Security record
EQWL
Invesco S&P 100 Equal Weight ETF · Financial Services · Asset Management - Global
43Tracked holders
+3Δ holders
7.65MShares held
$986.32MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow +3.9% ·
net new positions +7.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.00M | -0.8% | $258.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.07M | +1.5% | $138.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 781.55K | +13.5% | $100.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 638.96K | -5.9% | $82.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 522.81K | -3.6% | $67.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 522.26K | +13.0% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Jones Financial Companies Lllp | 395.13K | +22.9% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 359.36K | +46.0% | $46.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 257.71K | -8.4% | $33.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 152.33K | +2.4% | $19.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 146.01K | +17.2% | $18.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 133.88K | +4.3% | $17.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 126.02K | +5.0% | $16.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 86.06K | +7.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 71.58K | -30.7% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Wealth Enhancement Advisory… | 69.21K | +4.9% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 66.68K | +11.1% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Mml Investors Services, Llc | 55.37K | +16.3% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 29.43K | -5.0% | $3.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 15.07K | +0.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Blair William & Co/Il | 14.48K | -1.0% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 14.28K | +12.3% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Marshall Wace ✦ | 12.71K | New | $1.64M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 12.32K | +33.9% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 10.51K | -43.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 10.19K | -5.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 9.39K | +6.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 9.37K | +9.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 9.31K | 0.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 7.74K | 0.0% | $998,873 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 6.36K | +123.9% | $820,954 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 4.82K | -2.0% | $621,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.56K | -5.4% | $588,872 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 34 | Hrt Financial Lp | 4.13K | -71.0% | $532,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 3.91K | +3.8% | $504,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Focus Partners Wealth | 3.14K | -1.1% | $405,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2.67K | +0.8% | $344,759 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 1.72K | New | $222,172 | 0.0% | New | 1 | SEC ↗ |
| 39 | Nuveen, LLC | 1.63K | New | $210,819 | 0.0% | New | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 1.38K | -36.4% | $177,790 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 379 | 0.0% | $48,899 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 80 | 0.0% | $10,313 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 39 | New | $5,032 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.64M | 0.0% |
| Quantinno Capital Management… | $222,172 | 0.0% |
| Nuveen, LLC | $210,819 | 0.0% |
| Assetmark, Inc | $5,032 | 0.0% |
Exited
| Simplex Trading, Llc | $13,598 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 184 holders, 11.63M shares, $1.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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