Invesco Russell 1000 Equal WEQALETF
13F holders, Q3 2025 (September 30)84holders −6
9new positions
13sold out
1famous investor
$52.00avg. 13F price*
At the end of Q3 2025, 84 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, down 6 from Q2 2025. 9 opened new positions and 13 sold out. The largest holders were Stifel Financial Corp. ($241.5M), Bank of America Corp. ($13.6M) and Sykon Capital LLC ($13.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $16.6M |
| Exits | 13 | $7.1M |
All 13F filers, Q2 2025 → Q3 2025: 384,874 shares bought and 660,003 shares sold, net −275,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Stifel Financial Corp. | 0.22% | Reduce -0.5% | 4,643,704 | $241.5M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 262,027 | $13.6M |
| Sykon Capital LLC | 4.47% | New | 257,724 | $13.4M |
| Fort Point Capital Partners LLC | 1.61% | Reduce -1.4% | 243,915 | $12.7M |
| LPL Financial LLC | 0.00% | Add +0.5% | 210,754 | $11.0M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 149,272 | $7.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 138,520 | $7.2M |
| Wick Capital Partners, LLC | 1.02% | Reduce -82.1% | 82,493 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +11.4% | 79,484 | $4.1M |
| UBS Group AG | 0.00% | Reduce -14.4% | 56,047 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.28% | Add +3.1% | 46,957 | $2.4M |
| Arkadios Wealth Advisors | 0.06% | Reduce -0.9% | 46,942 | $2.4M |
| Lunt Capital Management, Inc. | 0.92% | No change | 46,323 | $2.4M |
| Friedenthal Financial | 1.23% | Reduce -0.3% | 45,899 | $2.4M |
| Longview Financial Advisors, Inc. | 1.66% | Add +0.0% | 44,776 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 42,956 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 42,155 | $2.2M |
| Davis Investment Partners, LLC | 0.63% | Add +0.0% | 35,362 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +259.5% | 35,119 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -37.2% | 34,254 | $1.8M |
| SFE Investment Counsel | 0.22% | Reduce -2.5% | 26,409 | $1.4M |
| Cerity Partners LLC | 0.00% | No change | 23,940 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 22,758 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +39.4% | 22,715 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 21,053 | $1.1M |
| Shade Tree Advisors LLC | 0.93% | No change | 20,552 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 19,734 | $1.0M |
| Creative Planning | 0.00% | Reduce -0.9% | 17,455 | $908K |
| Up Strategic Wealth Investment Advisors LLC | 0.65% | No change | 16,569 | $866K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 15,973 | $827K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 14,757 | $767K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.6% | 14,721 | $766K |
| NewEdge Advisors, LLC | 0.00% | Add +3232.4% | 14,196 | $738K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.8% | 14,029 | $730K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.4% | 10,902 | $567K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.4% | 10,500 | $546K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 10,000 | $529K |
| Mission Wealth Management, LP | 0.01% | No change | 9,580 | $498K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,501 | $497K |
| Breakwater Capital Group | 0.07% | Add +12.0% | 9,360 | $487K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 8,857 | $461K |
| Citadel Advisors | 0.00% | Reduce -58.1% | 8,767 | $456K |
| Quantinno Capital Management LP | 0.00% | No change | 8,662 | $450K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,328 | $433K |
| Fielder Capital Group LLC | 0.09% | Reduce -6.9% | 7,906 | $411K |
| Royal Bank of Canada | 0.00% | Reduce -80.8% | 7,316 | $380K |
| FMR LLC | 0.00% | Add +20.9% | 7,075 | $368K |
| Choate Investment Advisors | 0.01% | Reduce -3.0% | 7,050 | $367K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | New | 6,956 | $362K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,401 | $333K |
| Truist Financial Corp. | 0.00% | No change | 6,338 | $330K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 6,172 | $321K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.0% | 5,927 | $308K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 5,842 | $304K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $303K |
| Castleview Partners, LLC | 0.16% | Reduce -23.0% | 5,526 | $287K |
| Touchstone Capital, Inc. | 0.15% | — | 5,496 | $286K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $270K |
| Dodds Wealth, LLC | 0.07% | No change | 5,093 | $265K |
| US Bancorp \de | 0.00% | No change | 4,946 | $257K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,135 | $215K |
| Captrust Financial Advisors | 0.00% | No change | 4,120 | $214K |
| SOL Capital Management CO | 0.02% | No change | 4,120 | $214K |
| Cahill Financial Advisors Inc. | 0.02% | New | 3,992 | $208K |
| Fiduciary Financial Group, LLC | 0.03% | New | 3,902 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +15.1% | 3,818 | $198K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.5% | 3,039 | $158K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -46.5% | 2,610 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 2,090 | $109K |
| Spire Wealth Management | 0.00% | No change | 1,086 | $56K |
| Blair William & Co. | 0.00% | No change | 982 | $51K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 840 | $44K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $22K |
| MAI Capital Management | 0.00% | Add +0.5% | 411 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 363 | $19K |
| BlackRock, Inc. | 0.00% | No change | 300 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 275 | $14K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -60.0% | 200 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 143 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 108 | $6K |
| CX Institutional | 0.00% | No change | 92 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | New | 30 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 30 | $2K |
| Comerica Bank | 0.00% | Reduce -38.2% | 21 | $1K |
"% 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.