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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

ALPS Equal Sector Weight ETF logo
$42.15 -0.08 (-0.19%)
As of 05/23/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Equal Sector Weight ETF (NYSEARCA:EQL)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$84.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$803.01K
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EQL Institutional Buying and Selling by Quarter

ALPS Equal Sector Weight ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Jones Financial Companies Lllp2,596$324K0.0%+68.8%0.021%
5/15/2025 Royal Bank of Canada11,607$1.46M0.0%+20.4%0.092%
5/14/2025 CreativeOne Wealth LLC8,446$1.06M0.0%+15.5%0.067%
5/14/2025 Kestra Advisory Services LLC13,164$1.66M0.0%+1.9%0.104%
5/13/2025 Raymond James Financial Inc.301,508$37.98M0.0%+6.9%2.387%
5/12/2025 Aveo Capital Partners LLC130,301$16.41M2.7%+201.1%1.032%
5/7/2025 LPL Financial LLC65,901$8.30M0.0%+10.1%0.522%
5/6/2025 Cetera Investment Advisers79,879$10.06M0.0%+5.3%0.632%
5/6/2025 AE Wealth Management LLC618$78K0.0%N/A0.005%
5/1/2025 Gateway Wealth Partners LLC20,971$2.64M0.6%-7.0%0.166%
4/29/2025 Envestnet Asset Management Inc.10,310$1.30M0.0%+3.4%0.082%
4/28/2025 Mountain Capital Investment Advisors Inc.1,074,383$135.34M24.3%N/A8.507%
4/22/2025 Advisor Resource Council2,340$295K0.0%N/A0.020%
4/21/2025 ORG Partners LLC19,056$2.40M0.6%+243.2%0.162%
4/21/2025 PUREfi Wealth LLC11,109$1.40M1.4%-26.0%0.095%
4/16/2025 Delta Capital Management LLC8,100$1.02M0.4%+200.0%0.069%
4/14/2025 Farther Finance Advisors LLC351$44K0.0%N/A0.003%
2/24/2025 Great Valley Advisor Group Inc.19,783$2.48M0.1%-3.7%0.682%
2/18/2025 GTS Securities LLC16,391$2.05M0.1%N/A0.565%
2/17/2025 Cetera Investment Advisers75,835$9.50M0.0%+6.4%2.615%
2/17/2025 Citadel Advisors LLC15,614$1.96M0.0%+110.8%0.538%
2/17/2025 Bank of America Corp DE399,616$50.05M0.0%-1.6%13.780%
2/17/2025 Ameriprise Financial Inc.19,513$2.44M0.0%+420.5%0.673%
2/14/2025 Lido Advisors LLC2,303$288K0.0%N/A0.079%
2/14/2025 Stifel Financial Corp9,409$1.18M0.0%+29.7%0.324%
2/14/2025 GeoWealth Management LLC654$82K0.0%N/A0.023%
2/13/2025 CreativeOne Wealth LLC7,315$916K0.0%+22.1%0.252%
2/13/2025 Raymond James Financial Inc.281,972$35.32M0.0%N/A9.723%
2/13/2025 Wells Fargo & Company MN54,963$6.88M0.0%+13.7%1.895%
2/13/2025 Smith Moore & CO.10,650$1.33M0.1%+4.4%0.367%
2/12/2025 JPMorgan Chase & Co.3,806$477K0.0%N/A0.131%
2/11/2025 LPL Financial LLC59,846$7.50M0.0%+9.7%2.064%
2/10/2025 Corient Private Wealth LLC2,175$272K0.0%N/A0.075%
2/10/2025 Commonwealth Equity Services LLC11,620$1.46M0.0%+7.0%0.401%
2/6/2025 Raymond James Financial Inc.281,972$35.32M0.0%N/A9.723%
2/6/2025 Jones Financial Companies Lllp1,538$193K0.0%+36.2%0.053%
1/30/2025 Aveo Capital Partners LLC43,270$5.42M0.6%-6.0%1.492%
1/30/2025 PUREfi Wealth LLC15,014$1.88M1.8%N/A0.518%
1/29/2025 BostonPremier Wealth LLC2,179$273K0.2%N/A0.075%
1/27/2025 Stratos Wealth Partners LTD.12,617$1.58M0.0%+3.5%0.435%
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1/23/2025 Gateway Wealth Partners LLC22,547$2.82M0.7%-1.9%0.777%
1/16/2025 Delta Capital Management LLC2,700$338K0.1%N/A0.093%
11/14/2024 CreativeOne Wealth LLC5,989$764K0.0%N/A0.207%
11/13/2024 FMR LLC1,909$244K0.0%-15.5%0.066%
11/12/2024 Great Valley Advisor Group Inc.20,542$2.62M0.1%-1.3%0.708%
10/25/2024 Gateway Wealth Partners LLC22,979$2.93M0.8%+9.9%0.792%
10/22/2024 Ndwm LLC15,558$1.99M1.6%+241.9%0.536%
