Kovitz Core Equity ETF
$29.32-0.4%
-$14.8M
Net Activity
-1.17% total shares
Institutions Holding
23
Popularity Rank
#8089
Avg Weight
0.19%
Total Value
$1.2B
23 institutions currently hold EQTY, with 11 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
11
Top 5 by Value
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Across its top 20 institutional holders, EQTY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 33/100).
EQTY ranks #8089 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
23 institutions disclose a position in EQTY, but none treat it as a major bet — even Delta Wealth Advisors LLC, its most concentrated holder, allocates just 2.3% of its own portfolio to it.
Delta Wealth Advisors LLC has added to its EQTY position for two straight quarters, increasing it by $408.0K to reach $3.3M today.
EQTY is down 0.4% today, and institutions have been net sellers of $14.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$7.0M
Total Buy Value
$21.3M
Total Sell Value
11
Net Buyers
4
Net Sellers
EQTY
Q2 2026
Top 5 Institutional Movers
+$90.0M
+$1.2M
-$913.0K
+$462.1K
EQTY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
92046L353
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Access EQTY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EQTYCLI
npx alphasmo stocks get EQTY