Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
4,666,143
shares
|
$232 Million
0.23% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
460,701
shares
|
$22.9 Million
3.19% of portfolio
|
Q2 2025
Added 481.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
265,235
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.84%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
247,338
shares
|
$12.3 Million
1.05% of portfolio
|
Q2 2025
Added 146.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
209,740
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
145,628
shares
|
$7.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
125,823
shares
|
$6.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
65,481
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.74%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
61,540
shares
|
$3.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
54,554
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.42%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
47,386
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
46,323
shares
|
$2.31 Million
0.87% of portfolio
|
Q2 2025
Added 235.63%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
46,037
shares
|
$2.29 Million
1.38% of portfolio
|
Q2 2025
Added 187.07%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
45,537
shares
|
$2.27 Million
0.28% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
44,772
shares
|
$2.23 Million
1.87% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
44,752
shares
|
$2.23 Million
2.1% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
41,516
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,094
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 463.19%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
35,352
shares
|
$1.76 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
32,521
shares
|
$1.62 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.35 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
27,096
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,191
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,882
shares
|
$1.24 Million
0.37% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
24,759
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
New holding
|