Invesco Russell 1000 Equal WEQALETF
13F holders, Q1 2026 (March 31)88holders +4
8new positions
5sold out
$55.10avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding Invesco Russell 1000 Equal W (EQAL) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Stifel Financial Corp. ($255.8M), Bank of America Corp. ($22.0M) and LPL Financial LLC ($12.4M).
- Company
- Invesco Russell 1000 Equal W
- CUSIP
- 46138E420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.0M |
| Exits | 5 | $4.0M |
All 13F filers, Q4 2025 → Q1 2026: 403,573 shares bought and 147,858 shares sold, net +255,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Stifel Financial Corp. | 0.24% | Reduce -0.3% | 4,641,592 | $255.8M |
| Bank of America Corp. | 0.00% | Add +53.9% | 398,926 | $22.0M |
| LPL Financial LLC | 0.00% | Add +11.4% | 225,595 | $12.4M |
| Morgan Stanley | 0.00% | Add +26.9% | 197,255 | $10.9M |
| UBS Group AG | 0.00% | Add +65.7% | 128,459 | $7.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 128,290 | $7.1M |
| Geneos Wealth Management Inc. | 0.13% | Add +24.9% | 104,087 | $5.7M |
| Sykon Capital LLC | 1.68% | Add +2.1% | 91,732 | $5.1M |
| Wick Capital Partners, LLC | 0.83% | Add +0.1% | 82,580 | $4.6M |
| Empowered Funds, LLC | 0.02% | Add +309.9% | 50,514 | $2.8M |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.9% | 50,390 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.4% | 46,575 | $2.6M |
| Lunt Capital Management, Inc. | 0.98% | No change | 46,323 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.29% | Reduce -5.1% | 46,075 | $2.5M |
| Bingham Private Wealth, LLC | 1.97% | Reduce -0.2% | 45,125 | $2.5M |
| Longview Financial Advisors, Inc. | 1.48% | Add +0.0% | 44,070 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 41,859 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 38,430 | $2.1M |
| Davis Investment Partners, LLC | 0.69% | Add +0.0% | 35,379 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 34,091 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | New | 33,681 | $1.9M |
| Carroll Advisory Group, LLC | 0.64% | Reduce -3.4% | 29,732 | $1.6M |
| Friedenthal Financial | 0.81% | Reduce -41.5% | 29,319 | $1.6M |
| SFE Investment Counsel | 0.24% | Add +1.8% | 27,265 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.0% | 24,542 | $1.4M |
| Cerity Partners LLC | 0.00% | No change | 23,940 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 22,082 | $1.2M |
| Shade Tree Advisors LLC | 0.87% | No change | 22,008 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 20,054 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.3% | 19,897 | $1.1M |
| Diversified Management Inc. | 0.18% | Add +0.5% | 18,778 | $1.0M |
| Creative Planning | 0.00% | Reduce -3.1% | 17,299 | $953K |
| Breakwater Capital Group | 0.12% | Add +22.6% | 16,408 | $904K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.7% | 14,697 | $810K |
| Osaic Holdings, Inc. | 0.00% | Add +61.9% | 14,646 | $807K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 14,053 | $774K |
| Jones Financial Companies LLLP | 0.00% | Add +106.1% | 11,795 | $639K |
| Up Strategic Wealth Investment Advisors LLC | 0.35% | No change | 9,757 | $563K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 10,200 | $562K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 10,084 | $556K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,501 | $529K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 8,891 | $490K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 8,507 | $469K |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 8,446 | $465K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,351 | $460K |
| Mission Wealth Management, LP | 0.01% | Reduce -18.0% | 7,852 | $433K |
| Fielder Capital Group LLC | 0.09% | Reduce -1.1% | 7,815 | $431K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -53.5% | 7,777 | $429K |
| FMR LLC | 0.00% | Reduce -1.5% | 7,231 | $398K |
| Choate Investment Advisors | 0.01% | No change | 7,050 | $388K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Reduce -4.4% | 6,659 | $367K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +0.4% | 6,452 | $356K |
| Susquehanna International Group, LLP | 0.00% | New | 6,273 | $346K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,172 | $340K |
| Royal Bank of Canada | 0.00% | Reduce -29.6% | 6,128 | $338K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,831 | $321K |
| Castleview Partners, LLC | 0.15% | Reduce -1.9% | 5,448 | $300K |
| Rede Wealth, LLC | 0.11% | Reduce -0.3% | 5,406 | $298K |
| US Bancorp \de | 0.00% | Add +9.3% | 5,404 | $298K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,200 | $287K |
| GTS Securities LLC | 0.01% | New | 5,124 | $282K |
| Dodds Wealth, LLC | 0.07% | No change | 5,093 | $281K |
| Quantinno Capital Management LP | 0.00% | Reduce -42.1% | 5,018 | $276K |
| Prospera Financial Services Inc | 0.00% | New | 4,907 | $271K |
| Captrust Financial Advisors | 0.00% | No change | 4,120 | $227K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 4,050 | $223K |
| Cahill Financial Advisors Inc. | 0.02% | No change | 3,992 | $220K |
| Fiduciary Financial Group, LLC | 0.03% | Add +2.0% | 3,984 | $220K |
| JPMorgan Chase & Co. | 0.00% | New | 3,700 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 2,109 | $116K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -16.4% | 2,018 | $111K |
| Lodestone Wealth Management LLC | 0.03% | No change | 1,538 | $85K |
| Spire Wealth Management | 0.00% | No change | 1,086 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,000 | $55K |
| Blair William & Co. | 0.00% | No change | 982 | $54K |
| Strategic Wealth Advisors LLC | 0.04% | No change | 872 | $48K |
| Clearstead Advisors, LLC | 0.00% | No change | 430 | $24K |
| MAI Capital Management | 0.00% | Add +0.5% | 415 | $23K |
| BlackRock, Inc. | 0.00% | No change | 300 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 275 | $15K |
| International Assets Investment Management, LLC | 0.00% | No change | 250 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 200 | $11K |
| CX Institutional | 0.00% | Add +1.1% | 93 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 85 | $5K |
| Simplex Trading, LLC | 0.00% | New | 66 | $4K |
| Vanguard Advisers Inc. | 0.00% | — | 52 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 30 | $2K |
| Mather Group, Llc. | 0.00% | New | 14 | $771 |
"% 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.