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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,151
shares
|
$156,793
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,086
shares
|
$103,799
0.0% of portfolio
|
Q2 2025
Reduced 80.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,086
shares
|
$54,039
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$49,760
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
982
shares
|
$48,864
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
840
shares
|
$41,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$24,880
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
500
shares
|
$24,880
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
430
shares
|
$21,396
0.0% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
426
shares
|
$21,197
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$14,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$14,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
275
shares
|
$13,684
0.01% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$10,797
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
108
shares
|
$5,374
0.0% of portfolio
|
Q2 2025
Reduced 47.32%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
92
shares
|
$4,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
76
shares
|
$3,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34
shares
|
$1,691
0.0% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$1,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
18
shares
|
$895
0.0% of portfolio
|
Q3 2022
Reduced 98.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|