Royal Bank of Canada
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Royal Bank of Canada’s Kovitz Core Equity ETF EQTY Stock Holding History

Royal Bank of Canada’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 		$4.38M Sell
156,899
-51,260
-25% -$1.4M ﹤0.01% 2715
2026
Q1 		$5.3M Sell
208,159
-7,692
-4% -$208K ﹤0.01% 2369
2025
Q4 		$5.83M Buy
215,851
+49,018
+29% +$1.29M ﹤0.01% 2303
2025
Q3 		$4.28M Buy
166,833
+20,726
+14% +$532K ﹤0.01% 2794
2025
Q2 		$3.66M Buy
146,107
+38,646
+36% +$902K ﹤0.01% 2828
2025
Q1 		$2.49M Buy
107,461
+20,194
+23% +$488K ﹤0.01% 2781
2024
Q4 		$2.07M Buy
87,267
+41,672
+91% +$998K ﹤0.01% 3008
2024
Q3 		$1.06M Buy
45,595
+9,428
+26% +$209K ﹤0.01% 3500
2024
Q2 		$784K Buy
36,167
+11,635
+47% +$250K ﹤0.01% 3646
2024
Q1 		$538K Buy
24,532
+5,276
+27% +$109K ﹤0.01% 3918
2023
Q4 		$383K Buy
19,256
+2,533
+15% +$47K ﹤0.01% 4502
2023
Q3 		$302K Sell
16,723
-72
-0.4% -$1.35K ﹤0.01% 4446
2023
Q2 		$312K Buy
16,795
+16,726
+24,241% +$293K ﹤0.01% 4349
2023
Q1 		$1K Sell
69
-8,772
-99% -$148K ﹤0.01% 6881
2022
Q4 		$139K Buy
+8,841
New +$140K ﹤0.01% 5201

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
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 New York $4.75B AUM 41.97% 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

Royal Bank of Canada's EQTY Position: Q2 2026 in Review

Royal Bank of Canada reduced its Kovitz Core Equity ETF (EQTY) stake by 25% in Q2 2026, selling an estimated $1.4M and leaving 156,899 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Royal Bank of Canada first reported a position in EQTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.83M in Q4 2025. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

  • Royal Bank of Canada held 156,899 shares of Kovitz Core Equity ETF worth $4.38M as of Q2 2026.
  • Royal Bank of Canada sold 51,260 Kovitz Core Equity ETF shares in Q2 2026, an estimated $1.4M.
  • Kovitz Core Equity ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #2715 holding.
  • Royal Bank of Canada first reported a position in Kovitz Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Royal Bank of Canada's Kovitz Core Equity ETF position peaked at $5.83M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.