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Invesco S&P 100 Equal Weight (EQWL)

CUSIP: 46137V449 | NYSE | 309 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC2,104,989
0.1% of portfolio›$271.6M
Reicon Wealth Advisors, LLC401,690
28.2% of portfolio›$51.8M
Bond & Devick Financial Network, Inc.319,112
9.9% of portfolio›$41.2M
Altus Wealth Management, LLC318,394
15.6% of portfolio›$41.1M
Cambridge Investment Research Advisors, Inc.288,976
0.2% of portfolio›$37.3M
Thrivent Financial for Lutherans220,153
0.1% of portfolio›$28.4M
Prentice Wealth Management LLC143,064
3.7% of portfolio›$18.5M
Commonwealth Equity Services, LLC141,339
0.0% of portfolio›$18.2M
Schorn Wealth LLC140,909
4.7% of portfolio›$18.2M
YHB Investment Advisors, Inc.110,179
0.9% of portfolio›$14.2M
Forza Wealth Management, LLC98,772
3.7% of portfolio›$12.7M
Truist Financial Corp89,343
0.0% of portfolio›$11.5M
Saxon Interests, Inc.80,324
3.6% of portfolio›$10.4M
Wealth Enhancement Advisory Services, LLC57,563
0.0% of portfolio›$7.5M
Merit Financial Group, LLC55,995
0.0% of portfolio›$7.2M
Fifth Third Securities, Inc.53,770
0.3% of portfolio›$6.9M
Kestra Advisory Services, LLC46,529
0.0% of portfolio›$6.0M
Able Wealth Management LLC42,954
1.2% of portfolio›$5.6M
Paradigm, Strategies in Wealth Management, LLC38,000
3.1% of portfolio›$4.9M
Planning Strategies Inc.33,909
2.6% of portfolio›$4.4M
Signature Estate & Investment Advisors LLC31,667
0.1% of portfolio›$4.1M
First National Trust Co27,893
0.1% of portfolio›$3.6M
Steele Capital Management, Inc.26,689
0.1% of portfolio›$3.4M
Redw Wealth LLC25,914
1.2% of portfolio›$3.3M
National Wealth Management Group, LLC22,130
0.8% of portfolio›$2.9M
Patten & Patten Inc19,832
0.1% of portfolio›$2.6M
Bank of New York Mellon Corp18,295
0.0% of portfolio›$2.4M
Park Avenue Securities LLC14,107
0.0% of portfolio›$1.8M
Prospera Financial Services Inc13,203
0.0% of portfolio›$1.7M
Lodestar Private Asset Management LLC12,719
0.1% of portfolio›$1.6M
Creative Financial Designs Inc12,101
0.1% of portfolio›$1.6M
Chicago Partners Investment Group LLC11,870
0.0% of portfolio›$1.6M
Perryman Financial Advisory Inc11,298
0.2% of portfolio›$1.5M
Fifth Third Bancorp9,912
0.0% of portfolio›$1.3M
SeaCrest Wealth Management, LLC9,299
0.1% of portfolio›$1.2M
JFS Wealth Advisors, LLC9,200
0.1% of portfolio›$1.2M
Wealth Enhancement Trust Services, Inc.8,856
0.1% of portfolio›$1.1M
Carnegie Investment Counsel8,694
0.0% of portfolio›$1.1M
J.W. Cole Advisors, Inc.8,169
0.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC7,982
0.0% of portfolio›$1.0M
Allegheny Financial Group7,430
0.1% of portfolio›$958.9K
Michels Family Financial, LLC7,205
0.6% of portfolio›$929.9K
Nations Financial Group Inc,6,970
0.0% of portfolio›$899.5K
US Bancorp \de\6,847
0.0% of portfolio›$883.6K
Clear Harbor Asset Management, LLC6,021
0.0% of portfolio›$777.0K
Destiny Wealth Partners, LLC6,010
0.1% of portfolio›$795.3K
HUB Investment Partners, LLC5,725
0.0% of portfolio›$738.8K
Winthrop Capital Management, LLC5,103
0.2% of portfolio›$658.5K
Glass Jacobson Investment Advisors llc4,559
0.2% of portfolio›$588.3K
QTR Family Wealth, LLC4,345
0.2% of portfolio›$560.7K
Founders Financial Securities LLC4,040
0.0% of portfolio›$521.4K
Ullmann Wealth Partners Group, LLC3,832
0.0% of portfolio›$494.5K
