INVESCO EXCH TRADED FD TR II (EQAL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
92
Reporting holders
$417.1M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | $274.2M | 4,627,456 | 0.23% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $23.7M | 400,248 | 0.00% | 31q | HELD |
| LPL Financial LLC | $13.5M | 228,655 | 0.00% | 31q | +1.4%+$181.3K |
| MORGAN STANLEY | $12.6M | 211,835 | 0.00% | 33q | +7.4%+$863.9K |
| UBS Group AG | $9.2M | 155,539 | 0.00% | 31q | +21.1%+$1.6M |
| Geneos Wealth Management Inc. | $7.4M | 125,102 | 0.15% | 33q | +20.2%+$1.2M |
| PNC Financial Services Group, Inc. | $7.0M | 118,711 | 0.00% | 31q | -7.5%-$567.6K |
| Wick Capital Partners, LLC | $4.5M | 76,086 | 0.68% | 17q | -7.9%-$384.8K |
| GOLDMAN SACHS GROUP INC | $4.4M | 73,789 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 52,941 | 0.00% | 7q | +37.8%+$859.8K |
| Arkadios Wealth Advisors | $3.0M | 51,365 | 0.05% | 5q | +1.9%+$57.8K |
| Lunt Capital Management, Inc. | $2.8M | 48,007 | 1.04% | 11q | +3.6%+$99.8K |
| BINGHAM PRIVATE WEALTH, LLC | $2.8M | 47,694 | 1.94% | 6q | +5.7%+$152.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 45,280 | 0.00% | 18q | +8.2%+$202.7K |
| Longview Financial Advisors, Inc. | $2.6M | 44,074 | 1.53% | 11q | HELD |
| Davis Investment Partners, LLC | $2.1M | 35,187 | 0.63% | 15q | -0.5%-$11.4K |
| Cetera Investment Advisers | $2.1M | 34,605 | 0.00% | 10q | +1.5%+$30.5K |
| ROYAL BANK OF CANADA | $1.8M | 30,034 | 0.00% | 31q | +390.1%+$1.4M |
| Carroll Advisory Group, LLC | $1.8M | 29,732 | 0.58% | 3q | HELD |
| Friedenthal Financial | $1.7M | 29,344 | 0.80% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 26,999 | 0.00% | 2q | +330.4%+$1.2M |
| SFE Investment Counsel | $1.6M | 26,829 | 0.21% | 30q | -1.6%-$25.8K |
| Cerity Partners LLC | $1.4M | 23,958 | 0.00% | 12q | HELD |
| NewEdge Advisors, LLC | $1.3M | 22,507 | 0.00% | 15q | +15.6%+$179.9K |
| Shade Tree Advisors LLC | $1.3M | 22,008 | 0.76% | 7q | HELD |
| National Philanthropic Trust | $1.3M | 21,820 | 0.02% | new | NEW |
| Baird Financial Group, Inc. | $1.2M | 19,976 | 0.00% | 25q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 18,857 | 0.24% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 18,767 | 0.00% | 31q | -23.5%-$342.2K |
| Breakwater Capital Group | $1.1M | 18,538 | 0.13% | 6q | +13.0%+$126.2K |
| Everest Private Wealth | $1.0M | 16,993 | 0.38% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $914.5K | 15,466 | 0.00% | 8q | +31.1%+$217.1K |
| Rockefeller Capital Management L.P. | $870.5K | 14,690 | 0.00% | 5q | HELD |
| Kestra Advisory Services, LLC | $823.9K | 13,904 | 0.00% | 7q | -1.1%-$8.8K |
| OSAIC HOLDINGS, INC. | $809.2K | 13,653 | 0.00% | 26q | -6.8%-$58.9K |
| Creative Planning | $753.5K | 12,717 | 0.00% | 9q | -26.5%-$271.5K |
| FIDUCIARY FINANCIAL ADVISORS | $669.0K | 11,291 | 0.07% | new | NEW |
| FMR LLC | $624.2K | 10,534 | 0.00% | 24q | +45.7%+$195.7K |
| TRUIST FINANCIAL CORP | $613.6K | 10,356 | 0.00% | 5q | +2.7%+$16.1K |
