DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (EQWL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
202
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.2%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $258.2M | 2,001,311 | 0.06% | 31q | -0.8%-$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $138.0M | 1,069,858 | 0.03% | 24q | +1.5%+$2.1M |
| MORGAN STANLEY | $100.8M | 781,550 | 0.01% | 33q | +13.5%+$12.0M |
| Cetera Investment Advisers | $82.4M | 638,963 | 0.08% | 13q | -5.9%-$5.1M |
| AMERIPRISE FINANCIAL INC | $67.4M | 522,810 | 0.01% | 31q | -3.6%-$2.5M |
| OSAIC HOLDINGS, INC. | $67.4M | 522,262 | 0.08% | 26q | +13.0%+$7.8M |
| JONES FINANCIAL COMPANIES LLLP | $50.8M | 395,132 | 0.02% | 10q | +22.9%+$9.5M |
| Cambridge Investment Research Advisors, Inc. | $47.0M | 363,950 | 0.05% | 15q | +99.2%+$23.4M |
| BANK OF AMERICA CORP /DE/ | $46.4M | 359,357 | 0.00% | 31q | +46.0%+$14.6M |
| REICON WEALTH ADVISORS, LLC | $45.1M | 349,630 | 27.79% | 3q | +0.8%+$374.9K |
| Bond & Devick Financial Network, Inc. | $41.2M | 319,663 | 10.15% | 12q | +2.6%+$1.1M |
| Altus Wealth Management, LLC | $40.5M | 313,710 | 15.58% | 5q | +1.6%+$642.3K |
| RAYMOND JAMES FINANCIAL INC | $33.2M | 257,710 | 0.01% | 7q | -8.4%-$3.0M |
| Private Advisor Group, LLC | $30.0M | 232,199 | 0.14% | 8q | -10.8%-$3.6M |
| Thrivent Financial for Lutherans | $28.6M | 221,316 | 0.05% | 3q | +5.8%+$1.6M |
| NewEdge Advisors, LLC | $24.4M | 189,430 | 0.07% | 17q | +83.4%+$11.1M |
| CM WEALTH ADVISORS LLC | $20.3M | 157,710 | 3.67% | 6q | +4.3%+$848.2K |
| EP Wealth Advisors, LLC | $20.3M | 157,623 | 0.08% | 7q | +930.8%+$18.4M |
| RFP Financial Group LLC | $20.3M | 157,285 | 9.09% | 5q | -14.7%-$3.5M |
| STIFEL FINANCIAL CORP | $19.7M | 152,334 | 0.02% | 9q | +2.4%+$451.6K |
| GOLDMAN SACHS GROUP INC | $18.8M | 146,007 | 0.00% | 6q | +17.2%+$2.8M |
| Prentice Wealth Management LLC | $18.4M | 142,645 | 3.80% | 15q | +2.7%+$477.8K |
| Schorn Wealth LLC | $17.9M | 138,770 | 4.68% | 12q | +2.4%+$415.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3M | 133,882 | 0.01% | 19q | +4.3%+$717.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.3M | 126,024 | 0.02% | 15q | +5.0%+$771.9K |
| PRINCIPAL SECURITIES, INC. | $15.1M | 116,756 | 0.18% | 11q | +4.6%+$656.2K |
| Argent Advisors, Inc. | $12.4M | 96,380 | 3.11% | 3q | +3.3%+$396.2K |
| YHB Investment Advisors, Inc. | $11.6M | 90,021 | 0.74% | 4q | +14.6%+$1.5M |
| TRUIST FINANCIAL CORP | $11.1M | 86,061 | 0.01% | 15q | +7.7%+$790.2K |
