EQTY institutional holders
VALUED ADVISERS TR · 13F, 2026Q2
| Managers holding | 23 |
|---|---|
| Shares held | 44,625,782 |
| Reported value | $1.2bn |
| Quarter flows | 4 new, 5 added, 4 trimmed, 0 exited |
Top 23 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Focus Partners Wealth | 43,870,772 | $1.2bn | 1.3% |
| ROYAL BANK OF CANADA | 156,899 | $4.4m | 0.0% |
| Permanent Capital Management, LP | 138,184 | $3.9m | 0.5% |
| Delta Wealth Advisors LLC | 114,255 | $3.2m | 2.3% |
| MML INVESTORS SERVICES, LLC | 110,104 | $3.1m | 0.0% |
| Stratos Wealth Advisors, LLC | 53,045 | $1.5m | 0.1% |
| HRT FINANCIAL LP | 42,479 | $1.2m | 0.0% |
| BANK OF MONTREAL /CAN/ | 25,164 | $703,346 | 0.0% |
| GTS SECURITIES LLC | 20,109 | $562,047 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,920 | $500,873 | 0.0% |
| Chicago Partners Investment Group LLC | 14,156 | $400,830 | 0.0% |
| CITADEL ADVISORS LLC | 11,678 | $326,406 | 0.0% |
| JPMORGAN CHASE & CO | 11,662 | $323,556 | 0.0% |
| NORTHERN TRUST CORP | 9,108 | $254,573 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,025 | $224,303 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 7,520 | $210,188 | 0.0% |
| MORGAN STANLEY | 4,773 | $133,418 | 0.0% |
| Eukles Asset Management | 3,041 | $84,997 | 0.0% |
| Basepoint Wealth LLC | 2,543 | $71,074 | 0.0% |
| Glen Eagle Advisors, LLC | 1,640 | $45,839 | 0.0% |
| UBS Group AG | 1,560 | $43,604 | 0.0% |
| Darwin Wealth Management, LLC | 901 | $25,189 | 0.0% |
| OSAIC HOLDINGS, INC. | 244 | $6,819 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("EQTY"). EQTY price history · All 13F data