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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

58 managers (58 13F filers) reported a position in EQL shares at 2024-12-31, 1,459,811 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
20
Reduced
12
Sold out
2
Shares held by filers
1,459,811

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/399,616$50.1M<0.01%-6,66713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC281,973$35.3M0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY218,133$27.3M<0.01%+15,82513F-HR/ATimelineGroup
Cetera Investment Advisers75,835$9.5M0.02%+4,54813F-HRTimeline
LPL Financial LLC59,846$7.5M<0.01%+5,30913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,963$6.88M<0.01%+6,63013F-HRTimelineGroup
Aveo Capital Partners, LLC43,270$5.42M0.59%-2,73913F-HRTimeline
Gateway Wealth Partners, LLC22,547$2.82M0.73%-43213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,437$2.56M0.01%+55213F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,783$2.48M0.06%-75913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,513$2.44M<0.01%+15,76413F-HRTimelineGroup
GTS SECURITIES LLC16,391$2.05M0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,892$1.99M<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,614$1.96M<0.01%+8,20713F-HRTimelineGroup
NDWM LLC15,529$1.94M1.63%-2913F-HRTimeline
PUREfi Wealth, LLC15,014$1.88M1.84%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,916$1.62M0.01%-8813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,617$1.58M0.02%+43213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,620$1.46M<0.01%+75713F-HRTimeline
UBS Group AGin group UBS Group AG11,540$1.45M<0.01%-3,11713F-HRTimelineGroup
SMITH, MOORE & CO.10,650$1.33M0.12%+45013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,970$1.25M<0.01%-3513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,640$1.21M<0.01%+1,73413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,409$1.18M<0.01%+2,15613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC9,384$1.18M0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,591$951K<0.01%-14,77913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,315$916K0.03%+1,32613F-HRTimelineGroup
Maltin Wealth Management, Inc.6,808$853K0.42%+3213F-HRTimeline
ORG Partners LLC5,553$696K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,574$573K<0.01%-113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,885$487K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,806$477K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC3,190$400K0.01%+6513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,700$338K0.19%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,303$288K<0.01%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC2,295$287K0.04%+113F-HRTimeline
BostonPremier Wealth LLC2,179$273K0.17%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,175$272K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,032$255K<0.01%013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,938$243K0.01%013F-HRTimeline
Van Cleef Asset Management,Inc1,600$200K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,538$193K<0.01%+40913F-HRTimelineGroup
FMR LLCin group FMR LLC1,316$165K<0.01%-59313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…734$91.9K<0.01%+47413F-HRTimeline
GeoWealth Management, LLC654$81.9K<0.01%new13F-HRTimeline
Crewe Advisors LLC600$75.2K0.01%013F-HRTimeline
MAI Capital Management591$74K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC582$72.8K0.01%-2213F-HRTimeline
BOK Financial Private Wealth, Inc.400$50.1K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC321$40.2K0.01%new13F-HR/ATimeline
Provenance Wealth Advisors, LLC300$37.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…260$32.6K<0.01%+25013F-HRTimelineGroup
SOA Wealth Advisors, LLC.157$19.7K<0.01%013F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.140$17.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.61$7.63K<0.01%013F-HRTimeline
Global Retirement Partners, LLC59$7.36K<0.01%+1313F-HRTimeline
Atlantic Edge Private Wealth Management…52$6.51K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.