Kovitz Core Equity ETF
EQTY
EQTY
12 hedge funds and large institutions have $1.18B invested in Kovitz Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$888K | |
| 2 | +$532K | |
| 3 | +$354K | |
| 4 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| 1 | -$1.11M | |
| 2 | -$587K | |
| 3 | -$474K | |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$421K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.17B |
|
|||
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.28M |
|
|||
3
Focus Partners Wealth
Boston,
Massachusetts
| $2.34M |
|
|||
|
GS
4
GTS Securities
New York
| $1.15M |
|
|||
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.09M |
|
|||
6
UBS Group
Zurich,
Switzerland
| $683K |
|
|||
|
SG
7
StoneX Group
New York
| $354K |
|
|||
8
Northern Trust
Chicago,
Illinois
| $281K |
|
|||
|
9
Morgan Stanley
New York
| $100K |
|
|||
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $42.1K |
|
|||
|
GSWM
11
Golden State Wealth Management
Santa Ana,
California
| $6.57K |
|
|||
12
Osaic Holdings
Scottsdale,
Arizona
| $6.31K |
|
|||
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|