Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1.32M
-
Shares change
-
-155K
-
Total reported value, excl. options
-
$126M
-
Value change
-
-$14.7M
-
Number of buys
-
19
-
Number of sells
-
-14
-
Price
-
$95.71
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q4 2022
44 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q4 2022.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.32M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (341K shares), MORGAN STANLEY (151K shares), OPPENHEIMER ASSET MANAGEMENT INC. (143K shares), Aveo Capital Partners, LLC (142K shares), UBS Group AG (70.9K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (65.9K shares), Raymond James Financial Services Advisors, Inc. (59.6K shares), AMERIPRISE FINANCIAL INC (53K shares), RAYMOND JAMES & ASSOCIATES (47.2K shares), and WELLS FARGO & COMPANY/MN (38.7K shares).
This table shows the top 40 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.