| Sanctuary Advisors, LLC | $607.4K | 10,252 | 0.00% | 2q | -69.6%-$1.4M |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $589.9K | 9,757 | 0.35% | 11q | HELD |
| SYKON CAPITAL LLC | $561.0K | 9,468 | 0.17% | 4q | -89.7%-$4.9M |
| Gladstone Institutional Advisory LLC | $545.1K | 9,200 | 0.02% | 13q | -9.8%-$59.3K |
| HighTower Advisors, LLC | $505.2K | 8,527 | 0.00% | 31q | HELD |
| AlphaCore Capital LLC | $503.2K | 8,492 | 0.01% | 15q | +1.7%+$8.4K |
| Prospera Financial Services Inc | $490.3K | 8,267 | 0.01% | 2q | +68.5%+$199.3K |
| AMERIPRISE FINANCIAL INC | $476.6K | 8,043 | 0.00% | 7q | -52.4%-$524.3K |
| ROTHSCHILD INVESTMENT LLC | $468.3K | 7,903 | 0.02% | 11q | -11.1%-$58.5K |
| Fielder Capital Group LLC | $463.1K | 7,815 | 0.10% | 11q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $439.7K | 7,420 | 0.01% | 7q | -5.5%-$25.6K |
| Merit Financial Group, LLC | $431.5K | 7,282 | 0.00% | new | NEW |
| Choate Investment Advisors | $417.7K | 7,050 | 0.01% | 31q | HELD |
| Vise Technologies, Inc. | $414.0K | 6,987 | 0.00% | new | NEW |
| Gilliland Jeter Wealth Management LLC | $383.7K | 6,476 | 0.10% | 11q | HELD |
| Fort Point Capital Partners LLC | $361.6K | 6,102 | 0.03% | new | NEW |
| RETIREMENT INCOME SOLUTIONS, INC | $340.1K | 6,172 | 0.06% | 7q | HELD |
| Castleview Partners, LLC | $333.0K | 5,620 | 0.15% | 6q | +3.2%+$10.2K |
| CAPTRUST FINANCIAL ADVISORS | $332.4K | 5,610 | 0.00% | 5q | +36.2%+$88.3K |
| US BANCORP \DE\ | $320.2K | 5,404 | 0.00% | 15q | HELD |
| Rede Wealth, LLC | $319.1K | 5,386 | 0.11% | 3q | HELD |
| Integris Wealth Management, LLC | $308.1K | 5,200 | 0.06% | 11q | HELD |
| GTS SECURITIES LLC | $303.6K | 5,124 | 0.01% | 2q | HELD |
| Dodds Wealth, LLC | $301.8K | 5,093 | 0.07% | 11q | HELD |
| Quantinno Capital Management LP | $297.3K | 5,018 | 0.00% | 5q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $279.7K | 4,723 | 0.00% | 8q | -50.3%-$283.0K |
| XTX Topco Ltd | $271.1K | 4,576 | 0.00% | new | NEW |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $267.8K | 4,519 | 0.02% | new | NEW |
| Pinnacle Family Advisors, LLC | $250.1K | 4,220 | 0.10% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $249.0K | 4,203 | 0.00% | 14q | +3.8%+$9.1K |
| Westshore Wealth, LLC | $241.3K | 4,072 | 0.07% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $238.0K | 4,017 | 0.03% | 4q | +0.8%+$2.0K |
| CAHILL FINANCIAL ADVISORS INC | $236.5K | 3,992 | 0.02% | 4q | HELD |
| Valeo Financial Advisors, LLC | $207.9K | 3,509 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $202.1K | 3,411 | 0.00% | 31q | -56.1%-$258.7K |
| Allworth Financial LP | $165.8K | 2,798 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $160.8K | 2,713 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $125.5K | 2,118 | 0.00% | 7q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $120.1K | 2,027 | 0.03% | 7q | HELD |
| Lodestone Wealth Management LLC | $91.1K | 1,538 | 0.03% | 3q | HELD |
| Spire Wealth Management | $64.3K | 1,086 | 0.00% | 15q | HELD |
| BLAIR WILLIAM & CO/IL | $58.2K | 982 | 0.00% | 14q | HELD |
