EQTY
Kovitz Core Equity ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares +27.3% ·
flujo de acciones -1.5% ·
nuevas posiciones netas +20.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +3 | 44.28M | $1.24B | +3 | — |
| Q1 2026 | 11 | +2 | 44.93M | $1.15B | +3 | −1 |
| Q4 2025 | 9 | 0 | 45.40M | $1.23B | — | — |
| Q3 2025 | 1 | — | 3.90K | $100,222 | — | — |
| Q1 2025 | 1 | +1 | 9.61K | $222,786 | +1 | — |
| Q3 2024 | 1 | 0 | 13.93K | $323,756 | — | — |
| Q2 2024 | 1 | — | 23.05K | $499,328 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 43.87M | -1.6% | $1.23B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 156.90K | -24.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 156.90K | -24.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 110.10K | 0.0% | $3.08M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Hrt Financial Lp | 42.48K | Nuevo | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 25.16K | +165.5% | $703,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 25.16K | +165.5% | $703,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 17.92K | +43.2% | $500,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 17.92K | +43.2% | $500,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 11.68K | Nuevo | $326,406 | 0.0% | New | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 11.66K | +661.7% | $323,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northern Trust Corp | 9.11K | 0.0% | $254,573 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 8.03K | 0.0% | $224,303 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 7.52K | Nuevo | $210,188 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 4.77K | +22.3% | $133,418 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 4.77K | +22.3% | $133,418 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.56K | +195.4% | $43,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 1.56K | +195.4% | $43,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 244 | 0.0% | $6,819 | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Hrt Financial Lp | $1.19M | 0.0% |
| Citadel Advisors | $326,406 | 0.0% |
| Envestnet Asset Management Inc | $210,188 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 18 tenedores, 45.15M acciones, $1.15B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.