Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
1.35M
-
Shares change
-
+117K
-
Total reported value, excl. options
-
$160M
-
Value change
-
+$13.8M
-
Number of buys
-
25
-
Number of sells
-
-17
-
Price
-
$117.89
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q2 2024
53 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q2 2024.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.35M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (406K shares), MORGAN STANLEY (194K shares), Raymond James Financial Services Advisors, Inc. (149K shares), RAYMOND JAMES & ASSOCIATES (80.4K shares), Cetera Investment Advisers (66.3K shares), UBS Group AG (53.4K shares), Aveo Capital Partners, LLC (49.4K shares), WELLS FARGO & COMPANY/MN (48K shares), LPL Financial LLC (40K shares), and Royal Bank of Canada (21.3K shares).
This table shows the top 48 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.