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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,090
shares
|
$107,321
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,086
shares
|
$55,766
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$51,350
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
982
shares
|
$50,425
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
840
shares
|
$43,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
430
shares
|
$22,080
0.0% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
411
shares
|
$21,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
363
shares
|
$18,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$15,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
275
shares
|
$14,121
0.01% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$11,142
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
200
shares
|
$10,270
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
143
shares
|
$7,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
108
shares
|
$5,545
0.0% of portfolio
|
Q2 2025
Reduced 47.32%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
92
shares
|
$4,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
30
shares
|
$1,540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
30
shares
|
$1,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
21
shares
|
$1,078
0.0% of portfolio
|
Q3 2025
Reduced 38.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|