Kovitz Core Equity ETF (EQTY) price, chart and fund profile

Price chart

Fund profile

EQTY is a narrow, core equity portfolio of companies believed by the adviser to be high quality and undervalued. The actively managed fund invests in large- and mid-cap companies around the globe.

Issuer

Focus Financial Partners

Industry

—

Inception

Dec 28, 2011

Assets under management

$1.5B

Expense ratio

0.99%

Net asset value

$30.01

NAV as of

Aug 28, 2026

Distributions

Annually

Leverage

1×

Fund page

www.kovitz.com↗

• What is Kovitz Core Equity ETF (EQTY)?

  EQTY is a narrow, core equity portfolio of companies believed by the adviser to be high quality and undervalued. The actively managed fund invests in large- and mid-cap companies around the globe.

• What is EQTY's expense ratio?

  Kovitz Core Equity ETF charges an annual expense ratio of 0.99%. The fund is issued by Focus Financial Partners.

• How large is EQTY?

  Kovitz Core Equity ETF manages $1.5B in assets and has traded since Dec 28, 2011.

• How do I buy shares of Kovitz Core Equity ETF (EQTY)?

  EQTY trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web dashboard at portal.lighthorse.io, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.