Who owns EQTY?
Kovitz Core Equity ETF
23 institutions reported holding EQTY, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EQTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $1.2B | 43,870,772 | −696,937 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.4M | 156,899 | −51,260 shares |
| Permanent Capital Management, LP | Chicago, IL | $3.9M | 138,184 | New position |
| Delta Wealth Advisors LLC | Indianapolis, IN | $3.2M | 114,255 | No change |
| MML Investors Services, LLC | Springfield, MA | $3.1M | 110,104 | No change |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $1.5M | 53,045 | −1,491 shares |
| HRT Financial LP | New York, NY | $1.2M | 42,479 | New position |
| Bank of Montreal | Toronto, Ontario, Canada | $703K | 25,164 | +15,685 shares |
| GTS Securities LLC | New York, NY | $562K | 20,109 | −11,889 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $501K | 17,920 | +5,403 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: EQTY vs SPGP, EQTY vs GSEW, EQTY vs SPYX, EQTY vs FELV.
Frequently asked questions
Who owns EQTY?
23 institutional managers reported holding EQTY in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Focus Partners Wealth, at $1.2B.
Did institutions buy or sell EQTY last quarter?
Reported 13F value rose 8.4% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EQTY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.