Kovitz Core Equity ETF (EQTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Delta Wealth Advisors LLC

UNCHANGED

Shares114,255 from 114,255

Change0 (0%)

Value$3.3M (+$122.3K)

Filed 2026-10-09

Chicago Partners Investment Group LLC

UNCHANGED

Shares14,156 from 14,156

Change0 (0%)

Value$417.5K (+$16.6K)

Filed 2026-10-27

StoneX Group Inc.

NEW

Shares7,491

Change+7,491

Value$217.5K

Filed 2026-11-03

Eukles Asset Management

UNCHANGED

Shares3,041 from 3,041

Change0 (0%)

Value$88.3K (+$3.3K)

Filed 2026-11-04

Focus Partners Wealth

N/A

Shares— from 43,870,772

Change-43,870,772 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 156,899

Change-156,899 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 138,184

Change-138,184 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 110,104

Change-110,104 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 53,045

Change-53,045 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 42,479

Change-42,479 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 25,164

Change-25,164 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 20,109

Change-20,109 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,920

Change-17,920 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,678

Change-11,678 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,662

Change-11,662 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 9,108

Change-9,108 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,025

Change-8,025 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,520

Change-7,520 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,773

Change-4,773 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 2,543

Change-2,543 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,560

Change-1,560 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 901

Change-901 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 244

Change-244 (-100%)

Value—

	Status
Delta Wealth Advisors LLC	UNCHANGED	114,255	114,255	0	0%	$3.2M	$3.3M	+$122.3K	2026-10-09
Chicago Partners Investment Group LLC	UNCHANGED	14,156	14,156	0	0%	$400.8K	$417.5K	+$16.6K	2026-10-27
StoneX Group Inc.	NEW	7,491	—	+7,491	—	—	$217.5K	—	2026-11-03
Eukles Asset Management	UNCHANGED	3,041	3,041	0	0%	$85.0K	$88.3K	+$3.3K	2026-11-04
Focus Partners Wealth	N/A	—	43,870,772	-43,870,772	-100%	$1.2B	—	—	—
Royal Bank of Canada	N/A	—	156,899	-156,899	-100%	$4.4M	—	—	—
Permanent Capital Management, LP	N/A	—	138,184	-138,184	-100%	$3.9M	—	—	—
MML Investors Services, LLC	N/A	—	110,104	-110,104	-100%	$3.1M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	53,045	-53,045	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	42,479	-42,479	-100%	$1.2M	—	—	—
Bank of Montreal	N/A	—	25,164	-25,164	-100%	$703.3K	—	—	—
GTS Securities LLC	N/A	—	20,109	-20,109	-100%	$562.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,920	-17,920	-100%	$500.9K	—	—	—
Citadel Advisors LLC	N/A	—	11,678	-11,678	-100%	$326.4K	—	—	—
JPMorgan Chase & Co	N/A	—	11,662	-11,662	-100%	$323.6K	—	—	—
Northern Trust Corp	N/A	—	9,108	-9,108	-100%	$254.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,025	-8,025	-100%	$224.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,520	-7,520	-100%	$210.2K	—	—	—
Morgan Stanley	N/A	—	4,773	-4,773	-100%	$133.4K	—	—	—
Basepoint Wealth LLC	N/A	—	2,543	-2,543	-100%	$71.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	1,640	-1,640	-100%	$45.8K	—	—	—
UBS Group AG	N/A	—	1,560	-1,560	-100%	$43.6K	—	—	—
Darwin Wealth Management, LLC	N/A	—	901	-901	-100%	$25.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	244	-244	-100%	$6.8K	—	—	—

Showing 24 of 24 institutions