D.A. Davidson & Co.3,783
0.0% of portfolio›$488.2K
Elevation Point Wealth Partners, LLC3,414
0.0% of portfolio›$440.6K
Carolina Wealth Management Inc3,351
0.2% of portfolio›$432.4K
Uniting Wealth Partners, LLC3,192
0.1% of portfolio›$411.9K
Princeton Global Asset Management LLC3,191
0.1% of portfolio›$411.8K
Focus Financial Network, Inc.3,107
0.0% of portfolio›$401.0K
StoneX Group Inc.2,958
0.0% of portfolio›$381.7K
Farther Finance Advisors, LLC2,920
0.0% of portfolio›$376.8K
Brighton Jones LLC2,684
0.0% of portfolio›$346.4K
Brookstone Capital Management2,611
0.0% of portfolio›$337.0K
USAdvisors Wealth Management, LLC2,575
0.0% of portfolio›$332
Wedbush Securities Inc2,420
0.0% of portfolio›$312
Keybank National Association2,195
0.0% of portfolio›$283.3K
ATX Financial Planning, LLC2,120
0.2% of portfolio›$273.6K
RFG Advisory, LLC2,118
0.0% of portfolio›$273.3K
Atria Investments, Inc2,067
0.0% of portfolio›$266.7K
Apollon Financial, LLC2,043
0.0% of portfolio›$263.6K
IFP Advisors, Inc2,028
0.0% of portfolio›$261.7K
Sigma Planning Corp1,920
0.0% of portfolio›$247.7K
South Shore Capital Advisors1,833
0.2% of portfolio›$236.5K
Diversify Advisory Services, LLC1,820
0.0% of portfolio›$240.0K
Diversify Wealth Management, LLC1,820
0.0% of portfolio›$240.0K
Sloy Dahl & Holst, LLC1,801
0.0% of portfolio›$232.4K
Level Four Advisory Services, LLC1,771
0.0% of portfolio›$228.5K
International Assets Investment Management, LLC1,740
0.0% of portfolio›$224.8K
Harbor Asset Planning, Inc.1,663
0.2% of portfolio›$214.6K
Letson Investment Management, Inc.1,576
0.1% of portfolio›$203.4K
Apella Capital, LLC1,560
0.0% of portfolio›$203.2K
Vise Technologies, Inc.1,559
0.0% of portfolio›$201.2K
Spire Wealth Management773
0.0% of portfolio›$99.8K
Pinnacle Bancorp, Inc.766
0.0% of portfolio›$98.9K
EverSource Wealth Advisors, LLC753
0.0% of portfolio›$97.2K
United Community Bank555
0.0% of portfolio›$71.6K
Archer Investment Corp485
0.0% of portfolio›$62.6K
Private Trust Co NA481
0.0% of portfolio›$62.1K
PNC Financial Services Group, Inc.391
0.0% of portfolio›$50.5K
Pension & Wealth Management Advisors, Inc.324
0.0% of portfolio›$41.8K
Citigroup Inc264
0.0% of portfolio›$34.1K
Latitude Advisors, LLC200
0.0% of portfolio›$25.8K
Biltmore Family Office, LLC139
0.0% of portfolio›$17.9K
Clearstead Advisors, LLC80
0.0% of portfolio›$10.3K
Assetmark, Inc45
0.0% of portfolio›$5.8K
Thurston, Springer, Miller, Herd & Titak, Inc.37
0.0% of portfolio›$4.8K
CoreCap Advisors, LLC23
0.0% of portfolio›$3.0K
StyleTurnoverLocationFiled
LPL Financial LLC
2,104,989$271.6M0.1%IndexVery LowFort Mill, SC2026-11-06
Reicon Wealth Advisors, LLC
401,690$51.8M28.2%ETFLowAtlanta, GA2026-11-04
Bond & Devick Financial Network, Inc.
319,112$41.2M9.9%ETFVery LowSt. Louis Park, MN2026-10-23
Altus Wealth Management, LLC
318,394$41.1M15.6%ETFVery LowFt Mitchell, KY2026-10-13
Cambridge Investment Research Advisors, Inc.
288,976$37.3M0.2%ETFLowFairfield, IA2026-11-02
Thrivent Financial for Lutherans
220,153$28.4M0.1%GARPMediumMinneapolis, MN2026-11-05
Prentice Wealth Management LLC
143,064$18.5M3.7%ETFLowRochester, NY2026-10-20
Commonwealth Equity Services, LLC
141,339$18.2M0.0%ETFLowWaltham, MA2026-11-02
Schorn Wealth LLC
140,909$18.2M4.7%ETFLowEnglewood, FL2026-10-14
YHB Investment Advisors, Inc.
