EQTY

VALUED ADVISERS TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

VALUED ADVISERS TR (EQTY) is held by 56 institutional investors with combined holdings of $1.3B. Major holders include Focus Partners Wealth, Castleview Partners, LLC, WealthPlan Investment Man.

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Institutional Holders

Total Value

$1.3B

Ownership %

—

🏦 Top Institutional Holders

Focus Partners Wealth

45.0M shares

$1.2B

Castleview Partners, LLC

1.1M shares

$28.2M

WealthPlan Investment Management, LLC

ROYAL BANK OF CANADA (RY, RYLBF)

299.0K shares

$8.0M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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