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 64 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,640
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,409
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,384
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,591
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 66.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,315
shares
|
$965,726
0.03% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,808
shares
|
$898,792
0.47% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,553
shares
|
$733,107
0.1% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,574
shares
|
$603,859
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
4,166
shares
|
$549,995
0.19% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,885
shares
|
$512,897
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,806
shares
|
$502,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,500
shares
|
$462,070
0.04% of portfolio
|
Q2 2017
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,190
shares
|
$421,143
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,000
shares
|
$396,060
0.5% of portfolio
|
Q3 2021
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
2,700
shares
|
$356,454
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,303
shares
|
$304,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,295
shares
|
$302,985
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
2,179
shares
|
$287,671
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,175
shares
|
$287,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,032
shares
|
$268,264
0.0% of portfolio
|
Q3 2024
Reduced 32.27%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,938
shares
|
$255,854
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$220,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$211,232
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,538
shares
|
$203,046
0.0% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,523
shares
|
$201,066
0.01% of portfolio
|
Q1 2020
Added 130.07%
|