# APPLIED FINANCE VALUATION LARGE CAP ETF ETF

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.

## Summary

- Issuer: APPLIED FINANCE VALUATION LARGE CAP ETF
- Class: ETF
- CUSIP: 26923N405
- 13F holders: 52
- 13F value: $460.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 52 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Crestwood Advisors Group, LLC](https://search.stillhousedata.com/firm/286243) | BOSTON, MA | $138.1M | 2,986,485 |
| [Watchman Group, Inc.](https://search.stillhousedata.com/firm/133690) | PLANO, TX | $34.6M | 748,065 |
| [NOVARE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/117949) | CHARLOTTE, NC | $33.6M | 804,077 |
| [Newman Dignan & Sheerar, Inc.](https://search.stillhousedata.com/firm/107565) | PROVIDENCE, RI | $33.1M | 716,462 |
| [Jacobi Capital Management LLC](https://search.stillhousedata.com/firm/147663) | PITTSTON, PA | $31.1M | 672,436 |
| Fulton Bank, N.A. | Lancaster, PA | $20.8M | 448,714 |
| [EverSource Wealth Advisors, LLC](https://search.stillhousedata.com/firm/286340) | BIRMINGHAM, AL | $19.7M | 425,032 |
| [ACIMA PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/281496) | RICHMOND, VA | $14.5M | 312,859 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $13.6M | 334,020 |
| [Old Port Advisors](https://search.stillhousedata.com/firm/108228) | PORTLAND, ME | $12.6M | 271,695 |
| CROBAN | FREMONT, OH | $11.3M | 243,828 |
| [Clarion Wealth Managment Partners, LLC](https://search.stillhousedata.com/firm/334243) | FAIRFAX, VA | $10.5M | 251,482 |
| [FORTEM FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/291662) | PALM DESERT, CA | $10.1M | 218,501 |
| [Gibraltar Capital Management, Inc.](https://search.stillhousedata.com/firm/122328) | TULSA, OK | $9.3M | 201,823 |
| [ATWOOD & PALMER INC](https://search.stillhousedata.com/firm/104995) | KANSAS CITY, MO | $8.2M | 178,279 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/26923N405.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.