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StoneX Group’s Kovitz Core Equity ETF EQTY Stock Holding History

StoneX Group’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
-13,782
Closed -$354K – 1119
2025
Q3 		$354K Buy
+13,782
New +$353K 0.02% 642

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 $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

StoneX Group's EQTY Position: Q4 2025 in Review

StoneX Group sold out of Kovitz Core Equity ETF (EQTY) in Q4 2025, closing a stake of 13,782 shares — an estimated $354K sold.

StoneX Group first reported a position in EQTY in Q3 2025 and held it in 1 quarter. The position peaked at $354K in Q3 2025. 14 funds tracked by Wall St. Rank hold EQTY as of Q4 2025.

  • StoneX Group reported no remaining Kovitz Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • StoneX Group sold 13,782 Kovitz Core Equity ETF shares in Q4 2025, an estimated $354K.
  • StoneX Group first reported a position in Kovitz Core Equity ETF in Q3 2025 and held it in 1 quarter.
  • StoneX Group's Kovitz Core Equity ETF position peaked at $354K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q4 2025.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.