | $298,861 | +$13,938 | +4.89% | |
| Auxano Advisors, Llc | 0.05% | 5,398 | $249,638 | $261,849 | +$12,211 | +4.89% | |
| J.P. Marvel Investment Advisors, Llc | 0.03% | 5,038 | $232,989 | $244,386 | +$11,397 | +4.89% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 4,498 | $208,016 | $218,192 | +$10,176 | +4.89% | |
| Osaic Holdings, Inc. | 0.00% | 690 | $31,910 | $33,471 | +$1,561 | +4.89% | |
| Assetmark, Inc | 0.00% | 418 | $19,331 | $20,277 | +$946 | +4.89% |
Frequently asked questions about VSLU
Who owns the most VSLU stock?
The largest holders of VSLU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APPLIED FINANCE VALUATION (VSLU).
Is VSLU widely held by superinvestors?
Many widely followed stocks like VSLU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSLU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.