| Forza Wealth Management, LLC | $10.9M | 84,287 | 3.34% | 5q | +7.1%+$720.1K |
| SAXON INTERESTS, INC. | $10.2M | 79,387 | 2.83% | new | NEW |
| ROYAL BANK OF CANADA | $9.2M | 71,578 | 0.00% | 31q | -30.7%-$4.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 69,209 | 0.02% | 12q | +4.9%+$421.6K |
| UBS Group AG | $8.6M | 66,683 | 0.00% | 31q | +11.1%+$860.0K |
| Advisory Services Network, LLC | $7.4M | 57,360 | 0.08% | 9q | -9.4%-$769.2K |
| Merit Financial Group, LLC | $7.3M | 56,517 | 0.04% | 11q | +5.3%+$364.1K |
| &PARTNERS | $7.3M | 55,957 | 0.03% | 4q | +6.1%+$419.2K |
| Integrated Wealth Concepts LLC | $7.2M | 55,697 | 0.05% | 2q | +15.8%+$980.8K |
| MML INVESTORS SERVICES, LLC | $7.1M | 55,372 | 0.01% | 24q | +16.3%+$1.0M |
| KPP Advisory Services LLC | $7.0M | 54,405 | 0.89% | 3q | -46.8%-$6.2M |
| Fifth Third Securities, Inc. | $6.9M | 53,357 | 0.39% | 10q | +1.6%+$109.8K |
| Rothschild Wealth LLC | $6.6M | 50,977 | 0.53% | 3q | -6.1%-$426.3K |
| Equitable Holdings, Inc. | $6.5M | 50,254 | 0.04% | 6q | +10.3%+$606.3K |
| Highview Capital Management LLC/DE/ | $6.2M | 47,991 | 1.78% | 7q | -5.7%-$377.1K |
| PCG Wealth Advisors, LLC | $6.2M | 47,736 | 1.37% | 4q | +1.1%+$64.6K |
| JANE STREET GROUP, LLC | $6.0M incl. $4.7M options CALL+PUT | 10,513 | 0.00% | 9q | -43.5%-$4.6M |
| SYKON CAPITAL LLC | $5.8M | 44,950 | 1.79% | new | NEW |
| Able Wealth Management LLC | $5.6M | 43,169 | 1.28% | 11q | -30.2%-$2.4M |
| Kestra Advisory Services, LLC | $5.2M | 40,270 | 0.02% | 12q | +3.9%+$196.0K |
| Columbia River Financial Group, LLC | $5.1M | 39,897 | 2.76% | 6q | +1.1%+$56.0K |
| Janney Montgomery Scott LLC | $5.0M | 38,904 | 0.01% | 5q | -0.8%-$39.2K |
| Stratos Wealth Partners, LTD. | $4.6M | 35,451 | 0.05% | 6q | -1.3%-$61.5K |
| BECK CAPITAL MANAGEMENT, LLC | $4.5M | 35,228 | 0.84% | 11q | -5.3%-$256.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.0M | 31,254 | 0.07% | 9q | +4.7%+$180.5K |
| Planning Strategies Inc. | $3.9M | 30,222 | 2.43% | new | FIRST |
| JPMORGAN CHASE & CO | $3.8M | 29,425 | 0.00% | 9q | -5.0%-$201.7K |
| CONSCIOUS WEALTH INVESTMENTS, LLC | $3.8M | 29,272 | 1.94% | 2q | +3.8%+$138.3K |
| First National Trust Co | $3.6M | 28,005 | 0.12% | 12q | -1.1%-$41.4K |
| Steele Capital Management, Inc. | $3.5M | 26,797 | 0.13% | 11q | HELD |
| Foundations Investment Advisors, LLC | $3.4M | 26,674 | 0.04% | 10q | +17.2%+$504.1K |
| REDW Wealth LLC | $3.3M | 25,261 | 1.17% | 4q | +12.4%+$360.6K |
