Inst. Holders
14 funds
EQ
EQTY
VALUED ADVISERS TR
$29.07 ▲ +0.25%
Prev close $29.004 New Institutional Positions
Snapshot
The big-picture read on EQTY right now — valuation, ownership and activity at a glance.
Inst. Value
$1.2B
Inst. Activity
4 buys / 0 sells
Price chart 30d -1.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
BANK OF MONTREAL /CAN/ — DOUBLED
25,164 shares ($703.3K)
Jun 30, 2026 Inst.
SUSQUEHANNA INTERNATIONAL GROUP, LLP — ADD
17,920 shares ($500.9K)
Institutional ownership
Which big funds own EQTY (from quarterly 13F filings) and who is adding or trimming.
14 institutional holders with $1.2B total value (44,277,908 shares) as of 2026-Q2. Top holders: Focus, ROYAL, MML. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 43,870,772 | $1.2B | 99.2% | DOUBLED +49402.4% |
| ROYAL BANK OF CANADA | 156,899 | $4.4M | 0.4% | ADD +36.0% |
| MML INVESTORS SERVICES, LLC | 110,104 | $3.1M | 0.2% | — |
| BANK OF MONTREAL /CAN/ | 25,164 | $703.3K | 0.1% | DOUBLED +165.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,920 | $500.9K | 0.0% | ADD +43.2% |
| CITADEL ADVISORS LLC | 11,678 | $326.4K | 0.0% | TRIM -39.6% |
| JPMORGAN CHASE & CO | 11,662 | $323.6K | 0.0% | DOUBLED +661.7% |
| NORTHERN TRUST CORP | 9,108 | $254.6K | 0.0% | TRIM -55.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,025 | $224.3K | 0.0% | NEAR_EXIT -100.0% |
| ENVESTNET ASSET MANAGEMENT INC | 7,520 | $210.2K | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | DOUBLED | 9,479 | 25,164 | +165.5% | $703.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 12,517 | 17,920 | +43.2% | $500.9K |
| JPMORGAN CHASE & CO | DOUBLED | 1,531 | 11,662 | +661.7% | $323.6K |
| UBS Group AG | DOUBLED | 528 | 1,560 | +195.5% | $43.6K |
| Focus Partners Wealth | DOUBLED | 90,990 | 45,042,212 | +49402.4% | $1.2B |
| UBS Group AG | NEAR_EXIT | 26,615 | 675 | -97.5% | $18.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | NEAR_EXIT | 42,636 | 2 | -100.0% | $173.00 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 8,025 | 42,636 | +431.3% | $1.1M |
| UBS Group AG | TRIM | 69,672 | 26,615 | -61.8% | $683.2K |
| ROYAL BANK OF CANADA | ADD | 107,461 | 146,107 | +36.0% | $3.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EQTY.
Shares short
2,065
Settlement Sep 15, 2026
Change vs prior
-47.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume