ALPS ETF TR EQUAL SEC ETF is a security (CUSIP 00162Q205) tracked across SEC portfolio filings. 68 institutional managers reported $267.9M on Form 13F as of 2026-06-30.
Showing 15 of 68 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $79.5M | 1,671,352 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $46.9M | 986,027 |
| MORGAN STANLEY | NEW YORK, NY | $38.1M | 801,222 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $17.2M | 361,802 |
| LPL Financial LLC | FORT MILL, SC | $15.4M | 323,275 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $8.3M | 174,009 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | DALLAS, TX | $7.0M | 138,804 |
| UBS Group AG | Zurich, V8 | $5.7M | 119,575 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $5.2M | 104,035 |
| CWM, LLC | OMAHA, NE | $4.0M | 83,400 |
| Summit Financial Wealth Advisors, LLC | Lafayette, LA | $3.7M | 74,145 |
| Royal Bank of Canada | TORONTO, A6 | $2.8M | 59,054 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $2.5M | 51,969 |
| Stratos Wealth Partners, LTD. | BEACHWOOD, OH | $2.3M | 48,050 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $2.2M | 45,867 |