APPLIED FINANCE VALUATION (VSLU) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $402.57M 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 $118.09M in its March 31, 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 $129.69M, representing an estimated gain of +9.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed VSLU value among the investors covered in this analysis. Major shareholders include Crestwood Advisors Group, Llc, Eversource Wealth Advisors, Llc, Novare Capital Management Llc, 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
45
Total Reported Value
$402.57M
Largest Holder
Crestwood Advisors Group, Llc
Largest Position
$118.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
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 | 1.99% | 2,824,330 | $118,085,256 | $129,693,234 | +$11,607,978 | +9.83% | |
| Eversource Wealth Advisors, Llc | 1.07% | 255,076 | $35,109,234 | $11,713,090 | -$23,396,144 | -66.64% | |
| Novare Capital Management Llc | 2.66% | 804,077 | $33,618,458 | $36,923,216 | +$3,304,758 | +9.83% | |
| Watchman Group, Inc. | 7.28% | 719,058 | $30,063,815 | $33,019,143 | +$2,955,328 | +9.83% | |
| Newman Dignan & Sheerar, Inc. | 6.21% | 705,983 | $29,517,164 | $32,418,739 | +$2,901,575 | +9.83% | |
| Jacobi Capital Management Llc | 1.44% | 615,985 | $25,754,356 | $28,286,031 | +$2,531,675 | +9.83% | |
| Fulton Bank, N.A. | 0.52% | 356,192 | $14,892,387 | $16,356,337 | +$1,463,950 | +9.83% | |
| Acima Private Wealth, Llc | 3.65% | 278,202 | $11,631,626 | $12,775,036 | +$1,143,410 | +9.83% | |
| Clarion Wealth Managment Partners, Llc | 9.53% | 251,482 | $10,514,457 | $11,548,053 | +$1,033,596 | +9.83% | |
| Old Port Advisors | 2.40% | 248,497 | $10,389,668 | $11,410,982 | +$1,021,314 | +9.83% | |
| Croban | 4.78% | 243,118 | $10,164,510 | $11,163,979 | +$999,469 | +9.83% | |
| Fortem Financial Group, Llc | 2.25% | 214,425 | $8,965,109 | $9,846,396 | +$881,287 | +9.83% | |
| Atwood & Palmer Inc | 0.48% | 204,495 | $8,549,957 | $9,390,410 | +$840,453 | +9.83% | |
| Gibraltar Capital Management, Inc. | 1.34% | 186,561 | $7,800,113 | $8,566,881 | +$766,768 | +9.83% | |
| Trustmark Bank Trust Department | 0.41% | 153,938 | $6,436,148 | $7,068,833 | +$632,685 | +9.83% | |
| Envestnet Asset Management Inc | 0.00% | 129,147 | $5,399,635 | $5,930,430 | +$530,795 | +9.83% | |
| Mml Investors Services, Llc | 0.01% | 107,528 | $4,495,725 | $4,937,686 | +$441,961 | +9.83% | |
| Farther Finance Advisors, Llc | 0.04% | 90,031 | $3,844,324 | $4,134,224 | +$289,900 | +7.54% | |
| Atlantic Edge Private Wealth Management, Llc | 0.87% | 84,176 | $3,519,399 | $3,865,362 | +$345,963 | +9.83% | |
| Advisory Services Network, Llc | 0.04% | 77,087 | $3,223,007 | $3,539,835 | +$316,828 | +9.83% | |
| Applied Finance Capital Management, Llc | 0.22% | 70,827 | $2,961,277 | $3,252,376 | +$291,099 | +9.83% | |
| Saxon Interests, Inc. | 0.89% | 61,355 | $2,565,243 | $2,817,422 | +$252,179 | +9.83% | |
| Oppenheimer & Co Inc | 0.02% | 43,777 | $1,830,316 | $2,010,240 | +$179,924 | +9.83% | |
| Lpl Financial Llc | 0.00% | 41,733 | $1,744,857 | $1,916,379 | +$171,522 | +9.83% | |
| Tidal Investments Llc | 0.00% | 32,249 | $1,348,331 | $1,480,874 | +$132,543 | +9.83% | |
| Tectonic Advisors Llc | 0.06% | 29,045 | $1,214,371 | $1,333,746 | +$119,375 | +9.83% | |
| Quantinno Capital Management Lp | 0.00% | 27,854 | $1,164,576 | $1,279,056 | +$114,480 | +9.83% | |
| Accurate Wealth Management, Llc | 0.12% | 23,773 | $1,031,587 | $1,091,656 | +$60,069 | +5.82% | |
| Oneascent Family Office, Llc | 0.63% | 21,566 | $901,679 | $990,311 | +$88,632 | +9.83% | |
| Bankplus Trust Department | 0.23% | 20,180 | $843,726 | $926,666 | +$82,940 | +9.83% | |
| Ubs Group Ag | 0.00% | 20,048 | $838,207 | $920,604 | +$82,397 | +9.83% | |
| Intrack Investment Management Inc | 0.41% | 17,021 | $711,660 | $781,604 | +$69,944 | +9.83% | |
| Private Trust Co Na | 0.06% | 15,949 | $666,828 | $732,378 | +$65,550 | +9.83% | |
| Confluence Wealth Services, Inc. | 0.03% | 15,900 | $664,779 | $730,128 | +$65,349 | +9.83% | |
| Cibc World Market Inc. | 0.00% | 12,313 | $514,807 | $565,413 | +$50,606 | +9.83% | |
| Mgo One Seven Llc | 0.01% | 9,368 | $391,687 | $430,179 | +$38,492 | +9.83% | |
| Plan A Wealth Llc | 0.16% | 8,094 | $338,410 | $371,676 | +$33,266 | +9.83% | |
| Stifel Financial Corp | 0.00% | 7,876 | $329,297 | $361,666 | +$32,369 | +9.83% | |
| Steel Grove Capital Advisors, Llc | 0.03% | 6,064 | $253,536 | $278,459 | +$24,923 | +9.83% | |
| Auxano Advisors, Llc | 0.05% | 5,398 | $225,691 | $247,876 | +$22,185 | +9.83% | |
| Osaic Holdings, Inc. | 0.00% | 690 | $28,849 | $31,685 | +$2,836 | +9.83% | |
| Assetmark, Inc | 0.00% | 418 | $17,477 | $19,195 | +$1,718 | +9.83% | |
| Western Wealth Management, Llc | 0.00% | 153 | $6,397 | $7,026 | +$629 | +9.83% | |
| Planvest Financial, Inc | 0.00% | 25 | $1,045 | $1,148 | +$103 | +9.86% | |
| Russell Investments Group, Ltd. | 0.00% | 1 | $36 | $46 | +$10 | +27.56% |
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.