10/18/2024Raymond James & Associates116,805$14.90M0.0%+45.2%4.028%
8/22/2024 Cetera Investment Advisers66,337$7.82M0.0%+393.2%2.287%
8/16/2024 Gateway Wealth Partners LLC20,909$2.47M0.7%-5.8%0.721%
8/2/2024 Aveo Capital Partners LLC49,369$5.82M0.7%-2.2%1.702%
7/31/2024 Commonwealth Equity Services LLC14,112$1.66M0.0%-1.0%0.487%
7/26/2024 1900 Wealth Management LLC9,384$1.11M0.1%N/A0.324%
7/20/2024Raymond James Financial Services Advisors Inc.148,741$17.54M0.0%+4.1%5.129%
7/19/2024Raymond James & Associates80,426$9.48M0.0%+5.2%2.773%
7/16/2024 ORG Partners LLC5,587$656K0.1%N/A0.193%
7/16/2024 Great Valley Advisor Group Inc.20,806$2.45M0.1%-0.6%0.717%
5/24/2024Cetera Advisors LLC5,335$629K0.0%+24.8%0.184%
5/24/2024 Cetera Investment Advisers13,450$1.59M0.0%N/A0.464%
4/29/2024 Commonwealth Equity Services LLC14,260$1.68M0.0%+1.4%0.495%
4/23/2024 Wealth Effects LLC2,120$250K0.1%-54.1%0.074%
4/23/2024Raymond James Financial Services Advisors Inc.142,880$16.86M0.0%-2.3%4.961%
4/22/2024Raymond James & Associates76,419$9.02M0.0%+5.1%2.653%
4/19/2024 Ndwm LLC4,499$531K0.5%N/A0.153%
4/16/2024 Total Investment Management Inc.2,293$271K0.0%-14.8%0.078%
4/16/2024 Maltin Wealth Management Inc.6,725$793K0.4%N/A0.228%
4/15/2024 Revolve Wealth Partners LLC1,830$216K0.0%N/A0.062%
2/26/2024 Virtu Financial LLC12,824$1.41M0.1%N/A0.435%
2/9/2024 Wells Fargo & Company MN105,439$11.55M0.0%+168.5%3.574%
2/6/2024 Aveo Capital Partners LLC123,607$13.54M1.6%-13.2%4.190%
2/6/2024 Great Valley Advisor Group Inc.21,007$2.30M0.1%-6.4%0.712%
1/29/2024 ORG Partners LLC5,620$616K0.1%-1.8%0.191%
1/29/2024 Wealth Effects LLC4,616$506K0.2%N/A0.156%
1/24/2024 Stratos Wealth Partners LTD.7,442$815K0.0%+14.1%0.252%
1/24/2024 Comprehensive Financial Consultants Institutional Inc.1,937$212K0.1%N/A0.066%
1/18/2024 Ritholtz Wealth Management1,938$212K0.0%N/A0.066%
1/16/2024Raymond James Financial Services Advisors Inc.146,213$16.02M0.0%+25.1%4.956%
1/16/2024Raymond James & Associates72,689$7.96M0.0%+9.9%2.464%
11/13/2023 LPL Financial LLC47,423$4.76M0.0%+8.2%1.608%
11/13/2023 Kestra Advisory Services LLC2,786$279K0.0%N/A0.094%
11/9/2023 UBS Group AG52,473$5.26M0.0%-5.4%1.779%
11/8/2023 Janney Montgomery Scott LLC2,183$219K0.0%-61.5%0.074%
11/8/2023 Oppenheimer Asset Management Inc.187,210$18.78M0.3%-2.1%6.346%
11/7/2023 Great Valley Advisor Group Inc.22,452$2.25M0.1%-3.2%0.761%
11/6/2023 Aveo Capital Partners LLC142,338$14.28M1.9%-1.1%4.825%
10/24/2023 Total Investment Management Inc.2,691$270K0.0%-6.4%0.091%
10/24/2023 Stratos Wealth Partners LTD.6,520$654K0.0%+2.5%0.221%
10/24/2023Raymond James Financial Services Advisors Inc.116,858$11.72M0.0%+6.1%3.961%
10/24/2023Raymond James & Associates66,170$6.64M0.0%+17.0%2.243%
10/23/2023 Commonwealth Equity Services LLC13,808$1.39M0.0%-6.1%0.468%
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10/11/2023Insight Folios Inc4,234$425K0.2%+72.5%0.144%
8/11/2023 Smith Moore & CO.9,150$955K0.1%+1.1%0.310%
8/11/2023 O Shaughnessy Asset Management LLC4,582$478K0.0%-3.8%0.155%
8/10/2023 Osaic Holdings Inc.39,193$4.09M0.0%-42.6%1.329%
8/10/2023 Commonwealth Equity Services LLC14,699$1.53M0.0%-1.2%0.498%
8/9/2023 Jones Financial Companies Lllp591$62K0.0%N/A0.020%
8/8/2023 Aveo Capital Partners LLC143,875$15.02M1.9%+3.4%4.877%
8/7/2023 Lincoln National Corp5,183$541K0.0%-8.3%0.183%
8/4/2023 Envestnet Asset Management Inc.24,608$2.57M0.0%-83.6%0.870%
8/3/2023 Oppenheimer Asset Management Inc.191,138$19.95M0.3%-1.4%6.754%
(Data available from 1/1/2016 forward)

