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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

ALPS Equal Sector Weight ETF logo
$44.43 +0.20 (+0.45%)
As of 07/3/2025 05:00 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)
34
Total
Institutional Inflows
(last 12 months)
$83.91M
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
5/16/2025Jones Financial Companies Lllp2,596$324K0.0%+68.8%0.021%
5/15/2025Royal Bank of Canada11,607$1.46M0.0%+20.4%0.092%
5/14/2025CreativeOne Wealth LLC8,446$1.06M0.0%+15.5%0.067%
5/14/2025Kestra Advisory Services LLC13,164$1.66M0.0%+1.9%0.104%
5/13/2025Raymond James Financial Inc.301,508$37.98M0.0%+6.9%2.387%
5/12/2025Aveo Capital Partners LLC130,301$16.41M2.7%+201.1%1.032%
5/7/2025LPL Financial LLC65,901$8.30M0.0%+10.1%0.522%
5/6/2025Cetera Investment Advisers79,879$10.06M0.0%+5.3%0.632%
5/6/2025AE Wealth Management LLC618$78K0.0%N/A0.005%
5/1/2025Gateway Wealth Partners LLC20,971$2.64M0.6%-7.0%0.166%
4/29/2025Envestnet Asset Management Inc.10,310$1.30M0.0%+3.4%0.082%
4/28/2025Mountain Capital Investment Advisors Inc.1,074,383$135.34M24.3%N/A8.507%
4/22/2025Advisor Resource Council2,340$295K0.0%N/A0.020%
4/21/2025ORG Partners LLC19,056$2.40M0.6%+243.2%0.162%
4/21/2025PUREfi Wealth LLC11,109$1.40M1.4%-26.0%0.095%
4/16/2025Delta Capital Management LLC8,100$1.02M0.4%+200.0%0.069%
4/14/2025Farther Finance Advisors LLC351$44K0.0%N/A0.003%
2/24/2025Great Valley Advisor Group Inc.19,783$2.48M0.1%-3.7%0.682%
2/18/2025GTS Securities LLC16,391$2.05M0.1%N/A0.565%
2/17/2025Cetera Investment Advisers75,835$9.50M0.0%+6.4%2.615%
2/17/2025Citadel Advisors LLC15,614$1.96M0.0%+110.8%0.538%
2/17/2025Bank of America Corp DE399,616$50.05M0.0%-1.6%13.780%
2/17/2025Ameriprise Financial Inc.19,513$2.44M0.0%+420.5%0.673%
2/14/2025Lido Advisors LLC2,303$288K0.0%N/A0.079%
2/14/2025Stifel Financial Corp9,409$1.18M0.0%+29.7%0.324%
2/14/2025GeoWealth Management LLC654$82K0.0%N/A0.023%
2/13/2025CreativeOne Wealth LLC7,315$916K0.0%+22.1%0.252%
2/13/2025Raymond James Financial Inc.281,972$35.32M0.0%N/A9.723%
2/13/2025Wells Fargo & Company MN54,963$6.88M0.0%+13.7%1.895%
2/13/2025Smith Moore & CO.10,650$1.33M0.1%+4.4%0.367%
2/12/2025JPMorgan Chase & Co.3,806$477K0.0%N/A0.131%
2/11/2025LPL Financial LLC59,846$7.50M0.0%+9.7%2.064%
2/10/2025Corient Private Wealth LLC2,175$272K0.0%N/A0.075%
2/10/2025Commonwealth Equity Services LLC11,620$1.46M0.0%+7.0%0.401%
2/6/2025Raymond James Financial Inc.281,972$35.32M0.0%N/A9.723%
2/6/2025Jones Financial Companies Lllp1,538$193K0.0%+36.2%0.053%
1/30/2025Aveo Capital Partners LLC43,270$5.42M0.6%-6.0%1.492%
1/30/2025PUREfi Wealth LLC15,014$1.88M1.8%N/A0.518%
1/29/2025BostonPremier Wealth LLC2,179$273K0.2%N/A0.075%
1/27/2025Stratos Wealth Partners LTD.12,617$1.58M0.0%+3.5%0.435%
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1/23/2025Gateway Wealth Partners LLC22,547$2.82M0.7%-1.9%0.777%
1/16/2025Delta Capital Management LLC2,700$338K0.1%N/A0.093%
11/14/2024CreativeOne Wealth LLC5,989$764K0.0%N/A0.207%
11/13/2024FMR LLC1,909$244K0.0%-15.5%0.066%
11/12/2024Great Valley Advisor Group Inc.20,542$2.62M0.1%-1.3%0.708%
10/25/2024Gateway Wealth Partners LLC22,979$2.93M0.8%+9.9%0.792%
10/22/2024Ndwm LLC15,558$1.99M1.6%+241.9%0.536%
10/18/2024Raymond James & Associates116,805$14.90M0.0%+45.2%4.028%
8/22/2024Cetera Investment Advisers66,337$7.82M0.0%+393.2%2.287%
8/16/2024Gateway Wealth Partners LLC20,909$2.47M0.7%-5.8%0.721%
8/2/2024Aveo Capital Partners LLC49,369$5.82M0.7%-2.2%1.702%
7/31/2024Commonwealth Equity Services LLC14,112$1.66M0.0%-1.0%0.487%
7/26/20241900 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%
