Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / EQUAL SEC ETF
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Number of holders
-
27
-
Total 13F shares, excl. options
-
738K
-
Shares change
-
+5.57K
-
Total reported value, excl. options
-
$53.7M
-
Value change
-
+$803K
-
Number of buys
-
12
-
Number of sells
-
-13
-
Price
-
$72.81
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q2 2020
32 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q2 2020.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 738K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (290K shares), UBS Group AG (142K shares), MORGAN STANLEY (127K shares), WELLS FARGO & COMPANY/MN (31.1K shares), RAYMOND JAMES & ASSOCIATES (21K shares), Bernicke Wealth Management, Ltd. (20.7K shares), LPL Financial LLC (18.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (16.8K shares), Stratos Wealth Partners, LTD. (11.6K shares), and Raymond James Financial Services Advisors, Inc. (10.3K shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.