INVESCO RUSSELL 1000 EQUAL W EQAL
$59.49
+0.4% 52w: $47.23 – $59.49
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data47.2353.3659.49
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+3 QoQ
13F value
$388.9M
+8.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EQAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | Diversified mechanical | 4.6M | $255.8M | 0.2% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 398.9K | $22.0M | 0.0% | +53.9% |
| LPL Financial LLC | Bank broker | 225.6K | $12.4M | 0.0% | +11.4% |
| MORGAN STANLEY | Bank broker | 197.3K | $10.9M | 0.0% | +26.9% |
| UBS Group AG | Bank broker | 128.5K | $7.1M | 0.0% | +65.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 128.3K | $7.1M | 0.0% | -5.8% |
| Geneos Wealth Management Inc. | Wealth advisor | 104.1K | $5.7M | 0.1% | +24.9% |
| SYKON CAPITAL LLC | Wealth advisor | 91.7K | $5.1M | 1.7% | +2.1% |
| Wick Capital Partners, LLC | Wealth advisor | 82.6K | $4.6M | 0.8% | +0.1% |
| Empowered Funds, LLC | Diversified mechanical | 50.5K | $2.8M | 0.0% | +309.8% |
| Arkadios Wealth Advisors | Wealth advisor | 50.4K | $2.8M | 0.0% | -0.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 46.6K | $2.6M | 0.0% | +6.4% |
| Lunt Capital Management, Inc. | Wealth advisor | 46.3K | $2.6M | 1.0% | Held |
| Capital Advisors, Ltd. LLC | Wealth advisor | 46.1K | $2.5M | 0.3% | -5.1% |
| BINGHAM PRIVATE WEALTH, LLC | Other | 45.1K | $2.5M | 2.0% | -0.2% |
| Longview Financial Advisors, Inc. | Wealth advisor | 44.1K | $2.4M | 1.5% | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 41.9K | $2.3M | 0.0% | +17.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 38.4K | $2.1M | 0.0% | +8.8% |
| Davis Investment Partners, LLC | Wealth advisor | 35.4K | $1.9M | 0.7% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 34.1K | $1.9M | 0.0% | -0.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 33.7K | $1.9M | 0.0% | New |
| Carroll Advisory Group, LLC | Wealth advisor | 29.7K | $1.6M | 0.6% | -3.4% |
| Friedenthal Financial | Wealth advisor | 29.3K | $1.6M | 0.8% | -41.5% |
| SFE Investment Counsel | Other | 27.3K | $1.5M | 0.2% | +1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 24.5K | $1.4M | 0.0% | +18.0% |
| Cerity Partners LLC | Diversified mechanical | 23.9K | $1.3M | 0.0% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 22.1K | $1.2M | 0.0% | -0.6% |
| Shade Tree Advisors LLC | Wealth advisor | 22.0K | $1.2M | 0.9% | Held |
| Baird Financial Group, Inc. | Diversified mechanical | 20.1K | $1.1M | 0.0% | +3.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 19.9K | $1.1M | 0.0% | -21.3% |
| DIVERSIFIED MANAGEMENT INC | Other | 18.8K | $1.0M | 0.2% | +0.5% |
| Creative Planning | Wealth advisor | 17.3K | $953K | 0.0% | -3.1% |
| Breakwater Capital Group | Wealth advisor | 16.4K | $904K | 0.1% | +22.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 14.7K | $810K | 0.0% | -0.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 14.6K | $807K | 0.0% | +61.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 14.1K | $774K | 0.0% | -5.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 11.8K | $639K | 0.0% | +106.1% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Wealth advisor | 9.8K | $563K | 0.4% | Held |
| Gladstone Institutional Advisory LLC | Wealth advisor | 10.2K | $562K | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 10.1K | $556K | 0.0% | +0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 9.5K | $529K | 0.0% | Held |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 8.9K | $490K | 0.0% | +0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 8.5K | $469K | 0.0% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.4K | $465K | 0.0% | -16.8% |
| AlphaCore Capital LLC | Wealth advisor | 8.4K | $460K | 0.0% | +0.1% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 7.9K | $433K | 0.0% | -18.0% |
| Fielder Capital Group LLC | Other | 7.8K | $431K | 0.1% | -1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.8K | $429K | 0.0% | -53.5% |
| FMR LLC | Long only active | 7.2K | $398K | 0.0% | -1.5% |
| Choate Investment Advisors | Wealth advisor | 7.0K | $388K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.