Kovitz Core Equity ETF (EQTY)

• Market cap: $1.08B
• 1 day: 0.14%
• 5 days: 1.07%
• 1 month: -6.89%
• 3 months: -10.53%
• 6 months: -8.49%
• Year to date: -8.38%
• 1 year: 3.82%
• 5 years: 33.17%
• 10 years: 33.17%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

22% more funds holding

Funds holding: 9 [Q3] → 11 (+2) [Q4]

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

87.74% less ownership

Funds ownership: 91.66% [Q3] → 3.92% (-87.74%) [Q4]

96% less capital invested

Capital invested by funds: $1.07B [Q3] → $46.5M (-$1.02B) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]