Kovitz Core Equity ETF Price & Performance (EQTY)

The Bank of New York Mellon Corp has acquired 99,744 shares of Kovitz Core Equity ETF, valued at $2.37 million, during the fourth quarter. This purchase represents 0.20% of the ETF’s total shares. The fund’s stock currently trades at $23.32, with a 12-month high of $25.33 and a market cap of $4.54 billion.12

Victory Capital Management Inc. has invested $936,000 in iShares Core 60/40 Balanced Allocation ETF, acquiring 16,321 shares in Q4. Other institutional investors, including JPMorgan Chase & Co., have also increased their positions, reflecting growing confidence in the ETF, which has a market cap of $2.24 billion.3

Forte Capital LLC ADV and Kentucky Retirement Systems reduced their stakes in Amazon.com during Q4. Forte Capital sold 1,891 shares, while Kentucky Retirement Systems trimmed 8,842 shares. Despite these adjustments, Amazon retains strong institutional backing, with 72.2% of ownership by funds and a market cap of $2.08 trillion.45