DOSSIER · 13F Holders · Q3 2026
MPDY

VALUED ADVISERS TR

2 institutions still hold VALUED ADVISERS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92046L288·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
2
filers reporting
Concentration
88.06%
Family Office Research LLC #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported MPDY in Q3 2026. Family Office Research LLC leads at 88.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Family Office Research LLC
CIK 0002041267
$1M63K0.57%Q3 2026
02
HBW ADVISORY SERVICES LLC
CIK 0001790525
$202K9K0.02%Q3 2026