Kovitz Core Equity ETF (EQTY)

• Market cap: $1.19B
• 1 day: 1.09%
• 5 days: -2.36%
• 1 month: 0.97%
• 3 months: 5.07%
• 6 months: 10.69%
• Year to date: 21.62%
• 1 year: 22.36%
• 5 years: 47.00%
• 10 years: 47.00%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

9% more capital invested

Capital invested by funds: $979M [Q2] → $1.07B (+$89.1M) [Q3]

0.35% more ownership

Funds ownership: 92.57% [Q2] → 92.92% (+0.35%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

25% less funds holding

Funds holding: 12 [Q2] → 9 (-3) [Q3]

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5