INVESCO S&P 100 EQUAL WEIGHT (EQWL) Top Institutional Shareholders
INVESCO S&P 100 EQUAL WEIGHT (EQWL) 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 $1.27B in EQWL holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of EQWL tracked by InsiderSet, reporting ownership valued at approximately $232.50M 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 $258.54M, representing an estimated gain of +11.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
184
Total Reported Value
$1.27B
Largest Holder
Lpl Financial Llc
Largest Position
$232.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
169
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% | 2,017,496 | $232,496,179 | $258,542,112 | +$26,045,933 | +11.20% | |
| Envestnet Asset Management Inc | 0.03% | 1,053,691 | $121,427,310 | $135,030,502 | +$13,603,192 | +11.20% | |
| Morgan Stanley | 0.00% | 688,546 | $79,348,093 | $88,237,170 | +$8,889,077 | +11.20% | |
| Cetera Investment Advisers | 0.08% | 678,768 | $78,221,244 | $86,984,119 | +$8,762,875 | +11.20% | |
| Ameriprise Financial Inc | 0.01% | 542,440 | $62,466,179 | $69,513,686 | +$7,047,507 | +11.28% | |
| Osaic Holdings, Inc. | 0.08% | 462,130 | $53,257,508 | $59,221,960 | +$5,964,452 | +11.20% | |
| Reicon Wealth Advisors, Llc | 30.67% | 346,724 | $39,956,500 | $44,432,681 | +$4,476,181 | +11.20% | |
| Jones Financial Companies Lllp | 0.02% | 321,461 | $36,225,383 | $41,195,227 | +$4,969,844 | +13.72% | |
| Bond & Devick Financial Network, Inc. | 10.01% | 311,446 | $35,891,037 | $39,911,805 | +$4,020,768 | +11.20% | |
| Altus Wealth Management, Llc | 15.81% | 308,732 | $35,578,276 | $39,564,006 | +$3,985,730 | +11.20% | |
| Raymond James Financial Inc | 0.01% | 281,275 | $32,414,194 | $36,045,391 | +$3,631,197 | +11.20% | |
| Private Advisor Group, Llc | 0.14% | 260,206 | $29,986,050 | $33,345,399 | +$3,359,349 | +11.20% | |
| Bank Of America Corp | 0.00% | 246,138 | $28,364,914 | $31,542,585 | +$3,177,671 | +11.20% | |
| Rfp Financial Group Llc | 17.71% | 184,357 | $21,245,228 | $23,625,350 | +$2,380,122 | +11.20% | |
| Cm Wealth Advisors Llc | 3.71% | 151,136 | $17,416,913 | $19,368,078 | +$1,951,165 | +11.20% | |
| Stifel Financial Corp | 0.02% | 148,835 | $17,156,927 | $19,073,205 | +$1,916,278 | +11.17% | |
| Prentice Wealth Management Llc | 3.61% | 138,942 | $16,011,676 | $17,805,417 | +$1,793,741 | +11.20% | |
| Fiduciary Planning Llc | 4.72% | 135,550 | $15,620,736 | $17,370,733 | +$1,749,997 | +11.20% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 128,325 | $14,788,143 | $16,444,849 | +$1,656,706 | +11.20% | |
| Goldman Sachs Group Inc | 0.00% | 124,598 | $14,358,674 | $15,967,234 | +$1,608,560 | +11.20% | |
| Commonwealth Equity Services, Llc | 0.02% | 120,041 | $13,833,550 | $15,383,254 | +$1,549,704 | +11.20% | |
| Principal Securities, Inc. | 0.19% | 111,670 | $12,868,885 | $14,310,511 | +$1,441,626 | +11.20% | |
| Royal Bank Of Canada | 0.00% | 103,346 | $11,909,000 | $13,243,790 | +$1,334,790 | +11.21% | |
