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 |
|---|---|---|---|---|---|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
24,113
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
23,940
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,869
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
22,387
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,935
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Aug 06, 2025 Q2 2025 |
20,552
shares
|
$1.02 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
19,765
shares
|
$983,506
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,681
shares
|
$979,326
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
17,935
shares
|
$892,445
0.03% of portfolio
|
Q2 2025
Added 49.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,614
shares
|
$876,472
0.0% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
16,569
shares
|
$824,473
0.64% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$816,014
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,295
shares
|
$810,839
0.0% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,962
shares
|
$744,509
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,617
shares
|
$727,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,299
shares
|
$611,998
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,100
shares
|
$552,336
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,000
shares
|
$497,600
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,769
shares
|
$486,105
0.0% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,580
shares
|
$476,700
0.01% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,501
shares
|
$472,769
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,429
shares
|
$469,187
0.0% of portfolio
|
Q2 2025
Added 85.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,839
shares
|
$439,828
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,662
shares
|
$431,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
8,489
shares
|
$422,412
0.11% of portfolio
|
Q3 2024
Reduced 35.61%
|