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Disclosery

EQL ALPS ETF TR

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EQUAL SEC ETF (fund)

65 managers (65 13F filers) reported a position in EQL shares at 2026-03-31, 6,699,961 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
6
Added
24
Reduced
20
Sold out
4
Shares held by filers
6,699,961

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,671,352$79.5M0.01%+129,22113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,006,254$47.9M0.01%+362,08713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC986,027$46.9M0.01%-79,33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY801,222$38.1M<0.01%-257,93413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN361,802$17.2M<0.01%+173,83913F-HR/ATimelineGroup
LPL Financial LLC323,275$15.4M<0.01%+15,49713F-HRTimeline
Cetera Investment Advisers174,009$8.28M0.01%-16,94713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD134,843$6.41M0.96%+13,98313F-HR/ATimeline
UBS Group AGin group UBS Group AG119,575$5.69M<0.01%+21,30813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC93,848$4.46M0.01%+15,90413F-HRTimeline
CWM, LLCin group CWM, LLC83,400$3.97M0.01%-26,92113F-HRTimelineGroup
Gateway Wealth Partners, LLC82,814$3.94M0.15%+35,82613F-HRTimeline
Summit Financial Wealth Advisors, LLC70,821$3.37M0.48%+2,49813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,054$2.81M<0.01%+5,80813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,969$2.47M<0.01%+2,09613F-HRTimelineGroup
Bernicke Wealth Management, Ltd.51,204$2.44M0.31%-55613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,050$2.29M0.03%-33913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,867$2.18M<0.01%-9013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,762$2.14M<0.01%+13,03113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,732$2.03M<0.01%-12,94213F-HRTimelineGroup
Sherry Group, Inc.35,901$1.71M1.86%-62013F-HRTimeline
1900 WEALTH MANAGEMENT LLC28,152$1.34M0.09%013F-HRTimeline
SMITH, MOORE & CO.27,850$1.32M0.1%-2,15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,325$1.2M0.03%+83013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,323$1.11M<0.01%-1,57713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,167$1.05M<0.01%-63713F-HRTimelineGroup
Maltin Wealth Management, Inc.20,818$990K0.38%+7213F-HRTimeline
PUREfi Wealth, LLC17,692$841K0.55%013F-HRTimeline
FLOW TRADERS U.S. LLC17,124$814K0.03%new13F-HRTimeline
GTS SECURITIES LLC16,251$773K0.03%-3,51213F-HRTimeline
Janney Montgomery Scott LLC15,228$724K<0.01%+2,20013F-HRTimeline
Gotham Asset Management, LLC13,516$643K<0.01%+1,18013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,183$627K0.05%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,444$592K<0.01%-1113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,586$551K<0.01%+42313F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,560$550K<0.01%+3,32213F-HRTimeline
AE Wealth Management LLC10,918$519K<0.01%-57613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,813$514K0.15%+2,44913F-HRTimeline
Private Advisor Group, LLC9,554$454K<0.01%+4,21313F-HRTimeline
Intrepid Financial Planning Group LLC8,368$398K0.16%+1,41113F-HRTimeline
Sowell Financial Services LLC8,184$389K0.01%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,100$385K0.21%013F-HRTimeline
Savvy Advisors, Inc.7,750$369K0.01%+4613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,360$350K0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC6,318$316K0.07%new13F-HRTimeline
BostonPremier Wealth LLC6,611$314K0.16%+32413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,525$310K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,814$277K<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,222$248K<0.01%-1,03913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,216$242K<0.01%-3413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,812$229K<0.01%-1,79413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,762$179K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$175K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC3,419$163K<0.01%+46013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,788$133K<0.01%-1,01413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,847$87.8K<0.01%-1,05713F-HRTimelineGroup
MAI Capital Management1,773$84.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,308$61.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,200$57.1K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC900$42.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.815$38.8K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.471$22.4K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…156$7.42K<0.01%013F-HRTimeline
NewEdge Advisors, LLC121$5.76K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC90$4.28K<0.01%013F-HR/ATimeline