Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
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Equity / EQUAL SEC ETF
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Number of holders
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54
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Total 13F shares, excl. options
-
5.86M
-
Shares change
-
+3.3M
-
Total reported value, excl. options
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$257M
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Value change
-
+$140M
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Number of buys
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49
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Number of sells
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-11
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Price
-
$43.85
Significant Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q2 2025
63 filings reported holding EQL - ALPS ETF TR - EQUAL SEC ETF as of Q2 2025.
ALPS ETF TR - EQUAL SEC ETF (EQL) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.86M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.42M shares), Mountain Capital Investment Advisors Inc. (930K shares), RAYMOND JAMES FINANCIAL INC (922K shares), MORGAN STANLEY (742K shares), AMERIPRISE FINANCIAL INC (397K shares), LPL Financial LLC (281K shares), Cetera Investment Advisers (238K shares), WELLS FARGO & COMPANY/MN (160K shares), UBS Group AG (92K shares), and COMMONWEALTH EQUITY SERVICES, LLC (66K shares).
This table shows the top 54 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.