Kovitz Core Equity ETF (EQTY)

• Market cap: $1.22B
• 1 day: 1.45%
• 5 days: 0.49%
• 1 month: 1.79%
• 3 months: 4.79%
• 6 months: -0.45%
• Year to date: 3.12%
• 1 year: 13.22%
• 5 years: 49.88%
• 10 years: 49.88%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

2,208% more capital invested

Capital invested by funds: $46.5M [Q4 2024] → $1.07B (+$1.03B) [Q1 2025]

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

88.76% more ownership

Funds ownership: 3.92% [Q4 2024] → 92.69% (+88.76%) [Q1 2025]

17% more funds holding

Funds holding: 12 [Q4 2024] → 14 (+2) [Q1 2025]