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 53 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,776
shares
|
$852,759
0.47% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,553
shares
|
$698,845
0.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
4,578
shares
|
$576,141
0.01% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
4,166
shares
|
$524,291
0.19% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,055
shares
|
$510,321
0.0% of portfolio
|
Q1 2024
Reduced 12.63%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,962
shares
|
$498,617
0.0% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,500
shares
|
$440,475
0.04% of portfolio
|
Q2 2017
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
3,286
shares
|
$413,543
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
3,231
shares
|
$406,621
0.0% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,075
shares
|
$386,988
0.01% of portfolio
|
Q4 2023
Reduced 12.52%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,000
shares
|
$377,550
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,000
shares
|
$377,550
0.5% of portfolio
|
Q3 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,294
shares
|
$288,699
0.04% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,098
shares
|
$264,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,938
shares
|
$243,897
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,937
shares
|
$243,771
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,523
shares
|
$191,669
0.01% of portfolio
|
Q1 2020
Added 130.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
775
shares
|
$97,533
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
600
shares
|
$75,510
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
436
shares
|
$54,870
0.01% of portfolio
|
Q1 2020
Added 8620.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
400
shares
|
$50,340
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
322
shares
|
$40,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
157
shares
|
$19,758
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$17,619
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
52
shares
|
$6,544
0.0% of portfolio
|
Q4 2023
New holding
|