Stock Analysis

Kovitz Core Equity ETF (EQTY)

Loading... + Investors. Track Smart Money conviction in EQTY. See who's accumulating, reducing, or initiating positions.

Loading...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — EQTY

Based on 11 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
11 funds currently hold this stock — 85% of the 3.0-year high of 13 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

6 buying4 selling
Last quarter: 6 funds were net buyers (3 opened a brand new position + 3 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 0 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 27% new

36% conviction (2yr+) 36% medium 27% new
Of the 11 current holders: 4 (36%) held >2 years, 4 held 1–2 years, and 3 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

2 → 4 → 0 → 1 → 3 new funds/Q
New funds entering each quarter: 4 → 0 → 1 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 27% 1-2yr 18% new
Of 11 current holders: 6 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% from top-100 AUM funds

45% from top-100 AUM funds
5 of 11 current holders are among the 100 largest hedge funds by AUM. When the biggest players own a stock, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: EQTY

How many hedge funds hold EQTY — quarterly history vs. share price
Quarterly hedge fund ownership of EQTY vs. share price

Market Analysis: EQTY

View More

Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQTY

-- --
Hedge Fund Positioning: EQTY
Loading... + Investors

Track Smart Money conviction in EQTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: EQTY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --
Institutional Holders (2025 Q4)
Loading... + investors

Track Smart Money conviction in EQTY. See who's accumulating, reducing, or initiating positions.

Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed