CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q2 2025 (June 30)54holders −2
6new positions
8sold out
2famous investors
$43.89avg. 13F price*
At the end of Q2 2025, 54 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, down 2 from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($62.4M), Mountain Capital Investment Advisors Inc. ($41.0M) and Raymond James Financial Inc. ($40.4M). 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 2025)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 8 | $6.3M |
All 13F filers, Q1 2025 → Q2 2025: 513,563 shares bought and 2,766,356 shares sold, net −2,252,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Bank of America Corp. | 0.01% | Add +13.3% | 1,424,257 | $62.4M |
| Mountain Capital Investment Advisors Inc. | 7.88% | Reduce -71.2% | 929,537 | $41.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 922,171 | $40.4M |
| Morgan Stanley | 0.00% | Add +10.5% | 742,042 | $32.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.5% | 397,308 | $17.4M |
| LPL Financial LLC | 0.00% | Add +42.0% | 280,662 | $12.3M |
| Cetera Investment Advisers | 0.02% | Reduce -0.6% | 238,109 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 160,322 | $7.0M |
| UBS Group AG | 0.00% | Add +177.2% | 91,954 | $4.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +64.2% | 66,026 | $2.9M |
| Gateway Wealth Partners, LLC | 0.45% | Reduce -13.1% | 54,669 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +27.1% | 48,005 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.0% | 47,400 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +12.4% | 39,151 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4437.1% | 35,389 | $1.6M |
| Smith, Moore & Co. | 0.12% | Add +0.6% | 32,450 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 29,227 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | No change | 28,152 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.5% | 27,985 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.5% | 25,973 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -45.0% | 21,703 | $952K |
| Maltin Wealth Management, Inc. | 0.41% | Add +0.4% | 20,574 | $902K |
| PUREfi Wealth, LLC | 0.70% | Reduce -40.4% | 19,876 | $871K |
| ORG Partners LLC | 0.18% | Reduce -67.9% | 18,327 | $808K |
| Citadel Advisors | 0.00% | Reduce -73.5% | 16,668 | $731K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,213 | $623K |
| Jones Financial Companies LLLP | 0.00% | Add +76.1% | 13,718 | $599K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.5% | 12,763 | $560K |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 9,029 | $396K |
| AE Wealth Management LLC | 0.00% | Add +383.6% | 8,965 | $393K |
| Delta Capital Management LLC | 0.20% | Reduce -66.7% | 8,100 | $355K |
| Gotham Asset Management | 0.00% | No change | 7,509 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 7,196 | $316K |
| BostonPremier Wealth LLC | 0.16% | Add +0.4% | 6,592 | $289K |
| Corient Private Wealth LP | 0.00% | No change | 6,525 | $286K |
| HB Wealth Management, LLC | 0.00% | New | 6,483 | $284K |
| Ritholtz Wealth Management | 0.01% | No change | 5,814 | $255K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 4,800 | $210K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,785 | $210K |
| Comerica Bank | 0.00% | Reduce -18.8% | 4,715 | $207K |
| JPMorgan Chase & Co. | 0.00% | New | 3,746 | $164K |
| FMR LLC | 0.00% | Add +12.3% | 2,487 | $109K |
| Crewe Advisors LLC | 0.01% | No change | 1,800 | $79K |
| MAI Capital Management | 0.00% | No change | 1,773 | $78K |
| National Bank of Canada | 0.00% | New | 1,582 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -13.2% | 1,308 | $57K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,200 | $53K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 900 | $39K |
| Blue Trust, Inc. | 0.00% | New | 867 | $38K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 471 | $21K |
| Assetmark, Inc. | 0.00% | New | 400 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 289 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 133 | $6K |
"% 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.