21 institutions reported holding $1.15B of VALUED ADVISERS TR (EQTY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($1.14B), Royal Bank of Canada ($5.3M), Delta Wealth Advisors LLC ($2.9M), MML INVESTORS SERVICES, LLC ($2.8M), Stratos Wealth Advisors, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Focus Partners Wealth | $1.14B | 44.6M | Trimmed |
| 2 | Royal Bank of Canada | $5.3M | 208,159 | Trimmed |
| 3 | Delta Wealth Advisors LLC | $2.9M | 114,255 | New |
| 4 | MML INVESTORS SERVICES, LLC | $2.8M | 110,104 | Trimmed |
| 5 | Stratos Wealth Advisors, LLC | $1.4M | 54,536 | New |
| 6 | GTS SECURITIES LLC | $814,349 | 31,998 | Trimmed |
| 7 | Chicago Partners Investment Group LLC | $388,589 | 14,156 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $318,558 | 12,517 | New |
| 9 | BANK OF MONTREAL /CAN/ | $241,241 | 9,479 | New |
| 10 | NORTHERN TRUST CORP | $231,799 | 9,108 | Hold |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $204,236 | 8,025 | Hold |
| 12 | MORGAN STANLEY | $99,364 | 3,904 | Hold |
| 13 | Eukles Asset Management | $77,393 | 3,041 | New |
| 14 | Basepoint Wealth LLC | $64,716 | 2,543 | Added |
| 15 | Glen Eagle Advisors, LLC | $41,738 | 1,640 | Hold |
| 16 | JPMORGAN CHASE & CO | $37,999 | 1,531 | New |
| 17 | Darwin Wealth Management, LLC | $22,935 | 901 | Hold |
| 18 | UBS Group AG | $13,438 | 528 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $6,209 | 244 | Hold |
| 20 | Golden State Wealth Management, LLC | $0 | 0 | Exited |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31