VALUED ADVISERS TR KOVITZ CORE EQT is a security (CUSIP 92046L353) tracked across SEC portfolio filings. 21 institutional managers reported $1.2B on Form 13F as of 2026-06-30.
Showing 15 of 21 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Focus Partners Wealth | ST LOUIS, MO | $1.1B | 44,567,709 |
| Royal Bank of Canada | TORONTO, A6 | $5.3M | 208,159 |
| Delta Wealth Advisors LLC | INDIANAPOLIS, IN | $3.2M | 114,255 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $2.8M | 110,104 |
| Stratos Wealth Advisors, LLC | BEACHWOOD, OH | $1.4M | 54,536 |
| GTS SECURITIES LLC | NEW YORK, NY | $814K | 31,998 |
| Chicago Partners Investment Group LLC | CHICAGO, IL | $401K | 14,156 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $319K | 12,517 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $241K | 9,479 |
| NORTHERN TRUST CORP | CHICAGO, IL | $232K | 9,108 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $210K | 7,520 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $204K | 8,025 |
| MORGAN STANLEY | NEW YORK, NY | $99K | 3,904 |
| Eukles Asset Management | CINCINNATI, OH | $85K | 3,041 |
| Basepoint Wealth LLC | CEDAR RAPIDS, IA | $65K | 2,543 |