EQAL Institutional Ownership & Shareholders
INVESCO RUSSELL 1000 EQUAL W (EQAL) is currently held by 92 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $417.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of EQAL tracked by InsiderSet, reporting ownership valued at approximately $274.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $274.92M, representing an estimated gain of +0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed EQAL value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO RUSSELL 1000 EQUAL W (EQAL).
This page ranks the largest institutional EQAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
92
Total Reported Value
$417.45M
Largest Holder
Stifel Financial Corp
Largest Position
$274.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.23% | 4,627,456 | $274,194,381 | $274,917,161 | +$722,780 | +0.26% | |
| Bank Of America Corp | 0.00% | 400,248 | $23,715,942 | $23,778,734 | +$62,792 | +0.26% | |
| Lpl Financial Llc | 0.00% | 228,655 | $13,548,699 | $13,584,394 | +$35,695 | +0.26% | |
| Morgan Stanley | 0.00% | 211,835 | $12,552,062 | $12,585,117 | +$33,055 | +0.26% | |
| Ubs Group Ag | 0.00% | 155,539 | $9,216,308 | $9,240,572 | +$24,264 | +0.26% | |
| Geneos Wealth Management Inc. | 0.15% | 125,102 | $7,412,294 | $7,432,310 | +$20,016 | +0.27% | |
| Pnc Financial Services Group, Inc. | 0.00% | 103,964 | $6,160,270 | $6,176,501 | +$16,231 | +0.26% | |
| Wick Capital Partners, Llc | 0.68% | 76,086 | $4,508,361 | $4,520,269 | +$11,908 | +0.26% | |
| Goldman Sachs Group Inc | 0.00% | 73,789 | $4,372,279 | $4,383,804 | +$11,525 | +0.26% | |
| Raymond James Financial Inc | 0.00% | 52,941 | $3,136,982 | $3,145,225 | +$8,243 | +0.26% | |
| Arkadios Wealth Advisors | 0.05% | 51,365 | $3,043,566 | $3,051,595 | +$8,029 | +0.26% | |
| Bingham Private Wealth, Llc | 1.94% | 47,694 | $2,826,051 | $2,833,501 | +$7,450 | +0.26% | |
| Thrivent Financial For Lutherans | 0.00% | 46,420 | $2,751,000 | $2,757,812 | +$6,812 | +0.25% | |
| Lunt Capital Management, Inc. | 1.05% | 48,007 | $2,749,361 | $2,852,096 | +$102,735 | +3.74% | |
| Envestnet Asset Management Inc | 0.00% | 45,280 | $2,683,027 | $2,690,085 | +$7,058 | +0.26% | |
| Longview Financial Advisors, Inc. | 1.30% | 39,780 | $2,278,231 | $2,363,330 | +$85,099 | +3.74% | |
| Davis Investment Partners, Llc | 0.63% | 35,187 | $2,084,978 | $2,090,460 | +$5,482 | +0.26% | |
| Cetera Investment Advisers | 0.00% | 34,605 | $2,050,469 | $2,055,883 | +$5,414 | +0.26% | |
| Royal Bank Of Canada | 0.00% | 30,034 | $1,780,000 | $1,784,320 | +$4,320 | +0.24% | |
| Carroll Advisory Group, Llc | 0.54% | 29,685 | $1,700,043 | $1,763,586 | +$63,543 | +3.74% | |
| Friedenthal Financial | 0.73% | 29,199 | $1,672,227 | $1,734,713 | +$62,486 | +3.74% | |
| Susquehanna International Group, Llp | 0.00% | 26,999 | $1,599,793 | $1,604,011 | +$4,218 | +0.26% | |
| Sfe Investment Counsel | 0.21% | 26,404 | $1,512,182 | $1,568,662 | +$56,480 | +3.73% | |
| Janney Montgomery Scott Llc | 0.00% | 24,168 | $1,432,000 | $1,435,821 | +$3,821 | +0.27% | |
| Cerity Partners Llc | 0.00% | 23,958 | $1,419,576 | $1,423,345 | +$3,769 | +0.27% | |
| Newedge Advisors, Llc | 0.00% | 22,507 | $1,333,629 | $1,337,141 | +$3,512 | +0.26% | |
| National Philanthropic Trust | 0.02% | 21,820 | $1,292,918 | $1,296,326 | +$3,408 | +0.26% | |
| Baird Financial Group, Inc. | 0.00% | 19,976 | $1,183,654 | $1,186,774 | +$3,120 | +0.26% | |
