Invesco Russell 1000 Equal WEQALETF
13F holders, Q2 2026 (June 30)95holders +7
16new positions
8sold out
$59.25avg. 13F price*
At the end of Q2 2026, 95 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, up 7 from Q1 2026. 16 opened new positions and 8 sold out. The largest holders were Stifel Financial Corp. ($274.2M), Bank of America Corp. ($23.7M) and LPL Financial LLC ($13.5M).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.8M |
| Exits | 8 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 320,000 shares bought and 225,191 shares sold, net +94,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Stifel Financial Corp. | 0.23% | Reduce -0.3% | 4,627,456 | $274.2M |
| Bank of America Corp. | 0.00% | Add +0.3% | 400,248 | $23.7M |
| LPL Financial LLC | 0.00% | Add +1.4% | 228,655 | $13.5M |
| Morgan Stanley | 0.00% | Add +7.4% | 211,835 | $12.6M |
| UBS Group AG | 0.00% | Add +21.1% | 155,539 | $9.2M |
| Geneos Wealth Management Inc. | 0.15% | Add +20.2% | 125,102 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 118,711 | $7.0M |
| Wick Capital Partners, LLC | 0.68% | Reduce -7.9% | 76,086 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 73,789 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +37.8% | 52,941 | $3.1M |
| Arkadios Wealth Advisors | 0.05% | Add +1.9% | 51,365 | $3.0M |
| Lunt Capital Management, Inc. | 1.04% | Add +3.6% | 48,007 | $2.8M |
| Bingham Private Wealth, LLC | 1.94% | Add +5.7% | 47,694 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 46,420 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 45,280 | $2.7M |
| Longview Financial Advisors, Inc. | 1.53% | Add +0.0% | 44,074 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.26% | Reduce -4.7% | 43,916 | $2.6M |
| Davis Investment Partners, LLC | 0.63% | Reduce -0.5% | 35,187 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 34,605 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +390.1% | 30,034 | $1.8M |
| Carroll Advisory Group, LLC | 0.58% | No change | 29,732 | $1.8M |
| Friedenthal Financial | 0.80% | Add +0.1% | 29,344 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +330.4% | 26,999 | $1.6M |
| SFE Investment Counsel | 0.22% | Reduce -1.6% | 26,829 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.4% | 24,168 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +0.1% | 23,958 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +13.1% | 22,507 | $1.3M |
| Shade Tree Advisors LLC | 0.76% | No change | 22,008 | $1.3M |
| National Philanthropic Trust | 0.02% | New | 21,820 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 19,976 | $1.2M |
| Diversified Management Inc. | 0.24% | Add +0.4% | 18,857 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.5% | 18,767 | $1.1M |
| Breakwater Capital Group | 0.13% | Add +13.0% | 18,538 | $1.1M |
| Everest Private Wealth | 0.38% | New | 16,993 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +31.1% | 15,466 | $914K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 14,690 | $870K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 13,904 | $824K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 13,653 | $809K |
| Creative Planning | 0.00% | Reduce -26.5% | 12,717 | $754K |
| Fiduciary Financial Advisors | 0.07% | New | 11,291 | $669K |
| FMR LLC | 0.00% | Add +45.7% | 10,534 | $624K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 10,356 | $614K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -69.6% | 10,252 | $607K |
| Up Strategic Wealth Investment Advisors LLC | 0.35% | No change | 9,757 | $590K |
| Sykon Capital LLC | 0.17% | Reduce -89.7% | 9,468 | $561K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -9.8% | 9,200 | $545K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 8,527 | $505K |
| AlphaCore Capital LLC | 0.01% | Add +1.7% | 8,492 | $503K |
| Prospera Financial Services Inc | 0.01% | Add +68.5% | 8,267 | $490K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 8,043 | $477K |
| Rothschild Investment LLC | 0.02% | Reduce -11.1% | 7,903 | $468K |
| Fielder Capital Group LLC | 0.10% | No change | 7,815 | $463K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.5% | 7,420 | $440K |
| Choate Investment Advisors | 0.01% | No change | 7,050 | $418K |
| Vise Technologies, Inc. | 0.00% | New | 6,987 | $414K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,476 | $384K |
| Fort Point Capital Partners LLC | 0.04% | New | 6,102 | $362K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $345K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,172 | $340K |
| Castleview Partners, LLC | 0.15% | Add +3.2% | 5,620 | $333K |
| Captrust Financial Advisors | 0.00% | Add +36.2% | 5,610 | $332K |
| US Bancorp \de | 0.00% | No change | 5,404 | $320K |
| Rede Wealth, LLC | 0.11% | Reduce -0.4% | 5,386 | $319K |
| Integris Wealth Management, LLC | 0.06% | No change | 5,200 | $308K |
| GTS Securities LLC | 0.01% | No change | 5,124 | $304K |
| Dodds Wealth, LLC | 0.07% | No change | 5,093 | $302K |
| Quantinno Capital Management LP | 0.00% | No change | 5,018 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.3% | 4,723 | $280K |
| XTX Topco Ltd | 0.00% | New | 4,576 | $271K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 4,519 | $268K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 4,220 | $250K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 4,203 | $249K |
| Westshore Wealth, LLC | 0.07% | New | 4,072 | $241K |
| Fiduciary Financial Group, LLC | 0.03% | Add +0.8% | 4,017 | $238K |
| Cahill Financial Advisors Inc. | 0.02% | No change | 3,992 | $237K |
| Merit Financial Group, LLC | 0.00% | New | 3,641 | $216K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,509 | $208K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.1% | 3,411 | $202K |
| Allworth Financial LP | 0.00% | New | 2,798 | $166K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 2,118 | $126K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.5% | 2,027 | $120K |
| Lodestone Wealth Management LLC | 0.03% | No change | 1,538 | $91K |
| Spire Wealth Management | 0.00% | No change | 1,086 | $64K |
| Blair William & Co. | 0.00% | No change | 982 | $58K |
| Strategic Wealth Advisors LLC | 0.04% | No change | 872 | $45K |
| IFG Advisory, LLC | 0.00% | New | 525 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 275 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 250 | $15K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 200 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 156 | $9K |
| CX Institutional | 0.00% | No change | 93 | $6K |
| Vanguard Advisers Inc. | 0.00% | No change | 52 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | New | 30 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -89.4% | 7 | $414 |
"% of holder's portfolio" is EQAL's weight in each manager's 13F, not the share of Invesco Russell 1000 Equal W the manager owns.