EQTY VALUED ADVISERS TR: institutional ownership and insider trading
23 funds reported holding $1.25B of VALUED ADVISERS TR in their latest 13F filings; in Q2 2026 funds net sold $14.8M, with 4 new positions and 0 funds selling out.
Famous investors holding EQTY
- Ken Griffin (Citadel Advisors): $326K, 0.0% of the portfolio
Largest institutional holders of EQTY
- Focus Partners Wealth — $1.23B
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $4.39M
- Permanent Capital Management, LP — $3.86M
- Delta Wealth Advisors LLC — $3.32M
- MML INVESTORS SERVICES, LLC — $3.08M
- Stratos Wealth Advisors, LLC — $1.48M
- HRT FINANCIAL LP — $1.19M
- BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) — $703K
- GTS SECURITIES LLC — $562K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $501K