EQL · Insider trading · 13F holders · Congress trades
Alps ETF Tr (EQL)
Who is buying and selling EQL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EQL at a glance
- No open-market insider purchases or sales of EQL were filed in the last 90 days.
- 4 13F filers hold EQL among their 50 largest positions, worth $16.5M combined. The biggest bets by portfolio weight are Sherry Group, Inc. (2.4%), Perryman Financial Advisory Inc /ad (1.0%) and Summit Financial Wealth Advisors, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in EQL.
EQL insider trading
No open-market insider purchases or sales of EQL were filed in the last 90 days.
Who owns EQL? Hedge funds and superinvestors
4 13F filers hold EQL among their 50 largest positions, worth $16.5M combined. The biggest bets by portfolio weight are Sherry Group, Inc. (2.4%), Perryman Financial Advisory Inc /ad (1.0%) and Summit Financial Wealth Advisors, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Perryman Financial Advisory Inc /adWealth manager | 1.0% | $7.6M | 152,153 | +9.6% shares | Q3 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 0.5% | $3.8M | 75,128 | +1.3% shares | Q3 2026 |
| Bernicke Wealth Management, Ltd.Wealth manager | 0.3% | $2.6M | 51,101 | -0.2% shares | Q2 2026 |
| Sherry Group, Inc.Wealth manager | 2.4% | $2.5M | 50,523 | +29.9% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen EQL in the grand portfolio →
EQL stock trades by members of Congress
No member of Congress has disclosed a trade in EQL.
EQL questions and answers
Are insiders buying EQL stock?
No open-market insider purchases or sales of EQL were filed in the last 90 days.
Which hedge funds own EQL?
4 13F filers hold EQL among their 50 largest positions, worth $16.5M combined. The biggest bets by portfolio weight are Sherry Group, Inc. (2.4%), Perryman Financial Advisory Inc /ad (1.0%) and Summit Financial Wealth Advisors, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded EQL?
No member of Congress has disclosed a trade in EQL.
Who is the largest holder of EQL?
Among 13F filers, Perryman Financial Advisory Inc /ad reports the largest EQL position, $7.6M (152,153 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Sherry Group, Inc.'s: 2.4% of its portfolio.
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