EQTY — Kovitz Core Equity ETF
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2022-12-12.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| Focus Partners Wealth | 1.1B | 44.6M |
| ROYAL BANK OF CANADA | 5.3M | 208.2K |
| Delta Wealth Advisors LLC | 2.9M | 114.3K |
| MML INVESTORS SERVICES, LLC | 2.8M | 110.1K |
| Stratos Wealth Advisors, LLC | 1.4M | 54.5K |
| GTS SECURITIES LLC | 814.3K | 32.0K |
| Chicago Partners Investment Group LLC | 388.6K | 14.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 318.6K | 12.5K |
| BANK OF MONTREAL /CAN/ | 241.2K | 9.5K |
| NORTHERN TRUST CORP | 231.8K | 9.1K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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