13FBOX
TOWLE VALUE ETF · 13F Institutional Holdings
Options Calculator Rankings
T

TOWLE VALUE ETF

TCV
Institutions
17
Combined AUM (Q2 2026)
$18.7M
Combined Shares (Q2 2026)
582,470
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+65,152
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-150,579
8 · 2 Exit · ≈
⚖️ Net
-85,427
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.7M
Institutions
17
New Buys
4
Adds
1
Reduces
6
Exits
2
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Well Done, LLC
1.23%1.16%#1$9.1M284,291$7.9M284,915-624-0.22%Reduce
TOWLE & CO
0.97%0.62%#2$2.9M89,163$1.6M57,635+31,528+54.70%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#17$1.1M34,115$1.4M51,777-17,662-34.11%Reduce
MONETA GROUP INVESTMENT ADVISORS LLC
0.01%0.01%#11$901,44928,127$927,43933,441-5,314-15.89%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#16$665,75420,773$576,11820,77300.00%Unchanged
Mariner, LLC
<0.01%<0.01%#15$581,36718,140$503,08818,14000.00%Unchanged
MIRAE ASSET SECURITIES (USA) INC.
0.01%0.02%#7$525,50616,397$647,94023,363-6,966-29.82%Reduce
CWA Asset Management Group, LLC
0.01%#8$453,49214,150$00+14,150New Buy
Plancorp, LLC
0.01%0.01%#10$443,04113,495$450,10715,765-2,270-14.40%Reduce
Archford Capital Strategies, LLC
0.04%0.05%#3$442,88613,819$439,38315,843-2,024-12.78%Reduce
Apollon Wealth Management, LLC
<0.01%<0.01%#13$354,23711,053$306,53911,05300.00%Unchanged
AMG National Trust Bank
0.01%0.01%#12$293,6379,162$254,1039,16200.00%Unchanged
Mountain Capital Investment Advisors Inc.
0.03%0.03%#4$234,5027,317$224,5487,31700.00%Unchanged
Abundance Wealth Counselors
0.01%#9$211,7166,606$00+6,606New Buy
Pacific Capital Wealth Advisors, Inc.
0.03%#5$210,1136,556$00+6,556New Buy
IFG Advisors, LLC
0.03%#6$202,2936,312$00+6,312New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#14$95,9542,994$83,4032,99400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow