EQWL Institutional Ownership & Shareholders
INVESCO S&P 100 EQUAL WEIGHT (EQWL) is currently held by 195 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.55B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of EQWL tracked by InsiderSet, reporting ownership valued at approximately $258.21M 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 $264.83M, representing an estimated gain of +2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed EQWL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P 100 EQUAL WEIGHT (EQWL).
This page ranks the largest institutional EQWL 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
195
Total Reported Value
$1.55B
Largest Holder
Lpl Financial Llc
Largest Position
$258.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 2,001,311 | $258,209,184 | $264,833,485 | +$6,624,301 | +2.57% | |
| Envestnet Asset Management Inc | 0.03% | 1,069,858 | $138,033,105 | $141,574,309 | +$3,541,204 | +2.57% | |
| Morgan Stanley | 0.01% | 781,550 | $100,835,580 | $103,422,512 | +$2,586,932 | +2.57% | |
| Cetera Investment Advisers | 0.08% | 638,963 | $82,439,034 | $84,553,974 | +$2,114,940 | +2.57% | |
| Ameriprise Financial Inc | 0.01% | 522,810 | $67,441,843 | $69,183,447 | +$1,741,604 | +2.58% | |
| Osaic Holdings, Inc. | 0.08% | 522,262 | $67,387,440 | $69,110,930 | +$1,723,490 | +2.56% | |
| Jones Financial Companies Lllp | 0.02% | 395,132 | $50,750,718 | $52,287,818 | +$1,537,100 | +3.03% | |
| Bank Of America Corp | 0.00% | 359,357 | $46,364,214 | $47,553,712 | +$1,189,498 | +2.57% | |
| Reicon Wealth Advisors, Llc | 28.17% | 349,630 | $45,109,310 | $46,266,538 | +$1,157,228 | +2.57% | |
| Bond & Devick Financial Network, Inc. | 9.94% | 319,112 | $41,181,404 | $42,228,091 | +$1,046,687 | +2.54% | |
| Altus Wealth Management, Llc | 15.60% | 318,394 | $41,088,801 | $42,133,078 | +$1,044,277 | +2.54% | |
| Raymond James Financial Inc | 0.01% | 257,710 | $33,249,649 | $34,102,764 | +$853,115 | +2.57% | |
| Private Advisor Group, Llc | 0.14% | 232,199 | $29,958,281 | $30,726,894 | +$768,613 | +2.57% | |
| Thrivent Financial For Lutherans | 0.05% | 221,316 | $28,554,000 | $29,286,746 | +$732,746 | +2.57% | |
| Newedge Advisors, Llc | 0.07% | 189,430 | $24,440,194 | $25,067,272 | +$627,078 | +2.57% | |
| Cm Wealth Advisors Llc | 3.67% | 157,710 | $20,347,744 | $20,869,764 | +$522,020 | +2.57% | |
| Ep Wealth Advisors, Llc | 0.08% | 157,623 | $20,336,548 | $20,858,252 | +$521,704 | +2.57% | |
| Rfp Financial Group Llc | 13.33% | 157,285 | $20,292,928 | $20,813,524 | +$520,596 | +2.57% | |
| Stifel Financial Corp | 0.02% | 152,334 | $19,659,712 | $20,158,358 | +$498,646 | +2.54% | |
| Goldman Sachs Group Inc | 0.00% | 146,007 | $18,837,823 | $19,321,106 | +$483,283 | +2.57% | |
| Prentice Wealth Management Llc | 3.75% | 143,064 | $18,462,409 | $18,931,659 | +$469,250 | +2.54% | |
| Commonwealth Equity Services, Llc | 0.02% | 141,339 | $18,239,770 | $18,703,390 | +$463,620 | +2.54% | |
| Fiduciary Planning Llc | 4.68% | 140,909 | $18,184,252 | $18,646,488 | +$462,236 | +2.54% | |
| Principal Securities, Inc. | 0.18% | 116,756 | $15,063,878 | $15,450,321 | +$386,443 | +2.57% | |
| Yhb Investment Advisors, Inc. | 0.90% | 110,179 | $14,219,562 | $14,579,987 | +$360,425 | +2.53% | |
| Forza Wealth Management, Llc | 3.69% | 98,772 | $12,746,527 | $13,070,499 | +$323,972 | +2.54% | |
| Argent Advisors, Inc. | 3.11% | 96,380 | $12,434,943 | $12,753,965 | +$319,022 | +2.57% | |
| Truist Financial Corp | 0.01% | 89,343 | $11,529,762 | $11,822,759 | +$292,997 | +2.54% | |
