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Get Institutions for : 
Kovitz Core Equity Etf (EQTY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    1
Total shares held : 
43,642,131  
% of shares held : 
34.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-395,152  
% of shares held change : 
  -0.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 21,585
 0.05%
 
Increased Positions :
5
 56,688
 0.13%
 
Unchanged Positions :
2
 244
 0%
 
Decreased Positions :
2
-438,731
-1.01%
 
Closed Positions :
2
-34,694
-0.08%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Kovitz Investment Group Partners LLC 1 - 2023-12-31 43,429,751 $863,488,000 -431,471
   Gratus Capital LLC 112 - 2023-12-31 113,226 $2,251,000 -7,260
   GTS SECURITIES LLC 862 - 2023-12-31 27,733 $551,000 27,733
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3798 - 2023-12-31 24,579 $489,000 24,579
   TELEMUS CAPITAL LLC 250 *New 2023-12-31 21,585 $429,000 21,585
   ROYAL BANK OF CANADA 3881 - 2023-12-31 19,256 $383,000 2,533
   MORGAN STANLEY 5827 - 2023-12-31 3,915 $78,000 1
   UBS Group AG 5420 - 2023-12-31 1,842 $37,000 1,842
   Advisor Group Holdings Inc. 6001 - 2023-12-31 244 $5,000 0
   ENVESTNET ASSET MANAGEMENT INC 4013 *Closed 2023-12-31 0 $0 -17,347
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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