§ EQUITY
USDVSLU
APPLIED FINANCE VALUAT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
36 increased/new, 12 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 2.8M | 2.0% | +41% |
| NOVARE CAPITAL MANAGEMENT LLC | 804K | 2.7% | −1% |
| Watchman Group, Inc. | 719K | 7.3% | +8% |
| Newman Dignan & Sheerar, Inc. | 706K | 6.2% | +0% |
| Jacobi Capital Management LLC | 616K | 1.4% | +20% |
| EverSource Wealth Advisors, LLC | 501K | n/a | +58% |
◇ AC INTELLIGENCE
Top institutional owners for VSLU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.6% · 38 holders
DEALER / BANK9.1% · 6 holders
SYSTEMATIC / QUANT0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VSLU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VSLU yet.