KOVITZ CORE EQUITY ETF (EQTY) Institutional Ownership Changes & 13F Activity
KOVITZ CORE EQUITY ETF (EQTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Permanent Capital Management, Lp, Royal Bank Of Canada, Hrt Financial Lp, and Bank Of Montreal.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +11,678 | — | 11,678 | $326.41K | Q2 2026 | Sep 02, 2026 |
| Royal Bank Of Canada | Sell | -51,260 | -24.6% | 156,899 | $4.38M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +42,479 | — | 42,479 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -11,889 | -37.2% | 20,109 | $562.05K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,403 | +43.2% | 17,920 | $500.87K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,032 | +195.5% | 1,560 | $43.60K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +869 | +22.3% | 4,773 | $133.42K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -696,937 | -1.6% | 43,870,772 | $1.23B | Q2 2026 | Aug 12, 2026 |
| Permanent Capital Management, Lp | Buy | +138,184 | — | 138,184 | $3.86M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +15,685 | +165.5% | 25,164 | $703.35K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +11,662 | — | 11,662 | $323.56K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -1,491 | -2.7% | 53,045 | $1.48M | Q2 2026 | Aug 11, 2026 |
| Envestnet Asset Management Inc | Buy | +7,520 | — | 7,520 | $210.19K | Q2 2026 | Aug 03, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -8,025 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
Frequently asked questions about EQTY activity
Which institutional owners are buying EQTY?
Institutional owners buying EQTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EQTY activity?
"Buy" means an investor increased their reported position in EQTY compared to the prior reporting period. This reflects growing exposure to KOVITZ CORE EQUITY ETF (EQTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EQTY increasing?
Institutional interest in EQTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.