4 institutions reported holding $3.8M of VALUED ADVISERS TR (EQTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Delta Wealth Advisors LLC ($3.2M), Chicago Partners Investment Group LLC ($400,830), ENVESTNET ASSET MANAGEMENT INC ($210,188), Darwin Wealth Management, LLC ($25,189). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Delta Wealth Advisors LLC | $3.2M | 114,255 | Hold |
| 2 | Chicago Partners Investment Group LLC | $400,830 | 14,156 | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $210,188 | 7,520 | New |
| 4 | Darwin Wealth Management, LLC | $25,189 | 901 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30