EQL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQL shares?

During the previous two years, 55 institutional investors and hedge funds held shares of ALPS Equal Sector Weight ETF. The most heavily invested institutionals were Mountain Capital Investment Advisors Inc. ($135.34M), Bank of America Corp DE ($50.05M), Raymond James Financial Inc. ($37.98M), Oppenheimer Asset Management Inc. ($18.78M), Raymond James Financial Services Advisors Inc. ($17.54M), Aveo Capital Partners LLC ($16.41M), and Raymond James & Associates ($14.90M).Learn more on EQL's institutional investors.

Which institutional investors have been buying ALPS Equal Sector Weight ETF stock?

Of the 43 institutional investors that purchased ALPS Equal Sector Weight ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mountain Capital Investment Advisors Inc. ($1.07M), Raymond James Financial Inc. ($583.48K), Aveo Capital Partners LLC ($91.76K), Cetera Investment Advisers ($74.93K), Wells Fargo & Company MN ($72.81K), Raymond James & Associates ($62.60K), and Raymond James Financial Services Advisors Inc. ($60.13K).

How much institutional buying is happening at ALPS Equal Sector Weight ETF?

Institutional investors have bought a total of 2,224,991 shares in the last 24 months. This purchase volume represents approximately $91.83M in transactions.

Which ALPS Equal Sector Weight ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold ALPS Equal Sector Weight ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($125.81K), Osaic Holdings Inc. ($29.12K), Aveo Capital Partners LLC ($24.12K), First Republic Investment Management Inc. ($7.19K), Bank of America Corp DE ($6.67K), Oppenheimer Asset Management Inc. ($6.55K), and Janney Montgomery Scott LLC ($4.26K).

How much institutional selling is happening at ALPS Equal Sector Weight ETF?

Institutional investors have sold a total of 226,493 shares in the last 24 months. This volume of shares sold represents approximately $8.05M in transactions.


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This page (NYSEARCA:EQL) was last updated on 5/24/2025 by MarketBeat.com Staff
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