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Applied Finance Valuation Large Cap ETF (VSLU) Institutional Ownership

Applied Finance Valuation Large Cap ETF logo
$46.78 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Applied Finance Valuation Large Cap ETF (NYSEARCA:VSLU)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$99.66M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.89M
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VSLU Institutional Buying and Selling by Quarter

Applied Finance Valuation Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026EverSource Wealth Advisors LLC500,722$20.94M0.6%+58.3%4.573%
2/17/2026Advisory Services Network LLC80,813$3.58M0.1%+3.1%0.888%
2/11/2026JPMorgan Chase & Co.174,427$7.72M0.0%+1.3%1.917%
2/6/2026EverSource Wealth Advisors LLC316,246$14.00M0.5%+23.2%3.475%
2/5/2026Applied Finance Capital Management LLC70,827$3.14M0.2%-1.1%0.778%
2/3/2026Crestwood Advisors Group LLC1,999,806$88.51M1.5%+39.1%22.049%
1/23/2026Farther Finance Advisors LLC86,521$3.83M0.0%N/A0.963%
1/22/2026Newman Dignan & Sheerar Inc.704,543$31.18M6.5%+2.4%7.846%
1/15/2026Acima Private Wealth LLC275,450$12.19M3.8%+14.6%3.078%
1/8/2026Old Port Advisors207,977$9.21M2.3%+21.4%2.358%
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1/1/2026JPMorgan Chase & Co.172,237$7.35M0.0%+7.7%2.113%
11/10/2025EverSource Wealth Advisors LLC256,620$10.96M0.4%+147.5%3.149%
11/10/2025Acima Private Wealth LLC240,432$10.27M3.2%+3.1%2.950%
11/7/2025Crestwood Advisors Group LLC1,437,371$61.36M1.0%+17.1%17.636%
11/7/2025JPMorgan Chase & Co.172,237$7.35M0.0%+7.7%2.113%
10/9/2025Newman Dignan & Sheerar Inc.688,156$29.38M6.3%-0.1%9.325%
10/6/2025Old Port Advisors171,371$7.32M1.8%+2,785.0%2.332%
8/13/2025EverSource Wealth Advisors LLC103,674$4.06M0.2%-6.7%1.571%
8/12/2025JPMorgan Chase & Co.159,895$6.26M0.0%-42.0%2.423%
8/5/2025Crestwood Advisors Group LLC1,227,398$48.05M0.9%+1.5%18.668%
7/29/2025Applied Finance Capital Management LLC71,387$2.78M0.2%N/A1.086%
7/24/2025Acima Private Wealth LLC233,264$9.13M3.1%+13.7%3.548%
7/23/2025BankPlus Trust Department20,180$790K0.2%N/A0.307%
7/18/2025Newman Dignan & Sheerar Inc.688,643$26.96M6.2%N/A10.474%
7/16/2025Old Port Advisors5,940$233K0.1%N/A0.090%
5/13/2025EverSource Wealth Advisors LLC111,168$3.89M0.2%+28.4%1.724%
5/9/2025Acima Private Wealth LLC205,118$7.18M2.6%+127.7%3.190%
5/5/2025Crestwood Advisors Group LLC1,209,771$42.37M0.8%+3.0%18.814%
2/12/2025JPMorgan Chase & Co.377,665$13.82M0.0%+6.8%10.638%
2/10/2025EverSource Wealth Advisors LLC86,583$3.17M0.2%+23.8%2.439%
2/5/2025Acima Private Wealth LLC90,069$3.30M1.1%+31.2%2.537%
2/4/2025Crestwood Advisors Group LLC1,174,250$42.97M0.8%+3.3%33.077%
12/26/2024JPMorgan Chase & Co.353,694$12.73M0.0%-14.2%9.963%
11/9/2024Trustmark National Bank Trust Department165,719$5.97M0.5%+5.6%4.668%
11/8/2024EverSource Wealth Advisors LLC69,910$2.52M0.2%N/A1.969%
10/30/2024Crestwood Advisors Group LLC1,136,311$40.90M0.8%+11.9%32.009%
8/1/2024Crestwood Advisors Group LLC1,015,781$34.74M0.7%N/A28.614%
7/15/2024Newman Dignan & Sheerar Inc.599,827$20.51M5.3%+14.1%16.897%
4/29/2024Newman Dignan & Sheerar Inc.525,714$17.13M4.6%N/A15.327%
1/8/2024Capital Market Strategies LLC30,993$921K0.8%+250.3%2.330%
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11/8/2023Newman Dignan & Sheerar Inc.446,384$11.97M3.9%+9.2%33.563%
10/18/2023Capital Market Strategies LLC8,848$234K0.2%N/A0.665%
8/2/2023Newman Dignan & Sheerar Inc.408,701$11.25M3.5%+10.9%30.729%
4/28/2023Newman Dignan & Sheerar Inc.368,453$9.33M3.0%+6.9%50.473%
1/20/2023Newman Dignan & Sheerar Inc.344,812$8.13M2.7%+39.3%49.259%
10/18/2022Newman Dignan & Sheerar Inc.247,453$5.38M0.8%+5.6%47.587%
8/3/2022Newman Dignan & Sheerar Inc.234,316$5.41M1.8%N/A46.863%


VSLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of Applied Finance Valuation Large Cap ETF. The most heavily invested institutionals were Crestwood Advisors Group LLC ($88.51M), Newman Dignan & Sheerar Inc. ($31.18M), EverSource Wealth Advisors LLC ($20.94M), Acima Private Wealth LLC ($12.19M), Old Port Advisors ($9.21M), JPMorgan Chase & Co. ($7.72M), and Trustmark National Bank Trust Department ($5.97M).Learn more on Applied Finance Valuation Large Cap ETF's institutional investors.

Of the 11 institutional investors that purchased Applied Finance Valuation Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crestwood Advisors Group LLC ($2.00M), Newman Dignan & Sheerar Inc. ($779.14K), EverSource Wealth Advisors LLC ($508.22K), Old Port Advisors ($207.98K), Acima Private Wealth LLC ($206.81K), Farther Finance Advisors LLC ($86.52K), and Applied Finance Capital Management LLC ($71.39K).

Institutional investors have bought a total of 2,377,788 shares in the last 24 months. This purchase volume represents approximately $99.66M in transactions.

The following institutional investors have sold Applied Finance Valuation Large Cap ETF stock in the last 24 months: JPMorgan Chase & Co. ($115.93K), EverSource Wealth Advisors LLC ($7.49K), Applied Finance Capital Management LLC ($801.00), and Newman Dignan & Sheerar Inc. ($487.00).

Institutional investors have sold a total of 124,715 shares in the last 24 months. This volume of shares sold represents approximately $4.89M in transactions.


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This page (NYSEARCA:VSLU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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