EQWL institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding199
Shares held12,521,170
Reported value$1.6bn
Quarter flows28 new, 89 added, 51 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC2,001,311$258.2m0.1%
ENVESTNET ASSET MANAGEMENT INC1,069,858$138.0m0.0%
MORGAN STANLEY781,550$100.8m0.0%
Cetera Investment Advisers638,963$82.4m0.1%
AMERIPRISE FINANCIAL INC522,810$67.4m0.0%
OSAIC HOLDINGS, INC.522,262$67.4m0.1%
JONES FINANCIAL COMPANIES LLLP395,132$50.8m0.0%
Cambridge Investment Research Advisors, Inc.363,950$47.0m0.1%
BANK OF AMERICA CORP /DE/359,357$46.4m0.0%
REICON WEALTH ADVISORS, LLC349,630$45.1m27.8%
Bond & Devick Financial Network, Inc.319,663$41.2m10.2%
Altus Wealth Management, LLC313,710$40.5m15.6%
RAYMOND JAMES FINANCIAL INC257,710$33.2m0.0%
Private Advisor Group, LLC232,199$30.0m0.1%
Thrivent Financial for Lutherans221,316$28.6m0.0%
NewEdge Advisors, LLC189,430$24.4m0.1%
CM WEALTH ADVISORS LLC157,710$20.3m3.7%
EP Wealth Advisors, LLC157,623$20.3m0.1%
RFP Financial Group LLC157,285$20.3m9.1%
STIFEL FINANCIAL CORP152,334$19.7m0.0%
GOLDMAN SACHS GROUP INC146,007$18.8m0.0%
Prentice Wealth Management LLC142,645$18.4m3.8%
Schorn Wealth LLC138,770$17.9m4.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO133,882$17.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC126,024$16.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EQWL"). EQWL price history · All 13F data

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