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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,758
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,715
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 39.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,053
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Nov 05, 2025 Q3 2025 |
20,552
shares
|
$1.06 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,734
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,455
shares
|
$896,314
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
16,569
shares
|
$850,818
0.65% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$842,088
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,973
shares
|
$820,213
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,757
shares
|
$757,771
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,721
shares
|
$755,923
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,196
shares
|
$728,964
0.0% of portfolio
|
Q3 2025
Added 3232.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
14,029
shares
|
$720,389
0.0% of portfolio
|
Q3 2025
Added 48.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
10,902
shares
|
$559,817
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,500
shares
|
$539,175
0.02% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
10,000
shares
|
$513,500
0.18% of portfolio
|
Q1 2021
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,580
shares
|
$491,933
0.01% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,501
shares
|
$487,876
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
9,360
shares
|
$480,636
0.07% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,857
shares
|
$454,806
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
8,767
shares
|
$450,185
0.0% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,662
shares
|
$444,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
8,328
shares
|
$427,642
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$419,375
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
7,906
shares
|
$405,973
0.09% of portfolio
|
Q3 2025
Reduced 6.87%
|
|