Institutional Ownership Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
399,616
shares
|
$52.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
281,972
shares
|
$37.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
218,133
shares
|
$28.7 Million
0.0% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
154,259
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,805
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,835
shares
|
$9.99 Million
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
59,846
shares
|
$7.89 Million
0.0% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
54,963
shares
|
$7.24 Million
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
43,270
shares
|
$5.7 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,603
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2023
Added 0.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
22,547
shares
|
$2.97 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,542
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,513
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 420.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,538
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
16,391
shares
|
$2.16 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,892
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,614
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 110.8%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
15,529
shares
|
$2.05 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
15,014
shares
|
$1.98 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,916
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,617
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,620
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,540
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,650
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,970
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|