KOVITZ CORE EQUITY ETF (EQTY) Institutional Shareholders
KOVITZ CORE EQUITY ETF (EQTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.25B in EQTY holdings during the latest filing period.
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 $1.27B, representing an estimated gain of +3.78% 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
24
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 | $1,272,484,903 | +$46,373,769 | +3.78% | |
| Royal Bank Of Canada | 0.00% | 156,899 | $4,385,000 | $4,550,903 | +$165,903 | +3.78% | |
| Permanent Capital Management, Lp | 0.52% | 138,184 | $3,862,315 | $4,008,068 | +$145,753 | +3.77% | |
| Delta Wealth Advisors Llc | 2.28% | 114,255 | $3,193,484 | $3,314,001 | +$120,517 | +3.77% | |
| Mml Investors Services, Llc | 0.01% | 110,104 | $3,077,462 | $3,193,600 | +$116,138 | +3.77% | |
| Stratos Wealth Advisors, Llc | 0.08% | 53,045 | $1,482,639 | $1,538,586 | +$55,947 | +3.77% | |
| Hrt Financial Lp | 0.00% | 42,479 | $1,187,000 | $1,232,116 | +$45,116 | +3.80% | |
| Bank Of Montreal | 0.00% | 25,164 | $703,346 | $729,889 | +$26,543 | +3.77% | |
| Gts Securities Llc | 0.01% | 20,109 | $562,047 | $583,268 | +$21,221 | +3.78% | |
| Susquehanna International Group, Llp | 0.00% | 17,920 | $500,873 | $519,775 | +$18,902 | +3.77% | |
| Chicago Partners Investment Group Llc | 0.01% | 14,156 | $400,830 | $410,599 | +$9,769 | +2.44% | |
| Citadel Advisors Llc | 0.00% | 11,678 | $326,406 | $338,724 | +$12,318 | +3.77% | |
| Jpmorgan Chase & Co | 0.00% | 11,662 | $323,556 | $338,260 | +$14,704 | +4.54% | |
| Northern Trust Corp | 0.00% | 9,108 | $254,573 | $264,180 | +$9,607 | +3.77% | |
| Envestnet Asset Management Inc | 0.00% | 7,520 | $210,188 | $218,120 | +$7,932 | +3.77% | |
| Morgan Stanley | 0.00% | 4,773 | $133,418 | $138,442 | +$5,024 | +3.77% | |
| Eukles Asset Management | 0.04% | 3,041 | $84,997 | $88,205 | +$3,208 | +3.77% | |
| Basepoint Wealth Llc | 0.04% | 2,543 | $71,074 | $73,760 | +$2,686 | +3.78% | |
| Glen Eagle Advisors, Llc | 0.01% | 1,640 | $45,839 | $47,569 | +$1,730 | +3.77% | |
| Ubs Group Ag | 0.00% | 1,560 | $43,604 | $45,248 | +$1,644 | +3.77% | |
| Darwin Wealth Management, Llc | 0.01% | 901 | $25,189 | $26,134 | +$945 | +3.75% | |
| Osaic Holdings, Inc. | 0.00% | 244 | $6,819 | $7,077 | +$258 | +3.79% |
Frequently asked questions about EQTY
Who owns the most EQTY stock?
The largest holders of EQTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for KOVITZ CORE EQUITY ETF (EQTY).
Is EQTY widely held by superinvestors?
Many widely followed stocks like EQTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EQTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.