| National Wealth Management Group, LLC | $2.9M | 22,436 | 0.90% | 14q | -3.3%-$98.6K |
| Belpointe Asset Management LLC | $2.7M | 20,997 | 0.09% | 5q | +27.6%+$586.7K |
| Vestmark Advisory Solutions, Inc. | $2.6M | 20,249 | 0.02% | 3q | +493.1%+$2.2M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 19,479 | 0.12% | 10q | +7.4%+$174.2K |
| Wealth Enhancement Trust Services, Inc. | $2.4M | 18,852 | 0.27% | 3q | +0.6%+$15.2K |
| PATTEN & PATTEN INC/TN | $2.4M | 18,660 | 0.13% | 4q | +15.3%+$320.0K |
| CoreFirst Bank & Trust | $2.4M | 18,232 | 1.17% | 13q | +2.0%+$47.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 17,411 | 0.04% | 5q | -4.4%-$103.5K |
| Capital Analysts, LLC | $2.2M | 17,332 | 0.05% | 3q | +4.9%+$104.9K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2.2M | 16,709 | 0.10% | 28q | -1.2%-$26.2K |
| Kovack Advisors, Inc. | $2.1M | 16,545 | 0.10% | 8q | -3.5%-$76.7K |
| Aptus Capital Advisors, LLC | $2.1M | 16,285 | 0.01% | 12q | +8.2%+$158.7K |
| Private Capital Management, LLC | $2.0M | 15,801 | 0.18% | 13q | +22.4%+$372.7K |
| Paradigm, Strategies in Wealth Management, LLC | $2.0M | 15,610 | 1.23% | 2q | +234.3%+$1.4M |
| Rockefeller Capital Management L.P. | $1.9M | 15,072 | 0.00% | 5q | HELD |
| Arkadios Wealth Advisors | $1.9M | 15,036 | 0.03% | 7q | +6.5%+$117.9K |
| BLAIR WILLIAM & CO/IL | $1.9M | 14,478 | 0.00% | 7q | -1.0%-$19.4K |
| Bank of New York Mellon Corp | $1.8M | 14,282 | 0.00% | 3q | +12.3%+$201.5K |
| PARK AVENUE SECURITIES LLC | $1.8M | 14,112 | 0.01% | 10q | -1.9%-$35.2K |
| MARSHALL WACE, LLP | $1.6M | 12,714 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $1.6M | 12,422 | 0.01% | 10q | -21.7%-$443.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 12,322 | 0.00% | 3q | +33.9%+$402.3K |
| Prospera Financial Services Inc | $1.6M | 12,141 | 0.02% | 4q | +202.0%+$1.0M |
| Sovereign Financial Group, Inc. | $1.5M | 11,685 | 0.23% | 4q | -2.8%-$43.0K |
| Regal Investment Advisors LLC | $1.5M | 11,406 | 0.08% | 4q | HELD |
| PSI Advisors, LLC | $1.4M | 11,054 | 0.33% | 4q | +13.1%+$165.4K |
| WCG Wealth Advisors LLC | $1.4M | 11,036 | 0.03% | 2q | +9.6%+$124.5K |
| Goodwin Investment Advisory | $1.4M | 10,829 | 2.81% | 5q | +18.4%+$217.4K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $1.3M | 10,421 | 0.18% | 3q | +4.3%+$56.0K |
| FIFTH THIRD BANCORP | $1.3M | 10,185 | 0.00% | 2q | -5.3%-$73.8K |
| US BANCORP \DE\ | $1.2M | 9,395 | 0.00% | 8q | +6.7%+$76.5K |
| Mariner, LLC | $1.2M | 9,374 | 0.00% | 6q | +9.7%+$107.1K |
