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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,316
shares
|
$375,676
0.0% of portfolio
|
Q2 2025
Added 463.19%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,050
shares
|
$362,017
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
6,956
shares
|
$357,190
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
6,401
shares
|
$328,691
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,338
shares
|
$325,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$321,502
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
6,172
shares
|
$316,932
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,927
shares
|
$304,351
0.01% of portfolio
|
Q3 2025
Reduced 66.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,842
shares
|
$299,986
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
5,831
shares
|
$299,421
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,526
shares
|
$283,760
0.23% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
5,496
shares
|
$282,219
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
5,200
shares
|
$267,020
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$264,503
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
5,093
shares
|
$261,525
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,946
shares
|
$253,977
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,414
shares
|
$226,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,135
shares
|
$212,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
4,120
shares
|
$211,562
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,120
shares
|
$211,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,992
shares
|
$204,989
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
3,902
shares
|
$200,367
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,818
shares
|
$196,054
0.0% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$165,398
0.14% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,039
shares
|
$156,052
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|