EQLALPS ETF TR
CUSIP 00162Q205 · Yahoo Finance ↗ · Google Finance ↗
Alps Etf Tr (EQL) has 64 institutional holders in Filings Flow’s 13F database, together reporting 6.65M shares worth $316M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ameriprise Financial Inc, and Raymond James Financial Inc.
Institutional Holders
64
Q1 2026
Reported Value
$316M
Ticker
EQL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.96% | $6M | 134.8K | Q1 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.55% | $841,412 | 17.7K | Q1 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.48% | $3M | 70.8K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.38% | $990,095 | 20.8K | Q1 2026 |
| DELTA CAPITAL MANAGEMENT LLC$182M AUM | 0.21% | $385,000 | 8.1K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 0.16% | $314,425 | 6.6K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.16% | $397,996 | 8.4K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.15% | $514,266 | 10.8K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.15% | $4M | 82.8K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.11% | $640,214 | 13.8K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.10% | $1M | 27.9K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.09% | $1M | 28.2K | Q1 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.07% | $453,752 | 9.5K | Q4 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.07% | $316,402 | 6.3K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $626,983 | 13.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 25.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $772,898 | 16.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 48.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $814,000 | 17.1K | Q1 2026 |
| Van Cleef Asset Management,Inc$929M AUM | 0.02% | $222,624 | 4.8K | Q4 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.01% | $350,000 | 7.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $47M | 986.0K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $389,242 | 8.2K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $40,205 | 321 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $48M | 1.01M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 83.4K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $368,590 | 7.8K | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.01% | $13,809 | 300 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 174.0K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $82,854 | 1.8K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 93.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $79M | 1.67M | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $276,514 | 5.8K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $42,804 | 900 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $22,401 | 471 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 323.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 22.2K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $57,072 | 1.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 361.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 42.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $591,837 | 12.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $519,252 | 10.9K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $38M | 801.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $61,103 | 1.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $454,373 | 9.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 45.9K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $642,821 | 13.5K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $300,682 | 6.5K | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $7,420 | 156 | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $724,000 | 15.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $241,918 | 5.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 52.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $550,000 | 11.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 45.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $170,403 | 3.7K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 119.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $79,479 | 1.7K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $149,138 | 3.2K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 59.1K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $132,597 | 2.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $84,324 | 1.8K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $38,005 | 867 | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $310,330 | 6.5K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $38,761 | 815 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $178,921 | 3.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 23.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $73,744 | 1.6K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,817 | 133 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,398 | 246 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 24.2K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $87,751 | 1.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,280 | 90 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $551,030 | 11.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $17,538 | 400 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $228,859 | 4.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $248,358 | 5.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $5,758 | 121 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $174,994 | 3.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $162,599 | 3.4K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $8 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.