VALUED ADVISERS TR REGAN FLTG RATE is a security (CUSIP 92046L338) tracked across SEC portfolio filings. 69 institutional managers reported $152.0M on Form 13F as of 2026-06-30.
Showing 15 of 69 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Castleview Partners, LLC | DALLAS, TX | $25.4M | 988,999 |
| State of New Jersey Common Pension Fund D | TRENTON, NJ | $15.4M | 600,000 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $11.6M | 452,508 |
| United Asset Strategies, Inc. | Garden City, NY | $10.9M | 424,493 |
| Auour Investments LLC | WOBURN, MA | $8.7M | 340,554 |
| Biltmore Family Office, LLC | CHARLOTTE, NC | $6.7M | 264,127 |
| Royal Bank of Canada | TORONTO, A6 | $6.4M | 249,169 |
| CWC Advisors, LLC. | LAKE OSWEGO, OR | $5.4M | 211,437 |
| Sterneck Capital Management, LLC | KANSAS CITY, MO | $5.3M | 205,476 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $4.5M | 176,502 |
| VisionPoint Advisory Group, LLC | DALLAS, TX | $4.4M | 170,092 |
| EXCHANGE TRADED CONCEPTS, LLC | Oklahoma City, OK | $4.0M | 155,652 |
| Acorn Wealth Advisors, LLC | Grand Blanc, MI | $3.2M | 125,594 |
| Camarda Financial Advisors, LLC | FLEMING ISLAND, FL | $3.1M | 119,573 |
| Bison Wealth, LLC | ATLANTA, GA | $3.0M | 118,810 |