Valued Advisers Tr (EQTY) Hedge Fund Ownership (Q2 2026)

Valued Advisers Tr (EQTY)

23 + Investors. Track Smart Money conviction in EQTY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EQTY

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EQTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

23 hedge funds hold EQTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +92% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+92% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

9 buying4 selling

Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 4 were sellers (4 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 4 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 52% new

■ 30% conviction (2yr+) ■ 17% medium ■ 52% new

Of the 23 current holders: 7 (30%) held >2 years, 4 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~5 new funds/quarter

1 → 1 → 4 → 6 → 5 new funds/Q

New funds entering each quarter: 1 → 4 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new

Of 23 current holders: 8 (35%) held 2+ years, 5 held 1–2 years, 10 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

9 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	23	18	27.78%
13F Shares	45M	45M	-1.17%
Total Value	$1.25B	$1.15B	8.36%
New Positions	5	6	-1
Increased Positions	4	2	+2
Closed Positions	0	2	-2
Reduced Positions	4	5	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

27.78%

13F Shares

45M

-1.17%

Total Value

$1.25B

$1.15B

8.36%

New Positions

-1

Increased Positions

Closed Positions

-2

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQTY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 22 EQTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Delta Wealth Advisors LLC	2.28%	114,255	$3.2M
2	Focus Partners Wealth	1.26%	43,870,772	$1.23B
3	Permanent Capital Management, LP	0.52%	138,184	$3.9M
4	Stratos Wealth Advisors, LLC	0.08%	53,045	$1.5M
5	Basepoint Wealth LLC	0.04%	2,543	$71K
6	Eukles Asset Management	0.04%	3,041	$85K
7	Gts Securities LLC	0.01%	20,109	$562K
8	Chicago Partners Investment Group LLC	0.01%	14,156	$401K
9	Darwin Wealth Management, LLC	0.01%	901	$25K
10	Mml Investors Services, LLC	0.01%	110,104	$3.1M
11	Glen Eagle Advisors, LLC	0.01%	1,640	$46K
12	Hrt Financial LP	0.00%	42,479	$1.2M
13	Royal Bank of Canada	0.00%	156,899	$4.4M
14	Bank of Montreal /Can/	0.00%	25,164	$703K
15	Northwestern Mutual Wealth Management Co	0.00%	8,025	$224K
16	Envestnet Asset Management Inc	0.00%	7,520	$210K
17	Susquehanna International Group, LLP	0.00%	17,920	$501K
18	Citadel Advisors LLC	0.00%	11,678	$326K
19	Jpmorgan Chase & Co	0.00%	11,662	$324K
20	Osaic Holdings, INC.	0.00%	244	$7K
21	Morgan Stanley	0.00%	4,773	$133K
22	UBS Group AG	0.00%	1,560	$44K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Valued Advisers Tr (EQTY)

What does the Smart Money Trend signal show for EQTY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EQTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EQTY?

More buyers than sellers — 69% buying: Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 4 were sellers (4 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQTY holders?

Smaller funds dominant — 1% AUM from top-100: 9 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EQTY?

Mixed — 30% long-term, 52% new: Of the 23 current holders: 7 (30%) held >2 years, 4 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Valued Advisers Tr (EQTY)

Smart Money Signals — EQTY

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +92% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~5 new funds per quarter

Mixed — 30% long-term, 52% new

Steady discovery — ~5 new funds/quarter

Mixed cohorts — 35% veterans, 43% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — EQTY

Hedge Fund Ownership: EQTY

Market Analysis: EQTY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EQTY

Hedge Fund Positioning: EQTY

Statistics: EQTY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Valued Advisers Tr (EQTY)

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