Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / KOVITZ CORE EQT
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
43.8M
-
Shares change
-
+9.07M
-
Total reported value, excl. options
-
$752M
-
Value change
-
+$156M
-
Number of buys
-
2
-
Number of sells
-
-10
-
Price
-
$17.16
Significant Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) as of Q1 2023
14 filings reported holding EQTY - VALUED ADVISERS TR - KOVITZ CORE EQT as of Q1 2023.
VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43.8M shares
.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (43.6M shares), Gratus Capital LLC (124K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.1K shares), HB Wealth Management, LLC (10.2K shares), MORGAN STANLEY (5.85K shares), UBS Group AG (1.91K shares), Glen Eagle Advisors, LLC (1.19K shares), ADVISOR GROUP HOLDINGS, INC. (244 shares), Royal Bank of Canada (69 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.