JY
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Jeff Yass’s Kovitz Core Equity ETF EQTY Stock Holding History

Jeff Yass’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 		$501K Buy
17,920
+5,403
+43% +$147K ﹤0.01% 9923
2026
Q1 		$319K Buy
+12,517
New +$339K ﹤0.01% 10743
2025
Q3 		– Sell
-23,459
Closed -$587K – 12736
2025
Q2 		$587K Buy
23,459
+543
+2% +$12.7K ﹤0.01% 8810
2025
Q1 		$531K Sell
22,916
-5,101
-18% -$123K ﹤0.01% 8771
2024
Q4 		$666K Sell
28,017
-10,509
-27% -$252K ﹤0.01% 7962
2024
Q3 		$896K Buy
38,526
+28,040
+267% +$621K ﹤0.01% 7050
2024
Q2 		$227K Sell
10,486
-1,644
-14% -$35.3K ﹤0.01% 10070
2024
Q1 		$266K Sell
12,130
-12,449
-51% -$258K ﹤0.01% 9976
2023
Q4 		$489K Buy
+24,579
New +$456K ﹤0.01% 8719
2023
Q3 		– Sell
-19,091
Closed -$355K – 12241
2023
Q2 		$355K Buy
19,091
+7,952
+71% +$139K ﹤0.01% 9095
2023
Q1 		$191K Sell
11,139
-508,215
-98% -$8.56M ﹤0.01% 10651
2022
Q4 		$8.15M Buy
+519,354
New +$8.2M ﹤0.01% 2543

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Jeff Yass's EQTY Position: Q2 2026 in Review

Jeff Yass increased its Kovitz Core Equity ETF (EQTY) stake by 43% in Q2 2026, buying an estimated $147K and bringing the position to 17,920 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #9923.

Jeff Yass first reported a position in EQTY in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.15M in Q4 2022. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • Jeff Yass held 17,920 shares of Kovitz Core Equity ETF worth $501K as of Q2 2026.
  • Jeff Yass bought 5,403 Kovitz Core Equity ETF shares in Q2 2026, an estimated $147K.
  • Kovitz Core Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9923 holding.
  • Jeff Yass first reported a position in Kovitz Core Equity ETF in Q4 2022 and has held it in 12 quarters since.
  • Jeff Yass's Kovitz Core Equity ETF position peaked at $8.15M in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.