Institutional Ownership Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
405,879
shares
|
$49.9 Million
0.0% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
194,305
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
148,741
shares
|
$18.3 Million
0.03% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
80,426
shares
|
$9.89 Million
0.01% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
66,337
shares
|
$8.16 Million
0.02% of portfolio
|
Q2 2024
Added 393.21%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
53,433
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
49,369
shares
|
$6.07 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
47,959
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
40,009
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,603
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2023
Added 0.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
21,318
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 542.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
20,909
shares
|
$2.57 Million
0.74% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
20,806
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
19,905
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2024
Added 38.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
17,138
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
16,750
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,267
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
14,112
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
12,078
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Added 8.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
11,727
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Added 11.56%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
11,139
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
10,250
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
9,384
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
7,187
shares
|
$884,072
0.0% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
6,749
shares
|
$830,194
0.48% of portfolio
|
Q2 2024
Added 0.36%
|