INVESCO S&P 100 EQUAL WEIGHT EQWL
$130.55
+1.0% 52w: $104.59 – $130.55
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data104.59117.57130.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
184
+9 QoQ
13F value
$1.34B
+15.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.2×
$657K calls / $3.3M puts
Institutional value by quarter
Number of holders
Who owns EQWL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.0M | $232.5M | 0.1% | +14.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $121.4M | 0.0% | +1142.3% |
| MORGAN STANLEY | Bank broker | 688.5K | $79.3M | 0.0% | +9.8% |
| Cetera Investment Advisers | Wealth advisor | 678.8K | $78.2M | 0.1% | +3.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 542.4K | $62.5M | 0.0% | -25.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 462.1K | $53.3M | 0.1% | +58.3% |
| REICON WEALTH ADVISORS, LLC | Wealth advisor | 346.7K | $40.0M | 30.7% | +38.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 321.5K | $36.2M | 0.0% | +35.7% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 311.4K | $35.9M | 10.0% | -0.2% |
| Altus Wealth Management, LLC | Wealth advisor | 308.7K | $35.6M | 15.8% | +1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 281.3K | $32.4M | 0.0% | +24.8% |
| Private Advisor Group, LLC | Wealth advisor | 260.2K | $30.0M | 0.1% | +39.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 246.1K | $28.4M | 0.0% | +8.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 209.1K | $24.1M | 0.0% | +12.9% |
| RFP Financial Group LLC | Wealth advisor | 184.4K | $21.2M | 11.5% | -59.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 182.7K | $21.1M | 0.1% | +5.7% |
| CM WEALTH ADVISORS LLC | Wealth advisor | 151.1K | $17.4M | 3.7% | +28.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 148.8K | $17.2M | 0.0% | +4465.5% |
| Prentice Wealth Management LLC | Wealth advisor | 138.9K | $16.0M | 3.6% | -4.9% |
| Fiduciary Planning LLC | Wealth advisor | 135.6K | $15.6M | 4.7% | -0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 128.3K | $14.8M | 0.0% | -16.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 124.6K | $14.4M | 0.0% | +11.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 120.0K | $13.8M | 0.0% | +7.6% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 111.7K | $12.9M | 0.2% | +3.8% |
| ROYAL BANK OF CANADA | Bank broker | 103.3K | $11.9M | 0.0% | +51.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 103.3K | $11.9M | 0.0% | +2526.4% |
| KPP Advisory Services LLC | Wealth advisor | 102.2K | $11.8M | 1.7% | +57.4% |
| Argent Advisors, Inc. | Other | 93.3K | $10.8M | 2.9% | +6.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 79.9K | $9.2M | 0.0% | +14.3% |
| Forza Wealth Management, LLC | Wealth advisor | 78.7K | $9.1M | 3.2% | +17.3% |
| YHB Investment Advisors, Inc. | Other | 78.5K | $9.0M | 0.6% | +34.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 66.0K | $7.6M | 0.0% | -41.4% |
| Advisory Services Network, LLC | Diversified mechanical | 63.3K | $7.3M | 0.1% | +35.7% |
| Able Wealth Management LLC | Wealth advisor | 61.9K | $7.1M | 1.9% | -45.2% |
| UBS Group AG | Bank broker | 60.0K | $6.9M | 0.0% | +8.9% |
| Rothschild Wealth LLC | Wealth advisor | 54.3K | $6.3M | 0.6% | -11.9% |
| Merit Financial Group, LLC | Wealth advisor | 53.7K | $6.2M | 0.0% | +4.6% |
| &PARTNERS | Diversified mechanical | 52.7K | $6.1M | 0.0% | +726.8% |
| Fifth Third Securities, Inc. | Wealth advisor | 52.5K | $6.1M | 0.4% | +10.8% |
| Highview Capital Management LLC/DE/ | Other | 50.9K | $5.9M | 2.1% | +54.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 48.1K | $5.5M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 47.6K | $5.5M | 0.0% | +311.7% |
| PCG Wealth Advisors, LLC | Wealth advisor | 47.2K | $5.4M | 1.4% | +4.2% |
| Equitable Holdings, Inc. | Wealth advisor | 45.6K | $5.4M | 0.0% | +3.1% |
| Columbia River Financial Group, LLC | Wealth advisor | 39.5K | $4.5M | 2.6% | +5.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 39.2K | $4.5M | 0.0% | +7.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 38.8K | $4.5M | 0.0% | -65.4% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 37.2K | $4.3M | 1.0% | +23.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 35.9K | $4.1M | 0.0% | +247.1% |
| JPMORGAN CHASE & CO | Bank broker | 31.0K | $3.5M | 0.0% | -14.5% |
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.