KOVITZ CORE EQUITY ETF EQTY
$28.44
+0.8% 52w: $24.04 – $28.44
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.0426.2428.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
19
+5 QoQ
13F value
$1.15B
-6.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EQTY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 44.6M | $1.14B | 1.3% | -1.1% |
| ROYAL BANK OF CANADA | Bank broker | 208.2K | $5.3M | 0.0% | -3.6% |
| Delta Wealth Advisors LLC | Wealth advisor | 114.3K | $2.9M | 2.2% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 110.1K | $2.8M | 0.0% | -0.7% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 54.5K | $1.4M | 0.1% | New |
| GTS SECURITIES LLC | Market maker | 32.0K | $814K | 0.0% | -35.5% |
| Chicago Partners Investment Group LLC | Wealth advisor | 14.2K | $389K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.5K | $319K | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 9.5K | $241K | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 9.1K | $232K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 8.0K | $204K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 3.9K | $99K | 0.0% | Held |
| Eukles Asset Management | Other | 3.0K | $77K | 0.0% | New |
| Basepoint Wealth LLC | Other | 2.5K | $65K | 0.0% | 0.0% |
| Glen Eagle Advisors, LLC | Wealth advisor | 1.6K | $42K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 1.5K | $38K | 0.0% | New |
| Darwin Wealth Management, LLC | Wealth advisor | 901 | $23K | 0.0% | Held |
| UBS Group AG | Bank broker | 528 | $13K | 0.0% | -21.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 244 | $6K | 0.0% | Held |
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.