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icono de EQTY

Kovitz Core Equity ETF
EQTY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 1226 M -USD 19 M -696,937 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 4.38 M -USD 1.4 M -51,260 -25%
Permanent Capital Management
3
Permanent Capital Management
Illinois
USD 3.86 M +USD 3.77 M +138,184 Nuevas
DWA
4
Delta Wealth Advisors
Indiana
USD 3.19 M – – –
MML Investors Services
5
MML Investors Services
Massachusetts
USD 3.08 M – – –
Stratos Wealth Advisors
6
Stratos Wealth Advisors
Ohio
USD 1.48 M -USD 40.7 k -1,491 -3%
HRT Financial
7
HRT Financial
New York
USD 1.19 M +USD 1.16 M +42,479 Nuevas
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
USD 703 k +USD 428 k +15,685 +165%
GTS Securities
9
GTS Securities
Florida
USD 562 k -USD 324 k -11,889 -37%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
USD 501 k +USD 147 k +5,403 +43%
Chicago Partners Investment Group
11
Chicago Partners Investment Group
Illinois
USD 401 k – – –
Citadel Advisors
12
Citadel Advisors
Florida
USD 326 k +USD 319 k +11,678 Nuevas
JP Morgan Chase
13
JP Morgan Chase
New York
USD 324 k +USD 276 k +10,131 +662%
Northern Trust
14
Northern Trust
Illinois
USD 255 k – – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
USD 224 k – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 210 k +USD 205 k +7,520 Nuevas
Morgan Stanley
17
Morgan Stanley
New York
USD 133 k +USD 23.7 k +869 +22%
EAM
18
Eukles Asset Management
Ohio
USD 85 k – – –
BW
19
Basepoint Wealth
Iowa
USD 71.1 k – – –
Glen Eagle Advisors
20
Glen Eagle Advisors
New Jersey
USD 45.8 k – – –
UBS Group
21
UBS Group
Switzerland
USD 43.6 k +USD 28.2 k +1,032 +195%
DWM
22
Darwin Wealth Management
Florida
USD 25.2 k – – –
Osaic Holdings
23
Osaic Holdings
Arizona
USD 6.82 k – – –