EQTY Institutional Ownership & Shareholders
KOVITZ CORE EQUITY ETF (EQTY) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of EQTY tracked by InsiderSet, reporting ownership valued at approximately $1.23B 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 $1.30B, representing an estimated gain of +5.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EQTY value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Royal Bank Of Canada, Permanent Capital Management, Lp, and several other long-term asset managers with concentrated positions in KOVITZ CORE EQUITY ETF (EQTY).
This page ranks the largest institutional EQTY 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
22
Total Reported Value
$1.25B
Largest Holder
Focus Partners Wealth
Largest Position
$1.23B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 1.26% | 43,870,772 | $1,226,111,134 | $1,297,456,147 | +$71,345,013 | +5.82% | |
| Royal Bank Of Canada | 0.00% | 156,899 | $4,385,000 | $4,640,209 | +$255,209 | +5.82% | |
| Permanent Capital Management, Lp | 0.52% | 138,184 | $3,862,315 | $4,086,723 | +$224,408 | +5.81% | |
| Delta Wealth Advisors Llc | 2.28% | 114,255 | $3,315,760 | $3,379,034 | +$63,274 | +1.91% | |
| Mml Investors Services, Llc | 0.01% | 110,104 | $3,077,462 | $3,256,271 | +$178,809 | +5.81% | |
| Stratos Wealth Advisors, Llc | 0.08% | 53,045 | $1,482,639 | $1,568,779 | +$86,140 | +5.81% | |
| Hrt Financial Lp | 0.00% | 42,479 | $1,187,000 | $1,256,295 | +$69,295 | +5.84% | |
| Bank Of Montreal | 0.00% | 25,164 | $703,346 | $744,213 | +$40,867 | +5.81% | |
| Gts Securities Llc | 0.01% | 20,109 | $562,047 | $594,714 | +$32,667 | +5.81% | |
| Susquehanna International Group, Llp | 0.00% | 17,920 | $500,873 | $529,975 | +$29,102 | +5.81% | |
| Chicago Partners Investment Group Llc | 0.01% | 14,156 | $417,460 | $418,657 | +$1,197 | +0.29% | |
| Citadel Advisors Llc | 0.00% | 11,678 | $326,406 | $345,371 | +$18,965 | +5.81% | |
| Jpmorgan Chase & Co | 0.00% | 11,662 | $323,556 | $344,898 | +$21,342 | +6.60% | |
| Northern Trust Corp | 0.00% | 9,108 | $254,573 | $269,365 | +$14,792 | +5.81% | |
| Envestnet Asset Management Inc | 0.00% | 7,520 | $210,188 | $222,400 | +$12,212 | +5.81% | |
| Morgan Stanley | 0.00% | 4,773 | $133,418 | $141,159 | +$7,741 | +5.80% | |
| Eukles Asset Management | 0.04% | 3,041 | $84,997 | $89,936 | +$4,939 | +5.81% | |
| Basepoint Wealth Llc | 0.04% | 2,543 | $71,074 | $75,208 | +$4,134 | +5.82% | |
| Glen Eagle Advisors, Llc | 0.01% | 1,640 | $45,839 | $48,502 | +$2,663 | +5.81% | |
| Ubs Group Ag | 0.00% | 1,560 | $43,604 | $46,136 | +$2,532 | +5.81% | |
| Darwin Wealth Management, Llc | 0.01% | 901 | $25,189 | $26,647 | +$1,458 | +5.79% | |
| Osaic Holdings, Inc. | 0.00% | 244 | $6,819 | $7,216 | +$397 | +5.82% |
Frequently asked questions about EQTY
Who are the largest institutional holders of EQTY?
The largest institutional holders of EQTY reported in the latest SEC Form 13F filings include Focus Partners Wealth, Royal Bank Of Canada, Permanent Capital Management, Lp, Delta Wealth Advisors Llc, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported EQTY position.
What is EQTY institutional ownership?
This page tracks EQTY positions reported by institutional investment managers through SEC Form 13F. KOVITZ CORE EQUITY ETF (EQTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EQTY?
InsiderSet currently tracks 22 institutional managers reporting EQTY 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 EQTY shareholders.
How much EQTY stock do institutions own?
Institutional investment managers disclosed approximately $1.25B in EQTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EQTY institutional ownership last updated?
The latest EQTY 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 EQTY 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 EQTY position after the reporting date.
Are institutions buying or selling EQTY?
Institutional buying and selling can be analyzed by comparing EQTY positions across consecutive 13F reporting periods. InsiderSet's EQTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EQTY ownership changes.
How has EQTY institutional ownership changed over time?
InsiderSet tracks EQTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.