EQL Institutional Ownership & Shareholders
ALPS EQUAL SECTOR WEIGHT ETF (EQL) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $371.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of EQL tracked by InsiderSet, reporting ownership valued at approximately $85.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $88.42M, representing an estimated gain of +2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed EQL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Raymond James Financial Inc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in ALPS EQUAL SECTOR WEIGHT ETF (EQL).
This page ranks the largest institutional EQL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$371.95M
Largest Holder
Bank Of America Corp
Largest Position
$85.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,703,587 | $85,945,971 | $88,416,165 | +$2,470,194 | +2.87% | |
| Raymond James Financial Inc | 0.01% | 1,026,970 | $51,810,648 | $53,299,743 | +$1,489,095 | +2.87% | |
| Ameriprise Financial Inc | 0.01% | 1,015,021 | $51,209,992 | $52,679,590 | +$1,469,598 | +2.87% | |
| Morgan Stanley | 0.00% | 837,235 | $42,238,558 | $43,452,497 | +$1,213,939 | +2.87% | |
| Northern Trust Corp | 0.00% | 516,019 | $26,033,159 | $26,781,386 | +$748,227 | +2.87% | |
| Wells Fargo & Company/Mn | 0.00% | 405,307 | $20,447,722 | $21,035,433 | +$587,711 | +2.87% | |
| Lpl Financial Llc | 0.00% | 331,715 | $16,735,028 | $17,216,009 | +$480,981 | +2.87% | |
| Cetera Investment Advisers | 0.01% | 156,594 | $7,900,166 | $8,127,229 | +$227,063 | +2.87% | |
| Perryman Financial Advisory Inc | 0.96% | 152,153 | $7,621,357 | $7,896,741 | +$275,384 | +3.61% | |
| Ubs Group Ag | 0.00% | 123,413 | $6,226,186 | $6,405,135 | +$178,949 | +2.87% | |
| Royal Bank Of Canada | 0.00% | 111,644 | $5,632,000 | $5,794,324 | +$162,324 | +2.88% | |
| Commonwealth Equity Services, Llc | 0.01% | 104,035 | $5,248,571 | $5,399,417 | +$150,846 | +2.87% | |
| Cwm, Llc | 0.01% | 83,400 | $3,966,483 | $4,328,460 | +$361,977 | +9.13% | |
| Summit Financial Wealth Advisors, Llc | 0.47% | 75,128 | $3,763,178 | $3,899,143 | +$135,965 | +3.61% | |
| Stifel Financial Corp | 0.00% | 62,063 | $3,131,691 | $3,221,070 | +$89,379 | +2.85% | |
| Osaic Holdings, Inc. | 0.00% | 62,056 | $3,131,021 | $3,220,706 | +$89,685 | +2.86% | |
| Jones Financial Companies Lllp | 0.00% | 60,449 | $3,041,188 | $3,137,303 | +$96,115 | +3.16% | |
| Sherry Group, Inc. | 2.38% | 50,523 | $2,530,632 | $2,622,144 | +$91,512 | +3.62% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 47,703 | $2,406,637 | $2,475,786 | +$69,149 | +2.87% | |
| Gateway Wealth Partners, Llc | 0.12% | 40,364 | $2,036,348 | $2,094,892 | +$58,544 | +2.87% | |
| Avestar Capital, Llc | 0.12% | 28,679 | $1,436,531 | $1,488,440 | +$51,909 | +3.61% | |
| Creativeone Wealth, Llc | 0.03% | 26,426 | $1,333,183 | $1,371,509 | +$38,326 | +2.87% | |
| Smith, Moore & Co. | 0.09% | 26,260 | $1,324,817 | $1,362,894 | +$38,077 | +2.87% | |
| 1900 Wealth Management Llc | 0.07% | 23,991 | $1,201,717 | $1,245,133 | +$43,416 | +3.61% | |
| First Financial Bank - Trust Division | 0.09% | 23,906 | $1,197,337 | $1,240,721 | +$43,384 | +3.62% | |
| Alps Advisors Inc | 0.01% | 22,975 | $1,159,089 | $1,192,403 | +$33,314 | +2.87% | |
| Kestra Advisory Services, Llc | 0.00% | 22,919 | $1,156,258 | $1,189,496 | +$33,238 | +2.87% | |
| Envestnet Asset Management Inc | 0.00% | 21,130 | $1,065,997 | $1,096,647 | +$30,650 | +2.88% | |
