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 52 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $185 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
|
$52.7 Million
0.0% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
194,305
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
154,259
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,805
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
66,337
shares
|
$8.61 Million
0.02% of portfolio
|
Q2 2024
Added 393.21%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
53,433
shares
|
$6.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
49,369
shares
|
$6.41 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
47,959
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
40,009
shares
|
$5.2 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
|
$3.19 Million
0.01% of portfolio
|
Q3 2023
Added 0.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
22,979
shares
|
$2.98 Million
0.81% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
21,318
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 84.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
20,806
shares
|
$2.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
19,905
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Added 38.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
17,138
shares
|
$2.23 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
|
$2.17 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
15,558
shares
|
$2.02 Million
1.64% of portfolio
|
Q3 2024
Added 241.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,267
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,185
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
12,078
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2024
Added 8.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,863
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
10,250
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,005
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
7,187
shares
|
$933,231
0.0% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,776
shares
|
$879,863
0.47% of portfolio
|
Q3 2024
Added 0.4%
|