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Alps Equal Sector Weight ETF (EQL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Perryman Financial Advisory Inc
INCREASED
Shares152,153 from 138,804
Change+13,349 (+10%)
Value$7.6M (+$618.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares120,656 from 104,035
Change+16,621 (+16%)
Value$6.0M (+$795.1K)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED
Shares75,128 from 74,145
Change+983 (+1%)
Value$3.8M (+$22.5K)
Filed 2026-10-15
Sherry Group, Inc.
INCREASED
Shares50,523 from 38,903
Change+11,620 (+30%)
Value$2.5M (+$564.5K)
Filed 2026-10-09
Avestar Capital, LLC
NEW
Shares28,679
Change+28,679
Value$1.4M
Filed 2026-10-28
1900 Wealth Management LLC
DECREASED
Shares23,991 from 28,152
Change-4,161 (-15%)
Value$1.2M (-$218.6K)
Filed 2026-10-13
First Financial Bank - Trust Division
NEW
Shares23,906
Change+23,906
Value$1.2M
Filed 2026-10-01
Alps Advisors Inc
UNCHANGED
Shares22,975 from 22,975
Change0 (0%)
Value$1.2M (-$8.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares22,951 from 22,919
Change+32 (+0%)
Value$1.1M (-$6.7K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
INCREASED
Shares20,907 from 20,842
Change+65 (+0%)
Value$1.0M (-$4.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares19,062 from 18,112
Change+950 (+5%)
Value$954.8K (+$41.1K)
Filed 2026-10-19
Guidance Capital, Inc
INCREASED
Shares17,157 from 10,444
Change+6,713 (+64%)
Value$892.5K (+$357.6K)
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares15,231 from 13,391
Change+1,840 (+14%)
Value$762.9K (+$87.3K)
Filed 2026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,684 from 11,307
Change+2,377 (+21%)
Value$685.0K (+$115.0K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares9,827 from 9,728
Change+99 (+1%)
Value$492.2K (+$1.5K)
Filed 2026-10-23
BostonPremier Wealth LLC
DECREASED
Shares6,283 from 6,561
Change-278 (-4%)
Value$314.7K (-$16.3K)
Filed 2026-10-16
Ritholtz Wealth Management
UNCHANGED
Shares5,814 from 5,814
Change0 (0%)
Value$291.2K (-$2.1K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares5,466
Change+5,466
Value$273.8K
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares2,807 from 2,808
Change-1 (0%)
Value$140.6K (-$1.1K)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares1,425
Change+1,425
Value$71.4K
Filed 2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$45.1K (-$324)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares870
Change+870
Value$43.6K
Filed 2026-11-02
Cullen T Bankers, Inc.
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$40.8K (-$294)
Filed 2026-10-28
CoreCap Advisors, LLC
NEW
Shares502
Change+502
Value$25.1K
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$7.8K (-$56)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.5K (-$33)
Filed 2026-11-03
TD Waterhouse Canada Inc.
NEW
Shares48
Change+48
Value$2.4K
Filed 2026-10-16
Delta Capital Management LLC
CLOSED
Shares0 from 8,100
Change-8,100 (-100%)
Value$0 (-$409.0K)
Filed 2026-10-16
Citigroup Inc
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 1,703,587
Change-1,703,587 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,026,970
Change-1,026,970 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,015,021
Change-1,015,021 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 837,235
Change-837,235 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 516,019
Change-516,019 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 405,307
Change-405,307 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 331,715
Change-331,715 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 156,594
Change-156,594 (-100%)
Value—
UBS Group AG
N/A
Shares— from 123,413
Change-123,413 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,644
Change-111,644 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,063
Change-62,063 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,056
Change-62,056 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,449
Change-60,449 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 51,101
Change-51,101 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,703
Change-47,703 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 40,364
Change-40,364 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,426
Change-26,426 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 26,260
Change-26,260 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,130
Change-21,130 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,475
Change-13,475 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,793
Change-10,793 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 600
Change-600 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 471
Change-471 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Status
Perryman Financial Advisory Inc
INCREASED152,153138,804+13,349+10%$7.0M$7.6M+$618.7K2026-10-16
Commonwealth Equity Services, LLC
INCREASED120,656104,035+16,621+16%$5.2M$6.0M+$795.1K2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED75,12874,145+983+1%$3.7M$3.8M+$22.5K2026-10-15
Sherry Group, Inc.
INCREASED50,52338,903+11,620+30%$2.0M$2.5M+$564.5K2026-10-09
Avestar Capital, LLC
NEW28,679—+28,679——$1.4M—2026-10-28
1900 Wealth Management LLC
DECREASED23,99128,152-4,161-15%$1.4M$1.2M-$218.6K2026-10-13
First Financial Bank - Trust Division
NEW23,906—+23,906——$1.2M—2026-10-01
Alps Advisors Inc
UNCHANGED22,97522,97500%$1.2M$1.2M-$8.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED22,95122,919+32+0%$1.2M$1.1M-$6.7K2026-11-02
Maltin Wealth Management, Inc.
