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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

61 managers (61 13F filers) reported a position in EQL shares at 2025-09-30, 5,191,305 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
11
Added
17
Reduced
17
Sold out
5
Shares held by filers
5,191,305

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,469,010$67.6M0.01%+44,75313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC918,600$42.3M0.01%-3,57113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY754,362$34.7M<0.01%+12,32013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC373,005$18.4M<0.01%-24,30313F-HRTimelineGroup
LPL Financial LLC292,204$13.5M<0.01%+11,54213F-HRTimeline
Cetera Investment Advisers236,674$10.9M0.01%-1,43513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN171,620$7.9M<0.01%+11,29813F-HRTimelineGroup
CWM, LLCin group CWM, LLC117,380$5.4M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG98,731$4.54M<0.01%+6,77713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,753$3.53M<0.01%+10,72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,680$2.44M<0.01%+6,28013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,587$2.24M0.03%+58213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,716$2.2M<0.01%+8,56513F-HRTimelineGroup
Gateway Wealth Partners, LLC47,526$2.19M0.3%-7,14313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,796$2.11M<0.01%+10,40713F-HRTimelineGroup
SMITH, MOORE & CO.30,700$1.41M0.11%-1,75013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,342$1.3M<0.01%-88513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC28,152$1.3M0.09%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,049$1.15M0.03%-92413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,949$1.15M<0.01%-3,03613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,242$1.12M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,748$1M<0.01%+4513F-HRTimelineGroup
Maltin Wealth Management, Inc.20,654$951K0.39%+8013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,378$934K<0.01%+6,66013F-HRTimelineGroup
PUREfi Wealth, LLC19,876$915K0.7%013F-HRTimeline
GTS SECURITIES LLC19,759$910K0.03%new13F-HRTimeline
Mountain Capital Investment Advisors In…16,989$784K0.14%-912,54813F-HRTimeline
ORG Partners LLC14,954$688K0.13%-3,37313F-HRTimeline
Janney Montgomery Scott LLC14,167$652K<0.01%-4613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,425$572K<0.01%-33813F-HRTimeline
AE Wealth Management LLC11,318$521K<0.01%+2,35313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$373K0.19%013F-HRTimeline
Gotham Asset Management, LLC7,509$346K<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,133$328K<0.01%-1,89613F-HRTimelineGroup
BostonPremier Wealth LLC6,621$305K0.15%+2913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,525$300K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC6,483$298K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,814$268K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,782$266K<0.01%-1,41413F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,470$252K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,135$236K<0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC4,845$223K0.09%new13F-HRTimeline
Van Cleef Asset Management,Inc4,800$221K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,005$184K<0.01%-78013F-HRTimeline
COMERICA BANK3,833$176K<0.01%-88213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$172K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,702$170K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,240$149K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,623$121K<0.01%+13613F-HRTimelineGroup
Crewe Advisors LLC1,800$82.9K0.01%013F-HRTimeline
MAI Capital Management1,773$81.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,687$77.6K<0.01%+10513F-HRTimelineGroup
Smartleaf Asset Management LLC1,308$60K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,200$55.2K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC900$41.4K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.633$29.1K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.471$21.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.300$13.8K0.01%new13F-HRTimeline
Global Retirement Partners, LLC275$12.7K<0.01%-1413F-HRTimeline
Atlantic Edge Private Wealth Management…156$7.18K<0.01%013F-HRTimeline
Parallel Advisors, LLC90$4.14K<0.01%new13F-HRTimeline