Kovitz Core Equity ETF (EQTY)

Market Cap: $1.13B

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

33% more funds holding

Funds holding: 9 [Q1] → 12 (+3) [Q2]

1.49% more ownership

Funds ownership: 91.07% [Q1] → 92.56% (+1.49%) [Q2]

1% more capital invested

Capital invested by funds: $973M [Q1] → $979M (+$5.7M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]