Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,255
shares
|
$262,487
0.0% of portfolio
|
Q3 2024
Reduced 55.72%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
5,200
shares
|
$259,740
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$257,292
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
5,093
shares
|
$254,395
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,039
shares
|
$251,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,946
shares
|
$247,052
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,894
shares
|
$244,455
0.0% of portfolio
|
Q3 2024
Reduced 37.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,209
shares
|
$210,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,188
shares
|
$209,190
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,083
shares
|
$153,995
0.0% of portfolio
|
Q3 2024
Reduced 58.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,866
shares
|
$143,156
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,723
shares
|
$136,013
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$124,875
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,216
shares
|
$60,739
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,056
shares
|
$52,747
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$49,950
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
982
shares
|
$49,050
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
752
shares
|
$37,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
532
shares
|
$26,573
0.0% of portfolio
|
Q3 2022
Reduced 46.8%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
500
shares
|
$24,975
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
426
shares
|
$21,278
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
337
shares
|
$16,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$14,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$10,839
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
205
shares
|
$10,239
0.0% of portfolio
|
Q3 2024
Added 118.09%
|