Who Owns Kovitz Core Equity ETF (EQTY)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$1.215000500020001e+25T
% of Float Held
—
QoQ Change in Holders
+5 / -2
Price History
EQTY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | New Position | +111K | +$2.0M |
| Basepoint Wealth LLC | New Position | +3K | +$68K |
| Darwin Wealth Management, LLC | New Position | +901 | +$24K |
| Golden State Wealth Management, LLC | New Position | +256 | +$6K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +8K | +$0 |
| Focus Partners Wealth | Increased | +45.0M | +$-1.1B |
| GTS SECURITIES LLC | Increased | +5K | +$-1.2B |
| ROYAL BANK OF CANADA | Increased | +49K | +$-4.3B |
EQTY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Closed Position | -45.7M | -$1.2T |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -43K | -$1.1B |
| UBS Group AG | Decreased | -26K | -$683.2M |
| StoneX Group Inc. | Closed Position | -14K | -$353.8M |
| NORTHERN TRUST CORP | Decreased | -2K | -$281.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 45,042,212 | $1.2B | 1.38% | Share |
| 2 | ROYAL BANK OF CANADA | 215,426 | $5.0M | 0.00% | Share |
| 3 | MML INVESTORS SERVICES, LLC | 110,857 | $2.0M | 0.00% | Share |
| 4 | GTS SECURITIES LLC | 49,585 | $1.0M | 0.03% | Share |
| 5 | Basepoint Wealth LLC | 2,542 | $68K | 0.04% | Share |
| 6 | Glen Eagle Advisors, LLC | 1,640 | $44K | 0.01% | Share |
| 7 | Darwin Wealth Management, LLC | 901 | $24K | 0.01% | Share |
| 8 | UBS Group AG | 675 | $18K | 0.00% | Share |
| 9 | Golden State Wealth Management, LLC | 256 | $6K | 0.00% | Share |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 7,520 | $0 | 0.00% | Share |
| 11 | MORGAN STANLEY | 3,902 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 13 | ROYAL BANK OF CANADA | 425 | $0 | 0.00% | Share |
| 14 | OSAIC HOLDINGS, INC. | 244 | $0 | 0.00% | Share |
| 15 | NORTHERN TRUST CORP | 9,108 | $0 | 0.00% | Share |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | $0 | 0.00% | Share |
EQTY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $1.2B | +3 |
| Q3 2025 | 11 | $1.2T | +2 |
| Q2 2025 | 9 | $1.2T | -5 |
| Q1 2025 | 14 | $1.1T | +2 |
| Q4 2024 | 12 | $46.5B | +2 |
| Q3 2024 | 10 | $2.5T | -2 |
| Q2 2024 | 12 | $2.9T | +4 |
| Q1 2024 | 8 | $1.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold EQTY (Kovitz Core Equity ETF). The largest holder is Focus Partners Wealth with $1.2B in shares. This quarter, 5 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own EQTY?
As of Q4 2025, 16 institutional investors report holding EQTY (Kovitz Core Equity ETF) in their 13F filings.
Who is the largest institutional holder of EQTY?
The largest institutional holder of EQTY is Focus Partners Wealth with $1.2B in shares.
Is institutional ownership of EQTY increasing or decreasing?
This quarter, 5 institutions opened new positions in EQTY and 2 closed their positions.