VALUED ADVISERS TRUST (EQTY)

ARCA · Funds & ETFs

Price

$29.08

Day

-0.57%

Close 2026-09-23.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• Focus Partners Wealth — $1.23B
• ROYAL BANK OF CANADA — $4.38M
• Permanent Capital Management, LP — $3.86M
• Delta Wealth Advisors LLC — $3.19M
• MML INVESTORS SERVICES, LLC — $3.08M
• Stratos Wealth Advisors, LLC — $1.48M
• GTS SECURITIES LLC — $562.05K
• Chicago Partners Investment Group LLC — $400.83K

Recent filings

• DEFA14A — 2026-04-30
• DEF 14A — 2026-04-16
• DEF 14A — 2026-01-30