| Saxon Interests, Inc. | 3.59% | 80,324 | $10,365,843 | $10,629,275 | +$263,432 | +2.54% | |
| Royal Bank Of Canada | 0.00% | 71,578 | $9,236,000 | $9,471,917 | +$235,917 | +2.55% | |
| Ubs Group Ag | 0.00% | 66,683 | $8,603,441 | $8,824,161 | +$220,720 | +2.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 57,563 | $7,526,345 | $7,617,312 | +$90,967 | +1.21% | |
| Advisory Services Network, Llc | 0.08% | 57,360 | $7,400,641 | $7,590,449 | +$189,808 | +2.56% | |
| Merit Financial Group, Llc | 0.05% | 56,517 | $7,291,823 | $7,478,895 | +$187,072 | +2.57% | |
| &Partners | 0.03% | 55,957 | $7,251,212 | $7,404,790 | +$153,578 | +2.12% | |
| Integrated Wealth Concepts Llc | 0.05% | 55,697 | $7,185,984 | $7,370,384 | +$184,400 | +2.57% | |
| Mml Investors Services, Llc | 0.01% | 55,372 | $7,144,104 | $7,327,377 | +$183,273 | +2.57% | |
| Fifth Third Securities, Inc. | 0.35% | 53,770 | $6,939,019 | $7,115,384 | +$176,365 | +2.54% | |
| Rothschild Wealth Llc | 0.53% | 50,977 | $6,577,002 | $6,745,786 | +$168,784 | +2.57% | |
| Equitable Holdings, Inc. | 0.04% | 50,254 | $6,483,774 | $6,650,112 | +$166,338 | +2.57% | |
| Highview Capital Management Llc/De/ | 1.78% | 47,991 | $6,191,799 | $6,350,649 | +$158,850 | +2.57% | |
| Pcg Wealth Advisors, Llc | 1.37% | 47,736 | $6,158,821 | $6,316,905 | +$158,084 | +2.57% | |
| Kestra Advisory Services, Llc | 0.02% | 46,529 | $6,004,578 | $6,157,183 | +$152,605 | +2.54% | |
| Sykon Capital Llc | 1.79% | 44,950 | $5,799,508 | $5,948,234 | +$148,726 | +2.56% | |
| Able Wealth Management Llc | 1.23% | 42,954 | $5,586,163 | $5,684,103 | +$97,940 | +1.75% | |
| Columbia River Financial Group, Llc | 2.76% | 39,897 | $5,147,000 | $5,279,570 | +$132,570 | +2.58% | |
| Janney Montgomery Scott Llc | 0.01% | 38,904 | $5,019,000 | $5,148,166 | +$129,166 | +2.57% | |
| Paradigm, Strategies In Wealth Management, Llc | 3.14% | 38,000 | $4,903,900 | $5,028,540 | +$124,640 | +2.54% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 35,451 | $4,573,981 | $4,691,231 | +$117,250 | +2.56% | |
| Beck Capital Management, Llc | 0.84% | 35,228 | $4,545,061 | $4,661,721 | +$116,660 | +2.57% |
Frequently asked questions about EQWL
Who are the largest institutional holders of EQWL?
The largest institutional holders of EQWL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Morgan Stanley, Cetera Investment Advisers, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported EQWL position.
What is EQWL institutional ownership?
This page tracks EQWL positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 100 EQUAL WEIGHT (EQWL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EQWL?
InsiderSet currently tracks 195 institutional managers reporting EQWL 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 EQWL shareholders.
How much EQWL stock do institutions own?
Institutional investment managers disclosed approximately $1.55B in EQWL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EQWL institutional ownership last updated?
The latest EQWL 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 EQWL 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 EQWL position after the reporting date.
Are institutions buying or selling EQWL?
Institutional buying and selling can be analyzed by comparing EQWL positions across consecutive 13F reporting periods. InsiderSet's EQWL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EQWL ownership changes.
How has EQWL institutional ownership changed over time?
InsiderSet tracks EQWL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.