110,179$14.2M0.9%GrowthLowWest Hartford, CT2026-10-08
Forza Wealth Management, LLC
98,772$12.7M3.7%CoreVery LowSarasota, FL2026-10-20
Truist Financial Corp
89,343$11.5M0.0%CoreLowCharlotte, NC2026-10-30
Saxon Interests, Inc.
80,324$10.4M3.6%ETFMediumHouston, TX2026-10-26
Wealth Enhancement Advisory Services, LLC
57,563$7.5M0.0%CoreLowPlymouth, MN2026-10-13
Merit Financial Group, LLC
55,995$7.2M0.0%ETFLowAlpharetta, GA2026-11-06
Fifth Third Securities, Inc.
53,770$6.9M0.3%ETFLowCincinnati, OH2026-10-21
Kestra Advisory Services, LLC
46,529$6.0M0.0%CoreLowAustin, TX2026-11-02
Able Wealth Management LLC
42,954$5.6M1.2%ETFMediumToms River, NJ2026-10-13
Paradigm, Strategies in Wealth Management, LLC
38,000$4.9M3.1%ETFLowMaple Grove, MN2026-10-16
Planning Strategies Inc.
33,909$4.4M2.6%ETFN/ALancaster, PA2026-10-02
Signature Estate & Investment Advisors LLC
31,667$4.1M0.1%ETFMediumLos Angeles, CA2026-10-13
First National Trust Co
27,893$3.6M0.1%GrowthLowJohnstown, PA2026-10-28
Steele Capital Management, Inc.
26,689$3.4M0.1%ETFVery LowDubuque, IA2026-11-02
Redw Wealth LLC
25,914$3.3M1.2%ETFLowAlbuquerque, NM2026-11-02
National Wealth Management Group, LLC
22,130$2.9M0.8%ETFMediumCincinnati, OH2026-10-26
Patten & Patten Inc
19,832$2.6M0.1%CoreLowChattanooga, TN2026-10-26
Bank of New York Mellon Corp
18,295$2.4M0.0%CoreLowNew York, NY2026-11-05
Park Avenue Securities LLC
14,107$1.8M0.0%ETFMediumNew York, NY2026-10-26
Prospera Financial Services Inc
13,203$1.7M0.0%CoreMediumDallas, TX2026-11-04
Lodestar Private Asset Management LLC
12,719$1.6M0.1%ETFLowAlamo, CA2026-10-26
Creative Financial Designs Inc
12,101$1.6M0.1%ETFMediumKokomo, IN2026-11-04
Chicago Partners Investment Group LLC
11,870$1.6M0.0%GARPLowChicago, IL2026-10-27
Perryman Financial Advisory Inc
11,298$1.5M0.2%GrowthVery LowDallas, TX2026-10-16
Fifth Third Bancorp
9,912$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
SeaCrest Wealth Management, LLC
9,299$1.2M0.1%GrowthLowPurchase, NY2026-10-21
JFS Wealth Advisors, LLC
9,200$1.2M0.1%ETFVery LowHermitage, PA2026-11-03
Wealth Enhancement Trust Services, Inc.
8,856$1.1M0.1%GrowthMediumSioux Falls, SD2026-10-07
Carnegie Investment Counsel
8,694$1.1M0.0%CoreLowPepper Pike, OH2026-10-20
J.W. Cole Advisors, Inc.
8,169$1.1M0.0%IndexLowTampa, FL2026-11-05
Kingswood Wealth Advisors, LLC
7,982$1.0M0.0%GrowthLowSan Diego, CA2026-10-23
Allegheny Financial Group
7,430$958.9K0.1%CoreLowPittsburgh, PA2026-11-05
Michels Family Financial, LLC
7,205$929.9K0.6%ETFLowFort Worth, TX2026-11-02
Nations Financial Group Inc,
6,970$899.5K0.0%CoreLowCedar Rapids, IA2026-11-05
US Bancorp \de\
6,847$883.6K0.0%IndexLowMinneapolis, MN2026-11-05
Clear Harbor Asset Management, LLC
6,021$777.0K0.0%CoreLowStamford, CT2026-11-05
Destiny Wealth Partners, LLC
6,010$795.3K0.1%ETFMediumTavares, FL2026-11-05
HUB Investment Partners, LLC
5,725$738.8K0.0%GrowthLowAustin, TX2026-11-03
Winthrop Capital Management, LLC
5,103$658.5K0.2%ETFLowCarmel, IN2026-11-05
Glass Jacobson Investment Advisors llc
4,559$588.3K0.2%ETFLowOwings Mills, MD2026-10-26
QTR Family Wealth, LLC
4,345$560.7K0.2%GrowthMediumLake Mary, FL2026-11-02
Founders Financial Securities LLC
4,040$521.4K0.0%ETFMediumTowson, MD2026-10-28
Ullmann Wealth Partners Group, LLC
3,832$494.5K0.0%ETFLowJacksonville Beach, FL2026-11-02
D.A. Davidson & Co.
