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 64 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,582
shares
|
$70,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,523
shares
|
$68,245
0.01% of portfolio
|
Q1 2020
Added 130.07%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,308
shares
|
$58,611
0.01% of portfolio
|
Q2 2025
Added 160.56%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$53,772
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
867
shares
|
$38,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
591
shares
|
$26,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
471
shares
|
$21,105
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
436
shares
|
$19,537
0.01% of portfolio
|
Q1 2020
Added 8620.0%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$17,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
300
shares
|
$13,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
289
shares
|
$12,950
0.0% of portfolio
|
Q2 2025
Added 389.83%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
156
shares
|
$6,990
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
133
shares
|
$5,959
0.0% of portfolio
|
Q2 2025
Added 202.27%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|