17 tracked 13F filers disclose a position in EQTY as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $1.1B | 44.6M | ▼−1.1% Reduced · −475K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $5.3M | 208K | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 3 | Delta Wealth Advisors LLC | $3.2M | 114K | —Held | Q2 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $2.8M | 110K | ▼−0.7% Reduced · −753 sh | Q1 2026 | |
| 5 | Stratos Wealth Advisors, LLC | $1.4M | 55K | ▲New +55K sh | Q1 2026 | |
| 6 | GTS SECURITIES LLC | $814K | 32K | ▼−35% Reduced · −18K sh | Q1 2026 | |
| 7 | Chicago Partners Investment Group LLC | $401K | 14K | —Held | Q2 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $319K | 13K | ▲New +13K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $241K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $232K | 9K | —Held | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $204K | 8K | —Held | Q1 2026 | |
| 12 | MORGAN STANLEY | $99K | 4K | —Held | Q1 2026 | |
| 13 | Glen Eagle Advisors, LLC | $42K | 2K | —Held | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $38K | 2K | ▲New +2K sh | Q1 2026 | |
| 15 | Darwin Wealth Management, LLC | $25K | 901 | —Held | Q2 2026 | |
| 16 | UBS Group AG | $13K | 528 | ▼−22% Reduced · −147 sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $6K | 244 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in EQTY, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $242.9M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $241.1M |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $196.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $188.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $179.5M |
| APPLE INCAAPL | 3 funds | $167.0M |
| MICROSOFT CORPMSFT | 3 funds | $144.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $91.4M |
| AMAZON.COM INCAMZN | 3 funds | $89.3M |
| ISHARES CORE S&P MIDCAP ETFIJH | 3 funds | $70.4M |
| ALPHABET INC-CL AGOOGL | 3 funds | $67.0M |
| STATE STREET SPDR S&P MIDCAPMDY | 3 funds | $64.7M |
Ranked by how many of EQTY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MBSFmc | 56 funds | $136.7M |
| EQTYthis pageKOVITZ CORE EQT | 17 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EQTY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EQTY/capital-change-brief"
Use Arkolith's capital_change_brief for EQTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EQTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.