EQL Institutional Ownership
ALPS Equal Sector Weight ETF
1W: -0.5%
1M: -2.8%
3M: -1.2%
YTD: +8.1%
1Y: +9.2%
3Y: +56.5%
5Y: +60.5%
$50.43
+0.32 (+0.64%)
Weekly Expected Move ±1.2%
$49
$50
$50
$51
$52
Overview
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Institutional Ownership — EQL
69
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
368M
Total Invested
5
New Positions
31
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,703,587 | $86M | +32,235 | +1.9% | 15Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,026,970 | $52M | +40,943 | +4.2% | 7Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 1,015,021 | $51M | +8,767 | +0.9% | 10Q | SEC ↗ |
| 4 | MORGAN STANLEY | 837,235 | $42M | +36,013 | +4.5% | 60Q | SEC ↗ |
| 5 | NORTHERN TRUST CORP | 516,019 | $26M | +510,797 | +9781.6% | 21Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 405,307 | $20M | +43,505 | +12.0% | 66Q | SEC ↗ |
| 7 | LPL Financial LLC | 331,715 | $17M | +8,440 | +2.6% | 54Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 156,594 | $8M | -17,415 | -10.0% | 10Q | SEC ↗ |
| 9 | PERRYMAN FINANCIAL ADVISORY INC /AD | 138,804 | $7M | +3,961 | +2.9% | 3Q | SEC ↗ |
| 10 | UBS Group AG | 123,413 | $6M | +3,838 | +3.2% | 47Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 111,644 | $6M | +52,590 | +89.1% | 67Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 104,035 | $5M | +10,187 | +10.9% | 35Q | SEC ↗ |
| 13 | CWM, LLC | 83,400 | $4M | -26,921 | -24.4% | 3Q | SEC ↗ |
| 14 | Summit Financial Wealth Advisors, LLC | 74,145 | $4M | +3,324 | +4.7% | 3Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 62,063 | $3M | +16,196 | +35.3% | 15Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 62,056 | $3M | +19,324 | +45.2% | 26Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 60,449 | $3M | +14,687 | +32.1% | 9Q | SEC ↗ |
| 18 | Bernicke Wealth Management, Ltd. | 51,101 | $3M | -103 | -0.2% | 3Q | SEC ↗ |
| 19 | Stratos Wealth Partners, LTD. | 47,703 | $2M | -347 | -0.7% | 47Q | SEC ↗ |
| 20 | Gateway Wealth Partners, LLC | 40,364 | $2M | -42,450 | -51.3% | 15Q | SEC ↗ |
| 21 | Sherry Group, Inc. | 38,903 | $2M | +3,002 | +8.4% | 3Q | SEC ↗ |
| 22 | 1900 WEALTH MANAGEMENT LLC | 28,152 | $1M | — | +0.0% | 9Q | SEC ↗ |
| 23 | CreativeOne Wealth, LLC | 26,426 | $1M | +1,101 | +4.3% | 8Q | SEC ↗ |
| 24 | SMITH, MOORE & CO. | 26,260 | $1M | -1,590 | -5.7% | 23Q | SEC ↗ |
| 25 | ALPS ADVISORS INC NEW | 22,975 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 22,919 | $1M | +752 | +3.4% | 12Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 21,130 | $1M | -2,193 | -9.4% | 14Q | SEC ↗ |
| 28 | Maltin Wealth Management, Inc. | 20,842 | $1M | +24 | +0.1% | 10Q | SEC ↗ |
| 29 | PUREfi Wealth, LLC | 18,112 | $913K | +420 | +2.4% | 7Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,396 | $726K | +2,810 | +24.3% | 9Q | SEC ↗ |
| 31 | Gotham Asset Management, LLC | 13,631 | $687K | +115 | +0.9% | 6Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 13,475 | $680K | -1,753 | -11.5% | 5Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 13,457 | $679K | +8,645 | +179.7% | 3Q | SEC ↗ |
| 34 | PRIVATE CLIENT SERVICES, LLC | 13,391 | $675K | +2,578 | +23.8% | 3Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 12,664 | $639K | +3,110 | +32.6% | 3Q | SEC ↗ |
| 36 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12,426 | $627K | -18 | -0.1% | 16Q | SEC ↗ |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 11,628 | $586K | -40,341 | -77.6% | 9Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 11,307 | $570K | -253 | -2.2% | 4Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 10,793 | $544K | -125 | -1.1% | 6Q | SEC ↗ |
