INVESCO EXCHANGE TRADED FD T (EQWL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
190
Reporting holders
$1.5B
Reported value
0.3%
Held as options
+15
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $258.2M | 2,001,311 | 0.06% | 31q | -0.8%-$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $138.0M | 1,069,858 | 0.03% | 24q | +1.5%+$2.1M |
| MORGAN STANLEY | $100.8M | 781,550 | 0.01% | 33q | +13.5%+$12.0M |
| Cetera Investment Advisers | $82.4M | 638,963 | 0.08% | 13q | -5.9%-$5.1M |
| AMERIPRISE FINANCIAL INC | $67.4M | 522,810 | 0.01% | 31q | -51.8%-$72.5M |
| OSAIC HOLDINGS, INC. | $67.4M | 522,262 | 0.08% | 26q | +13.0%+$7.8M |
| JONES FINANCIAL COMPANIES LLLP | $50.8M | 395,132 | 0.02% | 10q | +22.9%+$9.5M |
| BANK OF AMERICA CORP /DE/ | $46.4M | 359,357 | 0.00% | 31q | +46.0%+$14.6M |
| REICON WEALTH ADVISORS, LLC | $45.1M | 349,630 | 27.79% | 3q | +0.8%+$374.9K |
| Bond & Devick Financial Network, Inc. | $41.2M | 319,663 | 10.15% | 12q | +2.6%+$1.1M |
| Altus Wealth Management, LLC | $40.5M | 313,710 | 15.58% | 5q | +1.6%+$642.3K |
| RAYMOND JAMES FINANCIAL INC | $33.2M | 257,710 | 0.01% | 7q | -8.4%-$3.0M |
| Private Advisor Group, LLC | $30.0M | 232,199 | 0.14% | 8q | -10.8%-$3.6M |
| NewEdge Advisors, LLC | $24.4M | 189,430 | 0.07% | 17q | +86.4%+$11.3M |
| CM WEALTH ADVISORS LLC | $20.3M | 157,710 | 3.67% | 6q | +4.3%+$848.2K |
| EP Wealth Advisors, LLC | $20.3M | 157,623 | 0.08% | 7q | +930.8%+$18.4M |
| RFP Financial Group LLC | $20.3M | 157,285 | 9.09% | 5q | -14.7%-$3.5M |
| STIFEL FINANCIAL CORP | $19.7M | 152,334 | 0.02% | 9q | +2.4%+$451.6K |
| GOLDMAN SACHS GROUP INC | $18.8M | 146,007 | 0.00% | 6q | +17.2%+$2.8M |
| Prentice Wealth Management LLC | $18.4M | 142,645 | 3.80% | 15q | +2.7%+$477.8K |
| Schorn Wealth LLC | $17.9M | 138,770 | 4.68% | 12q | +2.4%+$415.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3M | 133,882 | 0.01% | 19q | +4.3%+$717.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.3M | 126,024 | 0.02% | 15q | +5.0%+$771.9K |
| PRINCIPAL SECURITIES, INC. | $15.1M | 116,756 | 0.18% | 11q | +4.6%+$656.2K |
| Merit Financial Group, LLC | $14.6M | 113,034 | 0.04% | 11q | +110.5%+$7.7M |
| Argent Advisors, Inc. | $12.4M | 96,380 | 3.11% | 3q | +3.3%+$396.2K |
| YHB Investment Advisors, Inc. | $11.6M | 90,021 | 0.74% | 4q | +14.6%+$1.5M |
| TRUIST FINANCIAL CORP | $11.1M | 86,061 | 0.01% | 15q | +7.7%+$790.2K |
| Forza Wealth Management, LLC | $10.9M | 84,287 | 3.34% | 5q | +7.1%+$720.1K |
| SAXON INTERESTS, INC. | $10.2M | 79,387 | 2.83% | new | NEW |
| ROYAL BANK OF CANADA | $9.2M | 71,578 | 0.00% | 31q | -30.7%-$4.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 69,209 | 0.02% | 12q | +4.9%+$421.6K |
| UBS Group AG | $8.6M | 66,683 | 0.00% | 31q | +11.1%+$860.0K |
| Advisory Services Network, LLC | $7.4M | 57,360 | 0.08% | 9q | -9.4%-$769.2K |
| &PARTNERS | $7.3M | 55,957 | 0.03% | 4q | +6.1%+$419.2K |
| Integrated Wealth Concepts LLC | $7.2M | 55,857 | 0.04% | 2q | +16.1%+$1.0M |
| MML INVESTORS SERVICES, LLC | $7.1M | 55,372 | 0.01% | 24q | +16.3%+$1.0M |
| KPP Advisory Services LLC | $7.0M | 54,405 | 0.89% | 3q | -46.8%-$6.2M |
| Fifth Third Securities, Inc. | $6.9M | 53,357 | 0.39% | 10q | +1.6%+$109.8K |
| Rothschild Wealth LLC | $6.6M | 50,977 | 0.53% | 3q | -6.1%-$426.3K |
