We are live on
!
Find out more
Kovitz Core Equity ETF
EQTY
EQTY
28.83
USD
-0.22
0.76%
At close
Updated
Sep 10, 4:00 PM EDT
Pre-market
After hours
1 day
-0.76%
5 days
-2.24%
1 month
-3.58%
3 months
5.33%
6 months
8.18%
Year to date
6.9%
1 year
10.97%
5 years
76.44%
10 years
76.44%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $809M | -$2.1M | -119,919 | -0.3% |
|
| 2 |
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.29M | -$12.1K | -692 | -0.6% |
|
| 3 |
GS
3
GTS Securities
Miami,
Florida
| $717K | +$676K | +38,568 | New |
|
| 4 |
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $355K | +$139K | +7,952 | +71% |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $312K | +$293K | +16,726 | +24,241% |
|
| 6 |
6
Morgan Stanley
New York
| $99.7K | -$8.65K | -494 | -8% |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $47K | +$10.9K | +621 | +33% |
|
| 8 |
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| $22.1K | – | – | – |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $4.54K | – | – | – |
|
| 10 |
HWM
10
HB Wealth Management
Atlanta,
Georgia
| – | -$175K | -10,223 | Closed |
|