CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q2 2026 (June 30)63holders −2
3new positions
5sold out
2famous investors
$50.45avg. 13F price*
At the end of Q2 2026, 63 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, down 2 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($85.9M), Raymond James Financial Inc. ($51.8M) and Ameriprise Financial Inc. ($51.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CI Inv SP 500 Equ Weg Ind-Ui
- Filed as
- ALPS ETF TR (Q2 2026)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 5 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 858,165 shares bought and 163,770 shares sold, net +694,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Bank of America Corp. | 0.01% | Add +1.9% | 1,703,587 | $85.9M |
| Raymond James Financial Inc. | 0.01% | Add +4.2% | 1,026,970 | $51.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.9% | 1,015,021 | $51.2M |
| Morgan Stanley | 0.00% | Add +4.5% | 837,235 | $42.2M |
| Northern Trust Corp. | 0.00% | Add +9781.6% | 516,019 | $26.0M |
| Wells Fargo & Company | 0.00% | Add +12.0% | 405,307 | $20.4M |
| LPL Financial LLC | 0.00% | Add +2.6% | 331,715 | $16.7M |
| Cetera Investment Advisers | 0.01% | Reduce -10.0% | 156,594 | $7.9M |
| Perryman Financial Advisory Inc. | 0.93% | Add +2.9% | 138,804 | $7.0M |
| UBS Group AG | 0.00% | Add +3.2% | 123,413 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +89.0% | 111,644 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.8% | 104,035 | $5.2M |
| Summit Financial Wealth Advisors, LLC | 0.48% | Add +4.7% | 74,145 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +35.3% | 62,063 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +45.2% | 62,056 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 60,449 | $3.0M |
| Bernicke Wealth Management, Ltd. | 0.30% | Reduce -0.2% | 51,101 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.7% | 47,703 | $2.4M |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -51.3% | 40,364 | $2.0M |
| Sherry Group, Inc. | 1.92% | Add +8.4% | 38,903 | $2.0M |
| 1900 Wealth Management LLC | 0.08% | No change | 28,152 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +4.3% | 26,426 | $1.3M |
| Smith, Moore & Co. | 0.09% | Reduce -5.7% | 26,260 | $1.3M |
| Alps Advisors Inc. | 0.01% | New | 22,975 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +3.4% | 22,919 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.4% | 21,130 | $1.1M |
| Maltin Wealth Management, Inc. | 0.35% | Add +0.1% | 20,842 | $1.1M |
| PUREfi Wealth, LLC | 0.50% | Add +2.4% | 18,112 | $914K |
| Susquehanna International Group, LLP | 0.00% | Add +24.3% | 14,396 | $726K |
| Gotham Asset Management | 0.00% | Add +0.8% | 13,631 | $688K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.5% | 13,475 | $680K |
| Citadel Advisors | 0.00% | Add +179.7% | 13,457 | $679K |
| Private Client Services, LLC | 0.18% | Add +23.8% | 13,391 | $676K |
| Private Advisor Group, LLC | 0.00% | Add +32.5% | 12,664 | $639K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.1% | 12,426 | $627K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -77.6% | 11,628 | $587K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 11,307 | $570K |
| AE Wealth Management LLC | 0.00% | Reduce -1.1% | 10,793 | $545K |
| Guidance Capital, Inc. | 0.11% | Add +65.3% | 10,444 | $535K |
| Sowell Financial Services LLC | 0.02% | Add +18.9% | 9,728 | $491K |
| Intrepid Financial Planning Group LLC | 0.14% | Add +0.7% | 8,428 | $425K |
| Delta Capital Management LLC | 0.19% | No change | 8,100 | $409K |
| Savvy Advisors, Inc. | 0.01% | Add +2.8% | 7,969 | $402K |
| BostonPremier Wealth LLC | 0.14% | Reduce -0.8% | 6,561 | $331K |
| Corient Private Wealth LP | 0.00% | No change | 6,525 | $329K |
| Ritholtz Wealth Management | 0.00% | No change | 5,814 | $293K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.3% | 4,729 | $239K |
| FMR LLC | 0.00% | Add +30.4% | 4,458 | $225K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,746 | $189K |
| Fifth Third Bancorp | 0.00% | Reduce -25.4% | 2,808 | $142K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,788 | $141K |
| National Bank of Canada | 0.00% | Add +6.5% | 1,967 | $99K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,308 | $66K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,200 | $61K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 900 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 815 | $41K |
| Arax Advisory Partners | 0.00% | New | 600 | $30K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 471 | $24K |
| Global Retirement Partners, LLC | 0.00% | — | 212 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 156 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 121 | $6K |
| Citigroup Inc. | 0.00% | New | 118 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 90 | $5K |
"% of holder's portfolio" is EQL's weight in each manager's 13F, not the share of CI Inv SP 500 Equ Weg Ind-Ui the manager owns.