Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / KOVITZ CORE EQT
-
Total 13F shares
-
46,123,805
-
Share change
-
-32,263
-
Total reported value
-
$1,183,985,704
-
Price per share
-
$25.67
-
Number of holders
-
12
-
Value change
-
-$813,474
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) as of Q3 2025
As of 30 Sep 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
46,123,805 shares.
The largest 10 holders included
Kovitz Investment Group Partners, LLC, ROYAL BANK OF CANADA, Focus Partners Wealth, GTS SECURITIES LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, StoneX Group Inc., NORTHERN TRUST CORP, MORGAN STANLEY, and Glen Eagle Advisors, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 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.