Who Owns KOVITZ CORE EQUITY ETF (EQTY)? -- Institutional Holders (2026-06-30)

23 institutions reported holding $1.25B of KOVITZ CORE EQUITY ETF (EQTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($1.23B), Royal Bank of Canada ($4.4M), Permanent Capital Management, LP ($3.9M), Delta Wealth Advisors LLC ($3.2M), MML INVESTORS SERVICES, LLC ($3.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$1.23B	43.9M	Trimmed
2	Royal Bank of Canada	$4.4M	156,899	Trimmed
3	Permanent Capital Management, LP	$3.9M	138,184	New
4	Delta Wealth Advisors LLC	$3.2M	114,255	Hold
5	MML INVESTORS SERVICES, LLC	$3.1M	110,104	Hold
6	Stratos Wealth Advisors, LLC	$1.5M	53,045	Trimmed
7	HRT FINANCIAL LP	$1.2M	42,479	New
8	BANK OF MONTREAL /CAN/	$703,346	25,164	Added
9	GTS SECURITIES LLC	$562,047	20,109	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$500,873	17,920	Added
11	Chicago Partners Investment Group LLC	$400,830	14,156	Hold
12	CITADEL ADVISORS LLC	$326,406	11,678	New
13	JPMORGAN CHASE & CO	$323,556	11,662	Added
14	NORTHERN TRUST CORP	$254,573	9,108	Hold
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$224,303	8,025	Hold
16	ENVESTNET ASSET MANAGEMENT INC	$210,188	7,520	New
17	MORGAN STANLEY	$133,418	4,773	Added
18	Eukles Asset Management	$84,997	3,041	Hold
19	Basepoint Wealth LLC	$71,074	2,543	Hold
20	Glen Eagle Advisors, LLC	$45,839	1,640	Hold
21	UBS Group AG	$43,604	1,560	Added
22	Darwin Wealth Management, LLC	$25,189	901	Hold
23	OSAIC HOLDINGS, INC.	$6,819	244	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30