INVESCO RUSSELL 1000 EQUAL W (EQAL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $380.70M 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 $255.75M in its March 31, 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 $270.79M, representing an estimated gain of +5.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
87
Total Reported Value
$380.70M
Largest Holder
Stifel Financial Corp
Largest Position
$255.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.24% | 4,641,592 | $255,752,102 | $270,790,477 | +$15,038,375 | +5.88% | |
| Bank Of America Corp | 0.00% | 398,926 | $21,980,822 | $23,273,343 | +$1,292,521 | +5.88% | |
| Lpl Financial Llc | 0.00% | 225,595 | $12,430,299 | $13,161,212 | +$730,913 | +5.88% | |
| Morgan Stanley | 0.00% | 197,255 | $10,868,769 | $11,507,857 | +$639,088 | +5.88% | |
| Ubs Group Ag | 0.00% | 128,459 | $7,078,091 | $7,494,298 | +$416,207 | +5.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 113,543 | $6,256,202 | $6,624,099 | +$367,897 | +5.88% | |
| Geneos Wealth Management Inc. | 0.13% | 104,087 | $5,735,194 | $6,072,436 | +$337,242 | +5.88% | |
| Sykon Capital Llc | 1.68% | 91,732 | $5,054,449 | $5,351,645 | +$297,196 | +5.88% | |
| Wick Capital Partners, Llc | 0.83% | 82,580 | $4,550,136 | $4,817,717 | +$267,581 | +5.88% | |
| Empowered Funds, Llc | 0.02% | 50,514 | $2,783,321 | $2,946,987 | +$163,666 | +5.88% | |
| Arkadios Wealth Advisors | 0.05% | 50,390 | $2,776,484 | $2,939,753 | +$163,269 | +5.88% | |
| Lunt Capital Management, Inc. | 0.98% | 46,323 | $2,552,397 | $2,702,484 | +$150,087 | +5.88% | |
| Bingham Private Wealth, Llc | 1.97% | 45,125 | $2,486,388 | $2,632,593 | +$146,205 | +5.88% | |
| Longview Financial Advisors, Inc. | 1.48% | 44,070 | $2,428,310 | $2,571,044 | +$142,734 | +5.88% | |
| Envestnet Asset Management Inc | 0.00% | 41,859 | $2,306,417 | $2,442,054 | +$135,637 | +5.88% | |
| Raymond James Financial Inc | 0.00% | 38,430 | $2,117,477 | $2,242,006 | +$124,529 | +5.88% | |
| Davis Investment Partners, Llc | 0.69% | 35,379 | $1,949,396 | $2,064,011 | +$114,615 | +5.88% | |
| Cetera Investment Advisers | 0.00% | 34,091 | $1,878,410 | $1,988,869 | +$110,459 | +5.88% | |
| Sanctuary Advisors, Llc | 0.01% | 33,681 | $1,855,850 | $1,964,950 | +$109,100 | +5.88% | |
| Carroll Advisory Group, Llc | 0.64% | 29,732 | $1,638,233 | $1,734,565 | +$96,332 | +5.88% | |
| Friedenthal Financial | 0.81% | 29,319 | $1,615,477 | $1,710,470 | +$94,993 | +5.88% | |
| Sfe Investment Counsel | 0.24% | 27,265 | $1,502,312 | $1,590,640 | +$88,328 | +5.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,542 | $1,352,243 | $1,431,780 | +$79,537 | +5.88% | |
| Cerity Partners Llc | 0.00% | 23,940 | $1,319,094 | $1,396,660 | +$77,566 | +5.88% | |
| Shade Tree Advisors Llc | 0.87% | 22,008 | $1,212,641 | $1,283,947 | +$71,306 | +5.88% | |
| Baird Financial Group, Inc. | 0.00% | 20,054 | $1,104,975 | $1,169,950 | +$64,975 | +5.88% | |
| Diversified Management Inc | 0.18% | 18,778 | $1,034,680 | $1,095,509 | +$60,829 | +5.88% | |
| Creative Planning | 0.00% | 17,299 | $953,174 | $1,009,224 | +$56,050 | +5.88% | |
| Breakwater Capital Group | 0.12% | 16,408 | $904,081 | $957,243 | +$53,162 | +5.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,697 | $809,825 | $857,423 | +$47,598 | +5.88% | |
| Osaic Holdings, Inc. | 0.00% | 14,646 | $807,102 | $854,448 | +$47,346 | +5.87% | |
| Kestra Advisory Services, Llc | 0.00% | 14,053 | $774,310 | $819,852 | +$45,542 | +5.88% | |
| Jones Financial Companies Lllp | 0.00% | 11,795 | $639,056 | $688,120 | +$49,064 | +7.68% | |
| Up Strategic Wealth Investment Advisors Llc | 0.35% | 9,757 | $562,588 | $569,223 | +$6,635 | +1.18% | |
| Gladstone Institutional Advisory Llc | 0.02% | 10,200 | $562,020 | $595,068 | +$33,048 | +5.88% | |
| Truist Financial Corp | 0.00% | 10,084 | $555,632 | $588,301 | +$32,669 | +5.88% | |
| National Philanthropic Trust | 0.01% | 12,491 | $550,853 | $728,725 | +$177,872 | +32.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,501 | $528,921 | $554,288 | +$25,367 | +4.80% | |
| Rothschild Investment Llc | 0.03% | 8,891 | $489,904 | $518,701 | +$28,797 | +5.88% | |
| Hightower Advisors, Llc | 0.00% | 8,507 | $468,706 | $496,298 | +$27,592 | +5.89% | |
| Ameriprise Financial Inc | 0.00% | 8,446 | $465,375 | $492,740 | +$27,365 | +5.88% | |
| Alphacore Capital Llc | 0.01% | 8,351 | $460,121 | $487,197 | +$27,076 | +5.88% | |
| Mission Wealth Management, Lp | 0.01% | 7,852 | $432,646 | $458,086 | +$25,440 | +5.88% | |
| Fielder Capital Group Llc | 0.09% | 7,815 | $430,591 | $455,927 | +$25,336 | +5.88% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 7,777 | $428,504 | $453,710 | +$25,206 | +5.88% | |
| Fmr Llc | 0.00% | 7,231 | $398,464 | $421,857 | +$23,393 | +5.87% | |
| Choate Investment Advisors | 0.01% | 7,050 | $388,455 | $411,297 | +$22,842 | +5.88% | |
| Cornerstone Advisors Asset Management, Llc | 0.06% | 6,659 | $366,951 | $388,486 | +$21,535 | +5.87% | |
| Gilliland Jeter Wealth Management Llc | 0.11% | 6,452 | $355,531 | $376,410 | +$20,879 | +5.87% | |
| Susquehanna International Group, Llp | 0.00% | 6,273 | $345,642 | $365,967 | +$20,325 | +5.88% |
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.