Who Owns EQTY?
Kovitz Core Equity ETF — Institutional Ownership & 13F Holdings
$27.31
+0.34 (+1.26%)
Market Cap
$1.3B
Shares Outstanding
44,458,480
Institutional Holders
14
Total Inst. Value
$197.7M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
5
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $186.1M | 8,025 |
| 2 | GTS SECURITIES LLC | $3.5M | 150,911 |
| 3 | ROYAL BANK OF CANADA | $2.5M | 107,461 |
| 4 | Focus Partners Wealth | $2.1M | 90,991 |
| 5 | UBS Group AG | $1.8M | 75,986 |
| 6 | NORTHERN TRUST CORPNew | $572K | 24,674 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $531K | 22,916 |
| 8 | FLOW TRADERS U.S. LLCNew | $318K | 13,724 |
| 9 | CITADEL ADVISORS LLCNew | $223K | 9,607 |
| 10 | MORGAN STANLEY | $90K | 3,903 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GTS SECURITIES LLC | +136K | $3.5M |
| ROYAL BANK OF CANADA | +20K | $2.5M |
| Focus Partners Wealth | +223 | $2.1M |
| UBS Group AG | +70K | $1.8M |
| NORTHERN TRUST CORPNew | +25K | $572K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -5K | $531K |
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Frequently Asked Questions
How many institutional investors hold EQTY?
As of Q1 2025, 14 institutional investors report holding EQTY (Kovitz Core Equity ETF) in their 13F filings.
Which hedge fund owns the most EQTY?
The largest institutional holder of EQTY is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $186.1M in shares.
Are institutions buying or selling EQTY?
This quarter, 5 institutions opened new positions in EQTY and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.