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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,776
shares
|
$861,432
0.47% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$761,381
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,553
shares
|
$705,952
0.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$581,619
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
4,166
shares
|
$529,623
0.19% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,885
shares
|
$493,900
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,749
shares
|
$476,610
0.0% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,500
shares
|
$444,955
0.04% of portfolio
|
Q2 2017
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,125
shares
|
$397,281
0.01% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,000
shares
|
$381,390
0.5% of portfolio
|
Q3 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,294
shares
|
$291,636
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,032
shares
|
$258,328
0.0% of portfolio
|
Q3 2024
Reduced 32.27%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,938
shares
|
$246,377
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,937
shares
|
$246,250
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$212,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,600
shares
|
$203,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,523
shares
|
$193,618
0.01% of portfolio
|
Q1 2020
Added 130.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,129
shares
|
$143,529
0.0% of portfolio
|
Q3 2024
Added 250.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
604
shares
|
$76,786
0.01% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$76,278
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
436
shares
|
$55,428
0.01% of portfolio
|
Q1 2020
Added 8620.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
400
shares
|
$50,852
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
260
shares
|
$33,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
157
shares
|
$19,959
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$17,798
0.01% of portfolio
|
Q4 2023
New holding
|