Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Total 13F shares
-
1,609,670
-
Share change
-
+198,741
-
Total reported value
-
$202,057,378
-
Price per share
-
$125.97
-
Number of holders
-
54
-
Value change
-
+$24,567,712
-
Number of buys
-
29
-
Number of sells
-
19
Institutional Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q1 2025
As of 31 Mar 2025 ALPS ETF TR - EQUAL SEC ETF (EQL) had 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,609,670 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, AMERIPRISE FINANCIAL INC, Cetera Investment Advisers, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., CITADEL ADVISORS LLC, and Gateway Wealth Partners, LLC.
This table shows 54 institutional shareholders of the security as of 31 Mar 2025.
| 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.