INCREASED20,90720,842+65+0%$1.1M$1.0M-$4.3K2026-10-13
PUREfi Wealth, LLC
INCREASED19,06218,112+950+5%$913.7K$954.8K+$41.1K2026-10-19
Guidance Capital, Inc
INCREASED17,15710,444+6,713+64%$535.0K$892.5K+$357.6K2026-11-03
Private Client Services, LLC
INCREASED15,23113,391+1,840+14%$675.6K$762.9K+$87.3K2026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED13,68411,307+2,377+21%$570.0K$685.0K+$115.0K2026-11-02
Sowell Financial Services LLC
INCREASED9,8279,728+99+1%$490.8K$492.2K+$1.5K2026-10-23
BostonPremier Wealth LLC
DECREASED6,2836,561-278-4%$331.0K$314.7K-$16.3K2026-10-16
Ritholtz Wealth Management
UNCHANGED5,8145,81400%$293.3K$291.2K-$2.1K2026-11-05
Ascentis Independent Advisors
NEW5,466—+5,466——$273.8K—2026-11-03
Fifth Third Bancorp
DECREASED2,8072,808-10%$141.7K$140.6K-$1.1K2026-11-05
SJS Investment Consulting Inc.
NEW1,425—+1,425——$71.4K—2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED90090000%$45.4K$45.1K-$3242026-10-30
Heritage Family Offices, LLP
NEW870—+870——$43.6K—2026-11-02
Cullen T Bankers, Inc.
UNCHANGED81581500%$41.1K$40.8K-$2942026-10-28
CoreCap Advisors, LLC
NEW502—+502——$25.1K—2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED15615600%$7.9K$7.8K-$562026-10-20
Parallel Advisors, LLC
UNCHANGED909000%$4.5K$4.5K-$332026-11-03
TD Waterhouse Canada Inc.
NEW48—+48——$2.4K—2026-10-16
Delta Capital Management LLC
CLOSED08,100-8,100-100%$409.0K$0-$409.0K2026-10-16
Citigroup Inc
CLOSED0118-118-100%$6.0K$0-$6.0K2026-11-04
Bank of America Corp
N/A—1,703,587-1,703,587-100%$85.9M———
Raymond James Financial Inc
N/A—1,026,970-1,026,970-100%$51.8M———
Ameriprise Financial Inc
N/A—1,015,021-1,015,021-100%$51.2M———
Morgan Stanley
N/A—837,235-837,235-100%$42.2M———
Northern Trust Corp
N/A—516,019-516,019-100%$26.0M———
Wells Fargo & Company
N/A—405,307-405,307-100%$20.4M———
LPL Financial LLC
N/A—331,715-331,715-100%$16.7M———
Cetera Investment Advisers
N/A—156,594-156,594-100%$7.9M———
UBS Group AG
N/A—123,413-123,413-100%$6.2M———
Royal Bank of Canada
N/A—111,644-111,644-100%$5.6M———
Stifel Financial Corp
N/A—62,063-62,063-100%$3.1M———
Osaic Holdings, Inc.
N/A—62,056-62,056-100%$3.1M———
Jones Financial Companies Lllp
N/A—60,449-60,449-100%$3.0M———
Bernicke Wealth Management, Ltd.
N/A—51,101-51,101-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—47,703-47,703-100%$2.4M———
Gateway Wealth Partners, LLC
N/A—40,364-40,364-100%$2.0M———
CreativeOne Wealth, LLC
N/A—26,426-26,426-100%$1.3M———
Smith, Moore & Co.
N/A—26,260-26,260-100%$1.3M———
Envestnet Asset Management Inc
N/A—21,130-21,130-100%$1.1M———
Susquehanna International Group, LLP
N/A—14,396-14,396-100%$726.3K———
Gotham Asset Management, LLC
N/A—13,631-13,631-100%$687.7K———
Janney Montgomery Scott LLC
N/A—13,475-13,475-100%$680.0K———
Citadel Advisors LLC
N/A—13,457-13,457-100%$678.9K———
Private Advisor Group, LLC
N/A—12,664-12,664-100%$638.9K———
O'shaughnessy Asset Management, LLC
N/A—12,426-12,426-100%$626.9K———
Northwestern Mutual Wealth Management Co
N/A—11,628-11,628-100%$586.6K———
AE Wealth Management LLC
N/A—10,793-10,793-100%$544.5K———
Intrepid Financial Planning Group LLC
N/A—8,428-8,428-100%$425.2K———
Savvy Advisors, Inc.
N/A—7,969-7,969-100%$402.0K———
Equitable Holdings, Inc.
N/A—4,729-4,729-100%$238.6K———
FMR LLC
N/A—4,458-4,458-100%$224.9K———
JPMorgan Chase & Co
N/A—3,746-3,746-100%$189.3K———
Federation des caisses Desjardins du Quebec
N/A—2,788-2,788-100%$140.7K———
National Bank of Canada
N/A—1,967-1,967-100%$99.1K———
Smartleaf Asset Management LLC
N/A—1,308-1,308-100%$66.1K———
BOK Financial Private Wealth, Inc.
N/A—1,200-1,200-100%$60.5K———
Arax Advisory Partners
N/A—600-600-100%$30.3K———
SOA Wealth Advisors, Llc.
N/A—471-471-100%$23.8K———
BFC Planning, Inc.
N/A—300-300-100%$15.1K———
Global Retirement Partners, LLC
N/A—212-212-100%$10.7K———
NewEdge Advisors, LLC
N/A—121-121-100%$6.1K———
Showing 70 of 70 institutions