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HRT Financial’s Kovitz Core Equity ETF EQTY Stock Holding History

HRT Financial’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
+42,479
New +$1.16M ﹤0.01% 2062
2025
Q2 		– Sell
-11,385
Closed -$264K – 2873
2025
Q1 		$264K Buy
+11,385
New +$275K ﹤0.01% 1844

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial's EQTY Position: Q2 2026 in Review

HRT Financial opened a new position in Kovitz Core Equity ETF (EQTY) in Q2 2026: 42,479 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: HRT Financial previously reported a position in EQTY as recently as Q1 2025.

HRT Financial first reported a position in EQTY in Q1 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • HRT Financial held 42,479 shares of Kovitz Core Equity ETF worth $1.19M as of Q2 2026.
  • Kovitz Core Equity ETF was a new HRT Financial position in Q2 2026.
  • Kovitz Core Equity ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2062 holding.
  • HRT Financial first reported a position in Kovitz Core Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.