Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,643,704
shares
|
$238 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
262,027
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
257,724
shares
|
$13.2 Million
4.47% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
243,915
shares
|
$12.5 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
210,754
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
149,272
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
138,520
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
82,493
shares
|
$4.24 Million
1.11% of portfolio
|
Q3 2025
Reduced 82.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
79,484
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
56,047
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
46,957
shares
|
$2.41 Million
0.28% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
46,942
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
46,323
shares
|
$2.38 Million
0.92% of portfolio
|
Q2 2025
Added 235.63%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
45,899
shares
|
$2.36 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
44,776
shares
|
$2.3 Million
1.66% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
44,752
shares
|
$2.3 Million
2.1% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
42,956
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
42,155
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
35,362
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,119
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 259.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
34,254
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.21%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.4 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
26,409
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,191
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,940
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|