| Maltin Wealth Management, Inc. | 0.34% | 20,907 | $1,047,250 | $1,085,073 | +$37,823 | +3.61% | |
| Purefi Wealth, Llc | 0.45% | 19,062 | $954,795 | $989,318 | +$34,523 | +3.62% | |
| Private Client Services, Llc | 0.20% | 15,231 | $762,921 | $790,489 | +$27,568 | +3.61% | |
| Susquehanna International Group, Llp | 0.00% | 14,396 | $726,279 | $747,152 | +$20,873 | +2.87% | |
| Gotham Asset Management, Llc | 0.00% | 13,631 | $687,684 | $707,449 | +$19,765 | +2.87% | |
| Janney Montgomery Scott Llc | 0.00% | 13,475 | $680,000 | $699,353 | +$19,353 | +2.85% | |
| Citadel Advisors Llc | 0.00% | 13,457 | $678,906 | $698,418 | +$19,512 | +2.87% | |
| Private Advisor Group, Llc | 0.00% | 12,664 | $638,907 | $657,262 | +$18,355 | +2.87% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 12,426 | $626,892 | $644,909 | +$18,017 | +2.87% | |
| Guidance Capital, Inc | 0.11% | 10,444 | $534,954 | $542,044 | +$7,090 | +1.33% | |
| Sowell Financial Services Llc | 0.02% | 9,827 | $492,216 | $510,021 | +$17,805 | +3.62% | |
| Intrepid Financial Planning Group Llc | 0.14% | 8,428 | $425,208 | $437,413 | +$12,205 | +2.87% | |
| Savvy Advisors, Inc. | 0.01% | 7,969 | $402,036 | $413,591 | +$11,555 | +2.87% | |
| Corient Private Wealth Llc | 0.00% | 6,525 | $329,186 | $338,648 | +$9,462 | +2.87% | |
| Bostonpremier Wealth Llc | 0.13% | 6,283 | $314,701 | $326,088 | +$11,387 | +3.62% | |
| Ritholtz Wealth Management | 0.00% | 5,814 | $293,316 | $301,747 | +$8,431 | +2.87% | |
| Equitable Holdings, Inc. | 0.00% | 4,729 | $238,560 | $245,435 | +$6,875 | +2.88% | |
| Fmr Llc | 0.00% | 4,458 | $224,909 | $231,370 | +$6,461 | +2.87% | |
| Jpmorgan Chase & Co | 0.00% | 3,746 | $189,323 | $194,417 | +$5,094 | +2.69% | |
| Fifth Third Bancorp | 0.00% | 2,808 | $141,663 | $145,735 | +$4,072 | +2.87% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 2,788 | $140,655 | $144,697 | +$4,042 | +2.87% | |
| National Bank Of Canada | 0.00% | 1,967 | $99,137 | $102,087 | +$2,950 | +2.98% |
Frequently asked questions about EQL
Who are the largest institutional holders of EQL?
The largest institutional holders of EQL reported in the latest SEC Form 13F filings include Bank Of America Corp, Raymond James Financial Inc, Ameriprise Financial Inc, Morgan Stanley, and Northern Trust Corp. InsiderSet ranks institutional holders by their latest reported EQL position.
What is EQL institutional ownership?
This page tracks EQL positions reported by institutional investment managers through SEC Form 13F. ALPS EQUAL SECTOR WEIGHT ETF (EQL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EQL?
InsiderSet currently tracks 64 institutional managers reporting EQL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EQL shareholders.
How much EQL stock do institutions own?
Institutional investment managers disclosed approximately $371.95M in EQL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EQL institutional ownership last updated?
The latest EQL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EQL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EQL position after the reporting date.
Are institutions buying or selling EQL?
Institutional buying and selling can be analyzed by comparing EQL positions across consecutive 13F reporting periods. InsiderSet's EQL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EQL ownership changes.
How has EQL institutional ownership changed over time?
InsiderSet tracks EQL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.