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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

56 managers (56 13F filers) reported a position in EQL shares at 2025-06-30, 5,856,256 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
56
13F filers
56
New
6
Added
42
Reduced
5
Sold out
9
Shares held by filers
5,856,256

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,424,257$62.4M0.01%+1,005,11113F-HRTimelineGroup
Mountain Capital Investment Advisors In…929,537$41M7.88%-144,84613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC922,171$40.4M0.01%+620,66313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY742,042$32.5M<0.01%+518,24813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC397,308$17.4M<0.01%+228,69013F-HRTimelineGroup
LPL Financial LLC280,662$12.3M<0.01%+214,76113F-HRTimeline
Cetera Investment Advisers238,109$10.4M0.02%+158,23013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160,322$7.03M<0.01%+103,33913F-HRTimelineGroup
UBS Group AGin group UBS Group AG91,954$4.03M<0.01%+80,89613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,026$2.9M<0.01%+52,62313F-HRTimeline
Gateway Wealth Partners, LLC54,669$2.4M0.45%+33,69813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,005$2.1M0.03%+35,41313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,400$2.08M<0.01%+20,60513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,151$1.72M<0.01%+27,54413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,389$1.55M<0.01%+35,12913F-HRTimelineGroup
SMITH, MOORE & CO.32,450$1.42M0.12%+21,70013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,227$1.28M<0.01%+19,54013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC28,152$1.23M0.09%+18,76813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,985$1.23M<0.01%+17,67513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,973$1.14M0.03%+17,52713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,703$952K<0.01%+8,53913F-HRTimelineGroup
Maltin Wealth Management, Inc.20,574$902K0.41%+13,74213F-HRTimeline
PUREfi Wealth, LLC19,876$871K0.7%+8,76713F-HRTimeline
ORG Partners LLC18,327$808K0.17%-72913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,668$731K<0.01%-4,32713F-HRTimelineGroup
Janney Montgomery Scott LLC14,213$623K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,718$599K<0.01%+11,12213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,763$560K<0.01%+8,26213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,029$396K<0.01%+5,77713F-HRTimelineGroup
AE Wealth Management LLC8,965$393K<0.01%+8,34713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$355K0.2%013F-HRTimeline
Gotham Asset Management, LLC7,509$329K<0.01%+5,00613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,196$316K<0.01%-24713F-HRTimelineGroup
BostonPremier Wealth LLC6,592$289K0.16%+4,40413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,525$286K<0.01%+4,35013F-HR/ATimelineGroup
HB Wealth Management, LLC6,483$284K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,814$255K0.01%+3,87613F-HRTimeline
Van Cleef Asset Management,Inc4,800$210K0.02%+3,20013F-HRTimeline
Federation des caisses Desjardins du Qu…4,785$210K<0.01%+3,19013F-HRTimeline
COMERICA BANK4,715$207K<0.01%+2,78013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$164K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,487$109K<0.01%+1,74913F-HRTimelineGroup
Crewe Advisors LLC1,800$78.9K0.01%+1,20013F-HRTimeline
MAI Capital Management1,773$77.7K<0.01%+1,18213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,582$69.3K<0.01%new13F-HR/ATimelineGroup
Smartleaf Asset Management LLC1,308$57.1K0.01%+80613F-HRTimeline
BOK Financial Private Wealth, Inc.1,200$52.6K<0.01%+80013F-HRTimeline
Provenance Wealth Advisors, LLC900$39.5K0.01%+60013F-HRTimeline
Blue Trust, Inc.867$38K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.471$20.7K<0.01%+31413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC400$17.5K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC289$12.7K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…156$6.84K<0.01%+10413F-HRTimeline
Arax Advisory Partners133$5.82K<0.01%+8913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC0$8<0.01%-2,29613F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.