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 63 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,523
shares
|
$69,966
0.01% of portfolio
|
Q1 2020
Added 130.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$60,089
0.01% of portfolio
|
Q2 2025
Added 160.56%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$55,128
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
591
shares
|
$27,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
471
shares
|
$21,637
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
436
shares
|
$20,029
0.01% of portfolio
|
Q1 2020
Added 8620.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$18,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
300
shares
|
$13,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
275
shares
|
$12,633
0.0% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
156
shares
|
$7,166
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
133
shares
|
$6,110
0.0% of portfolio
|
Q2 2025
Added 202.27%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|