Kovitz Core Equity ETF
EQTY
EQTY
11 hedge funds and large institutions have $1.16B invested in Kovitz Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
1
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.66M |
| 2 |
GSWM
2
Golden State Wealth Management
Santa Ana,
California
|
$6.41K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.15B | 45,737,485 | -55,939 | -0.1% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.66M | 146,107 | +38,646 | +36% |
|
3
Focus Partners Wealth
Boston,
Massachusetts
| $2.28M | 90,990 | -1 | -0% |
|
4
UBS Group
Zurich,
Switzerland
| $1.74M | 69,672 | -6,314 | -8% |
|
|
GS
5
GTS Securities
New York
| $1.59M | 63,337 | -87,574 | -58% |
|
6
Northern Trust
Chicago,
Illinois
| $274K | 10,950 | -13,724 | -56% |
|
7
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $201K | 8,025 | – | – |
|
8
Morgan Stanley
New York
| $97.8K | 3,903 | – | – |
|
|
GEA
9
Glen Eagle Advisors
Kingston,
New Jersey
| $41.1K | 1,640 | – | – |
|
|
GSWM
10
Golden State Wealth Management
Santa Ana,
California
| $6.41K | 256 | +256 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.8K | 244 | – | – |
|
|
FTUS
12
Flow Traders U.S.
New York
| – | – | -13,724 | Closed |
|
|
HF
13
HRT Financial
New York
| – | – | -11,385 | Closed |
|
14
Citadel Advisors
Miami,
Florida
| – | – | -9,607 | Closed |
|
15
Simplex Trading
Chicago,
Illinois
| – | – | – | – |
|