VALU(VALU)
VALU
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 64 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Neuberger Berman Group LLC | 120.11K | Jun 30, 26 | +3.40K | 1.28% |
| BlackRock, Inc. | 94.01K | Jun 30, 26 | +10.50K | 1.00% |
| DIMENSIONAL FUND ADVISORS LP | 50.94K | Jun 30, 26 | -3.52K | 0.54% |
| GABELLI FUNDS LLC | 46.31K | Jun 30, 26 | -- | 0.49% |
| Teton Advisors, LLC | 29.96K | Jun 30, 26 | -- | 0.32% |
| WELLS FARGO & COMPANY/MN | 26.86K | Jun 30, 26 | +417 | 0.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 23.77K | Jun 30, 26 | -374 | 0.25% |
| OPPENHEIMER & CO INC | 21.02K | Jun 30, 26 | -1.00K | 0.22% |
| North Star Investment Management Corp. | 16.10K | Jun 30, 26 | -- | 0.17% |
| STATE STREET CORP | 13.86K | Jun 30, 26 | -- | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 10.60K | Jun 30, 26 | -300 | 0.11% |
| Capital Investment Counsel, Inc | 9.47K | Jun 30, 26 | -- | 0.10% |
| STRS OHIO | 9.20K | Jun 30, 26 | -- | 0.10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.33K | Jun 30, 26 | -30 | 0.08% |
| Valmark Advisers, Inc. | 6.50K | Jun 30, 26 | -- | 0.07% |
| GOLDMAN SACHS GROUP INC | 6.37K | Jun 30, 26 | +6.37K | 0.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.90K | Jun 30, 26 | -- | 0.06% |
| NORTHERN TRUST CORP | 5.83K | Jun 30, 26 | -2.58K | 0.06% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.04K | Jun 30, 26 | +407 | 0.05% |
| VANGUARD FIDUCIARY TRUST CO | 4.13K | Jun 30, 26 | +94 | 0.04% |
| Russell Investments Group, Ltd. | 2.00K | Jun 30, 26 | +1.35K | 0.02% |
| MORGAN STANLEY | 1.60K | Jun 30, 26 | +356 | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.37K | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 616 | Jun 30, 26 | +433 | 0.01% |
| RHUMBLINE ADVISERS | 586 | Jun 30, 26 | -877 | 0.01% |
| Vanguard Global Advisers, LLC | 504 | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 502 | Jun 30, 26 | +142 | 0.01% |
| State of Alaska, Department of Revenue | 400 | Jun 30, 26 | -- | 0.00% |
| BARCLAYS PLC | 398 | Jun 30, 26 | -58 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 363 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 361 | Jun 30, 26 | +319 | 0.00% |
| JPMORGAN CHASE & CO | 357 | Jun 30, 26 | -1 | 0.00% |
| NBT BANK N A /NY | 280 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 219 | Jun 30, 26 | -347 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 203 | Jun 30, 26 | -42 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 141 | Jun 30, 26 | +85 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 97 | Jun 30, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 91 | Jun 30, 26 | -- | 0.00% |
| Legal & General Group Plc | 64 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 47 | Jun 30, 26 | +47 | 0.00% |
| FMR LLC | 45 | Jun 30, 26 | -3 | 0.00% |
| GAMMA Investing LLC | 36 | Jun 30, 26 | -78 | 0.00% |
| SRS Capital Advisors, Inc. | 28 | Jun 30, 26 | +28 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 14 | Jun 30, 26 | -14 | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11 | Jun 30, 26 | -32 | 0.00% |
| EverSource Wealth Advisors, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Essential Partners LLC | 4 | Jun 30, 26 | +2 | 0.00% |
| Sterling Capital Management LLC | 3 | Jun 30, 26 | -6 | 0.00% |
| Allworth Financial LP | 2 | Jun 30, 26 | +1 | 0.00% |
| IFP Advisors, Inc | 2 | Jun 30, 26 | -2 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1 | Jun 30, 26 | -- | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| Optiver Holding B.V. | -- | Jun 30, 26 | -13 | -- |
| Covestor Ltd | -- | Jun 30, 26 | -15 | -- |
| CWM, LLC | 98 | Mar 31, 26 | -16 | 0.00% |
| VANGUARD GROUP INC | 16.51K | Dec 31, 25 | +99 | 0.18% |
| Teton Advisors, Inc. | 31.30K | Jun 30, 25 | -- | 0.33% |
| BlackRock Inc. | 78.64K | Jun 30, 24 | -1.75K | 0.84% |
| Amalgamated Financial Corp. | 156 | Mar 31, 22 | +156 | 0.00% |
| BlackRock Institutional Trust Company, N.A. | 49.52K | Dec 31, 16 | -- | 0.53% |
| BlackRock Fund Advisors | 36.79K | Dec 31, 16 | +4.82K | 0.39% |
| BLACKROCK ADVISORS LLC | 906 | Dec 31, 16 | -924 | 0.01% |
| BlackRock Investment Management, LLC | 634 | Dec 31, 16 | -- | 0.01% |
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