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ALPS Equal Sector Weight ETF (EQL) Institutional Ownership

$50.92 0.00 (0.00%)
As of 07/2/2026 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)
49
Total
Institutional Inflows
(last 12 months)
$133.57M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$12.67M
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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
5/26/2026Summit 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%
5/15/2026Gateway Wealth Partners LLC82,814$3.94M0.2%+76.2%0.597%
5/13/2026Cetera Investment Advisers174,009$8.28M0.0%-8.9%1.254%
5/1/2026Fifth Third Bancorp3,762$179K0.0%N/A0.027%
4/30/2026Kestra Advisory Services LLC22,167$1.05M0.0%-2.8%0.160%
4/28/2026Ascentis Independent Advisors13,183$627K0.0%N/A0.095%
4/27/2026Private Advisor Group LLC9,554$454K0.0%+78.9%0.069%
4/22/2026Janney Montgomery Scott LLC15,228$724K0.0%+16.9%0.110%
2/19/2026Corient Private Wealth LLC4,566$212K0.0%-30.0%0.035%
2/18/2026Gotham Asset Management LLC12,336$572K0.0%+64.3%0.095%
2/17/2026Cetera 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%
2/16/2026Perryman Financial Advisory Inc. AD120,860$5.61M0.8%N/A0.933%
2/13/2026Kestra Advisory Services LLC22,804$1.06M0.0%+4.9%0.176%
2/13/2026CreativeOne Wealth LLC24,495$1.14M0.0%-2.2%0.189%
2/13/2026Stifel Financial Corp45,957$2.13M0.0%+62.2%0.355%
2/13/2026Wells Fargo & Company MN187,963$8.72M0.0%+9.5%1.451%
2/12/2026Commonwealth Equity Services LLC77,944$3.62M0.0%+1.6%0.602%
2/11/2026Gateway Wealth Partners LLC46,988$2.18M0.2%-1.1%0.363%
2/11/2026Janney Montgomery Scott LLC13,028$604K0.0%-8.0%0.101%
2/11/2026LPL Financial LLC307,778$14.28M0.0%+5.3%2.377%
2/10/2026Northwestern Mutual Wealth Management Co.49,873$2.31M0.0%+8.9%0.385%
2/5/2026Sherry Group Inc.36,521$1.71M1.8%N/A0.282%
1/29/2026Comerica Bank1,590$74K0.0%-58.5%0.012%
1/29/2026UBS Group AG98,267$4.56M0.0%-0.5%0.753%
1/28/2026Mountain Capital Investment Advisors Inc.9,471$454K0.1%-44.3%0.073%
1/27/2026Summit Financial Wealth Advisors LLC68,323$3.17M0.5%N/A0.524%
1/26/2026CWM LLC110,321$5.12M0.0%-6.0%0.845%
1/23/2026Farther Finance Advisors LLC1,714$79K0.0%N/A0.013%
1/23/2026Smith Moore & CO.30,000$1.39M0.1%-2.3%0.233%
1/20/2026Savvy Advisors Inc.7,704$357K0.0%N/A0.059%
1/14/2026ORG Partners LLC13,804$640K0.1%-7.7%0.110%
1/13/2026BostonPremier Wealth LLC6,287$292K0.1%-5.0%0.050%
1/12/2026PUREfi Wealth LLC17,692$821K0.6%-11.0%0.141%
1/7/2026Private Client Services LLC8,364$388K0.1%N/A0.067%
11/17/2025Susquehanna International Group LLP5,782$266K0.0%-19.6%0.051%
11/17/2025Northwestern Mutual Wealth Management Co.45,796$2.11M0.0%+29.4%0.402%
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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%
11/13/2025Intrepid Financial Planning Group LLC4,845$223K0.1%N/A0.043%
11/13/2025UBS Group AG98,731$4.55M0.0%+7.4%0.866%
11/13/2025CreativeOne Wealth LLC25,049$1.15M0.0%-3.6%0.220%
11/12/2025Smith Moore & CO.30,700$1.41M0.1%-5.4%0.269%
11/6/2025Stratos Wealth Partners LTD.48,587$2.24M0.0%+1.2%0.426%
11/6/2025Gateway Wealth Partners LLC47,526$2.19M0.3%-13.1%0.417%
11/5/2025Envestnet 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%
