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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 2025-03-31, 2,833,221 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
58
New
7
Added
25
Reduced
13
Sold out
6
Shares held by filers
2,833,221

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/419,146$52.8M<0.01%+19,53013F-HRTimelineGroup
Mountain Capital Investment Advisors In…1,074,383$43.7M9.37%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,508$38M0.01%+19,53513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY223,794$28.2M<0.01%+5,66113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,618$21.2M0.01%+149,10513F-HRTimelineGroup
Cetera Investment Advisers79,879$10.1M0.02%+4,04413F-HRTimeline
LPL Financial LLC65,901$8.3M<0.01%+6,05513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,983$7.18M<0.01%+2,02013F-HRTimelineGroup
Aveo Capital Partners, LLC130,301$5.39M0.9%+87,03113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,795$3.38M0.01%+6,35813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,995$2.64M<0.01%+5,38113F-HRTimelineGroup
Gateway Wealth Partners, LLC20,971$2.64M0.59%-1,57613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,739$2.49M0.05%-4413F-HRTimelineGroup
NDWM LLC15,731$1.98M1.94%+20213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,403$1.69M<0.01%+1,78313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,164$1.66M0.01%+24813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,592$1.59M0.02%-2513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,607$1.46M<0.01%+1,96713F-HR/ATimelineGroup
PUREfi Wealth, LLC11,109$1.4M1.4%-3,90513F-HRTimeline
UBS Group AGin group UBS Group AG11,058$1.39M<0.01%-48213F-HRTimelineGroup
SMITH, MOORE & CO.10,750$1.35M0.13%+10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,310$1.3M<0.01%+34013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,687$1.22M<0.01%+27813F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC9,384$1.18M0.1%013F-HRTimeline
GTS SECURITIES LLC8,893$1.12M0.05%-7,49813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,446$1.06M0.03%+1,13113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,443$938K<0.01%-14813F-HRTimelineGroup
Maltin Wealth Management, Inc.6,832$861K0.4%+2413F-HRTimeline
ORG Partners LLC19,056$802K0.2%+13,50313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,501$567K<0.01%-7313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,252$410K<0.01%-63313F-HRTimelineGroup
Snowden Capital Advisors LLC2,790$351K0.01%-40013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$340K0.2%+5,40013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,596$324K<0.01%+1,05813F-HR/ATimelineGroup
Gotham Asset Management, LLC2,503$315K<0.01%new13F-HRTimeline
Advisor Resource Council2,340$295K0.02%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,296$289K0.04%+113F-HRTimeline
BostonPremier Wealth LLC2,188$276K0.17%+913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,175$274K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,938$244K0.01%013F-HRTimeline
COMERICA BANK1,935$244K<0.01%-9713F-HRTimeline
Van Cleef Asset Management,Inc1,600$202K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,595$201K<0.01%+86113F-HRTimeline
FMR LLCin group FMR LLC738$93K<0.01%-57813F-HRTimelineGroup
AE Wealth Management LLC618$77.8K<0.01%new13F-HRTimeline
Crewe Advisors LLC600$75.6K0.01%013F-HRTimeline
MAI Capital Management591$74.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC502$62.7K0.01%-8013F-HRTimeline
BOK Financial Private Wealth, Inc.400$50.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC321$40.2K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC300$37.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…260$32.8K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.157$19.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC351$14.8K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…52$6.55K<0.01%013F-HRTimeline
Arax Advisory Partners44$5.55K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.