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EQTY · KOVITZ CORE EQUITY ETF · Holdings ETF

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$29.00 -0.02 (-0.08%) At close · Oct 1
Volume · Oct 1 274.81K Avg daily vol (3M) 25.76K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 23
Total Value: $1,247,335,216
Total Shares: 44,625,782

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 23 13F filers · Δ vs Mar 31, 2026
Top Holder
98.3%
Sep 2023 → Jun 2026 · range 98.3% – 99.6%
−0.4 pts
Top 5
99.5%
Sep 2023 → Jun 2026 · range 99.5% – 100.0%
−0.3 pts
Top 10
99.8%
Sep 2023 → Jun 2026 · range 99.8% – 100.0%
−0.1 pts
HHI
9,665
Sep 2023 → Jun 2026 · range 9,665 – 9,926
Highly concentrated−77

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
5
Decreased
4
Sold Out
0
Unchanged
10
Holder count: +4
Institutional value: +8.5%
Shares held: -1.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BANK OF MONTREAL /CAN/ +15,685 25,164
JPMORGAN CHASE & CO +10,131 11,662
SUSQUEHANNA INTERNATIONAL GROUP, LLP +5,403 17,920
UBS Group AG +1,032 1,560
MORGAN STANLEY +869 4,773

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Focus Partners Wealth −696,937 43,870,772
ROYAL BANK OF CANADA −51,260 156,899
GTS SECURITIES LLC −11,889 20,109
Stratos Wealth Advisors, LLC −1,491 53,045

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Permanent Capital Management, LP 138,184 $3,862,380
HRT FINANCIAL LP 42,479 $1,187,330
CITADEL ADVISORS LLC 11,678 $326,411
ENVESTNET ASSET MANAGEMENT INC 7,520 $210,191

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 4 Increased 5 Reduced 4 Sold out 0 Unchanged 10
Showing 23 of 23
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Focus Partners Wealth $1,226,231,948 98.31% 43,870,772
ROYAL BANK OF CANADA $4,385,483 0.35% 156,899
Permanent Capital Management, LP $3,862,380 0.31% 138,184
Delta Wealth Advisors LLC $3,193,541 0.26% 114,255
MML INVESTORS SERVICES, LLC $3,077,516 0.25% 110,104
Stratos Wealth Advisors, LLC $1,482,660 0.12% 53,045
HRT FINANCIAL LP $1,187,330 0.10% 42,479
BANK OF MONTREAL /CAN/ $703,358 0.06% 25,164
GTS SECURITIES LLC $562,066 0.05% 20,109
SUSQUEHANNA INTERNATIONAL GROUP, LLP $500,881 0.04% 17,920
Chicago Partners Investment Group LLC $395,674 0.03% 14,156
CITADEL ADVISORS LLC $326,411 0.03% 11,678
JPMORGAN CHASE & CO $325,964 0.03% 11,662
NORTHERN TRUST CORP $254,577 0.02% 9,108
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $224,306 0.02% 8,025
ENVESTNET ASSET MANAGEMENT INC $210,191 0.02% 7,520
MORGAN STANLEY $133,409 0.01% 4,773
Eukles Asset Management $84,998 0.01% 3,041
Basepoint Wealth LLC $71,079 0.01% 2,543
Glen Eagle Advisors, LLC $45,839 0.00% 1,640
UBS Group AG $43,602 0.00% 1,560
Darwin Wealth Management, LLC $25,183 0.00% 901
OSAIC HOLDINGS, INC. $6,820 0.00% 244