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Kovitz Core Equity
EQTY • ARCA
Kovitz Core Equity is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. Kovitz Investment Group Partners, LLC is the largest holder with a position valued at $1.2B.
Overview
Overview of institutional ownership in EQTY as of Q3 2025
All Institutions
- Institutions
- 12
- Value Held
- $1.2B
- Shares Held
- 46.1M
- Avg Position
- $98.7M
- Median Position
- $518.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in EQTY as of Q3 2025
| Institution | Position Value |
|---|---|
 Kovitz Investment Group Partners, LLC RIA/Wealth | $1.2B 4.59% of portfolio |
R ROYAL BANK OF CANADA Institution | $4.3M 0.00% of portfolio |
C Colony Group, LLC Institution | $2.3M 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $1.2M 0.05% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.1M 0.00% of portfolio |
 UBS Group AG Institution | $683.2K 0.00% of portfolio |
 INTL FCSTONE INC. Institution | $353.8K 0.02% of portfolio |
 NORTHERN TRUST CORP Institution | $281.1K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $100.2K 0.00% of portfolio |
G Glen Eagle Advisors, LLC RIA/Wealth | $42.1K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EQTY in Q3 2025
- Traded
- −$813.4K
- Buyers
- 4
- Sellers
- 4
- Total Bought
- +$1.8M
- Total Sold
- −$2.6M
- Avg Position
- $91.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$888.5K +34.6K shares |
R ROYAL BANK OF CANADA Institution | +$532.0K +20.7K shares |
INTL FCSTONE INC. Institution | +$353.8K +13.8K shares |
MORGAN STANLEY RIA/Wealth | +$25.7 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$1.1M −43.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$587.4K −23.5K shares |
G GTS SECURITIES LLC Institution | −$474.4K −18.5K shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | −$420.7K −16.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EQTY in Q3 2025
- New Positions
- 1
- New Value
- $353.8K
- Exited Positions
- 1
- Exited Value
- $587.4K
New Positions
| Institution | Position Value |
|---|---|
INTL FCSTONE INC. Institution | $353.8K 13.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $587.4K 23.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in EQTY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EQTY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | 4.59% $1.2B |
G GTS SECURITIES LLC Institution | 0.05% $1.2M |
INTL FCSTONE INC. Institution | 0.02% $353.8K |
G Glen Eagle Advisors, LLC RIA/Wealth | 0.01% $42.1K |
C Colony Group, LLC Institution | 0.00% $2.3M |
R ROYAL BANK OF CANADA Institution | 0.00% $4.3M |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | 0.00% $1.1M |
 Golden State Wealth Management, LLC RIA/Wealth | 0.00% $6.6K |
UBS Group AG Institution | 0.00% $683.2K |
NORTHERN TRUST CORP Institution | 0.00% $281.1K |