11/3/2025AE Wealth Management LLC11,318$521K0.0%+26.2%0.099%
10/31/2025Cullen 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%
9/26/2025Corient Private Wealth LLC6,525$286K0.0%+200.0%0.054%
9/4/2025Osaic Holdings Inc.47,400$2.08M0.0%+76.9%0.393%
8/15/2025Corient Private Wealth LLC6,525$286K0.0%+200.0%0.054%
8/15/2025Smartleaf 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%
8/13/2025Gateway Wealth Partners LLC54,669$2.40M0.5%+160.7%0.453%
8/13/2025Smith Moore & CO.32,450$1.42M0.1%+201.9%0.269%
8/13/2025Northwestern Mutual Wealth Management Co.35,389$1.55M0.0%+13,511.2%0.293%
8/12/2025CreativeOne Wealth LLC25,973$1.14M0.0%+207.5%0.215%
8/12/2025MAI Capital Management1,773$78K0.0%+200.0%0.015%
8/12/2025JPMorgan Chase & Co.3,746$164K0.0%N/A0.031%
8/8/2025Cetera Investment Advisers238,109$10.44M0.0%+198.1%1.972%
8/7/2025BOK Financial Private Wealth Inc.1,200$53K0.0%+200.0%0.010%
8/6/2025Van Cleef Asset Management Inc4,800$210K0.0%+200.0%0.040%
8/6/2025AE Wealth Management LLC8,965$393K0.0%+1,350.6%0.074%
8/6/2025Maltin Wealth Management Inc.20,574$902K0.4%+201.1%0.170%
8/1/2025Envestnet Asset Management Inc.27,985$1.23M0.0%+171.4%0.232%
7/30/2025Crewe Advisors LLC1,800$79K0.0%+200.0%0.015%
7/29/2025Mountain Capital Investment Advisors Inc.929,537$40.99M7.9%-13.5%7.698%
7/29/2025Stratos Wealth Partners LTD.48,005$2.11M0.0%+281.2%0.398%
7/28/2025Ritholtz Wealth Management5,814$255K0.0%+200.0%0.048%
7/24/2025Blue Trust Inc.867$38K0.0%N/A0.007%
7/22/2025PUREfi Wealth LLC19,876$871K0.7%+78.9%0.165%
7/21/20251900 Wealth Management LLC28,152$1.23M0.1%+200.0%0.234%
7/17/2025HB Wealth Management LLC6,483$284K0.0%N/A0.054%
7/17/2025Janney Montgomery Scott LLC14,213$623K0.0%N/A0.118%
7/16/2025ORG Partners LLC18,327$808K0.2%-3.8%0.152%
7/15/2025BostonPremier 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%
5/14/2025CreativeOne Wealth LLC8,446$1.06M0.0%+15.5%0.067%
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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%


EQL Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 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), Raymond James Financial Services Advisors Inc. ($17.54M), Aveo Capital Partners LLC ($16.41M), Raymond James & Associates ($14.90M), and LPL Financial LLC ($14.28M).Learn more on ALPS Equal Sector Weight ETF's institutional investors.

Of the 61 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 3,001,471 shares in the last 24 months. This purchase volume represents approximately $133.57M 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: Mountain Capital Investment Advisors Inc. ($152.36K), Cetera Investment Advisers ($62.67K), Ameriprise Financial Inc. ($24.30K), Gateway Wealth Partners LLC ($7.68K), CWM LLC ($7.06K), ORG Partners LLC ($5.25K), and Raymond James Financial Inc. ($3.57K).

Institutional investors have sold a total of 281,115 shares in the last 24 months. This volume of shares sold represents approximately $12.67M in transactions.


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This page (NYSEARCA:EQL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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