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Kovitz Core Equity ETF
EQTY

Overview Fund Activity

12 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, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.66M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$587K
3
GSWM
Golden State Wealth Management
California
$6.41K

Top Sellers

1
GS
GTS Securities
New York
$1.59M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.15B
3
Northern Trust
Northern Trust
Illinois
$274K
4
FTUS
Flow Traders U.S.
New York
$0
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.15B -$1.4M -55,939 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M +$968K +38,646 +36%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$2.28M -$25 -1 -0%
UBS Group
4
UBS Group
Switzerland
$1.74M -$158K -6,314 -8%
GS
5
GTS Securities
New York
$1.59M -$2.19M -87,574 -58%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$587K +$13.6K +543 +2%
Northern Trust
7
Northern Trust
Illinois
$274K -$344K -13,724 -56%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$201K – – –
Morgan Stanley
9
Morgan Stanley
New York
$97.8K – – –
GEA
10
Glen Eagle Advisors
New Jersey
$41.1K – – –
GSWM
11
Golden State Wealth Management
California
$6.41K +$6.41K +256 New
Osaic Holdings
12
Osaic Holdings
Arizona
$5.8K – – –
FTUS
13
Flow Traders U.S.
New York
– -$318K -13,724 Closed
HF
14
HRT Financial
New York
– -$264K -11,385 Closed
Citadel Advisors
15
Citadel Advisors
Florida
– -$223K -9,607 Closed