Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
46
-
Total 13F shares, excl. options
-
1.48M
-
Shares change
-
+136K
-
Total reported value, excl. options
-
$162M
-
Value change
-
+$15.1M
-
Number of buys
-
25
-
Number of sells
-
-19
-
Price
-
$109.54
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q4 2023
54 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q4 2023.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.48M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (420K shares), OPPENHEIMER ASSET MANAGEMENT INC. (183K shares), MORGAN STANLEY (179K shares), Raymond James Financial Services Advisors, Inc. (146K shares), Aveo Capital Partners, LLC (124K shares), WELLS FARGO & COMPANY/MN (105K shares), RAYMOND JAMES & ASSOCIATES (72.7K shares), UBS Group AG (54K shares), LPL Financial LLC (38.7K shares), and OSAIC HOLDINGS, INC. (36.6K shares).
This table shows the top 46 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.