| 40 | GUIDANCE CAPITAL, INC | 10,444 | $527K | +4,126 | +65.3% | 2Q | SEC ↗ |
| 41 | Sowell Financial Services LLC | 9,728 | $491K | +1,544 | +18.9% | 2Q | SEC ↗ |
| 42 | Intrepid Financial Planning Group LLC | 8,428 | $425K | +60 | +0.7% | 4Q | SEC ↗ |
| 43 | DELTA CAPITAL MANAGEMENT LLC | 8,100 | $408K | — | +0.0% | 7Q | SEC ↗ |
| 44 | Savvy Advisors, Inc. | 7,969 | $402K | +219 | +2.8% | 3Q | SEC ↗ |
| 45 | BostonPremier Wealth LLC | 6,561 | $331K | -50 | -0.8% | 7Q | SEC ↗ |
| 46 | Corient Private Wealth LP | 6,525 | $329K | — | +0.0% | 7Q | SEC ↗ |
| 47 | RITHOLTZ WEALTH MANAGEMENT | 5,814 | $293K | — | +0.0% | 11Q | SEC ↗ |
| 48 | Equitable Holdings, Inc. | 4,729 | $238K | -487 | -9.3% | 4Q | SEC ↗ |
| 49 | FMR LLC | 4,458 | $225K | +1,039 | +30.4% | 21Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 3,746 | $189K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| ALPS ADVISORS INC | 22,975 | $1M |
| Arax Advisory Partners | 600 | $30K |
| Integrated Wealth Concepts LLC | 315 | $16K |
| Global Retirement Partners, LLC | 212 | $11K |
| CITIGROUP INC | 118 | $6K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 17,124 | $864K |
| GTS SECURITIES LLC | 16,251 | $820K |
| Ascentis Independent Advisors | 13,183 | $665K |
| Mountain Capital Investment Advisor | 9,471 | $478K |
| Virtu Financial LLC | 7,360 | $371K |
| HB Wealth Management, LLC | 6,483 | $327K |
| Van Cleef Asset Management,Inc | 4,800 | $242K |
| MAI Capital Management | 1,773 | $89K |
| Farther Finance Advisors, LLC | 1,714 | $86K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHERN TRUST CORP | +510,797 | +9781.6% | 516,019 |
| ROYAL BANK OF CANADA | +52,590 | +89.1% | 111,644 |
| WELLS FARGO & COMPANY/MN | +43,505 | +12.0% | 405,307 |
| RAYMOND JAMES FINANCIAL INC | +40,943 | +4.2% | 1,026,970 |
| MORGAN STANLEY | +36,013 | +4.5% | 837,235 |
| BANK OF AMERICA CORP /DE | +32,235 | +1.9% | 1,703,587 |
| OSAIC HOLDINGS, INC. | +19,324 | +45.2% | 62,056 |
| STIFEL FINANCIAL CORP | +16,196 | +35.3% | 62,063 |
| JONES FINANCIAL COMPANIES LLLP | +14,687 | +32.1% | 60,449 |
| COMMONWEALTH EQUITY SERVICES, LLC | +10,187 | +10.9% | 104,035 |
| AMERIPRISE FINANCIAL INC | +8,767 | +0.9% | 1,015,021 |
| CITADEL ADVISORS LLC | +8,645 | +179.7% | 13,457 |
| LPL Financial LLC | +8,440 | +2.6% | 331,715 |
| GUIDANCE CAPITAL, INC | +4,126 | +65.3% | 10,444 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | +3,961 | +2.9% | 138,804 |
| UBS Group AG | +3,838 | +3.2% | 123,413 |
| Summit Financial Wealth Advisors, L | +3,324 | +4.7% | 74,145 |
| Private Advisor Group, LLC | +3,110 | +32.6% | 12,664 |
| Sherry Group, Inc. | +3,002 | +8.4% | 38,903 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,810 | +24.3% | 14,396 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gateway Wealth Partners, LLC | -42,450 | -51.3% | 40,364 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -40,341 | -77.6% | 11,628 |
| CWM, LLC | -26,921 | -24.4% | 83,400 |
| Cetera Investment Advisers | -17,415 | -10.0% | 156,594 |
| ENVESTNET ASSET MANAGEMENT INC | -2,193 | -9.4% | 21,130 |
| Janney Montgomery Scott LLC | -1,753 | -11.5% | 13,475 |
| SMITH, MOORE & CO. | -1,590 | -5.7% | 26,260 |
| FIFTH THIRD BANCORP | -954 | -25.4% | 2,808 |
| Equitable Holdings, Inc. | -487 | -9.3% | 4,729 |
| Stratos Wealth Partners, LTD. | -347 | -0.7% | 47,703 |
| Cambridge Investment Research Advis | -253 | -2.2% | 11,307 |
| AE Wealth Management LLC | -125 | -1.1% | 10,793 |
| Bernicke Wealth Management, Ltd. | -103 | -0.2% | 51,101 |
| BostonPremier Wealth LLC | -50 | -0.8% | 6,561 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -18 | -0.1% | 12,426 |