Invesco Russell 1000 Equal WEQALETF
13F holders, Q4 2025 (December 31)84holders
7new positions
10sold out
$52.66avg. 13F price*
At the end of Q4 2025, 84 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, unchanged from Q3 2025. 7 opened new positions and 10 sold out. The largest holders were Stifel Financial Corp. ($245.1M), Bank of America Corp. ($13.6M) and LPL Financial LLC ($10.7M).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 10 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 142,527 shares bought and 468,775 shares sold, net −326,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Stifel Financial Corp. | 0.22% | Add +0.3% | 4,655,311 | $245.1M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 259,295 | $13.6M |
| LPL Financial LLC | 0.00% | Reduce -3.9% | 202,579 | $10.7M |
| Morgan Stanley | 0.00% | Add +4.1% | 155,387 | $8.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 136,163 | $7.2M |
| Sykon Capital LLC | 1.52% | Reduce -65.1% | 89,863 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Add +4.9% | 83,365 | $4.4M |
| Wick Capital Partners, LLC | 0.78% | Add +0.0% | 82,512 | $4.3M |
| UBS Group AG | 0.00% | Add +38.4% | 77,545 | $4.1M |
| Arkadios Wealth Advisors | 0.05% | Add +8.4% | 50,865 | $2.7M |
| Friedenthal Financial | 1.36% | Add +9.1% | 50,093 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.29% | Add +3.4% | 48,534 | $2.6M |
| Lunt Capital Management, Inc. | 0.91% | No change | 46,323 | $2.4M |
| Bingham Private Wealth, LLC | 2.05% | — | 45,218 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.8% | 43,765 | $2.3M |
| Longview Financial Advisors, Inc. | 1.58% | Reduce -1.6% | 44,067 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.9% | 35,717 | $1.9M |
| Davis Investment Partners, LLC | 0.66% | Add +0.0% | 35,371 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 35,318 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 34,188 | $1.8M |
| Carroll Advisory Group, LLC | 0.70% | — | 30,770 | $1.6M |
| Fort Point Capital Partners LLC | 0.19% | Reduce -88.3% | 28,407 | $1.6M |
| SFE Investment Counsel | 0.22% | Add +1.4% | 26,785 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +78.0% | 25,267 | $1.3M |
| Clark Asset Management, LLC | 0.13% | New | 24,192 | $1.3M |
| Cerity Partners LLC | 0.00% | No change | 23,940 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 22,206 | $1.2M |
| Shade Tree Advisors LLC | 0.88% | Add +7.1% | 22,008 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 20,806 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 19,412 | $1.0M |
| Diversified Management Inc. | 0.23% | — | 18,693 | $984K |
| Creative Planning | 0.00% | Add +2.3% | 17,860 | $940K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.3% | 16,732 | $881K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 14,922 | $785K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 14,801 | $779K |
| Breakwater Capital Group | 0.10% | Add +43.0% | 13,386 | $705K |
| Empowered Funds, LLC | 0.01% | New | 12,325 | $649K |
| Up Strategic Wealth Investment Advisors LLC | 0.40% | Reduce -41.1% | 9,757 | $550K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.9% | 10,200 | $537K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 10,153 | $534K |
| Truist Financial Corp. | 0.00% | Add +58.8% | 10,067 | $530K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 10,000 | $526K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,501 | $514K |
| Two Sigma Investments, LP | 0.00% | New | 9,700 | $511K |
| Mission Wealth Management, LP | 0.01% | No change | 9,580 | $504K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.4% | 9,048 | $476K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 8,874 | $467K |
| Royal Bank of Canada | 0.00% | Add +19.0% | 8,709 | $459K |
| Quantinno Capital Management LP | 0.00% | No change | 8,662 | $456K |
| HighTower Advisors, LLC | 0.00% | Add +45.2% | 8,485 | $447K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,340 | $439K |
| Fielder Capital Group LLC | 0.09% | No change | 7,906 | $416K |
| FMR LLC | 0.00% | Add +3.7% | 7,339 | $386K |
| Choate Investment Advisors | 0.01% | No change | 7,050 | $371K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Add +0.1% | 6,964 | $367K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.4% | 6,427 | $338K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,172 | $325K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $306K |
| Jones Financial Companies LLLP | 0.00% | Add +49.9% | 5,723 | $301K |
| Castleview Partners, LLC | 0.14% | Add +0.5% | 5,551 | $292K |
| Rede Wealth, LLC | 0.10% | New | 5,422 | $285K |
| Integris Wealth Management, LLC | 0.06% | No change | 5,200 | $274K |
| Dodds Wealth, LLC | 0.07% | No change | 5,093 | $268K |
| US Bancorp \de | 0.00% | No change | 4,946 | $260K |
| Captrust Financial Advisors | 0.00% | No change | 4,120 | $217K |
| Cahill Financial Advisors Inc. | 0.02% | No change | 3,992 | $210K |
| Harbour Investments, Inc. | 0.00% | Add +30.2% | 3,956 | $208K |
| Fiduciary Financial Group, LLC | 0.03% | Add +0.1% | 3,905 | $206K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -7.5% | 2,415 | $127K |
| Citigroup Inc. | 0.00% | New | 2,368 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 2,099 | $110K |
| Lodestone Wealth Management LLC | 0.03% | New | 1,538 | $81K |
| Spire Wealth Management | 0.00% | No change | 1,086 | $57K |
| Blair William & Co. | 0.00% | No change | 982 | $52K |
| Strategic Wealth Advisors LLC | 0.04% | — | 872 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $23K |
| MAI Capital Management | 0.00% | Add +0.5% | 413 | $22K |
| BlackRock, Inc. | 0.00% | No change | 300 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 275 | $14K |
| International Assets Investment Management, LLC | 0.00% | New | 250 | $13K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 200 | $11K |
| CX Institutional | 0.00% | No change | 92 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 30 | $2K |
| Comerica Bank | 0.00% | Reduce -61.9% | 8 | $421 |
"% 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.