3,783$488.2K0.0%CoreLowGreat Falls, MT2026-10-28
Elevation Point Wealth Partners, LLC
3,414$440.6K0.0%CoreHighDenver, CO2026-11-05
Carolina Wealth Management Inc
3,351$432.4K0.2%ETFN/AGreenville, NC2026-10-29
Uniting Wealth Partners, LLC
3,192$411.9K0.1%CoreMediumDenver, CO2026-11-06
Princeton Global Asset Management LLC
3,191$411.8K0.1%GrowthLowPrinceton, NJ2026-10-21
Focus Financial Network, Inc.
3,107$401.0K0.0%ETFLowMinneapolis, MN2026-10-14
StoneX Group Inc.
2,958$381.7K0.0%ETFMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
2,920$376.8K0.0%IndexLowSan Francisco, CA2026-10-08
Brighton Jones LLC
2,684$346.4K0.0%CoreVery LowSeattle, WA2026-11-03
Brookstone Capital Management
2,611$337.0K0.0%ETFMediumWheaton, IL2026-10-22
USAdvisors Wealth Management, LLC
2,575$3320.0%ETFLowEden Prairie, MN2026-10-21
Wedbush Securities Inc
2,420$3120.0%CoreLowPasadena, CA2026-10-22
Keybank National Association
2,195$283.3K0.0%CoreLowBrooklyn, OH2026-11-04
ATX Financial Planning, LLC
2,120$273.6K0.2%ETFHighAustin, TX2026-10-14
RFG Advisory, LLC
2,118$273.3K0.0%ETFMediumBirmingham, AL2026-11-03
Atria Investments, Inc
2,067$266.7K0.0%CoreMediumCharlotte, NC2026-10-15
Apollon Financial, LLC
2,043$263.6K0.0%ETFVery LowMount Pleasant, SC2026-10-23
IFP Advisors, Inc
2,028$261.7K0.0%GrowthLowTampa, FL2026-10-16
Sigma Planning Corp
1,920$247.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
South Shore Capital Advisors
1,833$236.5K0.2%CoreMediumCohasset, MA2026-10-20
Diversify Advisory Services, LLC
1,820$240.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,820$240.0K0.0%GrowthMediumSandy, UT2026-10-20
Sloy Dahl & Holst, LLC
1,801$232.4K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Level Four Advisory Services, LLC
1,771$228.5K0.0%CoreLowDallas, TX2026-11-06
International Assets Investment Management, LLC
1,740$224.8K0.0%CoreVery HighOrlando, FL2026-11-02
Harbor Asset Planning, Inc.
1,663$214.6K0.2%ETFVery LowBelmont, MA2026-10-23
Letson Investment Management, Inc.
1,576$203.4K0.1%CoreVery LowAtlanta, GA2026-11-05
Apella Capital, LLC
1,560$203.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Vise Technologies, Inc.
1,559$201.2K0.0%IndexLowNew York, NY2026-10-29
Spire Wealth Management
773$99.8K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Bancorp, Inc.
766$98.9K0.0%CoreVery LowBeatrice, NE2026-10-21
EverSource Wealth Advisors, LLC
753$97.2K0.0%CoreMediumBirmingham, AL2026-11-04
United Community Bank
555$71.6K0.0%CoreLowGreenville, SC2026-10-28
Archer Investment Corp
485$62.6K0.0%CoreMediumCarmel, IN2026-11-05
Private Trust Co NA
481$62.1K0.0%CoreLowCleveland, OH2026-10-20
PNC Financial Services Group, Inc.
391$50.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Pension & Wealth Management Advisors, Inc.
324$41.8K0.0%ETFLowWaltham, MA2026-10-16
Citigroup Inc
264$34.1K0.0%CoreMediumNew York, NY2026-11-04
Latitude Advisors, LLC
200$25.8K0.0%ETFLowYorkville, IL2026-10-27
Biltmore Family Office, LLC
139$17.9K0.0%GrowthLowCharlotte, NC2026-11-03
Clearstead Advisors, LLC
80$10.3K0.0%ETFLowCleveland, OH2026-11-06
Assetmark, Inc
45$5.8K0.0%ETFLowConcord, CA2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
37$4.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
CoreCap Advisors, LLC
23$3.0K0.0%ETFMediumSouthfield, MI2026-10-08