Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Total 13F shares
-
1,654,829
-
Share change
-
+137,468
-
Total reported value
-
$181,264,331
-
Price per share
-
$109.54
-
Number of holders
-
47
-
Value change
-
+$15,330,555
-
Number of buys
-
26
-
Number of sells
-
20
Institutional Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q4 2023
As of 31 Dec 2023,
ALPS ETF TR - EQUAL SEC ETF (EQL) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,654,829 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, OPPENHEIMER ASSET MANAGEMENT INC., MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., Aveo Capital Partners, LLC, WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, UBS Group AG, LPL Financial LLC, and OSAIC HOLDINGS, INC..
This page lists
47
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.