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 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,058
shares
|
$494,071
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,750
shares
|
$480,310
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,310
shares
|
$460,650
0.0% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,687
shares
|
$432,815
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,893
shares
|
$397,339
0.05% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,446
shares
|
$377,367
0.0% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
8,100
shares
|
$361,908
0.13% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,443
shares
|
$332,553
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,832
shares
|
$305,253
0.46% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
6,592
shares
|
$294,530
0.16% of portfolio
|
Q2 2025
Added 201.28%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,483
shares
|
$289,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,501
shares
|
$201,104
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
4,166
shares
|
$186,136
0.19% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,500
shares
|
$156,380
0.04% of portfolio
|
Q2 2017
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,252
shares
|
$145,299
0.0% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,000
shares
|
$134,040
0.5% of portfolio
|
Q3 2021
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,790
shares
|
$124,657
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,596
shares
|
$115,989
0.0% of portfolio
|
Q1 2025
Added 68.79%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,503
shares
|
$111,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,340
shares
|
$104,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
2,296
shares
|
$102,585
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,175
shares
|
$97,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,938
shares
|
$86,589
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,935
shares
|
$86,455
0.0% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$74,615
0.0% of portfolio
|
Q3 2024
New holding
|