Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 6.14 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
7,242
shares
|
$332,552
0.0% of portfolio
|
Q1 2025
Added 515.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,106
shares
|
$326,307
0.0% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,764
shares
|
$310,602
0.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
6,585
shares
|
$302,383
0.11% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
6,349
shares
|
$291,546
0.11% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$287,505
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
6,172
shares
|
$283,418
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,848
shares
|
$268,540
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,831
shares
|
$267,759
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
5,200
shares
|
$238,784
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,184
shares
|
$238,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$236,533
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
5,093
shares
|
$233,870
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,074
shares
|
$232,998
0.0% of portfolio
|
Q1 2025
Added 182.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,066
shares
|
$232,630
0.0% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,946
shares
|
$227,120
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,722
shares
|
$216,834
0.0% of portfolio
|
Q1 2025
Reduced 94.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,414
shares
|
$202,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4,386
shares
|
$201,405
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$147,908
0.14% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,866
shares
|
$131,606
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,614
shares
|
$74,114
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,086
shares
|
$49,869
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$45,920
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
982
shares
|
$45,093
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|