HoldingsChannel.com
There is a long list of 78 institutional holders of EQAL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EQAL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EQAL table below, the initial column indicates the name of each top institutional holder of EQAL, with a link to that fund's top holdings. The next columns indicate the amount of EQAL stock held by each of the institutional holders of EQAL, followed by the EQAL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Stifel Financial Corp | 3,899,283 | $171,959 | 12/31/2023 |
| EQAL | 3,899,283 | $171,959 | 12/31/2023 |
| Bank of America Corp DE | 548,509 | $24,189 | 12/31/2023 |
| EQAL | 548,509 | $24,189 | 12/31/2023 |
| Morgan Stanley | 317,137 | $13,986 | 12/31/2023 |
| EQAL | 317,137 | $13,986 | 12/31/2023 |
| LPL Financial LLC | 267,065 | $11,778 | 12/31/2023 |
| EQAL | 267,065 | $11,778 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 210,848 | $9,298 | 12/31/2023 |
| EQAL | 210,848 | $9,298 | 12/31/2023 |
| UBS Group AG | 155,651 | $6,864 | 12/31/2023 |
| EQAL | 155,651 | $6,864 | 12/31/2023 |
| Wick Capital Partners LLC | 88,496 | $3,903 | 12/31/2023 |
| EQAL | 88,496 | $3,903 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 46,870 | $2,165 | 03/31/2024 |
| EQAL | 46,870 | $2,165 | 03/31/2024 |
| Geneos Wealth Management Inc. | 42,944 | $1,984 | 03/31/2024 |
| EQAL | 42,944 | $1,984 | 03/31/2024 |
| Wintrust Investments LLC | 41,325 | $1,822 | 12/31/2023 |
| EQAL | 41,325 | $1,822 | 12/31/2023 |
| Susquehanna International Group LLP | 41,013 | $1,809 | 12/31/2023 |
| EQAL | 41,013 | $1,809 | 12/31/2023 |
| Davis Investment Partners LLC | 38,129 | $1,717 | 03/31/2024 |
| EQAL | 38,129 | $1,717 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 37,493 | $1,653 | 12/31/2023 |
| EQAL | 37,493 | $1,653 | 12/31/2023 |
| Envestnet Asset Management Inc. | 35,268 | $1,555 | 12/31/2023 |
| EQAL | 35,268 | $1,555 | 12/31/2023 |
| SFE Investment Counsel | 34,944 | $1,541 | 12/31/2023 |
| EQAL | 34,944 | $1,541 | 12/31/2023 |
| Two Sigma Investments LP | 30,199 | $1,332 | 12/31/2023 |
| EQAL | 30,199 | $1,332 | 12/31/2023 |
| Commonwealth Equity Services LLC | 21,862 | $1,010 | 03/31/2024 |
| EQAL | 21,862 | $1,010 | 03/31/2024 |
| UP Strategic Wealth Investment Advisors LLC | 21,747 | $959 | 12/31/2023 |
| EQAL | 21,747 | $959 | 12/31/2023 |
| Advisor Group Holdings Inc. | 19,647 | $867 | 12/31/2023 |
| EQAL | 19,647 | $867 | 12/31/2023 |
| Private Advisor Group LLC | 18,599 | $859 | 03/31/2024 |
| EQAL | 18,599 | $859 | 03/31/2024 |
| Goldman Sachs Group Inc. | 19,363 | $854 | 12/31/2023 |
| EQAL | 19,363 | $854 | 12/31/2023 |
| Strategic Financial Concepts LLC | 17,059 | $788 | 03/31/2024 |
| EQAL | 17,059 | $788 | 03/31/2024 |
| Empire Life Investments Inc. | 14,400 | $665 | 03/31/2024 |
