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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

64 managers (64 13F filers) reported a position in EQL shares at 2026-06-30, 7,311,483 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
64
13F filers
64
New
4
Added
31
Reduced
14
Sold out
5
Shares held by filers
7,311,483

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,703,587$85.9M0.01%+32,23513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,026,970$51.8M0.01%+40,94313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,015,021$51.2M0.01%+8,76713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY837,235$42.2M<0.01%+36,01313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP516,019$26M<0.01%+510,79713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN405,307$20.4M<0.01%+43,50513F-HRTimelineGroup
LPL Financial LLC331,715$16.7M<0.01%+8,44013F-HRTimeline
Cetera Investment Advisers156,594$7.9M0.01%-17,41513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD138,804$7M0.93%+3,96113F-HRTimeline
UBS Group AGin group UBS Group AG123,413$6.23M<0.01%+3,83813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,644$5.63M<0.01%+52,59013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,035$5.25M0.01%+10,18713F-HRTimeline
Summit Financial Wealth Advisors, LLC74,145$3.74M0.48%+3,32413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,063$3.13M<0.01%+16,19613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,056$3.13M<0.01%+19,32413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,449$3.04M<0.01%+14,68713F-HRTimelineGroup
Bernicke Wealth Management, Ltd.51,101$2.58M0.3%-10313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,703$2.41M0.02%-34713F-HRTimelineGroup
Gateway Wealth Partners, LLC40,364$2.04M0.12%-42,45013F-HRTimeline
Sherry Group, Inc.38,903$1.97M1.92%+3,00213F-HRTimeline
1900 WEALTH MANAGEMENT LLC28,152$1.42M0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,426$1.33M0.03%+1,10113F-HRTimelineGroup
SMITH, MOORE & CO.26,260$1.32M0.09%-1,59013F-HRTimeline
ALPS ADVISORS INC22,975$1.16M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,919$1.16M<0.01%+75213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,130$1.07M<0.01%-2,19313F-HRTimelineGroup
Maltin Wealth Management, Inc.20,842$1.05M0.35%+2413F-HRTimeline
PUREfi Wealth, LLC18,112$914K0.5%+42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,396$726K<0.01%+2,81013F-HRTimelineGroup
Gotham Asset Management, LLC13,631$688K<0.01%+11513F-HRTimeline
Janney Montgomery Scott LLC13,475$680K<0.01%-1,75313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,457$679K<0.01%+8,64513F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC13,391$676K0.18%+2,57813F-HRTimeline
Private Advisor Group, LLC12,664$639K<0.01%+3,11013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,426$627K<0.01%-1813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,628$587K<0.01%-40,34113F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,307$570K<0.01%-25313F-HR/ATimeline
AE Wealth Management LLC10,793$545K<0.01%-12513F-HRTimeline
GUIDANCE CAPITAL, INC10,444$535K0.11%+4,12613F-HRTimeline
Sowell Financial Services LLC9,728$491K0.02%+1,54413F-HRTimeline
Intrepid Financial Planning Group LLC8,428$425K0.14%+6013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$409K0.19%013F-HRTimeline
Savvy Advisors, Inc.7,969$402K0.01%+21913F-HRTimeline
BostonPremier Wealth LLC6,561$331K0.14%-5013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,525$329K<0.01%013F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,814$293K<0.01%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,729$239K<0.01%-48713F-HRTimelineGroup
FMR LLCin group FMR LLC4,458$225K<0.01%+1,03913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$189K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,808$142K<0.01%-95413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,788$141K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,967$99.1K<0.01%+12013F-HRTimelineGroup
Smartleaf Asset Management LLC1,308$66.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,200$60.5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC900$45.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.815$41.1K<0.01%013F-HRTimelineGroup
Arax Advisory Partners600$30.3K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.471$23.8K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC315$15.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC212$10.7K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…156$7.87K<0.01%013F-HRTimeline
NewEdge Advisors, LLC121$6.12K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC118$5.95K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC90$4.54K<0.01%013F-HRTimeline