ALPS EQUAL SECTOR WEIGHT ETF EQL
$50.92
+0.8% 52w: $42.24 – $50.93
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data42.2446.5850.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
-1 QoQ
13F value
$316.2M
+9.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EQL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $79.5M | 0.0% | +8.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.0M | $47.9M | 0.0% | +56.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 986.0K | $46.9M | 0.0% | -7.4% |
| MORGAN STANLEY | Bank broker | 801.2K | $38.1M | 0.0% | -24.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 361.8K | $17.2M | 0.0% | +92.5% |
| LPL Financial LLC | Bank broker | 323.3K | $15.4M | 0.0% | +5.0% |
| Cetera Investment Advisers | Wealth advisor | 174.0K | $8.3M | 0.0% | -8.9% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 134.8K | $6.4M | 1.0% | +11.6% |
| UBS Group AG | Bank broker | 119.6K | $5.7M | 0.0% | +21.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 93.8K | $4.5M | 0.0% | +20.4% |
| CWM, LLC | Wealth advisor | 83.4K | $4.0M | 0.0% | -24.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 82.8K | $3.9M | 0.2% | +76.2% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 70.8K | $3.4M | 0.5% | +3.7% |
| ROYAL BANK OF CANADA | Bank broker | 59.1K | $2.8M | 0.0% | +10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 52.0K | $2.5M | 0.0% | +4.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 48.0K | $2.3M | 0.0% | -0.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 45.9K | $2.2M | 0.0% | -0.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 45.8K | $2.1M | 0.0% | +39.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 42.7K | $2.0M | 0.0% | -23.2% |
| Sherry Group, Inc. | Wealth advisor | 35.9K | $1.7M | 1.9% | -1.7% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 28.2K | $1.3M | 0.1% | Held |
| SMITH, MOORE & CO. | Wealth advisor | 27.9K | $1.3M | 0.1% | -7.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 25.3K | $1.2M | 0.0% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.3K | $1.1M | 0.0% | -6.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 22.2K | $1.1M | 0.0% | -2.8% |
| Maltin Wealth Management, Inc. | Wealth advisor | 20.8K | $990K | 0.4% | +0.3% |
| PUREfi Wealth, LLC | Other | 17.7K | $841K | 0.6% | Held |
| FLOW TRADERS U.S. LLC | Market maker | 17.1K | $814K | 0.0% | New |
| GTS SECURITIES LLC | Market maker | 16.3K | $773K | 0.0% | -17.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 15.2K | $724K | 0.0% | +16.9% |
| Gotham Asset Management, LLC | Diversified mechanical | 13.5K | $643K | 0.0% | +9.6% |
| Ascentis Independent Advisors | Other | 13.2K | $627K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 12.4K | $592K | 0.0% | -0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.6K | $551K | 0.0% | +3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.6K | $550K | 0.0% | +40.3% |
| AE Wealth Management LLC | Wealth advisor | 10.9K | $519K | 0.0% | -5.0% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 10.8K | $514K | 0.2% | +29.3% |
| Private Advisor Group, LLC | Wealth advisor | 9.6K | $454K | 0.0% | +78.9% |
| Intrepid Financial Planning Group LLC | Wealth advisor | 8.4K | $398K | 0.2% | +20.3% |
| Sowell Financial Services LLC | Wealth advisor | 8.2K | $389K | 0.0% | New |
| DELTA CAPITAL MANAGEMENT LLC | Other | 8.1K | $385K | 0.2% | Held |
| Savvy Advisors, Inc. | Wealth advisor | 7.8K | $369K | 0.0% | +0.6% |
| Virtu Financial LLC | Market maker | 7.4K | $350K | 0.0% | New |
| GUIDANCE CAPITAL, INC | Wealth advisor | 6.3K | $316K | 0.1% | New |
| BostonPremier Wealth LLC | Wealth advisor | 6.6K | $314K | 0.2% | +5.2% |
| Corient Private Wealth LLC | Diversified mechanical | 6.5K | $310K | 0.0% | -41.2% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 5.8K | $277K | 0.0% | Held |
| NORTHERN TRUST CORP | Index provider | 5.2K | $248K | 0.0% | -16.6% |
| Equitable Holdings, Inc. | Wealth advisor | 5.2K | $242K | 0.0% | -0.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 4.8K | $229K | 0.0% | -27.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.