Who owns EQTY (EQTY)
Which tracked institutional funds hold EQTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EQTY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened EQTY while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EQTY’s largest tracked holder by dollar value, Kovitz Investment Group Partners, LLC, sizes it at 27.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 27.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EQTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 19 tracked filers holding EQTY, 9 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EQTY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Delta Wealth Advisors LLC$3M
- Stratos Wealth Advisors, LLC$1M
Largest trims
- Focus Partners Wealth$80M
- ROYAL BANK OF CANADA$528K
- GTS SECURITIES LLC$524K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Focus Partners Wealth trimmed | 44,567,709 | $1.1B | 48.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 208,159 | $5M | 0.2% | 2026-Q1 |
| Delta Wealth Advisors LLC new | 114,255 | $3M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 110,104 | $3M | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC new | 54,536 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 31,998 | $814K | 0.0% | 2026-Q1 |
| Chicago Partners Investment Group LLC new | 14,156 | $389K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,517 | $319K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 9,479 | $241K | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP | 9,108 | $232K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,025 | $204K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 3,904 | $99K | 0.0% | 2026-Q1 |
| Eukles Asset Management new | 3,041 | $77K | 0.0% | 2026-Q1 |
| Basepoint Wealth LLC added | 2,543 | $65K | 0.0% | 2026-Q1 |
| Glen Eagle Advisors, LLC | 1,640 | $42K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 1,531 | $38K | 0.0% | 2026-Q1 |
| Darwin Wealth Management, LLC | 901 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 528 | $13K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 244 | $6K | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 45,721,097 | $1.2B | 50.5% | 2025-Q3 stale |
| StoneX Group Inc. new | 13,782 | $354K | 0.0% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 13,724 | $318K | 0.0% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 11,385 | $264K | 0.0% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 9,607 | $223K | 0.0% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,520 | $203K | 0.0% | 2025-Q4 stale |
| Golden State Wealth Management, LLC | 256 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.