Kovitz Investment Group Partners’s Kovitz Core Equity ETF EQTY Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-45,721,097	Closed	-$1.17B	–	715
2025 Q3	$1.17B	Sell	45,721,097 -16,388	-0%	-$420K	4.58%	1
2025 Q2	$1.15B	Sell	45,737,485 -55,939	-0.1%	-$1.31M	4.89%	1
2025 Q1	$1.06B	Buy	45,793,424 +28,909	+0.1%	+$699K	5.33%	1
2024 Q4	$1.09B	Sell	45,764,515 -87,416	-0.2%	-$2.09M	5.33%	1
2024 Q3	$1.06B	Buy	45,851,931 +904,276	+2%	+$20M	7.55%	1
2024 Q2	$974M	Buy	44,947,655 +767,168	+2%	+$16.5M	8.32%	1
2024 Q1	$969M	Buy	44,180,487 +750,736	+2%	+$15.5M	12.31%	1
2023 Q4	$863M	Sell	43,429,751 -431,471	-1%	-$8.01M	14.31%	1
2023 Q3	$793M	Buy	43,861,222 +345,665	+0.8%	+$6.48M	14.24%	1
2023 Q2	$809M	Sell	43,515,557 -119,919	-0.3%	-$2.1M	11.87%	1
2023 Q1	$749M	Buy	43,635,476 +10,490,518	+32%	+$177M	13%	1
2022 Q4	$520M	Buy	+33,144,958	New	+$523M	10.28%	1

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Kovitz Investment Group Partners's EQTY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kovitz Core Equity ETF (EQTY) in Q4 2025, closing a stake of 45,721,097 shares — an estimated $1.17B sold.

Kovitz Investment Group Partners first reported a position in EQTY in Q4 2022 and held it in 12 quarters. The position peaked at $1.17B in Q3 2025. 14 funds tracked by Wall St. Rank hold EQTY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Kovitz Core Equity ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 45,721,097 Kovitz Core Equity ETF shares in Q4 2025, an estimated $1.17B.
Kovitz Investment Group Partners first reported a position in Kovitz Core Equity ETF in Q4 2022 and held it in 12 quarters.
Kovitz Investment Group Partners's Kovitz Core Equity ETF position peaked at $1.17B in Q3 2025.
14 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.