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 56 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
406,283
shares
|
$51.7 Million
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
202,308
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
154,259
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,805
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
71,287
shares
|
$9.06 Million
0.02% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
54,537
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2024
Added 36.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
48,333
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
46,009
shares
|
$5.85 Million
0.65% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,603
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2023
Added 0.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
22,979
shares
|
$2.92 Million
0.81% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,370
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 46.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,542
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,885
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,892
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
15,558
shares
|
$1.98 Million
1.64% of portfolio
|
Q3 2024
Added 241.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
14,657
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 72.57%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,004
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,185
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,863
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,200
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,005
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,906
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$941,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,253
shares
|
$922,073
0.0% of portfolio
|
Q3 2024
Added 0.92%
|