EQTY VALUED ADVISERS TR
FollowKOVITZ CORE EQT (fund)
19 managers (19 13F filers) reported a position in EQTY shares at 2026-03-31, 45,154,378 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 19
- 13F filers
- 19
- New
- 7
- Added
- 1
- Reduced
- 5
- Sold out
- 2
- Shares held by filers
- 45,154,378
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.