EQAL Institutional Ownership
Invesco Russell 1000 Equal Weight ETF
1W: -0.3%
1M: -5.0%
3M: -2.5%
YTD: +9.2%
1Y: +10.9%
3Y: +51.6%
5Y: +37.0%
$57.99
+0.45 (+0.78%)
Weekly Expected Move ±1.4%
$56
$57
$58
$59
$60
Overview
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Holdings
Changes
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Institutional Ownership — EQAL
106
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
420M
Total Invested
18
New Positions
33
Increased
32
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (111 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 4,627,456 | 268M | -14,136 | -0.3% | 33Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 400,248 | 23M | +1,322 | +0.3% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 228,655 | 13M | +3,060 | +1.4% | 33Q | SEC ↗ |
| 4 | MORGAN STANLEY | 211,835 | 12M | +14,580 | +7.4% | 33Q | SEC ↗ |
| 5 | UBS Group AG | 155,539 | 9M | +27,080 | +21.1% | 33Q | SEC ↗ |
| 6 | Geneos Wealth Management Inc. | 125,102 | 7M | +21,015 | +20.2% | 33Q | SEC ↗ |
| 7 | PNC Financial Services Group, Inc. | 118,711 | 7M | -9,579 | -7.5% | 15Q | SEC ↗ |
| 8 | Wick Capital Partners, LLC | 76,086 | 4M | -6,494 | -7.9% | 17Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC NEW | 73,789 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 52,941 | 3M | +14,511 | +37.8% | 7Q | SEC ↗ |
| 11 | Arkadios Wealth Advisors | 51,365 | 3M | +975 | +1.9% | 5Q | SEC ↗ |
| 12 | Lunt Capital Management, Inc. | 48,007 | 3M | +1,684 | +3.6% | 11Q | SEC ↗ |
| 13 | BINGHAM PRIVATE WEALTH, LLC | 47,694 | 3M | +2,569 | +5.7% | 3Q | SEC ↗ |
| 14 | Thrivent Financial for Lutherans | 46,420 | 3M | -155 | -0.3% | 4Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 45,280 | 3M | +3,421 | +8.2% | 18Q | SEC ↗ |
| 16 | Longview Financial Advisors, Inc. | 44,074 | 3M | +4 | +0.0% | 11Q | SEC ↗ |
| 17 | Capital Advisors, Ltd. LLC | 43,916 | 3M | -2,159 | -4.7% | 31Q | SEC ↗ |
| 18 | Davis Investment Partners, LLC | 35,187 | 2M | -192 | -0.5% | 15Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 34,605 | 2M | +514 | +1.5% | 10Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 30,034 | 2M | +23,906 | +390.1% | 33Q | SEC ↗ |
| 21 | Carroll Advisory Group, LLC | 29,732 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 22 | Friedenthal Financial | 29,344 | 2M | +25 | +0.1% | 7Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,999 | 2M | +20,726 | +330.4% | 2Q | SEC ↗ |
| 24 | SFE Investment Counsel | 26,829 | 2M | -436 | -1.6% | 30Q | SEC ↗ |
| 25 | Janney Montgomery Scott LLC | 24,168 | 1M | +2,086 | +9.4% | 27Q | SEC ↗ |
| 26 | Cerity Partners LLC | 23,958 | 1M | +18 | +0.1% | 12Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 22,507 | 1M | +2,610 | +13.1% | 15Q | SEC ↗ |
| 28 | Shade Tree Advisors LLC | 22,008 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 29 | National Philanthropic Trust NEW | 21,820 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 19,976 | 1M | -78 | -0.4% | 25Q | SEC ↗ |
| 31 | DIVERSIFIED MANAGEMENT INC | 18,857 | 1M | +79 | +0.4% | 3Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 18,767 | 1M | -5,775 | -23.5% | 33Q | SEC ↗ |
| 33 | Breakwater Capital Group | 18,538 | 1M | +2,130 | +13.0% | 6Q | SEC ↗ |
| 34 | Everest Private Wealth NEW | 16,993 | 985K | — | +0.0% | 1Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 15,466 | 897K | +3,671 | +31.1% | 8Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 14,690 | 852K | -7 | -0.0% | 5Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 13,904 | 806K | -149 | -1.1% | 7Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 13,653 | 792K | -993 | -6.8% | 26Q | SEC ↗ |
| 39 | Creative Planning | 12,717 | 737K | -4,582 | -26.5% | 9Q | SEC ↗ |
| 40 | FIDUCIARY FINANCIAL ADVISORS NEW | 11,291 | 655K | — | +0.0% | 1Q | SEC ↗ |
| 41 | FMR LLC | 10,534 | 611K | +3,303 | +45.7% | 24Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 10,356 | 601K | +272 | +2.7% | 5Q | SEC ↗ |
| 43 | Sanctuary Advisors, LLC | 10,252 | 595K | -23,429 | -69.6% | 2Q | SEC ↗ |
| 44 | UP STRATEGIC WEALTH INVESTMENT ADVISOR | 9,757 | 566K | — | +0.0% | 11Q | SEC ↗ |
| 45 | SYKON CAPITAL LLC | 9,468 | 549K | -82,264 | -89.7% | 4Q | SEC ↗ |