| EQAL | 14,400 | $665 | 03/31/2024 |
| Lunt Capital Management Inc. | 14,174 | $655 | 03/31/2024 |
| EQAL | 14,174 | $655 | 03/31/2024 |
| Baird Financial Group Inc. | 14,732 | $650 | 12/31/2023 |
| EQAL | 14,732 | $650 | 12/31/2023 |
| Fielder Capital Group LLC | 13,409 | $619 | 03/31/2024 |
| EQAL | 13,409 | $619 | 03/31/2024 |
| Janney Montgomery Scott LLC | 13,083 | $604 | 03/31/2024 |
| EQAL | 13,083 | $604 | 03/31/2024 |
| Gladstone Institutional Advisory LLC | 12,949 | $571 | 12/31/2023 |
| EQAL | 12,949 | $571 | 12/31/2023 |
| Royal Bank of Canada | 12,063 | $532 | 12/31/2023 |
| EQAL | 12,063 | $532 | 12/31/2023 |
| Choate Investment Advisors | 10,385 | $458 | 12/31/2023 |
| EQAL | 10,385 | $458 | 12/31/2023 |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 10,000 | $442 | 03/31/2024 |
| EQAL | 10,000 | $442 | 03/31/2024 |
| Raymond James & Associates | 8,894 | $411 | 03/31/2024 |
| EQAL | 8,894 | $411 | 03/31/2024 |
| Citadel Advisors LLC | 8,586 | $379 | 12/31/2023 |
| EQAL | 8,586 | $379 | 12/31/2023 |
| AlphaCore Capital LLC | 8,255 | $364 | 12/31/2023 |
| EQAL | 8,255 | $364 | 12/31/2023 |
| HighTower Advisors LLC | 7,356 | $324 | 12/31/2023 |
| EQAL | 7,356 | $324 | 12/31/2023 |
| Rede Wealth LLC | 6,935 | $320 | 03/31/2024 |
| EQAL | 6,935 | $320 | 03/31/2024 |
| Cetera Advisor Networks LLC | 6,659 | $294 | 12/31/2023 |
| EQAL | 6,659 | $294 | 12/31/2023 |
| Gilliland Jeter Wealth Management LLC | 6,254 | $289 | 03/31/2024 |
| EQAL | 6,254 | $289 | 03/31/2024 |
| Cerity Partners LLC | 6,261 | $276 | 12/31/2023 |
| EQAL | 6,261 | $276 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 6,156 | $271 | 12/31/2023 |
| EQAL | 6,156 | $271 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 5,831 | $257 | 12/31/2023 |
| EQAL | 5,831 | $257 | 12/31/2023 |
| Integris Wealth Management LLC | 5,200 | $240 | 03/31/2024 |
| EQAL | 5,200 | $240 | 03/31/2024 |
| Confluence Wealth Services Inc. | 5,007 | $231 | 03/31/2024 |
| EQAL | 5,007 | $231 | 03/31/2024 |
| US Bancorp DE | 5,223 | $230 | 12/31/2023 |
| EQAL | 5,223 | $230 | 12/31/2023 |
| Stephens Inc. AR | 5,132 | $226 | 12/31/2023 |
| EQAL | 5,132 | $226 | 12/31/2023 |
| Dodds Wealth LLC | 5,093 | $225 | 12/31/2023 |
| EQAL | 5,093 | $225 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 4,399 | $203 | 03/31/2024 |
| EQAL | 4,399 | $203 | 03/31/2024 |
| Flow Traders U.S. LLC | 4,612 | $203 | 12/31/2023 |
| EQAL | 4,612 | $203 | 12/31/2023 |
| Advisory Services Network LLC | 2,803 | $124 | 12/31/2023 |
| EQAL | 2,803 | $124 | 12/31/2023 |
| Brown Brothers Harriman & Co. | 2,500 | $110 | 12/31/2023 |
| EQAL | 2,500 | $110 | 12/31/2023 |
See All: Funds Holding EQAL
See Details: Top 10 Hedge Funds Holding EQAL
Also See: EQAL Holdings Changes
 Free EQAL Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