| Equitable Holdings, Inc. | $6.5M | 50,254 | 0.04% | 6q | +10.3%+$606.3K |
| Highview Capital Management LLC/DE/ | $6.2M | 47,991 | 1.78% | 7q | -5.7%-$377.1K |
| PCG Wealth Advisors, LLC | $6.2M | 47,736 | 1.37% | 4q | +1.1%+$64.6K |
| JANE STREET GROUP, LLC | $6.0M | 10,513 | 0.00% | 9q | -43.5%-$4.6M |
| SYKON CAPITAL LLC | $5.8M | 44,950 | 1.79% | new | NEW |
| Able Wealth Management LLC | $5.6M | 43,169 | 1.28% | 11q | -30.2%-$2.4M |
| Kestra Advisory Services, LLC | $5.2M | 40,270 | 0.02% | 12q | +3.9%+$196.0K |
| Wealth Enhancement Trust Services, Inc. | $4.6M | 37,515 | 0.27% | 3q | +100.3%+$2.3M |
| Stratos Wealth Partners, LTD. | $4.6M | 35,451 | 0.05% | 6q | -1.3%-$61.5K |
| BECK CAPITAL MANAGEMENT, LLC | $4.5M | 35,228 | 0.84% | 11q | -5.3%-$256.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.0M | 31,254 | 0.07% | 9q | +4.7%+$180.5K |
| Planning Strategies Inc. | $3.9M | 30,222 | 2.43% | new | FIRST |
| JPMORGAN CHASE & CO | $3.8M | 29,425 | 0.00% | 9q | -5.0%-$201.7K |
| CONSCIOUS WEALTH INVESTMENTS, LLC | $3.8M | 29,272 | 1.94% | 2q | +3.8%+$138.3K |
| First National Trust Co | $3.6M | 28,005 | 0.12% | 12q | -1.1%-$41.4K |
| Steele Capital Management, Inc. | $3.5M | 26,797 | 0.13% | 11q | HELD |
| Foundations Investment Advisors, LLC | $3.4M | 26,674 | 0.04% | 10q | +17.2%+$504.1K |
| REDW Wealth LLC | $3.3M | 25,261 | 1.17% | 4q | +12.4%+$360.6K |
| National Wealth Management Group, LLC | $2.9M | 22,436 | 0.90% | 14q | -3.3%-$98.6K |
| Belpointe Asset Management LLC | $2.7M | 20,997 | 0.09% | 5q | +27.6%+$586.7K |
| Vestmark Advisory Solutions, Inc. | $2.6M | 20,249 | 0.02% | 3q | +493.1%+$2.2M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 19,479 | 0.12% | 10q | +7.4%+$174.2K |
| PATTEN & PATTEN INC/TN | $2.4M | 18,660 | 0.13% | 4q | +15.3%+$320.0K |
| CoreFirst Bank & Trust | $2.4M | 18,232 | 1.17% | 12q | +5.3%+$117.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 17,411 | 0.04% | 5q | -4.4%-$103.5K |
| Kovack Advisors, Inc. | $2.1M | 16,545 | 0.10% | 8q | -3.5%-$76.7K |
| Aptus Capital Advisors, LLC | $2.1M | 16,285 | 0.01% | 12q | +8.2%+$158.7K |
| Private Capital Management, LLC | $2.0M | 15,801 | 0.18% | 13q | +22.4%+$372.7K |
| Paradigm, Strategies in Wealth Management, LLC | $2.0M | 15,610 | 1.23% | 2q | +234.3%+$1.4M |
| Rockefeller Capital Management L.P. | $1.9M | 15,072 | 0.00% | 5q | HELD |
| Arkadios Wealth Advisors | $1.9M | 15,036 | 0.03% | 7q | +6.5%+$117.9K |
| BLAIR WILLIAM & CO/IL | $1.9M | 14,478 | 0.00% | 7q | -1.0%-$19.4K |
| Bank of New York Mellon Corp | $1.8M | 14,282 | 0.00% | 3q | +12.3%+$201.5K |
| MARSHALL WACE, LLP | $1.6M | 12,714 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.6M | 12,422 | 0.01% | 10q | -21.7%-$443.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 12,322 | 0.00% | 3q | +33.9%+$402.3K |
| Prospera Financial Services Inc | $1.6M | 12,141 | 0.02% | 4q | +202.0%+$1.0M |
| Sovereign Financial Group, Inc. | $1.5M | 11,685 | 0.23% | 4q | -2.8%-$43.0K |
| Regal Investment Advisors LLC | $1.5M | 11,406 | 0.08% | 4q | HELD |
| PSI Advisors, LLC | $1.4M | 11,054 | 0.33% | 4q | +13.1%+$165.4K |
| WCG Wealth Advisors LLC | $1.4M | 11,036 | 0.03% | 2q | +9.6%+$124.5K |
