INVESCO RUSSELL 1000 EQUAL W (EQAL) Institutional Shareholders
INVESCO RUSSELL 1000 EQUAL W (EQAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $421.44M in EQAL holdings during the latest filing period.
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 $272.61M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
$421.44M
Largest Holder
Stifel Financial Corp
Largest Position
$274.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
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 | $272,613,613 | -$1,580,768 | -0.58% | |
| Bank Of America Corp | 0.00% | 400,248 | $23,715,942 | $23,579,490 | -$136,452 | -0.58% | |
| Lpl Financial Llc | 0.00% | 228,655 | $13,548,699 | $13,470,569 | -$78,130 | -0.58% | |
| Morgan Stanley | 0.00% | 211,835 | $12,552,062 | $12,479,666 | -$72,396 | -0.58% | |
| Ubs Group Ag | 0.00% | 155,539 | $9,216,308 | $9,163,145 | -$53,163 | -0.58% | |
| Geneos Wealth Management Inc. | 0.15% | 125,102 | $7,412,294 | $7,370,034 | -$42,260 | -0.57% | |
| Pnc Financial Services Group, Inc. | 0.00% | 103,964 | $6,160,270 | $6,124,748 | -$35,522 | -0.58% | |
| Wick Capital Partners, Llc | 0.68% | 76,086 | $4,508,361 | $4,482,394 | -$25,967 | -0.58% | |
| Goldman Sachs Group Inc | 0.00% | 73,789 | $4,372,279 | $4,347,072 | -$25,207 | -0.58% | |
| Raymond James Financial Inc | 0.00% | 52,941 | $3,136,982 | $3,118,871 | -$18,111 | -0.58% | |
| Arkadios Wealth Advisors | 0.05% | 51,365 | $3,043,566 | $3,026,025 | -$17,541 | -0.58% | |
| Lunt Capital Management, Inc. | 1.04% | 48,007 | $2,844,597 | $2,828,198 | -$16,399 | -0.58% | |
| Bingham Private Wealth, Llc | 1.94% | 47,694 | $2,826,051 | $2,809,758 | -$16,293 | -0.58% | |
| Thrivent Financial For Lutherans | 0.00% | 46,420 | $2,751,000 | $2,734,704 | -$16,296 | -0.59% | |
| Envestnet Asset Management Inc | 0.00% | 45,280 | $2,683,027 | $2,667,544 | -$15,483 | -0.58% | |
| Longview Financial Advisors, Inc. | 1.53% | 44,074 | $2,611,570 | $2,596,496 | -$15,074 | -0.58% | |
| Capital Advisors, Ltd. Llc | 0.26% | 43,916 | $2,602,000 | $2,587,188 | -$14,812 | -0.57% | |
| Davis Investment Partners, Llc | 0.63% | 35,187 | $2,084,978 | $2,072,944 | -$12,034 | -0.58% | |
| Cetera Investment Advisers | 0.00% | 34,605 | $2,050,469 | $2,038,657 | -$11,812 | -0.58% | |
| Royal Bank Of Canada | 0.00% | 30,034 | $1,780,000 | $1,769,369 | -$10,631 | -0.60% | |
| Carroll Advisory Group, Llc | 0.58% | 29,732 | $1,761,734 | $1,751,578 | -$10,156 | -0.58% | |
| Friedenthal Financial | 0.80% | 29,344 | $1,738,744 | $1,728,720 | -$10,024 | -0.58% | |
| Susquehanna International Group, Llp | 0.00% | 26,999 | $1,599,793 | $1,590,570 | -$9,223 | -0.58% | |
| Sfe Investment Counsel | 0.22% | 26,829 | $1,589,718 | $1,580,555 | -$9,163 | -0.58% | |
| Janney Montgomery Scott Llc | 0.00% | 24,168 | $1,432,000 | $1,423,790 | -$8,210 | -0.57% | |
| Cerity Partners Llc | 0.00% | 23,958 | $1,419,576 | $1,411,418 | -$8,158 | -0.57% | |
| Newedge Advisors, Llc | 0.00% | 22,507 | $1,333,629 | $1,325,937 | -$7,692 | -0.58% | |
| Shade Tree Advisors Llc | 0.76% | 22,008 | $1,304,058 | $1,296,540 | -$7,518 | -0.58% | |
| National Philanthropic Trust | 0.02% | 21,820 | $1,292,918 | $1,285,464 | -$7,454 | -0.58% | |
| Baird Financial Group, Inc. | 0.00% | 19,976 | $1,183,654 | $1,176,830 | -$6,824 | -0.58% | |
| Diversified Management Inc | 0.24% | 18,857 | $1,117,341 | $1,110,907 | -$6,434 | -0.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,767 | $1,112,001 | $1,105,605 | -$6,396 | -0.58% | |
| Breakwater Capital Group | 0.13% | 18,538 | $1,098,447 | $1,092,114 | -$6,333 | -0.58% | |
| Everest Management Corp. | 0.38% | 16,993 | $1,006,900 | $1,001,095 | -$5,805 | -0.58% | |
| Jones Financial Companies Lllp | 0.00% | 15,466 | $914,499 | $911,136 | -$3,363 | -0.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,690 | $870,484 | $865,420 | -$5,064 | -0.58% | |
| Kestra Advisory Services, Llc | 0.00% | 13,904 | $823,863 | $819,115 | -$4,748 | -0.58% | |
| Osaic Holdings, Inc. | 0.00% | 13,653 | $809,197 | $804,328 | -$4,869 | -0.60% | |
| Action Point Financial Planning, Llc | 0.07% | 11,291 | $669,034 | $665,178 | -$3,856 | -0.58% | |
| Fmr Llc | 0.00% | 10,534 | $624,198 | $620,581 | -$3,617 | -0.58% | |
| Truist Financial Corp | 0.00% | 10,356 | $613,620 | $610,095 | -$3,525 | -0.57% | |
| Sanctuary Advisors, Llc | 0.00% | 10,252 | $607,448 | $603,968 | -$3,480 | -0.57% | |
| Up Strategic Wealth Investment Advisors Llc | 0.35% | 9,757 | $589,908 | $574,806 | -$15,102 | -2.56% | |
| Sykon Capital Llc | 0.17% | 9,468 | $561,015 | $557,781 | -$3,234 | -0.58% | |
| Gladstone Institutional Advisory Llc | 0.02% | 9,200 | $545,135 | $541,992 | -$3,143 | -0.58% | |
| Alphacore Capital Llc | 0.01% | 8,492 | $503,155 | $500,282 | -$2,873 | -0.57% | |
| Prospera Financial Services Inc | 0.01% | 8,267 | $490,307 | $487,027 | -$3,280 | -0.67% | |
| Ameriprise Financial Inc | 0.00% | 8,043 | $476,578 | $473,831 | -$2,747 | -0.58% | |
| Rothschild Investment Llc | 0.02% | 7,903 | $468,261 | $465,583 | -$2,678 | -0.57% | |
| Fielder Capital Group Llc | 0.10% | 7,815 | $463,052 | $460,399 | -$2,653 | -0.57% |
Frequently asked questions about EQAL
Who owns the most EQAL stock?
The largest holders of EQAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO RUSSELL 1000 EQUAL W (EQAL).
Is EQAL widely held by superinvestors?
Many widely followed stocks like EQAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EQAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.