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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

$52.50 +0.10 (+0.19%)
As of 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)
33
Total
Institutional Inflows
(last 12 months)
$88.55M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.29M
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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
7/6/2026 Private Client Services LLC13,391$676K0.2%+23.8%0.092%
5/26/2026 Summit Financial Wealth Advisors LLC70,821$3.37M0.5%+3.7%0.510%
5/19/2026Bank of America Corp DE1,671,352$79.49M0.0%+8.4%12.041%
5/18/2026Royal Bank of Canada59,054$2.81M0.0%+10.9%0.425%
5/15/2026 Gateway Wealth Partners LLC82,814$3.94M0.2%+76.2%0.597%
5/13/2026 Cetera Investment Advisers174,009$8.28M0.0%-8.9%1.254%
5/1/2026 Fifth Third Bancorp3,762$179K0.0%N/A0.027%
4/30/2026 Kestra Advisory Services LLC22,167$1.05M0.0%-2.8%0.160%
4/28/2026 Ascentis Independent Advisors13,183$627K0.0%N/A0.095%
4/27/2026 Private Advisor Group LLC9,554$454K0.0%+78.9%0.069%
4/22/2026 Janney Montgomery Scott LLC15,228$724K0.0%+16.9%0.110%
2/19/2026 Corient Private Wealth LLC4,566$212K0.0%-30.0%0.035%
2/18/2026Gotham Asset Management LLC12,336$572K0.0%+64.3%0.095%
2/17/2026 Cetera Investment Advisers190,956$8.86M0.0%-19.3%1.475%
2/17/2026Osaic Holdings Inc.55,674$2.58M0.0%+3.7%0.430%
2/17/2026Royal Bank of Canada53,246$2.47M0.0%+11.6%0.411%
2/16/2026 Perryman Financial Advisory Inc. AD120,860$5.61M0.8%N/A0.933%
2/13/2026 Kestra Advisory Services LLC22,804$1.06M0.0%+4.9%0.176%
2/13/2026 CreativeOne Wealth LLC24,495$1.14M0.0%-2.2%0.189%
2/13/2026 Stifel Financial Corp45,957$2.13M0.0%+62.2%0.355%
2/13/2026Wells Fargo & Company MN187,963$8.72M0.0%+9.5%1.451%
2/12/2026 Commonwealth Equity Services LLC77,944$3.62M0.0%+1.6%0.602%
2/11/2026 Gateway Wealth Partners LLC46,988$2.18M0.2%-1.1%0.363%
2/11/2026 Janney Montgomery Scott LLC13,028$604K0.0%-8.0%0.101%
2/11/2026 LPL Financial LLC307,778$14.28M0.0%+5.3%2.377%
2/10/2026 Northwestern Mutual Wealth Management Co.49,873$2.31M0.0%+8.9%0.385%
2/5/2026 Sherry Group Inc.36,521$1.71M1.8%N/A0.282%
1/29/2026Comerica Bank1,590$74K0.0%-58.5%0.012%
1/29/2026 UBS Group AG98,267$4.56M0.0%-0.5%0.753%
1/28/2026 Mountain Capital Investment Advisors Inc.9,471$454K0.1%-44.3%0.073%
1/27/2026 Summit Financial Wealth Advisors LLC68,323$3.17M0.5%N/A0.524%
1/26/2026CWM LLC110,321$5.12M0.0%-6.0%0.845%
1/23/2026 Farther Finance Advisors LLC1,714$79K0.0%N/A0.013%
1/23/2026 Smith Moore & CO.30,000$1.39M0.1%-2.3%0.233%
1/20/2026 Savvy Advisors Inc.7,704$357K0.0%N/A0.059%
1/14/2026ORG Partners LLC13,804$640K0.1%-7.7%0.110%
1/13/2026 BostonPremier Wealth LLC6,287$292K0.1%-5.0%0.050%
1/12/2026 PUREfi Wealth LLC17,692$821K0.6%-11.0%0.141%
1/7/2026 Private Client Services LLC8,364$388K0.1%N/A0.067%
11/17/2025Susquehanna International Group LLP5,782$266K0.0%-19.6%0.051%
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11/17/2025 Northwestern Mutual Wealth Management Co.45,796$2.11M0.0%+29.4%0.402%
11/17/2025Bank of America Corp DE1,469,010$67.62M0.0%+3.1%12.886%
11/17/2025Ameriprise Financial Inc.373,005$18.42M0.0%-6.1%3.272%
11/14/2025Raymond James Financial Inc.918,600$42.28M0.0%-0.4%8.058%
11/14/2025Equitable Holdings Inc.5,135$236K0.0%N/A0.045%
11/14/2025Comerica Bank3,833$176K0.0%-18.7%0.034%
11/13/2025 Intrepid Financial Planning Group LLC4,845$223K0.1%N/A0.043%
11/13/2025 UBS Group AG98,731$4.55M0.0%+7.4%0.866%
11/13/2025 CreativeOne Wealth LLC25,049$1.15M0.0%-3.6%0.220%
11/12/2025 Smith Moore & CO.30,700$1.41M0.1%-5.4%0.269%
11/6/2025 Stratos Wealth Partners LTD.48,587$2.24M0.0%+1.2%0.426%
11/6/2025 Gateway Wealth Partners LLC47,526$2.19M0.3%-13.1%0.417%
11/5/2025 Envestnet Asset Management Inc.24,949$1.15M0.0%-10.8%0.219%
11/4/2025Jones Financial Companies Lllp20,378$934K0.0%+48.5%0.179%
11/3/2025 AE Wealth Management LLC11,318$521K0.0%+26.2%0.099%
10/31/2025 Cullen Frost Bankers Inc.633$29K0.0%N/A0.006%
10/24/2025ORG Partners LLC14,954$688K0.1%-18.4%0.131%
10/15/2025CWM LLC117,380$5.40M0.0%N/A1.031%
9/26/2025 Corient Private Wealth LLC6,525$286K0.0%+200.0%0.054%
9/4/2025Osaic Holdings Inc.47,400$2.08M0.0%+76.9%0.393%
8/15/2025 Corient Private Wealth LLC6,525$286K0.0%+200.0%0.054%
8/15/2025 Smartleaf Asset Management LLC1,308$57K0.0%+160.6%0.011%
8/15/2025Bank of America Corp DE1,424,257$62.45M0.0%+239.8%11.800%
8/15/2025Ameriprise Financial Inc.397,308$17.43M0.0%+135.6%3.292%
8/14/2025Raymond James Financial Inc.922,171$40.43M0.0%+205.9%7.640%
8/13/2025 Gateway Wealth Partners LLC54,669$2.40M0.5%+160.7%0.453%
8/13/2025 Smith Moore & CO.32,450$1.42M0.1%+201.9%0.269%
8/13/2025 Northwestern Mutual Wealth Management Co.35,389$1.55M0.0%+13,511.2%0.293%
8/12/2025 CreativeOne Wealth LLC25,973$1.14M0.0%+207.5%0.215%
8/12/2025MAI Capital Management1,773$78K0.0%+200.0%0.015%
8/12/2025 JPMorgan Chase & Co.3,746$164K0.0%N/A0.031%
8/8/2025 Cetera Investment Advisers238,109$10.44M0.0%+198.1%1.972%
8/7/2025 BOK Financial Private Wealth Inc.1,200$53K0.0%+200.0%0.010%
8/6/2025 Van Cleef Asset Management Inc4,800$210K0.0%+200.0%0.040%
8/6/2025 AE Wealth Management LLC8,965$393K0.0%+1,350.6%0.074%
8/6/2025 Maltin Wealth Management Inc.20,574$902K0.4%+201.1%0.170%
8/1/2025 Envestnet Asset Management Inc.27,985$1.23M0.0%+171.4%0.232%
7/30/2025 Crewe Advisors LLC1,800$79K0.0%+200.0%0.015%
7/29/2025 Mountain Capital Investment Advisors Inc.929,537$40.99M7.9%-13.5%7.698%
7/29/2025 Stratos Wealth Partners LTD.48,005$2.11M0.0%+281.2%0.398%
7/28/2025 Ritholtz Wealth Management5,814$255K0.0%+200.0%0.048%
7/24/2025 Blue Trust Inc.867$38K0.0%N/A0.007%
7/22/2025 PUREfi Wealth LLC19,876$871K0.7%+78.9%0.165%
7/21/2025 1900 Wealth Management LLC28,152$1.23M0.1%+200.0%0.234%
7/17/2025 HB Wealth Management LLC6,483$284K0.0%N/A0.054%
7/17/2025 Janney Montgomery Scott LLC14,213$623K0.0%N/A0.118%
7/16/2025ORG Partners LLC18,327$808K0.2%-3.8%0.152%
7/15/2025 BostonPremier Wealth LLC6,592$289K0.2%+201.3%0.055%
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%
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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%