| Goodwin Investment Advisory | $1.4M | 10,829 | 2.81% | 5q | +18.4%+$217.4K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $1.3M | 10,421 | 0.18% | 3q | +4.3%+$56.0K |
| FIFTH THIRD BANCORP | $1.3M | 10,185 | 0.00% | 2q | -5.3%-$73.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 9,640 | 0.00% | 2q | +96.0%+$609.2K |
| US BANCORP \DE\ | $1.2M | 9,395 | 0.00% | 8q | +6.7%+$76.5K |
| Mariner, LLC | $1.2M | 9,374 | 0.00% | 6q | +9.7%+$107.1K |
| HighTower Advisors, LLC | $1.2M | 9,306 | 0.00% | 4q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.2M | 9,200 | 0.06% | 10q | HELD |
| SeaCrest Wealth Management, LLC | $1.2M | 9,039 | 0.13% | 9q | +4.1%+$46.2K |
| Kingsview Wealth Management, LLC | $1.2M | 8,981 | 0.01% | 8q | -10.7%-$138.4K |
| Steward Partners Investment Advisory, LLC | $1.2M | 8,954 | 0.01% | 2q | +86.9%+$537.1K |
| SMITH, MOORE & CO. | $1.2M | 8,925 | 0.07% | 19q | HELD |
| Carnegie Investment Counsel | $1.1M | 8,686 | 0.02% | 15q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 8,668 | 0.05% | 11q | -11.6%-$146.4K |
| Chicago Partners Investment Group LLC | $1.1M | 8,489 | 0.02% | 5q | -49.6%-$1.1M |
| J.W. COLE ADVISORS, INC. | $1.0M | 7,798 | 0.02% | 11q | +0.5%+$5.4K |
| Gotham Asset Management, LLC | $998.9K | 7,742 | 0.00% | 2q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $981.0K | 7,603 | 0.05% | 11q | -3.1%-$31.0K |
| StoneX Group Inc. | $958.3K | 7,431 | 0.04% | 9q | +14.3%+$120.2K |
Showing the largest 100 of 201 reported holders.
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 | 190 | $1.5B | 11,874,783 | 26 | 73 | 47 | 0.3% |
| Q1 2026 | 175 | $1.3B | 11,563,220 | 26 | 80 | 31 | 0.3% |
| Q4 2025 | 165 | $1.1B | 9,322,213 | 21 | 70 | 27 | 0.0% |
| Q3 2025 | 151 | $917.6M | 8,000,781 | 27 | 54 | 29 | 0.0% |
| Q2 2025 | 133 | $781.8M | 7,090,361 | 23 | 61 | 19 | 0.2% |
| Q1 2025 | 117 | $530.8M | 5,148,324 | 14 | 58 | 17 | 0.0% |
| Q4 2024 | 111 | $435.1M | 4,242,376 | 14 | 36 | 25 | 0.3% |
| Q3 2024 | 98 | $365.3M | 3,570,630 | 14 | 36 | 21 | 0.0% |
| Q2 2024 | 90 | $305.9M | 3,194,290 | 10 | 38 | 19 | 1.3% |
| Q1 2024 | 87 | $348.9M | 3,678,013 | 12 | 38 | 16 | 0.0% |
| Q4 2023 | 85 | $244.7M | 2,791,506 | 21 | 32 | 14 | 0.1% |
| Q3 2023 | 60 | $169.7M | 2,157,505 | 13 | 29 | 6 | 0.2% |
| Q2 2023 | 52 | $103.1M | 1,253,307 | 13 | 20 | 6 | 0.9% |
| Q1 2023 | 41 | $56.3M | 709,712 | 6 | 17 | 6 | 1.7% |
| Q4 2022 | 41 | $47.0M | 628,351 | 9 | 14 | 8 | 0.0% |
| Q3 2022 | 39 | $40.9M | 616,476 | 4 | 11 | 13 | 0.0% |
| Q2 2022 | 41 | $48.4M | 677,317 | 5 | 11 | 9 | 0.0% |
| Q1 2022 | 42 | $54.4M | 652,901 | 6 | 9 | 12 | 0.0% |
| Q4 2021 | 39 | $49.5M | 572,949 | 6 | 9 | 3 | 0.0% |
| Q3 2021 | 34 | $37.1M | 463,924 | 0 | 8 | 7 | 0.0% |
| Q2 2021 | 36 | $37.2M | 462,000 | 5 | 11 | 4 | 0.0% |
| Q1 2021 | 31 | $28.8M | 382,769 | 4 | 8 | 6 | 0.0% |
| Q4 2020 | 27 | $25.8M | 375,761 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 28 | $21.7M | 362,213 | 5 | 7 | 5 | 0.0% |
| Q2 2020 | 26 | $19.3M | 342,861 | 1 | 5 | 9 | 0.0% |
| Q1 2020 | 28 | $14.8M | 308,607 | 2 | 5 | 9 | 0.0% |
| Q4 2019 | 29 | $19.2M | 311,595 | 2 | 4 | 11 | 0.0% |
| Q3 2019 | 27 | $17.4M | 305,124 | 4 | 6 | 9 | 0.0% |
| Q2 2019 | 26 | $17.2M | 303,699 | 1 | 6 | 6 | 0.0% |
| Q1 2019 | 28 | $16.3M | 296,959 | 3 | 6 | 4 | 0.0% |
| Q4 2018 | 29 | $15.9M | 327,024 | 1 | 0 | 1 | 0.0% |