7/16/2024ORG Partners LLC5,587$656K0.1%N/A0.193%
7/16/2024Great 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%
5/24/2024Cetera Investment Advisers13,450$1.59M0.0%N/A0.464%
4/29/2024Commonwealth Equity Services LLC14,260$1.68M0.0%+1.4%0.495%
4/23/2024Wealth 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%
4/19/2024Ndwm LLC4,499$531K0.5%N/A0.153%
4/16/2024Total Investment Management Inc.2,293$271K0.0%-14.8%0.078%
4/16/2024Maltin Wealth Management Inc.6,725$793K0.4%N/A0.228%
4/15/2024Revolve Wealth Partners LLC1,830$216K0.0%N/A0.062%
2/26/2024Virtu Financial LLC12,824$1.41M0.1%N/A0.435%
2/9/2024Wells Fargo & Company MN105,439$11.55M0.0%+168.5%3.574%
2/6/2024Aveo Capital Partners LLC123,607$13.54M1.6%-13.2%4.190%
2/6/2024Great Valley Advisor Group Inc.21,007$2.30M0.1%-6.4%0.712%
1/29/2024ORG Partners LLC5,620$616K0.1%-1.8%0.191%
1/29/2024Wealth Effects LLC4,616$506K0.2%N/A0.156%
1/24/2024Stratos Wealth Partners LTD.7,442$815K0.0%+14.1%0.252%
1/24/2024Comprehensive Financial Consultants Institutional Inc.1,937$212K0.1%N/A0.066%
1/18/2024Ritholtz 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%
11/13/2023LPL Financial LLC47,423$4.76M0.0%+8.2%1.608%
11/13/2023Kestra Advisory Services LLC2,786$279K0.0%N/A0.094%
11/9/2023UBS Group AG52,473$5.26M0.0%-5.4%1.779%
11/8/2023Janney Montgomery Scott LLC2,183$219K0.0%-61.5%0.074%
11/8/2023Oppenheimer Asset Management Inc.187,210$18.78M0.3%-2.1%6.346%
11/7/2023Great Valley Advisor Group Inc.22,452$2.25M0.1%-3.2%0.761%
11/6/2023Aveo Capital Partners LLC142,338$14.28M1.9%-1.1%4.825%
10/24/2023Total Investment Management Inc.2,691$270K0.0%-6.4%0.091%
10/24/2023Stratos 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%
10/23/2023Commonwealth 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%
8/11/2023Smith Moore & CO.9,150$955K0.1%+1.1%0.310%
8/11/2023O Shaughnessy Asset Management LLC4,582$478K0.0%-3.8%0.155%
8/10/2023Osaic Holdings Inc.39,193$4.09M0.0%-42.6%1.329%
8/10/2023Commonwealth Equity Services LLC14,699$1.53M0.0%-1.2%0.498%
8/9/2023Jones Financial Companies Lllp591$62K0.0%N/A0.020%
8/8/2023Aveo Capital Partners LLC143,875$15.02M1.9%+3.4%4.877%
8/7/2023Lincoln National Corp5,183$541K0.0%-8.3%0.183%
8/4/2023Envestnet Asset Management Inc.24,608$2.57M0.0%-83.6%0.870%
8/3/2023Oppenheimer 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, 54 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 ALPS Equal Sector Weight ETF's institutional investors.

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

Of the 42 institutional investors that purchased ALPS Equal Sector Weight ETF's 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 2,006,330 shares in the last 24 months. This purchase volume represents approximately $83.91M in transactions.

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

The following institutional investors have sold ALPS Equal Sector Weight ETF stock in the last 24 months: Bank of America Corp DE ($6.67K), PUREfi Wealth LLC ($3.91K), Aveo Capital Partners LLC ($3.85K), Gateway Wealth Partners LLC ($3.29K), Great Valley Advisor Group Inc. ($1.14K), FMR LLC ($350.00), and Commonwealth Equity Services LLC ($148.00).

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

Institutional investors have sold a total of 19,347 shares in the last 24 months. This volume of shares sold represents approximately $803.01K in transactions.


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This page (NYSEARCA:EQL) was last updated on 7/5/2025 by MarketBeat.com Staff
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