| IFG Advisory, LLC | $31.1K | 525 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $25.5K | 430 | 0.00% | 24q | HELD |
| Fourth Dimension Wealth, LLC | $16.3K | 275 | 0.01% | 7q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14.8K | 250 | 0.00% | 3q | HELD |
| Game Plan Financial Advisors, LLC | $11.9K | 200 | 0.00% | 11q | HELD |
| Tower Research Capital LLC (TRC) | $9.2K | 156 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $3.1K | 52 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $3.0K | 50 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $2.8K | 46,420 | 0.00% | 4q | HELD |
| Capital Advisors, Ltd. LLC | $2.6K | 43,916 | 0.26% | 31q | -4.7% |
| Glen Eagle Advisors, LLC | $1.8K | 30 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $1.4K | 24,168 | 0.00% | 27q | +9.4% |
| SIMPLEX TRADING, LLC | $414 | 7 | 0.00% | 2q | -89.4%-$3.5K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $345 | 5,831 | 0.02% | 17q | HELD |
| Strategic Wealth Advisors LLC | $45 | 872 | 0.04% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $23 | 0 | 0.00% | 15q | -100.0% |
| CX Institutional | $6 | 93 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $417.1M | 7,039,694 | 18 | 23 | 18 | 0.0% |
| Q1 2026 | 81 | $381.7M | 6,926,887 | 8 | 19 | 16 | 0.0% |
| Q4 2025 | 79 | $351.9M | 6,682,722 | 7 | 20 | 16 | 0.0% |
| Q3 2025 | 78 | $358.7M | 6,897,247 | 9 | 10 | 25 | 0.0% |
| Q2 2025 | 82 | $341.2M | 7,306,658 | 14 | 21 | 18 | 0.0% |
| Q1 2025 | 78 | $283.0M | 5,990,331 | 10 | 18 | 22 | 0.0% |
| Q4 2024 | 77 | $284.9M | 5,898,341 | 12 | 16 | 22 | 0.0% |
| Q3 2024 | 69 | $269.4M | 5,537,799 | 7 | 14 | 19 | 0.0% |
| Q2 2024 | 70 | $251.7M | 5,636,011 | 9 | 16 | 21 | 0.0% |
| Q1 2024 | 70 | $312.0M | 6,755,824 | 10 | 11 | 22 | 0.0% |
| Q4 2023 | 69 | $284.8M | 6,459,330 | 13 | 12 | 18 | 0.0% |
| Q3 2023 | 53 | $252.5M | 6,334,417 | 8 | 15 | 14 | 0.0% |
| Q2 2023 | 53 | $243.3M | 5,814,151 | 7 | 11 | 18 | 0.0% |
| Q1 2023 | 50 | $251.8M | 6,139,419 | 3 | 10 | 18 | 0.0% |
| Q4 2022 | 47 | $242.9M | 6,040,106 | 12 | 15 | 7 | 0.0% |
| Q3 2022 | 55 | $241.6M | 6,596,295 | 3 | 17 | 18 | 0.0% |
| Q2 2022 | 60 | $318.5M | 8,115,548 | 9 | 18 | 17 | 0.0% |
| Q1 2022 | 60 | $413.3M | 8,888,677 | 18 | 18 | 11 | 0.0% |
| Q4 2021 | 43 | $315.7M | 6,668,969 | 2 | 16 | 8 | 0.0% |
| Q3 2021 | 47 | $290.5M | 6,506,047 | 3 | 14 | 11 | 0.0% |
| Q2 2021 | 50 | $291.3M | 6,375,964 | 6 | 20 | 8 | 0.0% |
| Q1 2021 | 49 | $290.8M | 6,768,718 | 13 | 15 | 5 | 0.0% |
| Q4 2020 | 37 | $252.6M | 6,477,733 | 5 | 8 | 11 | 0.0% |
| Q3 2020 | 31 | $199.5M | 6,198,796 | 4 | 9 | 6 | 0.0% |
| Q2 2020 | 30 | $159.2M | 5,189,024 | 3 | 3 | 18 | 0.0% |
| Q1 2020 | 34 | $172.2M | 7,107,203 | 2 | 13 | 13 | 0.0% |
| Q4 2019 | 42 | $310.6M | 9,089,335 | 5 | 11 | 11 | 0.0% |
| Q3 2019 | 36 | $295.4M | 9,212,188 | 0 | 11 | 11 | 0.0% |
| Q2 2019 | 43 | $301.5M | 9,240,049 | 7 | 9 | 12 | 0.0% |
| Q1 2019 | 38 | $210.9M | 6,556,269 | 8 | 12 | 9 | 0.0% |
| Q4 2018 | 34 | $241.7M | 8,662,264 | 1 | 1 | 1 | 0.0% |