EQTY

Kovitz Core Equity ETF
UnclassifiedUSCUSIP 92046L353◍ Confluence graph
Tracked 13F Holders
3
+4 QoQ
13F Value (tracked)
$4.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)1 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for EQTY.
Build

Use EQTY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EQTY

This stock page is the Follow view. The Build view lets your agent query EQTY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EQTY"
Ask your agent
Use Arkolith to show who owns EQTY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

3 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MML INVESTORS SERVICES, LLC
$2.8M
110K
−0.7%
Reduced · −753 sh
Q1 2026
2Stratos Wealth Advisors, LLC
$1.4M
55K
New
+55K sh
Q1 2026
3Chicago Partners Investment Group LLC
$389K
14K
New
+14K sh
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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
0
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

15 funds+6 since Q4 2022
0815Q4 2022Q3 2023Q2 2024Q1 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $1.1B

Share classes

Class13F holdersValue held
MBSFREGAN FLTG RATE29 funds$49.5M
EQTYthis pageKOVITZ CORE EQT15 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own EQTY also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV3 funds$1.2B
NVIDIA CORPNVDA3 funds$845.9M
APPLE INCAAPL3 funds$799.5M
VANGUARD S&P 500 ETFVOO3 funds$598.1M
MICROSOFT CORPMSFT3 funds$577.0M
SS SPDR S&P 500 ETF TRUST-USSPY3 funds$525.8M
AMAZON.COM INCAMZN3 funds$511.8M
VANGUARD FTSE DEVELOPED ETFVEA3 funds$497.4M
INVESCO QQQ TRUST SERIES 1QQQ3 funds$479.5M
ISHARES CORE MSCI EMERGINGIEMG3 funds$447.3M
ALPHABET INC-CL AGOOGL3 funds$417.1M
ISHARES S&P 500 GROWTH ETFIVW3 funds$382.3M

Ranked by how many of EQTY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.