What is EQTY's relative strength rating?

Relative strength percentiles for EQTY are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.

What sector is EQTY in?

EQTY is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.

Is EQTY in a leading sector?

Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.

How volatile is EQTY?

Volatility metrics for EQTY — average daily range (ADR%), average true range (ATR%), and beta — are not available for the current snapshot. These indicators update daily with each pipeline run.

Does EQTY have a seasonal pattern?

TickerStance computes EQTY's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what EQTY has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

When did EQTY last report earnings?

No SEC EDGAR filings are linked to EQTY in the current TickerStance fundamentals database. This can occur for tickers without a matched CIK (some ADRs, ETFs, and recently listed securities) or when the fundamentals pipeline has not yet processed this ticker.

Kovitz Core Equity ETF (EQTY) · Neutral

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Kovitz Core Equity ETF (EQTY) · Neutral | TickerStance

§ Seasonality

10y · since 2022

Best monthNov on averageavg +5.10% · 100% win · n 3

Worst monthMar on averageavg -1.96% · 50% win · n 4

EQTY monthly seasonality strip
	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
1	EQTY Jan avg: 4.77% median: 4.27% win: 100% σ: 3.90% n: 4 2022-12-13 → 2026-07-31	EQTY Feb avg: 0.15% median: -1.31% win: 25% σ: 4.13% n: 4 2022-12-13 → 2026-07-31	EQTY Mar avg: -1.96% median: -1.62% win: 50% σ: 5.20% n: 4 2022-12-13 → 2026-07-31	EQTY Apr avg: 0.70% median: 0.14% win: 50% σ: 5.40% n: 4 2022-12-13 → 2026-07-31	EQTY May avg: 1.78% median: 1.91% win: 75% σ: 2.43% n: 4 2022-12-13 → 2026-07-31	EQTY Jun avg: 3.72% median: 3.41% win: 100% σ: 3.25% n: 4 2022-12-13 → 2026-07-31	EQTY Jul avg: 2.84% median: 2.87% win: 100% σ: 1.02% n: 4 2022-12-13 → 2026-07-31	EQTY Aug avg: 0.81% median: 1.60% win: 67% σ: 2.08% n: 3 2022-12-13 → 2026-07-31 (current)	EQTY Sep avg: -0.97% median: -0.78% win: 33% σ: 3.52% n: 3 2022-12-13 → 2026-07-31	EQTY Oct avg: -0.65% median: 0.02% win: 67% σ: 2.35% n: 3 2022-12-13 → 2026-07-31	EQTY Nov avg: 5.10% median: 5.26% win: 100% σ: 3.10% n: 3 2022-12-13 → 2026-07-31	EQTY Dec avg: 0.06% median: -0.53% win: 50% σ: 4.25% n: 4 2022-12-13 → 2026-07-31

Filed: Apr 2026

HOLDINGS

Top holdings of EQTY

Top 25 holdings of EQTY by portfolio weight
#	Holding	Weight	Value
1	GOOG	4.97%	$65M
2	ICE	4.39%	$58M
3	SCHW	4.08%	$54M
4	MSFT	4.04%	$53M
5	PM	3.90%	$51M
6	V	3.81%	$50M
7	AON	3.65%	$48M
8	SUNB	3.62%	$48M
9	AMZN	3.54%	$46M
10	MSI	3.50%	$46M
11	WAT	3.39%	$44M
12	BDX	3.23%	$42M
13	CARR	2.97%	$39M
14	KEYS	2.90%	$38M
15	META	2.90%	$38M
16	ALC	2.77%	$36M
17	TMO	2.66%	$35M
18	AMD	2.59%	$34M
19	CRM	2.49%	$33M
20	PCAR	2.37%	$31M
21	J	2.36%	$31M
22	UNVGY	2.29%	$30M
23	CPRT	2.28%	$30M
24	AMAT	2.22%	$29M
25	ADI	2.20%	$29M

Showing 25 of 39 holdings.