| HighTower Advisors, LLC | $1.2M | 9,306 | 0.00% | 4q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.2M | 9,200 | 0.06% | 10q | HELD |
| SeaCrest Wealth Management, LLC | $1.2M | 9,039 | 0.13% | 9q | +4.1%+$46.2K |
| Kingsview Wealth Management, LLC | $1.2M | 8,981 | 0.01% | 8q | -10.7%-$138.4K |
| Steward Partners Investment Advisory, LLC | $1.2M | 8,954 | 0.01% | 2q | +86.9%+$537.1K |
| SMITH, MOORE & CO. | $1.2M | 8,925 | 0.07% | 19q | HELD |
| Carnegie Investment Counsel | $1.1M | 8,686 | 0.02% | 15q | HELD |
Showing the largest 100 of 202 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $217.3M | 1,695,519 | 4 | 24 | 7 | 0.0% |
| Q2 2026 | 202 | $1.6B | 12,522,296 | 26 | 78 | 52 | 0.3% |
| Q1 2026 | 188 | $1.3B | 11,681,687 | 26 | 89 | 35 | 0.3% |
| Q4 2025 | 178 | $1.2B | 9,822,870 | 24 | 76 | 29 | 0.0% |
| Q3 2025 | 163 | $960.7M | 8,376,315 | 29 | 61 | 31 | 0.0% |
| Q2 2025 | 147 | $839.6M | 7,616,247 | 27 | 65 | 22 | 0.2% |
| Q1 2025 | 127 | $562.9M | 5,459,830 | 16 | 62 | 18 | 0.0% |
| Q4 2024 | 123 | $475.1M | 4,633,276 | 14 | 42 | 28 | 0.3% |
| Q3 2024 | 109 | $405.3M | 3,961,443 | 14 | 38 | 27 | 0.0% |
| Q2 2024 | 102 | $342.0M | 3,576,262 | 11 | 46 | 20 | 1.2% |
| Q1 2024 | 100 | $404.9M | 4,268,021 | 14 | 44 | 18 | 0.0% |
| Q4 2023 | 95 | $257.3M | 2,935,481 | 24 | 35 | 16 | 0.1% |
| Q3 2023 | 68 | $173.1M | 2,200,461 | 13 | 34 | 7 | 0.1% |
| Q2 2023 | 60 | $106.0M | 1,289,138 | 15 | 23 | 6 | 0.9% |
| Q1 2023 | 48 | $57.5M | 724,759 | 7 | 19 | 7 | 1.7% |
| Q4 2022 | 50 | $48.3M | 645,140 | 11 | 16 | 14 | 0.0% |
| Q3 2022 | 38 | $125.6M | 1,890,151 | 4 | 11 | 13 | 0.0% |
| Q2 2022 | 40 | $139.3M | 1,950,992 | 5 | 11 | 9 | 0.0% |
| Q1 2022 | 41 | $160.5M | 1,926,576 | 6 | 9 | 12 | 0.0% |
| Q4 2021 | 38 | $159.5M | 1,846,624 | 6 | 9 | 3 | 0.0% |
| Q3 2021 | 33 | $139.1M | 1,737,599 | 0 | 8 | 7 | 0.0% |
| Q2 2021 | 35 | $139.9M | 1,735,675 | 5 | 11 | 4 | 0.0% |
| Q1 2021 | 29 | $124.6M | 1,655,744 | 4 | 7 | 6 | 0.0% |
| Q4 2020 | 26 | $113.0M | 1,649,436 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 28 | $101.0M | 1,685,888 | 5 | 7 | 5 | 0.0% |
| Q2 2020 | 26 | $94.0M | 1,666,536 | 1 | 5 | 9 | 0.0% |
| Q1 2020 | 28 | $92.4M | 1,931,982 | 2 | 5 | 9 | 0.0% |
| Q4 2019 | 29 | $119.3M | 1,934,970 | 2 | 4 | 11 | 0.0% |
| Q3 2019 | 27 | $23.1M | 405,024 | 4 | 6 | 9 | 0.0% |
| Q2 2019 | 26 | $25.1M | 443,559 | 1 | 6 | 6 | 0.0% |
| Q1 2019 | 28 | $24.0M | 436,819 | 3 | 6 | 4 | 0.0% |
| Q4 2018 | 29 | $22.7M | 466,884 | 1 | 0 | 1 | 0.0% |