CI Inv SP 500 Equ Weg Ind-UiEQLETF
13F holders, Q1 2026 (March 31)65holders −1
6new positions
4sold out
2famous investors
$47.56avg. 13F price*
At the end of Q1 2026, 65 institutions reported holding CI Inv SP 500 Equ Weg Ind-Ui (EQL) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($79.5M), Ameriprise Financial Inc. ($47.9M) and Raymond James Financial Inc. ($46.9M). 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 (Q1 2026)
- CUSIP
- 00162Q205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.7M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 863,959 shares bought and 431,548 shares sold, net +432,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Bank of America Corp. | 0.01% | Add +8.4% | 1,671,352 | $79.5M |
| Ameriprise Financial Inc. | 0.01% | Add +56.2% | 1,006,254 | $47.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.5% | 986,027 | $46.9M |
| Morgan Stanley | 0.00% | Reduce -24.4% | 801,222 | $38.1M |
| Wells Fargo & Company | 0.00% | Add +92.5% | 361,802 | $17.2M |
| LPL Financial LLC | 0.00% | Add +5.0% | 323,275 | $15.4M |
| Cetera Investment Advisers | 0.01% | Reduce -8.9% | 174,009 | $8.3M |
| Perryman Financial Advisory Inc. | 0.96% | Add +11.6% | 134,843 | $6.4M |
| UBS Group AG | 0.00% | Add +21.7% | 119,575 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.4% | 93,848 | $4.5M |
| Cwm, LLC | 0.01% | Reduce -24.4% | 83,400 | $4.0M |
| Gateway Wealth Partners, LLC | 0.15% | Add +76.2% | 82,814 | $3.9M |
| Summit Financial Wealth Advisors, LLC | 0.48% | Add +3.7% | 70,821 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 59,054 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 51,969 | $2.5M |
| Bernicke Wealth Management, Ltd. | 0.31% | Reduce -1.1% | 51,204 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.7% | 48,050 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 45,867 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +39.8% | 45,762 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.3% | 42,732 | $2.0M |
| Sherry Group, Inc. | 1.86% | Reduce -1.7% | 35,901 | $1.7M |
| 1900 Wealth Management LLC | 0.09% | No change | 28,152 | $1.3M |
| Smith, Moore & Co. | 0.10% | Reduce -7.2% | 27,850 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +3.4% | 25,325 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 23,323 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 22,167 | $1.1M |
| Maltin Wealth Management, Inc. | 0.38% | Add +0.3% | 20,818 | $990K |
| PUREfi Wealth, LLC | 0.55% | No change | 17,692 | $841K |
| Flow Traders U.S. LLC | 0.03% | New | 17,124 | $814K |
| GTS Securities LLC | 0.03% | Reduce -17.8% | 16,251 | $773K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.9% | 15,228 | $724K |
| Gotham Asset Management | 0.00% | Add +9.6% | 13,516 | $643K |
| Ascentis Independent Advisors | 0.05% | New | 13,183 | $627K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.1% | 12,444 | $592K |
| Susquehanna International Group, LLP | 0.00% | Add +3.8% | 11,586 | $551K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.3% | 11,560 | $550K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 10,918 | $519K |
| Private Client Services, LLC | 0.15% | Add +29.3% | 10,813 | $514K |
| Private Advisor Group, LLC | 0.00% | Add +78.9% | 9,554 | $454K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +20.3% | 8,368 | $398K |
| Sowell Financial Services LLC | 0.01% | New | 8,184 | $389K |
| Delta Capital Management LLC | 0.21% | No change | 8,100 | $385K |
| Savvy Advisors, Inc. | 0.01% | Add +0.6% | 7,750 | $369K |
| Virtu Financial LLC | 0.01% | New | 7,360 | $350K |
| Guidance Capital, Inc. | 0.07% | New | 6,318 | $316K |
| BostonPremier Wealth LLC | 0.16% | Add +5.2% | 6,611 | $314K |
| Corient Private Wealth LP | 0.00% | No change | 6,525 | $310K |
| Ritholtz Wealth Management | 0.00% | No change | 5,814 | $277K |
| Northern Trust Corp. | 0.00% | Reduce -16.6% | 5,222 | $248K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.7% | 5,216 | $242K |
| Citadel Advisors | 0.00% | Reduce -27.2% | 4,812 | $229K |
| Fifth Third Bancorp | 0.00% | New | 3,762 | $179K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,746 | $175K |
| FMR LLC | 0.00% | Add +15.6% | 3,419 | $163K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -26.7% | 2,788 | $133K |
| National Bank of Canada | 0.00% | Reduce -36.4% | 1,847 | $88K |
| MAI Capital Management | 0.00% | No change | 1,773 | $84K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,308 | $61K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,200 | $57K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 900 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 815 | $39K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 471 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 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.