| Shade Tree Advisors Llc | 0.63% | 20,447 | $1,171,000 | $1,214,756 | +$43,756 | +3.74% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,757 | $1,131,466 | $1,173,763 | +$42,297 | +3.74% | |
| Breakwater Capital Group | 0.13% | 19,637 | $1,124,609 | $1,166,634 | +$42,025 | +3.74% | |
| Diversified Management Inc | 0.19% | 18,945 | $1,084,986 | $1,125,522 | +$40,536 | +3.74% | |
| Everest Management Corp. | 0.38% | 16,993 | $1,006,900 | $1,009,554 | +$2,654 | +0.26% | |
| Jones Financial Companies Lllp | 0.00% | 15,466 | $914,499 | $918,835 | +$4,336 | +0.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,690 | $870,484 | $872,733 | +$2,249 | +0.26% | |
| Osaic Holdings, Inc. | 0.00% | 13,653 | $809,197 | $811,125 | +$1,928 | +0.24% | |
| Kestra Advisory Services, Llc | 0.00% | 13,884 | $795,123 | $824,848 | +$29,725 | +3.74% | |
| Creative Planning | 0.00% | 12,770 | $731,361 | $758,666 | +$27,305 | +3.73% | |
| Action Point Financial Planning, Llc | 0.07% | 11,291 | $669,034 | $670,798 | +$1,764 | +0.26% | |
| Fmr Llc | 0.00% | 10,534 | $624,198 | $625,825 | +$1,627 | +0.26% | |
| Sanctuary Advisors, Llc | 0.00% | 10,252 | $607,448 | $609,071 | +$1,623 | +0.27% | |
| Truist Financial Corp | 0.00% | 10,373 | $594,080 | $616,260 | +$22,180 | +3.73% | |
| Up Strategic Wealth Investment Advisors Llc | 0.35% | 9,757 | $589,908 | $579,663 | -$10,245 | -1.74% | |
| Sykon Capital Llc | 0.17% | 9,468 | $561,015 | $562,494 | +$1,479 | +0.26% | |
| Gladstone Institutional Advisory Llc | 0.02% | 9,200 | $545,135 | $546,572 | +$1,437 | +0.26% | |
| Alphacore Capital Llc | 0.01% | 8,492 | $503,155 | $504,510 | +$1,355 | +0.27% | |
| Prospera Financial Services Inc | 0.01% | 8,267 | $490,307 | $491,142 | +$835 | +0.17% | |
| Ameriprise Financial Inc | 0.00% | 8,043 | $476,578 | $477,835 | +$1,257 | +0.26% | |
| Rothschild Investment Llc | 0.02% | 7,903 | $468,261 | $469,517 | +$1,256 | +0.27% | |
| Fielder Capital Group Llc | 0.10% | 7,815 | $463,052 | $464,289 | +$1,237 | +0.27% |
Frequently asked questions about EQAL
Who are the largest institutional holders of EQAL?
The largest institutional holders of EQAL reported in the latest SEC Form 13F filings include Stifel Financial Corp, Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported EQAL position.
What is EQAL institutional ownership?
This page tracks EQAL positions reported by institutional investment managers through SEC Form 13F. INVESCO RUSSELL 1000 EQUAL W (EQAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EQAL?
InsiderSet currently tracks 92 institutional managers reporting EQAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EQAL shareholders.
How much EQAL stock do institutions own?
Institutional investment managers disclosed approximately $417.45M in EQAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EQAL institutional ownership last updated?
The latest EQAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EQAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EQAL position after the reporting date.
Are institutions buying or selling EQAL?
Institutional buying and selling can be analyzed by comparing EQAL positions across consecutive 13F reporting periods. InsiderSet's EQAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EQAL ownership changes.
How has EQAL institutional ownership changed over time?
InsiderSet tracks EQAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.