Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
1.45M
-
Shares change
-
+518K
-
Total reported value, excl. options
-
$128M
-
Value change
-
+$45.7M
-
Number of buys
-
14
-
Number of sells
-
-12
-
Price
-
$88.21
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q3 2022
38 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q3 2022.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.45M shares
.
Largest 10 shareholders include TOTAL INVESTMENT MANAGEMENT INC (504K shares), BANK OF AMERICA CORP /DE/ (355K shares), UBS Group AG (147K shares), MORGAN STANLEY (144K shares), Aveo Capital Partners, LLC (46.2K shares), RAYMOND JAMES & ASSOCIATES (41.4K shares), WELLS FARGO & COMPANY/MN (38.4K shares), LPL Financial LLC (24.5K shares), GREAT VALLEY ADVISOR GROUP, INC. (23.4K shares), and ADVISOR GROUP HOLDINGS, INC. (17.8K shares).
This table shows the top 35 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.