Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
51
-
Total 13F shares, excl. options
-
1.37M
-
Shares change
-
+20.9K
-
Total reported value, excl. options
-
$175M
-
Value change
-
+$2.92M
-
Number of buys
-
25
-
Number of sells
-
-20
-
Price
-
$127.58
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q3 2024
55 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q3 2024.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.37M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (406K shares), MORGAN STANLEY (202K shares), Raymond James Financial Services Advisors, Inc. (154K shares), RAYMOND JAMES & ASSOCIATES (117K shares), Cetera Investment Advisers (71.3K shares), LPL Financial LLC (54.5K shares), WELLS FARGO & COMPANY/MN (48.3K shares), Aveo Capital Partners, LLC (46K shares), Gateway Wealth Partners, LLC (23K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (22.4K shares).
This table shows the top 51 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.