CONCENTRATION

Portfolio shape

39.5%Top 10 holdings

39Total holdings

39 (100%)Resolved tickers

SECTORS

Sector breakdown

Technology

34.2%

Healthcare

16.9%

Financials

14.8%

Industrials

12.3%

Consumer Discretionary

11.0%

Consumer Staples

3.9%

INTERNALS

What the holdings are doing

Above 50dma (count): 63%
Above 50dma (weight): 66.7%
Above 200dma (count): 76%
Above 200dma (weight): 80.2%

Stage mix (by weight)

Stage 1 · 27% of holdingsStage 2 · 38% of holdingsStage 3 · 8% of holdingsStage 4 · 27% of holdings

Median 1M RS: 65
Median 3M RS: 63
Median 6M RS: 62

Accumulation/distribution mix

A: 18%B: 32%C: 26%D: 18%E: 5%

Metrics matched 38 tickers across 39 holdings rows (95.7% of fund weight). Metrics as of 2026-08-24; holdings from the 2026-04-30 filing.

LEADERS INSIDE THE FUND

Leaders inside EQTY

Holdings of EQTY currently on TickerStance stock-RS leaderboards.

Holdings of EQTY on stock-RS leaderboards
Ticker	Weight	Lens	Rank	Stage
AMD	2.59%	6M RS	107	—
AMAT	2.22%	1Y RS	140	—
KMX	1.34%	3M RS	230	Stage 2

THEME EXPOSURE

Theme exposure inside EQTY

AI Compute Operators & Hosts — 8% of weight Semiconductors & Equipment — 7% of weight Software — 7% of weight AI Applications & Agentic Software — 7% of weight

SIMILAR FUNDS BY HOLDINGS

Funds similar to EQTY

FAQ

Fund FAQ

What does EQTY hold?: EQTY holds 39 positions; its three largest are GOOG (4.97%), ICE (4.39%), and SCHW (4.08%) as of Apr 2026.
How concentrated is EQTY?: The top 10 holdings account for 39.5% of EQTY's portfolio. Moderately concentrated.
What sectors does EQTY cover?: EQTY's largest sector exposures are Technology (34.2%), Healthcare (16.9%), and Financials (14.8%).
How fresh is this data?: Holdings are sourced from SEC N-PORT-P filings, published quarterly with a ~60 day lag. The most recent filing for EQTY is dated Apr 2026.

Evidence · 1 of 3

Receipts behind the read

0 of 5 pass

Leadership

Is it leading?

Relative strength across horizons plus the leadership score.

—

LDR

—

StageWeinstein stage analysis

—

Smart money

Who's accumulating?

Accumulation rating, relative volume, U/D ratio, breakout-day proof.

A/D rating

Evidence · 3 of 3

Market backdrop

Pull-back risk if Macro turns < 60

Trend44.9Are the major indexes going up or down lately?30% weight Breadth50.6Is the rally broad-based or narrow?30% weight Leadership42.4Who's leading?20% weight Macro59.0What does the credit & rates environment say?20% weight

Stance47.8● Neutral

Public attention · EQTY

Is the crowd watching?

No attention data for this ticker yet — it joins the daily scan once a baseline builds.

FAQ

Frequently asked questions

What is EQTY's relative strength rating?: Relative strength percentiles for EQTY are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.
What sector is EQTY in?: EQTY is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.
Is EQTY in a leading sector?: Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.
How volatile is EQTY?: Volatility metrics for EQTY — average daily range (ADR%), average true range (ATR%), and beta — are not available for the current snapshot. These indicators update daily with each pipeline run.
Does EQTY have a seasonal pattern?: TickerStance computes EQTY's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what EQTY has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

EQTY is not confirmed as a leader.

§ Seasonality

Top holdings of EQTY

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside EQTY

Theme exposure inside EQTY

Funds similar to EQTY

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

§ Seasonality

Funds similar to EQTY

Theme exposure inside EQTY

Leaders inside EQTY

What the holdings are doing

Kovitz Core Equity ETF (EQTY) — Stance & relative strength

EQTY is not confirmed as a leader.

Top holdings of EQTY

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside EQTY

Theme exposure inside EQTY

Funds similar to EQTY

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

Funds similar to EQTY

Theme exposure inside EQTY

Leaders inside EQTY

What the holdings are doing