Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
1.84M
-
Shares change
-
+515K
-
Total reported value, excl. options
-
$183M
-
Value change
-
+$51.3M
-
Number of buys
-
28
-
Number of sells
-
-18
-
Price
-
$99.53
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q1 2023
56 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q1 2023.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.84M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (334K shares), OPPENHEIMER ASSET MANAGEMENT INC. (194K shares), MORGAN STANLEY (155K shares), ENVESTNET ASSET MANAGEMENT INC (150K shares), Beaumont Capital Management, LLC (142K shares), Aveo Capital Partners, LLC (139K shares), Raymond James Financial Services Advisors, Inc. (91.9K shares), ADVISOR GROUP HOLDINGS, INC. (68.3K shares), AMERIPRISE FINANCIAL INC (57.4K shares), and RAYMOND JAMES & ASSOCIATES (54.2K shares).
This table shows the top 50 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.