# Kovitz Core Equity ETF (EQTY) — Overview

EQTY · NYSE · Fund

Canonical page: https://www.lighthorse.io/tickers/eqty

## Price

Last close $29.63 on Oct 15, 2026. 52-week range $24.80 – $30.01.

## 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.

| Metric | Value |
| --- | --- |
| Issuer | Focus Financial Partners |
| Industry | — |
| Inception | Dec 28, 2011 |
| Assets under management | $1.4B |
| Expense ratio | 0.99% |
| Net asset value | $29.35 (as of Oct 14, 2026) |
| Distributions | Annually |
| Leverage | 1x |

## Frequently Asked Questions

### 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 $1.4B 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 at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).