| Kpp Advisory Services Llc | 1.71% | 102,185 | $11,775,841 | $13,095,008 | +$1,319,167 | +11.20% | |
| Argent Advisors, Inc. | 2.94% | 93,309 | $10,752,924 | $11,957,548 | +$1,204,624 | +11.20% | |
| Truist Financial Corp | 0.01% | 79,936 | $9,211,833 | $10,243,798 | +$1,031,965 | +11.20% | |
| Forza Wealth Management, Llc | 3.16% | 78,706 | $9,070,079 | $10,086,174 | +$1,016,095 | +11.20% | |
| Yhb Investment Advisors, Inc. | 0.65% | 78,526 | $9,049,336 | $10,063,107 | +$1,013,771 | +11.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 65,974 | $7,629,191 | $8,454,568 | +$825,377 | +10.82% | |
| Advisory Services Network, Llc | 0.10% | 63,322 | $7,297,216 | $8,114,714 | +$817,498 | +11.20% | |
| Able Wealth Management Llc | 1.91% | 61,864 | $7,129,189 | $7,927,872 | +$798,683 | +11.20% | |
| Ubs Group Ag | 0.00% | 60,017 | $6,916,359 | $7,691,179 | +$774,820 | +11.20% | |
| Rothschild Wealth Llc | 0.57% | 54,281 | $6,255,329 | $6,956,110 | +$700,781 | +11.20% | |
| Merit Financial Group, Llc | 0.05% | 53,695 | $6,187,812 | $6,881,014 | +$693,202 | +11.20% | |
| &Partners | 0.03% | 52,722 | $6,093,297 | $6,756,324 | +$663,027 | +10.88% | |
| Fifth Third Securities, Inc. | 0.39% | 52,506 | $6,050,791 | $6,728,644 | +$677,853 | +11.20% | |
| Highview Capital Management Llc/De/ | 2.13% | 50,914 | $5,867,329 | $6,524,629 | +$657,300 | +11.20% | |
| Integrated Wealth Concepts Llc | 0.04% | 48,095 | $5,542,479 | $6,163,374 | +$620,895 | +11.20% | |
| Mml Investors Services, Llc | 0.02% | 47,596 | $5,484,949 | $6,099,427 | +$614,478 | +11.20% | |
| Pcg Wealth Advisors, Llc | 1.38% | 47,235 | $5,443,388 | $6,053,165 | +$609,777 | +11.20% | |
| Equitable Holdings, Inc. | 0.03% | 45,555 | $5,382,779 | $5,837,873 | +$455,094 | +8.45% | |
| Kestra Advisory Services, Llc | 0.02% | 38,751 | $4,465,660 | $4,965,941 | +$500,281 | +11.20% | |
| Beck Capital Management, Llc | 0.98% | 37,214 | $4,288,581 | $4,768,974 | +$480,393 | +11.20% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 35,928 | $4,140,386 | $4,604,173 | +$463,787 | +11.20% | |
| Signature Estate & Investment Advisors Llc | 0.07% | 29,855 | $3,440,455 | $3,825,918 | +$385,463 | +11.20% | |
| Conscious Wealth Investments, Llc | 1.89% | 28,202 | $3,392,137 | $3,614,086 | +$221,949 | +6.54% | |
| First National Trust Co | 0.11% | 28,326 | $3,264,288 | $3,629,977 | +$365,689 | +11.20% | |
| Steele Capital Management, Inc. | 0.13% | 26,679 | $3,074,488 | $3,418,914 | +$344,426 | +11.20% | |
| Independent Advisor Alliance | 0.03% | 25,829 | $2,976,576 | $3,309,986 | +$333,410 | +11.20% | |
| National Wealth Management Group, Llc | 1.00% | 23,200 | $2,673,579 | $2,973,080 | +$299,501 | +11.20% |
Frequently asked questions about EQWL
Who owns the most EQWL stock?
The largest holders of EQWL 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 S&P 100 EQUAL WEIGHT (EQWL).
Is EQWL widely held by superinvestors?
Many widely followed stocks like EQWL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EQWL 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.