Security record · archived quarter
EQWL
Invesco S&P 100 Equal Weight ETF · Financial Services · Asset Management - Global
41Tracked holders
+3Δ holders
7.36MShares held
$847.32MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +7.9% ·
share flow +29.7% ·
net new positions +7.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.02M | +14.3% | $232.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.05M | +1142.3% | $121.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 688.55K | +9.8% | $79.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 678.77K | +3.4% | $78.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 542.44K | -25.1% | $62.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 462.13K | +58.3% | $53.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Jones Financial Companies Lllp | 321.46K | +35.7% | $36.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 281.27K | +24.8% | $32.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 246.14K | +8.8% | $28.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 148.84K | +4465.5% | $17.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 128.32K | -16.5% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 124.60K | +11.6% | $14.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 120.04K | +7.6% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 103.35K | +51.5% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Truist Financial Corp | 79.94K | +14.3% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 65.97K | -41.4% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 60.02K | +8.8% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 47.60K | +311.7% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 30.99K | -14.5% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 18.62K | +798.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 15.00K | -29.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Blair William & Co/Il | 14.63K | +125.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 14.21K | New | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 12.72K | +13.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 10.76K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 9.30K | +121.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 9.20K | -55.7% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 8.80K | +11.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 8.54K | +117.3% | $984,564 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Gotham Asset Management ✦ | 7.74K | New | $892,188 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 4.92K | New | $566,808 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.83K | +18.1% | $556,025 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 33 | Cwm, Llc | 4.51K | 0.0% | $519,387 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 3.77K | 0.0% | $434,570 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 3.18K | +80.8% | $362,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 2.84K | -36.6% | $327,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2.65K | +428.1% | $305,487 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | BlackRock ✦ (passive) | 2.17K | 0.0% | $249,495 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 379 | -6.9% | $43,676 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Simplex Trading, Llc | 118 | New | $13,598 | 0.0% | New | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 80 | -83.2% | $9,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.64M | 0.0% |
| Fifth Third Bancorp | $1.24M | 0.0% |
| Gotham Asset Management | $892,188 | 0.0% |
| Mercer Global Advisors Inc… | $566,808 | 0.0% |
| Simplex Trading, Llc | $13,598 | 0.0% |
Exited
| First Trust Advisors Lp | $215,192 | was 0.0% |
| Quantinno Capital Management… | $210,443 | 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: Q1 2026 ·
Methodology ·
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