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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

66 managers (66 13F filers) reported a position in EQL shares at 2025-12-31, 6,283,190 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
66
13F filers
66
New
7
Added
25
Reduced
17
Sold out
5
Shares held by filers
6,283,190

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/1,542,131$71.5M0.01%+73,12113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,065,357$49.4M0.02%+146,75713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,059,156$49.1M<0.01%+304,79413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC644,167$29.9M0.01%+271,16213F-HRTimelineGroup
LPL Financial LLC307,778$14.3M<0.01%+15,57413F-HRTimeline
Cetera Investment Advisers190,956$8.86M0.01%-45,71813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN187,963$8.72M<0.01%+16,34313F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD120,860$5.61M0.82%13F-HRTimeline
CWM, LLCin group CWM, LLC110,321$5.12M0.01%-7,05913F-HRTimelineGroup
UBS Group AGin group UBS Group AG98,267$4.56M<0.01%-46413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC77,944$3.62M<0.01%+1,19113F-HRTimeline
Summit Financial Wealth Advisors, LLC68,323$3.17M0.45%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,674$2.58M<0.01%+1,99413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,246$2.47M<0.01%+5,53013F-HRTimelineGroup
Bernicke Wealth Management, Ltd.51,760$2.4M0.31%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,873$2.31M<0.01%+4,07713F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,389$2.24M0.03%-19813F-HRTimelineGroup
Gateway Wealth Partners, LLC46,988$2.18M0.24%-53813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,957$2.13M<0.01%+17,61513F-HRTimelineGroup
Sherry Group, Inc.36,521$1.71M1.79%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,731$1.52M<0.01%+12,35313F-HRTimelineGroup
SMITH, MOORE & CO.30,000$1.39M0.11%-70013F-HRTimeline
1900 WEALTH MANAGEMENT LLC28,152$1.31M0.08%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,900$1.15M<0.01%-4913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,495$1.14M0.03%-55413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,804$1.06M<0.01%+1,05613F-HRTimelineGroup
Maltin Wealth Management, Inc.20,746$962K0.38%+9213F-HRTimeline
GTS SECURITIES LLC19,763$917K0.03%+413F-HRTimeline
PUREfi Wealth, LLC17,692$821K0.63%-2,18413F-HRTimeline
ORG Partners LLC13,804$640K0.11%-1,15013F-HRTimeline
Janney Montgomery Scott LLC13,028$604K<0.01%-1,13913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,455$578K<0.01%+3013F-HRTimeline
Gotham Asset Management, LLC12,336$572K<0.01%+4,82713F-HRTimeline
AE Wealth Management LLC11,494$533K<0.01%+17613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,163$518K<0.01%+5,38113F-HRTimelineGroup
Mountain Capital Investment Advisors In…9,471$454K0.07%-7,51813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,364$388K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…8,238$382K<0.01%+2,76813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$376K0.21%013F-HRTimeline
Savvy Advisors, Inc.7,704$357K0.01%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,957$323K0.12%+2,11213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,606$306K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,525$303K<0.01%013F-HR/ATimelineGroup
HB Wealth Management, LLC6,483$301K<0.01%013F-HRTimeline
BostonPremier Wealth LLC6,287$292K0.15%-33413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,261$290K<0.01%-87213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,814$270K<0.01%013F-HRTimeline
Private Advisor Group, LLC5,341$248K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,250$243K<0.01%+11513F-HRTimelineGroup
Van Cleef Asset Management,Inc4,800$223K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,802$176K<0.01%-20313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$174K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,959$137K<0.01%+33613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,904$135K<0.01%+1,21713F-HRTimelineGroup
MAI Capital Management1,773$82.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,714$79.5K<0.01%new13F-HRTimeline
COMERICA BANK1,590$73.7K<0.01%-2,24313F-HRTimeline
Smartleaf Asset Management LLC1,308$61.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,200$55.7K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC900$41.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.815$37.8K<0.01%+18213F-HRTimelineGroup
SOA Wealth Advisors, LLC.471$21.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC246$11.4K<0.01%-2913F-HRTimeline
Atlantic Edge Private Wealth Management…156$7.24K<0.01%013F-HRTimeline
NewEdge Advisors, LLC121$5.59K<0.01%new13F-HRTimeline
Parallel Advisors, LLC90$4.17K<0.01%013F-HRTimeline