KOVITZ CORE EQUITY ETF (EQTY) Institutional Ownership and Insiders Activity

KOVITZ CORE EQUITY ETF (EQTY) is widely held by institutional investors, with 22 firms reporting positions valued at approximately $1.25B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Focus Partners Wealth is the largest disclosed holder, reporting approximately $1.23B in EQTY holdings in its latest filing.

Institutional ownership remains highly concentrated, with Focus Partners Wealth representing the majority of disclosed value.