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 66 institutions that hold shares in the stock, with a total of 3.17 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,074,383
shares
|
$47.7 Million
3.39% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
419,146
shares
|
$18.6 Million
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
301,508
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
223,794
shares
|
$9.94 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
168,618
shares
|
$7.49 Million
0.0% of portfolio
|
Q1 2025
Added 764.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
154,259
shares
|
$6.85 Million
0.03% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
130,301
shares
|
$5.79 Million
0.35% of portfolio
|
Q1 2025
Added 201.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,805
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
79,879
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
65,901
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
56,983
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,795
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,603
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2023
Added 0.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,995
shares
|
$932,807
0.0% of portfolio
|
Q1 2025
Added 34.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
20,971
shares
|
$931,741
0.59% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,739
shares
|
$877,003
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
18,327
shares
|
$814,268
0.2% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
15,731
shares
|
$698,928
1.94% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,213
shares
|
$631,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,403
shares
|
$595,495
0.0% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,164
shares
|
$584,876
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,592
shares
|
$559,462
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,607
shares
|
$515,699
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
11,109
shares
|
$493,572
1.4% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,058
shares
|
$491,306
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|