Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
5,856,256
-
Shares change
-
+3,298,663
-
Total reported value, excl. options
-
$257,017,368
-
Value change
-
+$140,340,469
-
Number of buys
-
49
-
Number of sells
-
-11
-
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 5,856,256 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,424,257 shares), Mountain Capital Investment Advisors Inc. (929,537 shares), RAYMOND JAMES FINANCIAL INC (922,171 shares), MORGAN STANLEY (742,042 shares), AMERIPRISE FINANCIAL INC (397,308 shares), LPL Financial LLC (280,662 shares), Cetera Investment Advisers (238,109 shares), WELLS FARGO & COMPANY/MN (160,322 shares), UBS Group AG (91,954 shares), and COMMONWEALTH EQUITY SERVICES, LLC (66,026 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.