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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

ALPS Equal Sector Weight ETF logo
$41.73 +0.60 (+1.46%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for ALPS Equal Sector Weight ETF (NYSEARCA:EQL)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$79.37M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/24/2025Great 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%
1/30/2025 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%
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%
11/14/2024CreativeOne 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%
10/25/2024 Gateway 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%
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8/16/2024 Gateway 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%
7/26/2024 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%
7/16/2024Great 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%
4/23/2024 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%
4/19/2024Ndwm LLC4,499$531K0.5%N/A0.153%
4/16/2024Total 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%
2/26/2024Virtu 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%
1/29/2024 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%
1/24/2024Comprehensive 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%
11/13/2023LPL 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%
11/8/2023 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%
11/7/2023Great 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%
10/24/2023 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%
10/23/2023Commonwealth Equity Services LLC13,808$1.39M0.0%-6.1%0.468%
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%
8/7/2023 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%
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8/3/2023 Oppenheimer Asset Management Inc.191,138$19.95M0.3%-1.4%6.754%
8/2/2023MAI Capital Management3,524$368K0.0%-6.6%0.125%
7/31/2023LPL Financial LLC43,840$4.58M0.0%+4.6%1.549%
7/28/2023First Republic Investment Management Inc.24,520$2.56M0.0%-22.7%0.866%
7/26/2023 Janney Montgomery Scott LLC5,667$591K0.0%-12.0%0.200%
7/25/2023Raymond James Financial Services Advisors Inc.110,094$11.49M0.0%+19.7%3.890%
7/25/2023Raymond James & Associates56,535$5.90M0.0%+4.3%1.998%
7/21/2023Insight Folios Inc2,455$256K0.1%-10.3%0.087%
7/17/2023 Ritholtz Wealth Management1,938$202K0.0%N/A0.068%
6/14/2023Atria Wealth Solutions Inc.8,395$836K0.0%N/A0.297%
(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, 57 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. ($35.32M), Oppenheimer Asset Management Inc. ($18.78M), Raymond James Financial Services Advisors Inc. ($17.54M), Raymond James & Associates ($14.90M), and Beaumont Capital Management LLC ($14.18M).Learn more on EQL's institutional investors.

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

Of the 46 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. ($563.94K), Envestnet Asset Management Inc. ($150.75K), Beaumont Capital Management LLC ($142.47K), Wells Fargo & Company MN ($72.81K), Cetera Investment Advisers ($70.89K), and Raymond James & Associates ($62.60K).

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

Institutional investors have bought a total of 2,523,974 shares in the last 24 months. This purchase volume represents approximately $100.67M 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), First Republic Investment Management Inc. ($41.40K), Osaic Holdings Inc. ($29.12K), Aveo Capital Partners LLC ($26.84K), 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 263,860 shares in the last 24 months. This volume of shares sold represents approximately $9.29M in transactions.



This page (NYSEARCA:EQL) was last updated on 5/3/2025 by MarketBeat.com Staff
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