Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
1.46M
-
Shares change
-
+60.4K
-
Total reported value, excl. options
-
$183M
-
Value change
-
+$7.56M
-
Number of buys
-
26
-
Number of sells
-
-15
-
Price
-
$125.25
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q4 2024
57 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q4 2024.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.46M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (400K shares), RAYMOND JAMES FINANCIAL INC (282K shares), MORGAN STANLEY (218K shares), Cetera Investment Advisers (75.8K shares), LPL Financial LLC (59.8K shares), WELLS FARGO & COMPANY/MN (55K shares), Aveo Capital Partners, LLC (43.3K shares), Gateway Wealth Partners, LLC (22.5K shares), OSAIC HOLDINGS, INC. (20.4K shares), and GREAT VALLEY ADVISOR GROUP, INC. (19.8K shares).
This table shows the top 55 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.