# VALUED ADVISERS TR KOVITZ CORE EQT

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.

## Summary

- Issuer: VALUED ADVISERS TR
- Class: KOVITZ CORE EQT
- CUSIP: 92046L353
- 13F holders: 21
- 13F value: $1.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 21 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | 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](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $814K | 31,998 |
| [Chicago Partners Investment Group LLC](https://search.stillhousedata.com/firm/147662) | 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](https://search.stillhousedata.com/firm/156649) | CINCINNATI, OH | $85K | 3,041 |
| [Basepoint Wealth LLC](https://search.stillhousedata.com/firm/289538) | CEDAR RAPIDS, IA | $65K | 2,543 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/92046L353.md)
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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.