EQTY · Insider trading · 13F holders · Congress trades
Valued Advisers Tr (EQTY)
Who is buying and selling EQTY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EQTY at a glance
- No open-market insider purchases or sales of EQTY were filed in the last 90 days.
- 3 13F filers hold EQTY among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (2.3%), Focus Partners Wealth (1.3%) and Permanent Capital Management, LP (0.5%).
- No member of Congress has disclosed a trade in EQTY.
EQTY insider trading
No open-market insider purchases or sales of EQTY were filed in the last 90 days.
Who owns EQTY? Hedge funds and superinvestors
3 13F filers hold EQTY among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (2.3%), Focus Partners Wealth (1.3%) and Permanent Capital Management, LP (0.5%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Focus Partners WealthWealth manager | 1.3% | $1.2B | 43,870,772 | -1.6% shares | Q2 2026 |
| Permanent Capital Management, LPInstitutional asset manager | 0.5% | $3.9M | 138,184 | — | Q2 2026 |
| Delta Wealth Advisors LLCWealth manager | 2.3% | $3.3M | 114,255 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen EQTY in the grand portfolio →
EQTY stock trades by members of Congress
No member of Congress has disclosed a trade in EQTY.
EQTY questions and answers
Are insiders buying EQTY stock?
No open-market insider purchases or sales of EQTY were filed in the last 90 days.
Which hedge funds own EQTY?
3 13F filers hold EQTY among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (2.3%), Focus Partners Wealth (1.3%) and Permanent Capital Management, LP (0.5%).
Has Congress traded EQTY?
No member of Congress has disclosed a trade in EQTY.
Who is the largest holder of EQTY?
Among 13F filers, Focus Partners Wealth reports the largest EQTY position, $1.2B (43,870,772 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Delta Wealth Advisors LLC's: 2.3% of its portfolio.
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Free to use with a link back. The data updates every filing day.