EQL Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of ALPS Equal Sector Weight ETF. The most heavily invested institutionals were Bank of America Corp DE ($79.49M), Raymond James Financial Inc. ($42.28M), Ameriprise Financial Inc. ($18.42M), Aveo Capital Partners LLC ($16.41M), Raymond James & Associates ($14.90M), LPL Financial LLC ($14.28M), and Wells Fargo & Company MN ($8.72M).Learn more on ALPS Equal Sector Weight ETF's institutional investors.

Of the 60 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: Raymond James Financial Inc. ($1.20M), Bank of America Corp DE ($1.18M), Mountain Capital Investment Advisors Inc. ($1.07M), Ameriprise Financial Inc. ($244.45K), Cetera Investment Advisers ($219.71K), Perryman Financial Advisory Inc. AD ($120.86K), and CWM LLC ($117.38K).

Institutional investors have bought a total of 1,974,419 shares in the last 24 months. This purchase volume represents approximately $88.55M in transactions.

Of the 18 institutional investors that sold ALPS Equal Sector Weight ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($62.67K), Ameriprise Financial Inc. ($24.30K), Gateway Wealth Partners LLC ($7.68K), Mountain Capital Investment Advisors Inc. ($7.52K), CWM LLC ($7.06K), ORG Partners LLC ($4.52K), and Raymond James Financial Inc. ($3.57K).

Institutional investors have sold a total of 135,540 shares in the last 24 months. This volume of shares sold represents approximately $6.29M in transactions.


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Institutional ownership data for NYSEARCA:EQL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/6/2026. New 13F filings are added each quarter as they're published.
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