DOSSIER · 13F Holders · Q3 2026
MPIM

VALUED ADVISERS TR

3 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 92046L312·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
3
filers reporting
Concentration
61.58%
HBW ADVISORY SERVICES LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported MPIM in Q3 2026. HBW ADVISORY SERVICES LLC leads at 61.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M90K0.21%Q3 2026
02
Balboa Wealth Partners
CIK 0001929008
$872K36K0.12%Q3 2026
03
Onyx Bridge Wealth Group LLC
CIK 0001819476
$471K20K0.04%Q3 2026