VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / KOVITZ CORE EQT
Symbol
EQTY
Price per share
$28.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
45,453,320
Total reported value
$1,226,936,654
% of total 13F portfolios
0%
Share change
-670,485
Value change
+$42,436,063
Number of holders
14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 14 institutional investors reported holding 45,453,320 shares of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY).

Institutional Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 45,453,320 $1,226,936,654 +$42,436,063 $26.99 14
2025 Q3 46,123,805 $1,183,985,704 -$813,452 $25.67 12
2025 Q2 46,156,067 $1,155,660,884 -$3,912,191 $25.04 12
2025 Q1 46,314,890 $1,073,994,629 +$4,786,092 $23.19 14
2024 Q4 47,722,660 $1,133,946,696 -$1,049,916,748 $23.76 13
2024 Q3 46,059,065 $1,067,922,675 +$22,681,187 $23.24 9
2024 Q2 45,186,360 $978,737,169 +$18,202,783 $21.66 12
2024 Q1 44,345,982 $972,950,610 +$15,946,983 $21.94 9
2023 Q4 43,643,321 $867,734,109 -$7,793,681 $19.88 10
2023 Q3 44,038,473 $795,775,027 +$5,680,317 $18.07 8
2023 Q2 43,722,357 $813,235,457 -$1,957,844 $18.60 9
2023 Q1 43,789,818 $751,607,938 +$155,978,631 $17.16 9
2022 Q4 34,717,782 $545,069,702 +$545,069,702 $15.70 12