50 tracked 13F filers disclose a position in VSLU as of the latest SEC 13F filings, a combined $449.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | $138.1M | 3.0M | ▲+5.7% Added · +162K sh | Q2 2026 | |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | $34.8M | 751K | ▼−7.9% Reduced · −65K sh | Q2 2026 | |
| 3 | Watchman Group, Inc. | $34.6M | 748K | ▲+4.0% Added · +29K sh | Q2 2026 | |
| 4 | Newman Dignan & Sheerar, Inc. | $33.1M | 716K | ▲+1.5% Added · +10K sh | Q2 2026 | |
| 5 | Jacobi Capital Management LLC | $31.1M | 672K | ▲+9.2% Added · +56K sh | Q2 2026 | |
| 6 | EverSource Wealth Advisors, LLC | $20.9M | 501K | ▲+58% Added · +184K sh | Q1 2026 | |
| 7 | FULTON BANK, N.A. | $14.9M | 356K | ▲+12% Added · +38K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $13.6M | 334K | ▲+91% Added · +160K sh | Q1 2026 | |
| 9 | ACIMA PRIVATE WEALTH, LLC | $14.5M | 313K | ▲+12% Added · +35K sh | Q2 2026 | |
| 10 | Clarion Wealth Managment Partners, LLC | $13.2M | 286K | ▲+14% Added · +34K sh | Q2 2026 | |
| 11 | Old Port Advisors | $12.6M | 272K | ▲+9.3% Added · +23K sh | Q2 2026 | |
| 12 | CROBAN | $11.3M | 244K | ▲+0.3% Added · +710 sh | Q2 2026 | |
| 13 | FORTEM FINANCIAL GROUP, LLC | $10.1M | 219K | ▲+1.9% Added · +4K sh | Q2 2026 | |
| 14 | Gibraltar Capital Management, Inc. | $9.3M | 202K | ▲+8.2% Added · +15K sh | Q2 2026 | |
| 15 | ATWOOD & PALMER INC | $8.2M | 178K | ▼−13% Reduced · −26K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $6.1M | 132K | ▲+23% Added · +25K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 129K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 18 | TRUSTMARK BANK TRUST DEPARTMENT | $5.5M | 119K | ▼−22% Reduced · −34K sh | Q2 2026 | |
| 19 | Farther Finance Advisors, LLC | $3.8M | 90K | ▲+4.0% Added · +4K sh | Q1 2026 | |
| 20 | Atlantic Edge Private Wealth Management, LLC | $3.9M | 84K | ▼−0.8% Reduced · −645 sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | $3.2M | 77K | ▼−4.6% Reduced · −4K sh | Q1 2026 | |
| 22 | Applied Finance Capital Management, LLC | $3.3M | 71K | —Held | Q2 2026 | |
| 23 | Tidal Investments LLC | $2.0M | 43K | ▲+34% Added · +11K sh | Q2 2026 | |
| 24 | LPL Financial LLC | $1.7M | 42K | ▼−30% Reduced · −18K sh | Q1 2026 | |
| 25 | OPPENHEIMER & CO INC | $1.7M | 37K | ▼−15% Reduced · −7K sh | 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, 2 funds opened a new position in VSLU and 12 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 27 funds | $10.8B |
| MICROSOFT CORPMSFT | 27 funds | $7.2B |
| NVIDIA CORPNVDA | 26 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 26 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 25 funds | $4.2B |
| BROADCOM INCAVGO | 25 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.6B |
| BANK OF AMERICA CORPBAC | 25 funds | $1.1B |
| HOME DEPOT INCHD | 25 funds | $835.9M |
| AMAZON.COM INCAMZN | 24 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $2.6B |
Ranked by how many of VSLU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFmc | 56 funds | $39.6M |
| VSLUthis pageMF Closed and MF Open | 50 funds | $449.4M |
| FEPImc | 46 funds | $28.0M |
| MSTUT-REX 2X LONG MS | 38 funds | $12.6M |
| TSPYTAPPALPHA SPY GR | 29 funds | $40.5M |
| AIPIREX AI EQUITY PR | 23 funds | $6.9M |
| XRPRREX OSPREY XRP | 23 funds | $5.4M |
| DYFIIDX DYNAMIC FIXE | 19 funds | $58.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VSLU
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/VSLU/capital-change-brief"
Use Arkolith's capital_change_brief for VSLU. 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 VSLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.