Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / EQUAL SEC ETF
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Number of holders
-
45
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Total 13F shares, excl. options
-
1.52M
-
Shares change
-
-36K
-
Total reported value, excl. options
-
$152M
-
Value change
-
-$3.61M
-
Number of buys
-
24
-
Number of sells
-
-18
-
Price
-
$100.32
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q3 2023
51 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q3 2023.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.52M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (381K shares), OPPENHEIMER ASSET MANAGEMENT INC. (187K shares), MORGAN STANLEY (177K shares), Aveo Capital Partners, LLC (142K shares), Raymond James Financial Services Advisors, Inc. (117K shares), RAYMOND JAMES & ASSOCIATES (66.2K shares), UBS Group AG (52.5K shares), LPL Financial LLC (47.4K shares), OSAIC HOLDINGS, INC. (41.5K shares), and WELLS FARGO & COMPANY/MN (39.3K shares).
This table shows the top 45 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.