Ken Griffin
EQTY icon

Ken Griffin’s Kovitz Core Equity ETF EQTY Stock Holding History

Ken Griffin’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
2025
Q2 		– Sell
-9,607
Closed -$223K – 13196
2025
Q1 		$223K Buy
+9,607
New +$232K ﹤0.01% 10239
2024
Q4 		– Sell
-13,928
Closed -$324K – 14721
2024
Q3 		$324K Sell
13,928
-9,125
-40% -$202K ﹤0.01% 9179
2024
Q2 		$499K Buy
23,053
+2,318
+11% +$49.7K ﹤0.01% 8054
2024
Q1 		$455K Buy
+20,735
New +$429K ﹤0.01% 8602
2023
Q1 		– Sell
-73,306
Closed -$1.15M – 14898
2022
Q4 		$1.15M Buy
+73,306
New +$1.16M ﹤0.01% 6541

Other funds holding EQTY

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Ken Griffin's EQTY Position: Q2 2025 in Review

Ken Griffin sold out of Kovitz Core Equity ETF (EQTY) in Q2 2025, closing a stake of 9,607 shares — an estimated $223K sold.

Ken Griffin first reported a position in EQTY in Q4 2022 and held it in 5 quarters. The position peaked at $1.15M in Q4 2022. 12 funds tracked by Wall St. Rank hold EQTY as of Q2 2025.

  • Ken Griffin reported no remaining Kovitz Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Griffin sold 9,607 Kovitz Core Equity ETF shares in Q2 2025, an estimated $223K.
  • Ken Griffin first reported a position in Kovitz Core Equity ETF in Q4 2022 and held it in 5 quarters.
  • Ken Griffin's Kovitz Core Equity ETF position peaked at $1.15M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.