Among active 13F managers last quarter, 5 added and 2 reduced; the largest holder to move was American Century Companies Inc (+8.4%).
35 tracked 13F filers disclose a position in VALQ as of the latest SEC 13F filings, a combined $275.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.9M | $122.8M | ▲+8.4% Added · +146K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 873K | $56.8M | ▲+2.8% Added · +24K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | 634K | $44.2M | ▲+4.7% Added · +28K sh | Q2 2026 | |
| 4 | Pinnacle Financial Partners, Inc. | 223K | $15.6M | ▼−2.1% Reduced · −5K sh | Q2 2026 | |
| 5 | Stratos Wealth Advisors, LLC | 145K | $10.1M | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 117K | $7.6M | ▲+0.3% Added · +418 sh | Q1 2026 | |
| 7 | Ameritas Advisory Services, LLC | 84K | $5.8M | ▲+70% Added · +34K sh | Q2 2026 | |
| 8 | Rubicon Advisors, GP | 24K | $1.7M | ▼−28% Reduced · −9K sh | Q2 2026 | |
| 9 | Heritage Wealth Advisors | 17K | $1.1M | ▼−3.3% Reduced · −596 sh | Q1 2026 | |
| 10 | Northwestern Mutual Wealth Management Co | 17K | $1.1M | ▲+125% Added · +9K sh | Q1 2026 | |
| 11 | Beam Wealth Advisors, Inc. | 15K | $1.0M | ▲+30% Added · +3K sh | Q2 2026 | |
| 12 | Sunpointe, LLC | 13K | $912K | —Held | Q2 2026 | |
| 13 | Bank Of America Corp | 12K | $762K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 14 | Financial Engines Advisors L.L.C. | 11K | $780K | —Held | Q2 2026 | |
| 15 | Goldman Sachs Group Inc | 11K | $685K | ▲New +11K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | 10K | $629K | ▲+0.3% Added · +29 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | 9K | $575K | ▼−1.8% Reduced · −164 sh | Q1 2026 | |
| 18 | Worth Financial Advisory Group, LLC | 8K | $577K | ▲+76% Added · +4K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 7K | $473K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 20 | Royal Bank Of Canada | 7K | $431K | ▲+19% Added · +1K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 6K | $410K | ▼−59% Reduced · −9K sh | Q1 2026 | |
| 22 | WealthBridge Capital Management, LLC | 6K | $393K | —Held | Q2 2026 | |
| 23 | Susquehanna International Group, LLP | 5K | $325K | ▲New +5K sh | Q1 2026 | |
| 24 | Wealth Enhancement Advisory Services, LLC | 4K | $259K | ▲+5.0% Added · +176 sh | Q2 2026 | |
| 25 | Investment Advisory Group, LLC | 4K | $251K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds added to an existing position in VALQ, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 12 funds | $11.3B |
| Apple IncAAPL | 12 funds | $7.4B |
| Microsoft CorpMSFT | 12 funds | $6.5B |
| Amazon.com IncAMZN | 12 funds | $5.4B |
| Alphabet Inc-CL AGOOGL | 12 funds | $5.4B |
| Broadcom IncAVGO | 12 funds | $3.2B |
| Meta Platforms Inc-Class AMETA | 12 funds | $3.0B |
| Alphabet Inc-CL CGOOG | 12 funds | $2.9B |
| Tesla IncTSLA | 12 funds | $2.6B |
| Taiwan Semiconductor-SP ADRTSM | 12 funds | $2.2B |
| Eli Lilly & CoLLY | 12 funds | $2.0B |
| Costco Wholesale CorpCOST | 12 funds | $1.9B |
Ranked by how many of VALQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VALQ.
No filings captured for this ticker in the live stream yet.
Connected entities for VALQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VALQ/capital-change-brief"
Use Arkolith's capital_change_brief for VALQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VALQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.