VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY)

CUSIP: 92046L353

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / KOVITZ CORE EQT
Total 13F shares
46,156,067
Share change
-158,823
Total reported value
$1,155,660,884
Price per share
$25.04
Number of holders
12
Value change
-$3,912,191
Number of buys
3
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 92046L353?
CUSIP 92046L353 identifies EQTY - VALUED ADVISERS TR - KOVITZ CORE EQT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) as of Q2 2025

As of 30 Jun 2025, VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 46,156,067 shares. The largest 10 holders included Kovitz Investment Group Partners, LLC, Royal Bank of Canada, Focus Partners Wealth, UBS Group AG, GTS SECURITIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, NORTHERN TRUST CORP, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY, and Glen Eagle Advisors, LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
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.