EQTY

Kovitz Core Equity ETF

-$75.9M

Net Activity

Institutions Holding

19

Popularity Rank

#8334

Avg Weight

0.19%

Total Value

$1.2B

Ownership Trend

19 institutions currently hold EQTY, with 8 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

8

Key Holders

Key Holders

Top 5 by Value

FP
Focus Partners Wealth
$1.1B
RB
Royal Bank Of Canada
$5.3M
DW
Delta Wealth Advisors LLC
$2.9M
MI
Mml Investors Services, LLC
$2.8M
SW
Stratos Wealth Advisors, LLC
$1.4M

Top 5 by Conviction

DW
Delta Wealth Advisors LLC
2.21%
FP
Focus Partners Wealth
1.26%
SW
Stratos Wealth Advisors, LLC
0.09%
BW
Basepoint Wealth LLC
0.04%
GS
Gts Securities LLC
0.03%
View all 19 holding institutions

Quarterly Activity

Recent Activity

+$5.4M

Total Buy Value

$1.2B

Total Sell Value

New buy7
Trim5
Add1
Sold out2

8

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding KOVITZ CORE EQUITY ETF (EQTY)?
Major stakeholders currently include Focus Partners Wealth ($1.1B), Royal Bank Of Canada ($5.3M), Delta Wealth Advisors LLC ($2.9M). Based on the latest 13F filings, there are a total of 19 tracked investment funds and institutions maintaining positions in EQTY.
What is the overall institutional sentiment toward EQTY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $75.9M, driven by 8 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their EQTY positions?
In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $1.2B.
Are there any notable investors adding EQTY to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.4M.

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