APPLIED FINANCE VALUATION LARGE CAP ETF ETF is a security (CUSIP 26923N405) tracked across SEC portfolio filings. 52 institutional managers reported $460.5M on Form 13F as of 2026-06-30.
Showing 15 of 52 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Crestwood Advisors Group, LLC | BOSTON, MA | $138.1M | 2,986,485 |
| Watchman Group, Inc. | PLANO, TX | $34.6M | 748,065 |
| NOVARE CAPITAL MANAGEMENT LLC | CHARLOTTE, NC | $33.6M | 804,077 |
| Newman Dignan & Sheerar, Inc. | PROVIDENCE, RI | $33.1M | 716,462 |
| Jacobi Capital Management LLC | PITTSTON, PA | $31.1M | 672,436 |
| Fulton Bank, N.A. | Lancaster, PA | $20.8M | 448,714 |
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $19.7M | 425,032 |
| ACIMA PRIVATE WEALTH, LLC | RICHMOND, VA | $14.5M | 312,859 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $13.6M | 334,020 |
| Old Port Advisors | PORTLAND, ME | $12.6M | 271,695 |
| CROBAN | FREMONT, OH | $11.3M | 243,828 |
| Clarion Wealth Managment Partners, LLC | FAIRFAX, VA | $10.5M | 251,482 |
| FORTEM FINANCIAL GROUP, LLC | PALM DESERT, CA | $10.1M | 218,501 |
| Gibraltar Capital Management, Inc. | TULSA, OK | $9.3M | 201,823 |
| ATWOOD & PALMER INC | KANSAS CITY, MO | $8.2M | 178,279 |