Who Owns APPLIED FINANCE (VSLU)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $492.9M of APPLIED FINANCE (VSLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crestwood Advisors Group, LLC ($138.1M), NOVARE CAPITAL MANAGEMENT LLC ($34.8M), Watchman Group, Inc. ($34.6M), Newman Dignan & Sheerar, Inc. ($33.1M), Jacobi Capital Management LLC ($31.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Crestwood Advisors Group, LLC$138.1M3.0MAdded
2NOVARE CAPITAL MANAGEMENT LLC$34.8M751,418Trimmed
3Watchman Group, Inc.$34.6M748,065Added
4Newman Dignan & Sheerar, Inc.$33.1M716,462Added
5Jacobi Capital Management LLC$31.1M672,436Added
6JPMORGAN CHASE & CO$24.1M523,897Added
7Fulton Bank, N.A.$20.8M448,714Added
8EverSource Wealth Advisors, LLC$19.7M425,032Trimmed
9Thrivent Financial for Lutherans$19.3M416,432New
10ACIMA PRIVATE WEALTH, LLC$14.5M312,859Added
11Clarion Wealth Managment Partners, LLC$13.2M285,970Added
12Old Port Advisors$12.6M271,695Added
13CROBAN$11.3M243,828Added
14FORTEM FINANCIAL GROUP, LLC$10.1M218,501Added
15Gibraltar Capital Management, Inc.$9.3M201,823Added
16ATWOOD & PALMER INC$8.2M178,279Trimmed
17MML INVESTORS SERVICES, LLC$6.1M132,129Added
18ENVESTNET ASSET MANAGEMENT INC$6.1M131,747Added
19TRUSTMARK BANK TRUST DEPARTMENT$5.5M119,457Trimmed
20WEBSTERROGERS FINANCIAL ADVISORS, LLC$5.1M110,158New
21Farther Finance Advisors, LLC$4.3M92,321Added
22Atlantic Edge Private Wealth Management, LLC$3.9M83,531Trimmed
23Advisory Services Network, LLC$3.4M73,694Trimmed
24Applied Finance Capital Management, LLC$3.3M70,827Hold
25LPL Financial LLC$2.3M48,656Added

来源：SEC 13F 申报文件 · 截至 2026-06-30