| 46 | Gladstone Institutional Advisory LLC | 9,200 | 534K | -1,000 | -9.8% | 13Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 8,527 | 494K | +20 | +0.2% | 33Q | SEC ↗ |
| 48 | AlphaCore Capital LLC | 8,492 | 492K | +141 | +1.7% | 15Q | SEC ↗ |
| 49 | Prospera Financial Services Inc | 8,267 | 479K | +3,360 | +68.5% | 2Q | SEC ↗ |
| 50 | AMERIPRISE FINANCIAL INC | 8,043 | 466K | -403 | -4.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 73,789 | 4M |
| National Philanthropic Trust | 21,820 | 1M |
| Everest Private Wealth | 16,993 | 985K |
| FIDUCIARY FINANCIAL ADVISORS | 11,291 | 655K |
| Vise Technologies, Inc. | 6,987 | 405K |
| Fort Point Capital Partners LLC | 6,102 | 354K |
| XTX Topco Ltd | 4,576 | 265K |
| BEESE FULMER INVESTMENT MANAGEMENT, | 4,519 | 262K |
| Pinnacle Family Advisors, LLC | 4,220 | 245K |
| Westshore Wealth, LLC | 4,072 | 236K |
| Merit Financial Group, LLC | 3,641 | 211K |
| Valeo Financial Advisors, LLC | 3,509 | 203K |
| Allworth Financial LP | 2,798 | 162K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,713 | 157K |
| IFG Advisory, LLC | 525 | 30K |
| Tower Research Capital LLC (TRC) | 156 | 9K |
| Integrated Wealth Concepts LLC | 50 | 3K |
| Glen Eagle Advisors, LLC | 30 | 2K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Empowered Funds, LLC | 50,514 | 3M |
| Clark Asset Management, LLC | 24,192 | 1M |
| Carlton Hofferkamp & Jenks Wealth M | 10,000 | 580K |
| TWO SIGMA INVESTMENTS, LP | 9,700 | 563K |
| CORNERSTONE ADVISORS ASSET MANAGEME | 6,659 | 386K |
| JPMORGAN CHASE & CO | 3,700 | 215K |
| CITIGROUP INC | 2,368 | 137K |
| Steward Partners Investment Advisor | 1,000 | 58K |
| MAI Capital Management | 415 | 24K |
| BlackRock, Inc. | 300 | 17K |
| Wellington Grp LLC | 98 | 6K |
| Russell Investments Group, Ltd. | 30 | 2K |
| MATHER GROUP, LLC. | 14 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +27,080 | +21.1% | 155,539 |
| ROYAL BANK OF CANADA | +23,906 | +390.1% | 30,034 |
| Geneos Wealth Management Inc. | +21,015 | +20.2% | 125,102 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +20,726 | +330.4% | 26,999 |
| MORGAN STANLEY | +14,580 | +7.4% | 211,835 |
| RAYMOND JAMES FINANCIAL INC | +14,511 | +37.8% | 52,941 |
| JONES FINANCIAL COMPANIES LLLP | +3,671 | +31.1% | 15,466 |
| ENVESTNET ASSET MANAGEMENT INC | +3,421 | +8.2% | 45,280 |
| Prospera Financial Services Inc | +3,360 | +68.5% | 8,267 |
| FMR LLC | +3,303 | +45.7% | 10,534 |
| LPL Financial LLC | +3,060 | +1.4% | 228,655 |
| NewEdge Advisors, LLC | +2,610 | +13.1% | 22,507 |
| BINGHAM PRIVATE WEALTH, LLC | +2,569 | +5.7% | 47,694 |
| Breakwater Capital Group | +2,130 | +13.0% | 18,538 |
| Janney Montgomery Scott LLC | +2,086 | +9.4% | 24,168 |
| Lunt Capital Management, Inc. | +1,684 | +3.6% | 48,007 |
| CAPTRUST FINANCIAL ADVISORS | +1,490 | +36.2% | 5,610 |
| BANK OF AMERICA CORP /DE | +1,322 | +0.3% | 400,248 |
| Arkadios Wealth Advisors | +975 | +1.9% | 51,365 |
| Cetera Investment Advisers | +514 | +1.5% | 34,605 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SYKON CAPITAL LLC | -82,264 | -89.7% | 9,468 |
| Sanctuary Advisors, LLC | -23,429 | -69.6% | 10,252 |
| STIFEL FINANCIAL CORP | -14,136 | -0.3% | 4,627,456 |
| PNC Financial Services Group, Inc. | -9,579 | -7.5% | 118,711 |
| Wick Capital Partners, LLC | -6,494 | -7.9% | 76,086 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,775 | -23.5% | 18,767 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -4,778 | -50.3% | 4,723 |
| Creative Planning | -4,582 | -26.5% | 12,717 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -4,366 | -56.1% | 3,411 |
| Capital Advisors, Ltd. LLC | -2,159 | -4.7% | 43,916 |
| Gladstone Institutional Advisory LL | -1,000 | -9.8% | 9,200 |
| OSAIC HOLDINGS, INC. | -993 | -6.8% | 13,653 |
| ROTHSCHILD INVESTMENT LLC | -988 | -11.1% | 7,903 |
| SFE Investment Counsel | -436 | -1.6% | 26,829 |
| MISSION WEALTH MANAGEMENT, LP | -432 | -5.5% | 7,420 |
| AMERIPRISE FINANCIAL INC | -403 | -4.8% | 8,043 |
| Davis Investment Partners, LLC | -192 | -0.5% | 35,187 |
| Thrivent Financial for Lutherans | -155 | -0.3% | 46,420 |
| Kestra Advisory Services, LLC | -149 | -1.1% | 13,904 |
| WELLS FARGO & COMPANY/MN | -85 | -100.0% | 0 |