Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Permanent Capital Management, LP (new position).
21 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 44.6M | $1.1B | ▼−1.1% Reduced · −475K sh | Q1 2026 | |
| 2 | Royal Bank Of Canada | 208K | $5.3M | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 3 | Permanent Capital Management, LP | 138K | $3.9M | ▲New +138K sh | Q2 2026 | |
| 4 | Delta Wealth Advisors LLC | 114K | $3.2M | —Held | Q2 2026 | |
| 5 | MML Investors Services, LLC | 110K | $3.1M | —Held | Q2 2026 | |
| 6 | Stratos Wealth Advisors, LLC | 53K | $1.5M | ▼−2.7% Reduced · −1K sh | Q2 2026 | |
| 7 | GTS Securities LLC | 32K | $814K | ▼−35% Reduced · −18K sh | Q1 2026 | |
| 8 | Chicago Partners Investment Group LLC | 14K | $401K | —Held | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 13K | $319K | ▲New +13K sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 12K | $326K | ▲New +12K sh | Q2 2026 | |
| 11 | Bank Of Montreal | 9K | $241K | ▲New +9K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 9K | $232K | —Held | Q1 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 8K | $204K | —Held | Q1 2026 | |
| 14 | Morgan Stanley | 4K | $99K | —Held | Q1 2026 | |
| 15 | Eukles Asset Management | 3K | $85K | —Held | Q2 2026 | |
| 16 | Basepoint Wealth LLC | 3K | $71K | —Held | Q2 2026 | |
| 17 | Glen Eagle Advisors, LLC | 2K | $46K | —Held | Q2 2026 | |
| 18 | JPMorgan Chase & Co | 2K | $38K | ▲New +2K sh | Q1 2026 | |
| 19 | Darwin Wealth Management, LLC | 901 | $25K | —Held | Q2 2026 | |
| 20 | UBS Group AG | 528 | $13K | ▼−22% Reduced · −147 sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 244 | $6K | —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, 2 funds opened a new position in EQTY, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 6 funds | $13.4B |
| Amazon.com IncAMZN | 6 funds | $2.7B |
| Nvidia CorpNVDA | 6 funds | $2.6B |
| Apple IncAAPL | 6 funds | $2.3B |
| Microsoft CorpMSFT | 6 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.1B |
| Advanced Micro DevicesAMD | 6 funds | $976.5M |
| Alphabet Inc-CL CGOOG | 6 funds | $940.8M |
| JPMorgan Chase & CoJPM | 6 funds | $776.0M |
| Micron Technology IncMU | 6 funds | $742.3M |
| Meta Platforms Inc-Class AMETA | 6 funds | $688.2M |
| Walmart IncWMT | 6 funds | $649.2M |
Ranked by how many of EQTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EQTY.
| Class | 13F holders | Value held |
|---|---|---|
| MBSFmc | 66 funds | $153.6M |
| EQTYthis pageMF Closed and MF Open | 21 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.