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Kovitz Core Equity ETF
EQTY
EQTY
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $793M | +$6.48M | +345,665 | +0.8% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.18M | -$47.6K | -2,540 | -2% |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $313K | +$325K | +17,347 | New |
|
|
PA
4
Procyon Advisors
Shelton,
Connecticut
| $313K | +$325K | +17,347 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $302K | -$1.35K | -72 | -0.4% |
|
6
Morgan Stanley
New York
| $70.7K | -$27.1K | -1,444 | -27% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $21.5K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.41K | – | – | – |
|
|
GS
9
GTS Securities
Miami,
Florida
| – | -$717K | -38,568 | Closed |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$355K | -19,091 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$47K | -2,528 | Closed |
|