CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q4 2025 (December 31)66holders +5
7new positions
5sold out
2famous investors
$46.38avg. 13F price*
At the end of Q4 2025, 66 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($71.5M), Raymond James Financial Inc. ($49.4M) and Morgan Stanley ($49.1M). 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 (Q4 2025)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.6M |
| Exits | 5 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 986,980 shares bought and 104,236 shares sold, net +882,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Bank of America Corp. | 0.01% | Add +5.0% | 1,542,131 | $71.5M |
| Raymond James Financial Inc. | 0.02% | Add +16.0% | 1,065,357 | $49.4M |
| Morgan Stanley | 0.00% | Add +40.4% | 1,059,156 | $49.1M |
| Ameriprise Financial Inc. | 0.01% | Add +72.7% | 644,167 | $29.9M |
| LPL Financial LLC | 0.00% | Add +5.3% | 307,778 | $14.3M |
| Cetera Investment Advisers | 0.01% | Reduce -19.3% | 190,956 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 187,963 | $8.7M |
| Perryman Financial Advisory Inc. | 0.82% | — | 120,860 | $5.6M |
| Cwm, LLC | 0.01% | Reduce -6.0% | 110,321 | $5.1M |
| UBS Group AG | 0.00% | Reduce -0.5% | 98,267 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 77,944 | $3.6M |
| Summit Financial Wealth Advisors, LLC | 0.45% | New | 68,323 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 55,674 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 53,246 | $2.5M |
| Bernicke Wealth Management, Ltd. | 0.31% | — | 51,760 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.9% | 49,873 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.4% | 48,389 | $2.2M |
| Gateway Wealth Partners, LLC | 0.24% | Reduce -1.1% | 46,988 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +62.1% | 45,957 | $2.1M |
| Sherry Group, Inc. | 1.79% | — | 36,521 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +60.6% | 32,731 | $1.5M |
| Smith, Moore & Co. | 0.11% | Reduce -2.3% | 30,000 | $1.4M |
| 1900 Wealth Management LLC | 0.08% | No change | 28,152 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 24,900 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.2% | 24,495 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 22,804 | $1.1M |
| Maltin Wealth Management, Inc. | 0.38% | Add +0.5% | 20,746 | $962K |
| GTS Securities LLC | 0.03% | Add +0.0% | 19,763 | $917K |
| PUREfi Wealth, LLC | 0.63% | Reduce -11.0% | 17,692 | $821K |
| ORG Partners LLC | 0.11% | Reduce -7.7% | 13,804 | $640K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 13,028 | $604K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 12,455 | $578K |
| Gotham Asset Management | 0.00% | Add +64.3% | 12,336 | $572K |
| AE Wealth Management LLC | 0.00% | Add +1.6% | 11,494 | $533K |
| Susquehanna International Group, LLP | 0.00% | Add +93.1% | 11,163 | $518K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Reduce -44.3% | 9,471 | $454K |
| Private Client Services, LLC | 0.12% | New | 8,364 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +50.6% | 8,238 | $382K |
| Delta Capital Management LLC | 0.21% | No change | 8,100 | $376K |
| Savvy Advisors, Inc. | 0.01% | New | 7,704 | $357K |
| Intrepid Financial Planning Group LLC | 0.12% | Add +43.6% | 6,957 | $323K |
| Citadel Advisors | 0.00% | New | 6,606 | $306K |
| Corient Private Wealth LP | 0.00% | No change | 6,525 | $303K |
| HB Wealth Management, LLC | 0.00% | No change | 6,483 | $301K |
| BostonPremier Wealth LLC | 0.15% | Reduce -5.0% | 6,287 | $292K |
| Northern Trust Corp. | 0.00% | Reduce -12.2% | 6,261 | $290K |
| Ritholtz Wealth Management | 0.00% | No change | 5,814 | $270K |
| Private Advisor Group, LLC | 0.00% | New | 5,341 | $248K |
| Equitable Holdings, Inc. | 0.00% | Add +2.2% | 5,250 | $243K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 4,800 | $223K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.1% | 3,802 | $176K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,746 | $174K |
| FMR LLC | 0.00% | Add +12.8% | 2,959 | $137K |
| National Bank of Canada | 0.00% | Add +72.1% | 2,904 | $135K |
| MAI Capital Management | 0.00% | No change | 1,773 | $82K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,714 | $79K |
| Comerica Bank | 0.00% | Reduce -58.5% | 1,590 | $74K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,308 | $61K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,200 | $56K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 900 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +28.8% | 815 | $38K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 471 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.6% | 246 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| NewEdge Advisors, LLC | 0.00% | New | 121 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 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.