Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / KOVITZ CORE EQT
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Number of holders
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12
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Total 13F shares, excl. options
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46.2M
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Shares change
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-159K
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Total reported value, excl. options
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$1.16B
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Value change
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-$3.91M
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Number of buys
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4
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Number of sells
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-8
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Price
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$25.04
Significant Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) as of Q2 2025
15 filings reported holding EQTY - VALUED ADVISERS TR - KOVITZ CORE EQT as of Q2 2025.
VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 46.2M shares
.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (45.7M shares), Royal Bank of Canada (146K shares), Focus Partners Wealth (91K shares), UBS Group AG (69.7K shares), GTS SECURITIES LLC (63.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23.5K shares), NORTHERN TRUST CORP (11K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (8.03K shares), MORGAN STANLEY (3.9K shares), and Glen Eagle Advisors, LLC (1.64K shares).
This table shows the top 12 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.