CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q3 2025 (September 30)61holders +7
11new positions
5sold out
1famous investor
$46.26avg. 13F price*
At the end of Q3 2025, 61 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, up 7 from Q2 2025. 11 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($67.6M), Raymond James Financial Inc. ($42.3M) and Morgan Stanley ($34.7M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- CI Inv SP 500 Equ Weg Ind-Ui
- Filed as
- ALPS ETF TR (Q3 2025)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.5M |
| Exits | 5 | $792K |
All 13F filers, Q2 2025 → Q3 2025: 317,455 shares bought and 982,406 shares sold, net −664,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Bank of America Corp. | 0.01% | Add +3.1% | 1,469,010 | $67.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.4% | 918,600 | $42.3M |
| Morgan Stanley | 0.00% | Add +1.7% | 754,362 | $34.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 373,005 | $18.4M |
| LPL Financial LLC | 0.00% | Add +4.1% | 292,204 | $13.5M |
| Cetera Investment Advisers | 0.01% | Reduce -0.6% | 236,674 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 171,620 | $7.9M |
| Cwm, LLC | 0.02% | New | 117,380 | $5.4M |
| UBS Group AG | 0.00% | Add +7.4% | 98,731 | $4.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.3% | 76,753 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +13.3% | 53,680 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.2% | 48,587 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +21.9% | 47,716 | $2.2M |
| Gateway Wealth Partners, LLC | 0.30% | Reduce -13.1% | 47,526 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.4% | 45,796 | $2.1M |
| Smith, Moore & Co. | 0.11% | Reduce -5.4% | 30,700 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 28,342 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | No change | 28,152 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.6% | 25,049 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 24,949 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 24,242 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 21,748 | $1.0M |
| Maltin Wealth Management, Inc. | 0.39% | Add +0.4% | 20,654 | $951K |
| Jones Financial Companies LLLP | 0.00% | Add +48.5% | 20,378 | $934K |
| PUREfi Wealth, LLC | 0.70% | No change | 19,876 | $915K |
| GTS Securities LLC | 0.03% | New | 19,759 | $910K |
| Mountain Capital Investment Advisors Inc. | 0.14% | Reduce -98.2% | 16,989 | $784K |
| ORG Partners LLC | 0.13% | Reduce -18.4% | 14,954 | $688K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 14,167 | $652K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.6% | 12,425 | $572K |
| AE Wealth Management LLC | 0.00% | Add +26.3% | 11,318 | $521K |
| Delta Capital Management LLC | 0.20% | No change | 8,100 | $373K |
| Gotham Asset Management | 0.00% | No change | 7,509 | $346K |
| Northern Trust Corp. | 0.00% | Reduce -21.0% | 7,133 | $328K |
| BostonPremier Wealth LLC | 0.15% | Add +0.4% | 6,621 | $305K |
| Corient Private Wealth LP | 0.00% | No change | 6,525 | $300K |
| HB Wealth Management, LLC | 0.00% | No change | 6,483 | $298K |
| Ritholtz Wealth Management | 0.01% | No change | 5,814 | $268K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.6% | 5,782 | $266K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,470 | $252K |
| Equitable Holdings, Inc. | 0.00% | New | 5,135 | $236K |
| Intrepid Financial Planning Group LLC | 0.09% | New | 4,845 | $223K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 4,800 | $221K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.3% | 4,005 | $184K |
| Comerica Bank | 0.00% | Reduce -18.7% | 3,833 | $176K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,746 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,702 | $170K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,240 | $149K |
| FMR LLC | 0.00% | Add +5.5% | 2,623 | $121K |
| Crewe Advisors LLC | 0.01% | No change | 1,800 | $83K |
| MAI Capital Management | 0.00% | No change | 1,773 | $82K |
| National Bank of Canada | 0.00% | Add +6.6% | 1,687 | $78K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,308 | $60K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,200 | $55K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 900 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 633 | $29K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 471 | $22K |
| Hopwood Financial Services, Inc. | 0.01% | New | 300 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.8% | 275 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 90 | $4K |
"% 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.