MBSF VALUED ADVISERS TR: institutional ownership and insider trading
72 funds reported holding $161M of VALUED ADVISERS TR in their latest 13F filings; in Q2 2026 funds net bought $22.5M, with 17 new positions and 6 funds selling out.
Famous investors holding MBSF
- Ken Griffin (Citadel Advisors): $586K, 0.0% of the portfolio
Largest institutional holders of MBSF
- Castleview Partners, LLC — $24.2M
- State of New Jersey Common Pension Fund D — $15.4M
- CREATIVE FINANCIAL DESIGNS INC /ADV — $11.6M
- United Asset Strategies, Inc. — $10.9M
- Auour Investments LLC — $8.74M
- Biltmore Family Office, LLC — $6.47M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $6.19M
- Sterneck Capital Management, LLC — $5.28M
- Apollon Wealth Management, LLC — $4.55M
- AlphaMark Advisors, LLC — $4.21M