Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$295,018
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,172
shares
|
$290,824
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$274,756
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,612
shares
|
$264,437
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,579
shares
|
$262,882
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
5,200
shares
|
$245,024
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$242,715
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
5,093
shares
|
$239,982
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,039
shares
|
$237,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,946
shares
|
$233,055
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,658
shares
|
$219,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
4,386
shares
|
$206,668
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
4,339
shares
|
$204,453
0.11% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,188
shares
|
$197,338
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,061
shares
|
$191,354
0.0% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$151,773
0.14% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,854
shares
|
$134,480
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$117,800
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,796
shares
|
$84,627
0.0% of portfolio
|
Q4 2024
Reduced 63.3%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,216
shares
|
$57,297
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,176
shares
|
$55,413
0.0% of portfolio
|
Q4 2024
Added 248.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$47,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
982
shares
|
$46,271
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
528
shares
|
$24,879
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
500
shares
|
$23,560
0.01% of portfolio
|
Q4 2023
New holding
|