Who owns EQAL?
Invesco Russell 1000 Equal Weight ETF · Invesco
97 institutions reported holding EQAL, worth $423.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EQAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Stifel Financial Corp. | St. Louis, MO | $274.2M | 4,627,456 | −14,136 shares |
| Bank of America Corp. | Charlotte, NC | $23.7M | 400,248 | +1,322 shares |
| LPL Financial LLC | Fort Mill, SC | $13.5M | 228,655 | +3,060 shares |
| Morgan Stanley | New York, NY | $12.6M | 211,835 | +14,580 shares |
| UBS Group AG | Zurich, Switzerland | $9.2M | 155,539 | +27,080 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $7.4M | 125,102 | +21,015 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $7.0M | 118,711 | −9,579 shares |
| Wick Capital Partners, LLC | Wayne, PA | $4.5M | 76,086 | −6,494 shares |
| Goldman Sachs Group Inc. | New York, NY | $4.4M | 73,789 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.1M | 52,941 | +14,511 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EQAL?
97 institutional managers reported holding EQAL in Form 13F filings for June 30, 2026, worth $423.9M in total. The largest reported position was held by Stifel Financial Corp., at $274.2M.
Did institutions buy or sell EQAL last quarter?
Reported 13F value rose 9.3% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EQAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.