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Kovitz Core Equity ETF

12 hedge funds and large institutions have $979M invested in Kovitz Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$974M 44,947,655 +767,168 +2%
GC
2
Gratus Capital
Georgia
$2.2M 101,671 -1 -0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$784K 36,167 +11,635 +47%
GS
4
GTS Securities
New York
$739K 34,133 +34,133 New
Citadel Advisors
5
Citadel Advisors
Florida
$499K 23,053 +2,318 +11%
Jane Street
6
Jane Street
New York
$418K 19,306 +19,306 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$227K 10,486 -1,644 -14%
UBS Group
8
UBS Group
Switzerland
$170K 7,869 +6,791 +630%
Morgan Stanley
9
Morgan Stanley
New York
$84.8K 3,915
GEA
10
Glen Eagle Advisors
New Jersey
$35.5K 1,640 +450 +38%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.29K 244
S
12
SignatureFD
Georgia
$4.78K 221 +221 New
CFGS
13
Concourse Financial Group Securities
Alabama