Who Owns ALPS EQUAL (EQL)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $368.9M of ALPS EQUAL (EQL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($85.9M), RAYMOND JAMES FINANCIAL INC ($51.8M), AMERIPRISE FINANCIAL INC ($51.2M), MORGAN STANLEY ($42.2M), NORTHERN TRUST CORP ($26.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$85.9M1.7MAdded
2RAYMOND JAMES FINANCIAL INC$51.8M1.0MAdded
3AMERIPRISE FINANCIAL INC$51.2M1.0MAdded
4MORGAN STANLEY$42.2M837,235Added
5NORTHERN TRUST CORP$26.0M516,019Added
6WELLS FARGO & COMPANY/MN$20.4M405,307Added
7LPL Financial LLC$16.7M331,715Added
8Cetera Investment Advisers$7.9M156,594Trimmed
9PERRYMAN FINANCIAL ADVISORY INC /AD$7.0M138,804Added
10UBS Group AG$6.2M123,413Added
11Royal Bank of Canada$5.6M111,644Added
12COMMONWEALTH EQUITY SERVICES, LLC$5.2M104,035Added
13Summit Financial Wealth Advisors, LLC$3.7M74,145Added
14STIFEL FINANCIAL CORP$3.1M62,063Added
15OSAIC HOLDINGS, INC.$3.1M62,056Added
16JONES FINANCIAL COMPANIES LLLP$3.0M60,449Added
17Bernicke Wealth Management, Ltd.$2.6M51,101Trimmed
18Stratos Wealth Partners, LTD.$2.4M47,703Trimmed
19Gateway Wealth Partners, LLC$2.0M40,364Trimmed
20Sherry Group, Inc.$2.0M38,903Added
211900 WEALTH MANAGEMENT LLC$1.4M28,152Hold
22CreativeOne Wealth, LLC$1.3M26,426Added
23SMITH, MOORE & CO.$1.3M26,260Trimmed
24ALPS ADVISORS INC$1.2M22,975New
25Kestra Advisory Services, LLC$1.2M22,919Added

来源：SEC 13F 申报文件 · 截至 2026-06-30